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Branding and Segmentation in Wealth Management- new edition

By: Paul Golden 
Publish date: August 2011


Branding and segmentation in wealth managementThe new edition of this popular wealth management report looks at how building a distinctive brand is essential for new client acquisition. It presents the steps that need to be taken to rebuild client trust and explains how to make the best use of available media.

The report explores the perceived discount applied to wealth management brands and addresses the lack of trust between some clients and their wealth managers.


Develop a sector-specific wealth management marketing strategy

Many private banks and wealth managers have developed sector-specific strategies to tap into groups of high net worth individuals and families through the latter's personal interests. This report examines the different approaches to segmentation and presents the factors that need to be taken into account when assessing the needs of different groups.

The report contains a number of case studies from around the world, including Deutsche Bank, Lloyds TSB and Development Bank of Singapore.

Read this report to:

  • Revise and update your current branding and segmentation strategies
  • Implement the four pillars of wealth management marketing
  • Develop a sector-specific wealth management marketing strategy
  • Study successful marketing strategies from international institutions

Price: £2,416 + VAT for a two user licence

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