UK Private Wealth Report 

UK Private Wealth Report 2020/21
HVRs, HNWs, UHNWs, entrepreneurs, family offices and their Private Wealth Management Professionals

The Research Study

  

We are delighted to announce a major new in-depth research study that will examine private clients and family offices in the UK, their experience of living in the UK and the relationship with their private wealth professionals.

 

In addition, we will interview UK based private wealth professionals about serving international private clients.

 

A total of 100 UK based individuals are participating in the independent research study, comprising of 40 private clients (HNWs, UHNWs, HVRs and wealthy entrepreneurs) and 60 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 UK private wealth.

 

Research Topics
 

  • We are exploring aspects of private client’s selection criteria for private wealth professionals and service providers.

  • We are investigating client communication, relationships, value, service quality, satisfaction, trust, loyalty and retention.

  • Furthermore, are exploring private client services such as private banking, investment management, trust & corporate services, family office services, legal services and tax services.

  • In addition to key private wealth themes such as family offices, succession planning & next generation, substance, sustainable investing, philanthropy, privacy and security.

  • We are also investigating private client insights with regards to banking, investments, collectibles, real estate, private equity, co-investing, lending, focussing on technology, social impact investing, private jets and private client insurance.

  • Finally, we are asking private clients and private wealth professionals about their views on the future of the private wealth sector.

 

In Summary:

 

  • Research Population:

       40 private clients and family offices

       60 private wealth professionals

 

  • Research Methodology:

       Qualitative in-depth face-to-face interviews

       Quantitative questionnaires

 

  • Report Circulation:

       Private clients, family offices, private wealth management

       professionals in UK and key international jurisdictions

The research report will include:

 

SECTION ONE: UK

Why the UK? What is the attraction? The UK private wealth market: background, origins, numbers, source of wealth, generations, gender, sectors, growth, type - entrepreneurs/ retirees/individuals/family offices. The decision to reside in the UK and which other jurisdictions were/are considered (push/pull factors), benefits and experience of staying in the UK. Acquiring and retaining high value private clients for UK businesses. What drives/motivates/inspires/concerns high value private clients in the UK – now AND in the future … and their lifestyle choices.

 

1.1. The UK - A Brief History                 

1.2. The UK - The Private Wealth Industry            

1.3. The UK - Private Wealth in Numbers

1.4. The UK – The Financial Conduct Authority (FCA)

1.5. The UK – The Prudential Regulation Authority (PRA)

1.6. Relocating to other Jurisdictions                                                                                                             

SECTION TWO: THE UK PRIVATE WEALTH MARKET          

2.1. Private Clients and Family Offices                   

2.2. UK Private Wealth Professionals                                                                                      

SECTION THREE: PRIVATE CLIENT SERVICES

3.1. Private Banking

3.2. Investment Management

3.3. Trust & Corporate Services                             

3.4. Family Office Services

3.5. Legal Services

3.6. Tax Services

3.7. Private Client Insurance                  

3.8. Property/Real Estate       

3.9. Private Jet and Yacht Services                        

                                                                                               

SECTION FOUR: PRIVATE WEALTH THEMES

4.1. Family Offices

4.2. Succession Planning                                       

4.3. Substance       

4.4. Sustainable Investment/Green Finance                                          

4.5. Philanthropy

4.6. Collectibles                     

4.7. Technology and Cyber Security

4.8. Personal Protection and Security                                                                                    

SECTION FIVE: PRIVATE WEALTH TRENDS

5.1. The UK Private Wealth – The Future

Who should sponsor the study? – Private Wealth Management Professionals 

Private/investment banks, wealth managers, asset and investment managers, trust & fiduciary firms, fund managers/administrators, general/life insurance & pension advisers, independent financial advisers, private client lawyers, private client accountants/tax advisers, FX & global payment firms, property & real estate firms, transport providers (private aviation, yachting), luxury goods/service providers.

The Published Research Report

  • The key findings of the research report will be presented at the report launch event in UK, with an invited audience of high value private clients and private wealth professional contributors/sponsors.

 

Access an audience of UK and international private clients

Contact Details

For further information and details of sponsorship opportunities please contact:

Dr Stuart Gibson     E: stuart@gibsonstrategy.com  

                                  M: +44 (0)7700 720 200

Rob Kelly                  E: rob@gibsonstrategy.com      

                                  M: +44 (0)7797 792237

Office:                       T: +44 (0)20 3284 8664

Benefits to a Sponsor

 

What does the sponsor contribute?

  • Sponsorship fee: £5,000

  • Interview: Approximately 1.5 to 2 hours

What does the sponsor get in return?
  • The opportunity to be associated with a high quality research study into private clients and family offices

  • In addition to the published report, the sponsor receives a separate more comprehensive in-depth 'Insight Report' presented in a one-to-one meeting with the author; a unique offer only for the sponsors!

  • A unique opportunity to add their own specific question to the research study

  • Branding within final report - 1/2 page advert in the published report which is distributed to high value residents/private clients - gaining massive brand exposure

  • Branding on website - their logo and information on a dedicated 'report website' - accessed by a wider audience

  • Branding on all communication for the event as a 'contributing sponsor'

  • 1,000 hard copies distributed to private clients/family offices and PDF available to 20,000+ private wealth management professionals

  • ... plus invite at launch event - an opportunity for sponsor to attend the launch event and meet private clients

  • plus one delegate pass for a 1 Day Masterclass

Private Wealth

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