We speak to demanding target groups as equals.

Demanding target groups

We take a close look at millionaires, company heads and technical experts.

We are interested in every target group and every sector. We are particularly intrigued by demanding target groups whose needs and motivations are complex and difficult to tap into: we specialize in clarifying multilayered questions and topics with demanding target groups, whether with quantitative methods or qualitative interviews and focus groups.

Demanding target groups are often hard to reach: they are short of time, their interests are focused, (financial) incentives are largely ineffective. They expect discussions between equals, and targeted questions that lead to tangible results.

With our experience in market research as both purchaser and contractor, we make sure your questions and themes resonate – even with a demanding audience. Throughout Switzerland, throughout the world, and in every sector.

Millionaires throughout the world

What is your brand potential with millionaires and Next Generation HNWIs?

Millionaires, or high net worth individuals (HNWIs), are one of our core target groups in Switzerland – and in key markets such as the United Kingdom, Germany, Singapore, Hong Kong and the United Arab Emirates. With our local partners we reach millionaires and future HNWIs in many other global markets as well.

We launched the Swiss HNWI Monitor in 2010 to throw light on the attitudes and behavior of Swiss millionaires, and since then we have conducted this study every six months. Since 2019 it also covers the next generation of HNWIs, i.e. potential future millionaires with high incomes and growing wealth.

The Swiss HNWI Monitor, which we offer as a multi-client study, addresses the following topics:

• the profile, attractiveness and image of 14-16 leading (Swiss) banks
• market positioning vis-à-vis their most important competitors (benchmarking)
• market potential (non-clients considering a brand)
• the characteristics of people who find a brand attractive (affinity profile)
• general trends among the (future) affluent population (e.g. readiness to switch banks, financial expertise, online trading, interest in robo-advice)

If you have questions to put to millionaires and younger people who one day will be, we get you the answers in Switzerland and throughout the world.

Banks & insurers

Private clients, companies, institutions – we know the financial sector from every perspective.

We have our roots in financial market research, so we are closely acquainted with the concerns of banks, asset managers and insurance companies in particular. Our expertise extends to quantitative and qualitative surveys covering not only private clients (from local retail banking through to international wealth management and private banking services) but also corporate clients, independent asset managers, and institutional investors (e.g. pension funds, insurers, and banks).

Numerous financial-sector companies rely on us to regularly ascertain the needs of their insured members or clients in the areas of retail banking, wealth and asset management – even globally and in more than 12 languages. We also carry out customized studies to clarify specific issues, such as global brand perception, acceptance of product and service concepts, or optimization of communication instruments and corporate locations. Where these studies result in direct contact with your clients, we always ensure compliance with the financial sector’s highly stringent privacy and data protection requirements.

Whatever your needs and requirements as a financial services provider, you’ll find that we supply appropriate solutions and answers.

Asset management

Independent asset managers and institutional investors – in dialog with financial experts.

Asset management target groups are not often at the focal point of market research. They are with us, though: independent asset managers, large companies (with their own treasury functions), insurers and pension funds are responsible for investments worth hundreds of billions – and it is the end consumer whose interests they serve. That’s why we use quantitative and qualitative methods to open up these target groups for you.

Are you an asset manager or a custodian bank? Then institutional investors such as pension funds, independent asset managers or banks and insurance companies are part of your core target group. To ensure that you meet their needs precisely, both now and in the future, we support you by (periodically) surveying your own institutional clients or by sounding out the market. This reveals how you can further optimize your current services and solutions and make them even more attractive to potential clients.

Do you represent a pension fund or an independent asset manager yourself? If so, you too have a client base that expects you to provide optimal services and solutions. In order to find out and identify opportunities for improvement, we support you with lean, cost-efficient methods for successfully surveying your own clients and policyholders.

Market research on independent asset managers, companies and pension funds – you benefit from our experience and expertise.

Non-financial services

You don’t have to be a bank: your interests still couldn’t be in better hands than ours.

Much of what we do is not restricted to banks and insurers: it works regardless of sector. Our staff and client surveys are just as productive in companies and organizations in education, administration, transport, e-commerce and industry. Mass media use us for online voting. For energy suppliers we evaluate marketing concepts. Our data-gathering, analysis and reporting tools are not sector-specific either: every economic sector has large, heterogeneous volumes of data requiring precise analysis, preparation and distribution.

Come to us: we find the answers that help you get to where you want to go.