Investor & PFA Research

Compeer has access to a panel of high net worth and mass affluent investors and Professional Financial Advisors (PFAs), who are available to interview either online or by phone on any topic. Compeer can provide assistance with the questionnaire, with the client having the final say. As all members of the panel have agreed to be interviewed, the turnaround of results is fast.

This research is regularly used and has allowed clients to refocus their products and tailor offerings to be aligned with investor needs, as well as improving distribution via intermediaries.

We regularly survey mass affluent (£50k – £250k investible assets), affluent (£250k – £1m) and high net worth (£1m – £10m) investors, across a range of service, product and industry issues, via both multi-client and bespoke studies. The information is particularly valuable when compared to client feedback on the same subjects, including gaps in potential clients’ knowledge and understanding. Compeer also organises focus groups of affluent or high net worth investors for in-depth discussion.

We also offer online research of PFA’s opinions on any wealth management-related topic. However, we also offer an established research methodology that is designed to enable a client to optimise their relationships with PFAs, leading to increased levels of business and client loyalty. There is a very high degree of correlation between implementing the conclusions proposed by the research and the client growing their business, largely due to the detail provided across a wide range of influences on buyer behaviour.

Example Documents

Please find below links to our latest investor research findings presented at our client’s view conferences.

Download our Brochure: Brexit, The Consequences

The shock result of the Brexit referendum means we now have to implement a massive change to our economic and trade relations over the next 2 years. Find out how the investors reacted and whether they will be shifting their investment intentions.

Download our Brochure: The Next Generation

Many Wealth Managers have an average client age of 60+, with services to match their needs. However, are these services sufficient to meet the needs of the next generation, or will the inherited wealth be transferred to a competitor?

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