A Tool to generate Leads of High Net Worth Individuals worldwide
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For further information contact Rodriquez Consulting Ltd - [email protected] Tuesday, 23 July 13
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Transcript of A Tool to generate Leads of High Net Worth Individuals worldwide
23 July 2013
Contents
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Executive Summary
§wealthmonitor was launched in Europe in January 2006 and in 2010 the service expanded to also include North and Latin America.
§wealthmonitor is part of the Mergermarket Group, a division of the Financial Times (FT) Group.
wealthmonitor is a journalist-based intelligence service that reports on current and potential liquidity events, identifying the individuals who stand to benefit from them financially.
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Liquidity Events
§ Intelligence is generated by a dedicated team of 300 journalists and 30 researchers reporting the strategic intentions of public and private companies, including:
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Wealth Database
§ Since the launch of wealthmonitor in January 2006 we have identified and profiled more than 156,000 High Net Worth individuals.
§ The database represents a total estimated wealth in excess of 1,000 bln GBP, and a potential new wealth in excess of 1,600 bln GBP.
§ Our research team adds more than 1,500 individual dossiers to the database each month, comprising personal and professional information.
§ The service also comprises information on a network of more than 2,000 advisory firms, including legal advisers, financial advisers, accountancy and public relations firms.
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Data Collection Process
§ Our global network of journalists collect, translate and summarise all relevant information published in the national and regional press, stock exchange announcements, company press releases etc. on a daily basis using more than 1500 sources of information.
§ Our journalists interview and network with key players such as companies’ directors, advisers, private equity houses, etc. to collect proprietary information on investment strategies, plans for growth and additional information on shareholders.
§ Our team of 30 researchers analyse the companies’ financial data and shareholding structure. For each individual a dossier is created comprising personal and professional information.
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HNWI’s Dossiers
§ Details on the individual’s stake holding within the company.
§ The individual’s current/potential net worth based on this holding.
§ Personal Information:• Date of birth
• Address and contact details
• Family status
• Assets (property, cars, yachts, private jets etc.)
• Educational and professional background
• Interests/ hobbies/ membership of associations & charities etc.
§ Corporate advisers to the individual’s company (past and present.)
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Functionalities
§ Ability to set up personalised e-mail alerts for:
• HNWI’s: new leads according to pre-defined criteria
• Liquidity Events: keep up to date with market activities
• Advisors: advisory firms servicing HNWI’s
§ Personalised Portfolios allow clients to track updates to the HNWI’s dossiers present in the database
§ Save dossiers in PDF format or download leads into customised Excel reports§ Request updates directly from our research team
§ Executives Database: biographical information on more than 650,600 corporate owners, entrepreneurs and executives. Search by country, region, title, estimated compensation and stock holdings.
§ Companies Database: over 500,000 company profiles. Search by country, region, industry and whether there are any shareholders and executives attached.
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Benefits of using wealthmonitor
§ Target new clients by running searches based on your own criteria: search by country, region, industry sector, nationality, age, interests, level of current and/or potential new wealth.
§ Get ahead of the competition: Establish relationships with prospective clients before they come into wealth or the transaction has been announced.
§ Research your existing clients’ current and potential new wealth, their business engagements, background, acquaintances, hobbies and interests.
§ Stay up to date with daily email alerts on your current clients, and on liquidity events and prospects who meet your search criteria.
§ Take advantage of your professional network by looking up advisers you know, who are already working with prospective clients as advisers to their businesses.
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Number of HNWIs and Executives by region
Region Total number of Shareholders/HNWIs
Total Number of Executives
Europe 138,296 95,838America (Central, North & South)
14,741 490,458
Middle East & Africa 1,290 17,326Asia 1,767 47,030
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Breakdown of European wm clients by type
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Company Type Count Asset Management 2Broker (Financial) 1Charity/Non Profit 4
Luxury Retailer 11Private Bank 34Savings Bank 1
Wealth Manager 11
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Subscription Fees
§ Wealthmonitor is available under a 12 month subscription agreement.
§ For the cost of the service contact us: [email protected]
• Individual login details for each user.
• Access to the UK & European database.
• Daily/Weekly email alerts to each user’s personal email address.
• Ability to generate customised reports in Excel and PDF formats.
• Request updates from our research team.
• Your dedicated client relationship manager will provide personal training, support, and assistance with your research and creation of bespoke reports.
§ Additional content sets for North America, Latin America, Asia-Pacific, and Middle East & Africa can be added for an additional £2k per content set.
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Screenshots: Searches and Dossiers
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Contacts
§ If you are interested in getting more information about WealthMonitor contact
§ Rodriquez Consutling Ltd.
§ +44 7445 30 86 22
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