Business Owners Segment is part of our library of Segment-specific reports and looks at the wealthy who are business owners the UK. In this data-rich report, you’ll find information on the demographics of this client group and their attitudes and preferences when it comes to their finances. We also detail their wealth management needs, and what they want and don’t want from a service provider.
This report would be very useful for providers looking to understand this segment in order to optimally target and service them.
The UK Wealth Management Series draws primarily on our annual Wealth Management Benchmark study, which surveys a representative sample of 500+ HNWI clients in the UK.
The latest study completed in Q1 2014, is the fifth in this annual series. All respondents make use of either a private banker, wealth manager, fullservice investment manager or stock broker. They each have at least £500,000 in investable assets, though robust samples of the following sub-segments are included: £0.5-0.9m, £1m-£1.9m, £2m-£2.9m and £3m and above.