Case Studies

Case Studies

Wealth Management Survey

One of the renowned advisory firm engaged Schnell Research to conduct a survey among High Net Worth Individuals globally. To learn about what HNWI’s value most from a client-experience perspective at their wealth management firm, we deployed the following approach: -

Sample Size & Target Audience

2000 responses from HNWI’s

Wealth Segment
  • 45% Mass affluent (US $250,000 –US $1million)
  • 45% HNW (US $1 million –US $25 million)
  • 10% UHNW (US $25 million +)
  • Cross-border assets (invested/managed outside country of residence)
Wealth Management Survey

Global (United States, Canada, United Kingdom, Germany, Luxembourg: Switzerland, Middle East (Kuwait, Saudi Arabia, UAE, Mexico, Brazil, China)