NAKATOMI RESEARCH

Population: HNWI ≥ US$ 1 million IA – equivalent in local currency -Investable assets (excluding main residence and pension plan)

Sample size: N=300

Awareness (aided):

Question: Which of the following companies that provide private banking and wealth management have you heard of before today?

Preference (measured only from people who is aware of the brand):

Question: If you were to invest/reinvest a significant portion of your assets today. Which company would you consider first when choosing private banking and/or wealth management services?

Note: Lloyds aggregates Lloyds Bank, Scottish Widows, Halifax, Bank of Scotland

Graph: Considers only top 12 preferred brands (ordered by absolute frequency)

Data collected: September – October 2019

Source: Nakatomi Research SL

Population: HNWI ≥ US$ 1 million IA – equivalent in local currency -Investable assets (excluding main residence and pension plan)

Sample size: N=300

Awareness (aided):

Question: Which of the following companies that provide private banking and wealth management have you heard of before today?

Preference (measured only from people who is aware of the brand):

Question: If you were to invest/reinvest a significant portion of your assets today. Which company would you consider first when choosing private banking and/or wealth management services?

Graph: Considers only top 12 preferred brands (ordered by absolute frequency)

Data collected: September – October 2019

Source: Nakatomi Research SL

Population: HNWI ≥ € 1 million IA -Investable assets (excluding main residence and pension plan)

Sample size: N=300

Awareness (aided):

Question: Which of the following companies that provide private banking and wealth management have you heard of before today?

Preference (measured only from people who is aware of the brand):

Question: If you were to invest/reinvest a significant portion of your assets today. Which company would you consider first when choosing private banking and/or wealth management services?

Graph: Considers only top 12 preferred brands (ordered by absolute frequency)

Data collected: September – October 2019

Source: Nakatomi Research SL

Population: HNWI ≥ EUR€ 1 million in IA – Investable assets (excluding main residence and pension plan)

Sample size: N=300

Awareness (aided):

Question: Which of the following companies that provide private banking and wealth management have you heard of before today?

Preference (measured only from people who is aware of the brand):

Question: If you were to invest/reinvest a significant portion of your assets today. Which company would you consider first when choosing private banking and/or wealth management services?

Graph: Considers only top 12 preferred brands (ordered by absolute frequency)

Data collected: September – October 2019

Source: Nakatomi Research SL

Population: HNWI > EUR€ 1 million in IA – Investable assets (excluding main residence and pension plan)

Sample size: N=300

Awareness (aided):

Question: Which of the following companies that provide private banking and wealth management have you heard of before today?

Preference (measured only from people who is aware of the brand):

Question: If you were to invest/reinvest a significant portion of your assets today. Which company would you consider first when choosing private banking and/or wealth management services?

Graph: Considers only top 12 preferred brands (ordered by absolute frequency)

Data collected: September – October 2019

Source: Nakatomi Research SL