Tulip: Investment Advisers to the Wealthy - UK: Industry Research Report

Tulip: Investment Advisers to the Wealthy - UK

Published Date: January 2007

Published By: Mintel International Group Ltd.

Page Count: 58

Order Code: R560-2489

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Since 2001 Tulip Financial Research has published quarterly reports on the financial and investment attitudes and behaviour of the UK’s wealthiest investors, the High Net Worth (HNW) and Ultra High Net Worth (Ultra HNW) individuals and households. Each previous report has been based on a new and original quantitative survey of HNWs and Ultra HNWs.

This report “Investment Advisers to the Wealthy’’ breaks new ground. It is Tulip’s first published report derived from research covering a representative sample of professional investment advisers to the wealthy - a mix of IFAs, Private Asset Managers, Investment Managers and Private Bankers1. All those interviewed are personally involved in advising Ultra HNW and HNW clients on investments and investment strategy, whilst some also advise Affluentials, younger high-flyers who will be tomorrow’s HNWs.

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