1. Market Research
  2. > Luxury Goods Market Trends
  3. > Mass Affluent Investors: Customer Targeting

Mass Affluent Investors: Customer Targeting

  • November 2014
  • -
  • Verdict Financial
  • -
  • 27 pages

Summary
Its large size makes the mass affluent segment an attractive target market, but wealth managers need to understand the different opportunities available across the globe. Some mass affluent populations and groups prefer more intensive communication strategies or more hand-holding throughout the investment management process, required a differentiated targeting and out reach.


Synopsis
- Understand best-practice examples from competitors within the market and where the mass affluent fit in terms of strategy.
- Place a dollar value on the difference between a mass affluent client and a retail market equivalent.
- Compare mass affluent and mass market channel preferences

Reasons To Buy
- In which segments is the mass affluent opportunity sufficiently developed as to be a viable market in terms of size and assets?
- Through which channels do the mass affluent prefer to interact with this financial services partners?

Key Highlights
The mass affluent market is a broad collection of investors from different economic sectors at distinct lifestages. However, key demographics where the mass affluent include the retired segment; older investors with substantial assets but little income; and the pre-retirement market, where higher earners are solidly in the accumulation phase.

Younger consumer groups do figure in the mass affluent market but are concentrated among those professionals and self-employed groups. Wealth managers able to pursue longer term strategies will still pursue such younger consumers, even if they are only part of the emerging affluent market.

Mass affluent individuals tend to be comfortable with digital channels, particularly for such tasks as monitoring portfolios or accounts. While the mass affluent are typically older, they display none of the reluctance towards digital channels that such consumers typically have.

Table Of Contents

Mass Affluent Investors: Customer Targeting

View This Report »

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 24 Million searchable statistics with tables, figures & datasets
  • More than 10,000 trusted sources
24/7 Customer Support

Talk to Ahmad

+1 718 618 4302

Purchase Reports From Reputable Market Research Publishers
Luxury Goods Retailing in the Americas 2015-2020; Market dynamics, trends  and competitive landscape

Luxury Goods Retailing in the Americas 2015-2020; Market dynamics, trends and competitive landscape

  • $ 4950
  • Industry report
  • September 2016
  • by Verdict Retail

Summary The luxury goods market in the Americas is forecast to grow at a CAGR of 3.8% during 2015 to 2020. The US is the largest luxury goods retail market in the Americas, accounting for a 91.8% share ...

Demand Analysis for Luxury Cars in Africa

Demand Analysis for Luxury Cars in Africa

  • $ 3000
  • Industry report
  • October 2016
  • by Frost & Sullivan

Luxury Cars Surge in African Automotive Markets As demand for premium and luxury cars increases in Africa’s major automotive markets, understanding the trends, geographies, and factors impacting sales ...

Global and Chinese Truffles Industry, 2016 Market Research Report

Global and Chinese Truffles Industry, 2016 Market Research Report

  • $ 3000
  • Industry report
  • November 2016
  • by Prof Research

The ’Global and Chinese Truffles Industry, 2011-2021 Market Research Report’ is a professional and in-depth study on the current state of the global Truffles industry with a focus on the Chinese market. ...

Latvia: Caviar Market

November 2016 $ 1979

Finland: Caviar Market

November 2016 $ 1979

Portugal: Caviar Market

November 2016 $ 1979

Download Unlimited Documents from Trusted Public Sources

Infectious Disease Statistics in France

  • November 2016
    3 pages
  • Infectious Dise...  

    Shellfish  

    Oyster  

  • France  

View report >

Caviar Supply in Uruguay - Forecast

  • November 2016
    3 pages
  • Caviar  

    Fish  

  • Uruguay  

    South America  

View report >

Global Luxury Goods Industry

  • October 2016
    53 pages
  • Luxury Goods  

  • China  

    World  

    Asia  

View report >

ref:plp2014

Reportlinker.com © Copyright 2016. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.