bulletEDITOR'S PICKS

 

Sesame fined more than £1.5m for 'undermining' RDR

From Regulation Oct 30 2014 @ 14:58

The UK’s most complained about advisory firm, Sesame, has been fined over £1...
view article

Barclays accused of ‘betraying duties’ to obtain Saudi licence

From News Oct 30 2014 @ 10:41

A Saudi businessmen is suing Barclays for $10bn in damages, claiming the company struck a secret...
view article


bulletRELATED ARTICLES

 

bulletNEWS

 

LATEST NEWS

Hermes announces multi-asset inflation fund, Greater China team

Hermes announces multi-asset inflation fund, Greater China teamThe fund specifically targets risk premia via traditional and alternative beta to...
view article

Wealth law firms confirm merger

From News Oct 31 2014 @ 16:01

RBS Q3 profit hamstrung by prospect of £400m...

From News Oct 31 2014 @ 12:34

MORE FROM Product News

LATEST NEWS

Highest yielding trusts revealed

Oriel Securities has compiled a list of the highest yielding investment trusts...
view article

BoJ’s surprise policy change sees stocks jump...

From Macro News Oct 31 2014 @ 11:21

Polar Capital unveils European income fund for...

From Product News Oct 31 2014 @ 11:16

MORE FROM Product News

LATEST NEWS

PA ANALYSIS: Don’t get cocky on US growth

PA ANALYSIS: Don’t get cocky on US growthWhile US GDP growth for Q3 came in higher than expected, there remains a high...
view article

BEA cautious on high yield

From News Oct 31 2014 @ 01:26

Sarasin strikes deal with Indexx Markets

From Product News Oct 30 2014 @ 17:25

MORE FROM pa analysis



Esther Armstrong

Six speciality services to snare ultra-HNW clients

From News Oct 4 2012 BY: Esther Armstrong

Add to My News Comments (0)

Add to My News Print

Add to My News

add to twitter

add to linkedin


Some financial products and services are considered universal and have similar ownership rates among mass affluent investors as well as high net worth (HNW) and ultra-high net worth investors.

But others have take-up rates that increase more predictably, so the wealthier a client is the more likely they are to own them, or want advice on them.

A study by Phoenix Marketing International, which surveyed nearly 1,200 affluent UK investors during autumn 2011 and spring 2012, has unearthed a selection of products and services that a higher proportion of HNW and ultra-HNW clients own compared to mass affluent clients.

Phoenix predicts there are about 197,000 ultra-HNW households in the UK - defined as those with £1m plus in liquid wealth or investable assets – and if you offer the particular products and services these investors are attracted to, you could be on to a winner and should make sure to shout about it.

So what are these millionaire snaring tools? Click here to find out…

Add to My News Comments (0)

Add to My News Print

Add to My News

add to twitter

add to linkedin




TAGS:

COMMENTS


Have your say

(Be the first to) Have your say!

Please sign in or register here to leave a comment. Registration is free and only takes a few moments.






Share us on Twitter

SHARE US ON TWITTER
Join the community

Share on Linked In

SHARE ON LINKED IN
Inform your colleagues

Switch to our mobile site

SWITCH TO MOBILE SITE
News on the go

Back tot he top of the page

BACK TO TOP OF PAGE
Just click here...