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NAKATOMI RESEARCH

Brand Monitor: Private Banking and Wealth Management United States – 2019

By | Reports North America

Population: HNWI ≥ US$ 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?
Note: Bank of America Merrill Lynch aggregates US Trust, Merrill Wealth Management and Merrill Edge
Graph: Considers only top 12 preferred brands (ordered by absolute frequency)
Data collected: September – October 2019
Source:
Nakatomi Research SL

Brand Monitor: Private Banking and Wealth Management United Kingdom- 2019

By | Reports Europe

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

Brand Monitor: Private Banking and Wealth Management Switzerland – 2019

By | Reports Europe

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

Brand Monitor: Private Banking and Wealth Management Spain – 2019

By | Reports Europe

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

Brand Monitor: Private Banking and Wealth Management Singapore – 2019

By | Reports Asia

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

Brand Monitor: Private Banking and Wealth Management Mexico – 2019

By | Reports North America

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

 

Brand Monitor: Private Banking and Wealth Management Hong Kong – 2019

By | Reports Asia

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

Brand Monitor: Private Banking and Wealth Management Germany – 2019

By | Reports Europe

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

Brand Monitor: Private Banking and Wealth Management France – 2019

By | Reports Europe

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

Brand Monitor: Private Banking and Wealth Management Brazil – 2019

By | Reports South America

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

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