bulletEDITOR'S PICKS

 

Discretionary FuM jumps 28% at Brooks Macdonald

From News Jul 24 2014 @ 10:49

Discretionary funds under management at Brooks Macdonald increased by almost 30% during the past...
view article

PA ANALYSIS: Are drilled-out miners heading back to surface?

From pa analysis Jul 24 2014 @ 07:30

After a tough few years miners are doing better this year, but just how sustainable is the...
view article


bulletRELATED ARTICLES

 

bulletNEWS

 

LATEST NEWS

The investment holy grail and the booby traps protecting it

The investment holy grail and the booby traps protecting itRichard Stammers, European Wealth investment strategist discusses the need for...
view article

Mexico: an investment work in progress

From economics Jul 25 2014 @ 12:32

Wealth managers unconvinced industry is...

From News Jul 25 2014 @ 11:52

MORE FROM Macro News

LATEST NEWS

Spain gives boost to assets for Mirabaud

Spain gives boost to assets for MirabaudSwiss asset manager and private banker Mirabaud recorded substantial inflows from...
view article

Multi-asset fund outflows knock Miton AUM

From Product News Jul 25 2014 @ 10:50

Wealth manager numbers paint rosy(ish)...

From pa analysis Jul 25 2014 @ 07:15

MORE FROM News

LATEST NEWS

HEAD-TO-HEAD: GLG Strategic Bond vs. TwentyFour Dynamic Bond

HEAD-TO-HEAD: GLG Strategic Bond vs. TwentyFour Dynamic BondMany expected inflows into fixed income to slow this year, but that has so far...
view article

Four celebs who paid the price of tax avoidance

From News Jul 24 2014 @ 17:39

F&C Managed Portfolio Trust driven up 9.3%

From News Jul 24 2014 @ 17:29

MORE FROM Product News



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...