The challenge
A private bank wanted to understand how wealthy investors choose and switch advisors. The audience is small, protective of its time and wary of unsolicited contact.
Our approach
We used referral-based recruitment with discreet, personalised outreach and flexible interview formats.
- Screened on investable assets, current advisory relationships and recent investment decisions
- Offered in-person or video interviews at times chosen by the respondent
- Kept personal and financial details under strict data protection controls
- Briefed moderators on each respondent's profile before the interview
The results
- 24 interviews completed across both markets
- Every respondent matched the asset and advisory criteria
- Confidential handling of personal and financial information throughout
Illustrative scenario based on typical engagements. Client details are anonymised.
