We are currently undertaking a research study for the Isle of Man Private Wealth Report 2019.
A total of 50 Isle of Man based individuals are participating in the independent research study, comprising of 20 private clients (HNWs, UHNWs, HVRs and wealthy entrepreneurs) and 30 private wealth professionals (trustees, investment managers, family office professionals, private bankers, insurance brokers, estate agents, lawyers, tax advisers, relocation consultants). All participants are taking part in qualitative interviews, sharing their expert views, insights and experiences in the context of the Isle of man private wealth.
We are exploring aspects of private client’s selection criteria for Isle of Man based private wealth professionals and service providers, in addition, we are investigating client communication, client relationships, client value, client service quality, client satisfaction, client trust, client loyalty and client retention. Furthermore, we are exploring key private wealth themes in the Isle of Man such as family offices, succession planning, philanthropy, impact investing, privacy and security.
We are also investigating private client’s banking, investments, collectibles, real estate, private equity, co-investing, lending, focussing on cryptocurrency and private jets.
Finally, we are asking private clients and private wealth professionals about their views on the future of the Isle of Man private wealth sector.