REPORTS
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Latest Tulip report:
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For enquiries / discounts / orders please ring +44 (0) 208 944 7510
Forthcoming Reports
HNW and Ultra HNW Retirement Planning and Capital Preservation
HNW and Ultra HNW Professional Adviser Ratings
Reports in last year
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Promoting Financial Services to the Wealthy Report - August 2007
The new report, Promoting Financial Services to the Wealthy, shows that just 4% of the industry’s £1billion plus advertising expenditure is targeted at the HNW & Ultra HNW market. Yet that market owns 65% of investment products by value – investments worth £over 650 billion.
And even that 4% of ad expenditure is is allocated to the wrong media, with too much spent on TV and radio, and too little on the Internet. Price £2,000 +VAT. Hard-copy or PDF format - to view contents click here |
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High net worth and Ultra high net worth Investment Plans 2007 - June 2007 In the past two years there has been a dramatic growth in rich peoples use of private banks for wealth management and advice on the back of the increased professikonalism of private bank staff. This report examines the changing face of provate banking and of investors plans for 2007. Price £1,850 +VAT Hard-copy or PDF format - please contact us |
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Investment Advisors and the Wealthy - April 2007 This report examines the value (or lack of value) of professional investment advice for the UK's wealthiest investors. It considers the impact of commission on advisor recommendations and whether wealthy investors follow advisor recommendations in asset allocation. The report highlights the benefits of paying for advice as and when needed. Price £1,750+VAT Hard-copy or PDF format - please contact us |
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The European Liquid Wealth Pyramid - Published November 2006 This new report identifies and describes the influence and wealth of the richest people in the top 1% of the population in France, Germany and the UK. With pan-European investment opportunities opening up this report highlights the commonality of the HNW market across Europe.
Price £1,575+VAT Hard-copy or PDF format - please contact us |
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The Role of Property in HNW and ultra HNW Portfolios - June 2006 This report is derived from a survey of the UK's wealthiest property investors. It examines the level of assets allocated to property, the kinds of property investments held and plans for future investment. It also looks in depth at the role of advisers, and their influence - good or bad - on HNW and Ultra HNW investment strategies and behaviour. Price £1,575+VAT Hard-copy or PDF format - please contact us |
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Tulip Reports 2005-06
HNW & Ultra HNW Investment Plans 2006
HNW & Ultra HNW Retirement Income & IHT Planning
HNW & Ultra HNW Bank and Fund Manager Ratings
Affluential Investors in the UK, Germany & France
The Roleof Property in HNW & Ultra HNW Portfolios
HNW & Ultra HNW Investors in the UK, France and Germany
Investment Advisers to the Wealthy
Tulip Reports 2001-04 The Tulip UK Banks Report.
The Tulip Fund Manager and Investment Adviser Report. The Bank Choice and Churn Report. The Investment Adviser and Fund Manager Choice Report. Bankers to the Rich - How Britain’s Big Six Banks Perform. The UK Wealth Banking Futures Report. The UK Financial Adviser & Investment Futures Report. Britain’s Millionaires - The Private Investment Powerhouse. The Nike Factor - Marketing Financial Services to the Wealthy. The Media Habits of the Rich. Britain’s HNWs - Their 2004 Expectations & Investment Plans. The HNW & Ultra HNW Investment Process. The UK HNW Market for Structured Products. For further details /Table of Contents of these reports please contact info@jgfr.co.uk or ring +44(0) 208 944 7510
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