WEALTH INTELLIGENCE

Understand the people
behind the wealth.

For nearly two decades, we have studied how wealthy individuals encounter opportunities, assess proposals and decide whether to engage. Our work combines structured data with direct communication, field observation and the context of real business relationships.

How we build intelligence

Responses reveal more than an address or a transaction. Their timing, content and context help us understand attention, priorities, decision pathways and the way an offer is received. We use this insight to refine audience selection, positioning and communication.

Our researchers also work in the field: at international exhibitions, fairs, auctions and other settings where valuable assets change hands. These interactions add context to the data and help us understand the people involved.

A person selling a business jet may also be a buyer of another asset. A client can also belong to the audience for a different client’s offer. We account for these overlapping roles when developing a communication strategy.

Your external intelligence department

For businesses selling high-value products, assets and services, understanding the audience is a central part of the commercial strategy. We help identify relevant people, interpret their context and develop an approach that makes the proposition easier to evaluate.

Our team can support audience discovery, market assessment and communication strategy. Existing research and established routes of communication can also help inform the work.

What the work can include

  • Identify and assess relevant prospects.
  • Research their business context, interests and relationships.
  • Explore audiences in new markets.
  • Review positioning and communication strategy.
  • Interpret feedback and refine the approach over time.

The brief determines the work and its outputs. A research project does not guarantee a response or a sale.

01 / WEALTH INTELLIGENCE

Understand the people
behind the wealth.

For nearly two decades, we have studied how wealthy individuals encounter opportunities, assess proposals and decide whether to engage. Our work combines structured data with direct communication, field observation and the context of real business relationships.

Responses reveal more than an address or a transaction. Their timing, content and context help us understand attention, priorities, decision pathways and the way an offer is received. We use this insight to refine audience selection, positioning and communication.

Our researchers also work in the field: at international exhibitions, fairs, auctions and other settings where valuable assets change hands. These interactions add context to the data and help us understand the people involved.

A person selling a business jet may also be a buyer of another asset. A client can also belong to the audience for a different client’s offer. We account for these overlapping roles when developing a communication strategy.

We can act as your external intelligence team: identifying relevant prospects, helping assess new markets and developing an informed approach to communication.

UHNWI DATA