Private Wealth Series

During 2019 Dr Stuart Gibson and his team will continue their research into UHNWs and their wealth service providers, through qualitative face-to-face interviews.
 
During 2019 Dr Stuart Gibson and his team continue to conduct face-to-face in-depth qualitative interviews with over 300 UHNWs, private clients, entrepreneurs and family offices, together with over 300 private wealth professionals in Jersey, Guernsey, Isle of Man, UK, Middle East, Asia, Monaco, Switzerland, Gibraltar, Malta, US and Africa into the buyer behaviours, thought processes, trusted relationships, client experiences and satisfaction of UHNWs and their wealth service providers.
 
For the purposes of our research we define High-Net-Worth individuals (HNWs) as individuals with more than $5million in investable assets (not including their main residential property) and Ultra-High-Net-Worth individuals (UHNWs) as individuals with more than $50million in investable assets (not including their main residential property).
 
Private wealth professionals include: - private/investment banks, wealth managers, asset and investment managers, trust & corporate services firms, fund managers/administrators, general/life insurance & pension advisers, independent financial advisers, private client lawyers, private client accountants, tax advisers, treasury, FX & global payment firms, property & real estate firms, transport providers (private aviation, yachting) and providers of luxury goods/services.
 
 
The Private Wealth Series 2018/2019
​The Private Wealth Series in 2020
  • Middle East Private Wealth Report
  • Asia Private Wealth Report
  • Monaco Private Wealth Report
  • Switzerland Private Wealth Report
  • Luxembourg Private Wealth Report
The Private Wealth Series in 2021
  • US/Canada Private Wealth Report
  • Africa Private Wealth Report
 
For further information on sponsorship opportunities, please contact Dr Stuart Gibson at stuart@gibsonstrategy.com

Private Wealth

Research | Consulting | Education

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