Phoenix Marketing International to Launch Ultra High Net Worth Study
Research Will Give Clients Insights on Top 1% of U.S. Investors
Rhinebeck, NY – September 12, 2007 – The Affluent Market Practice of Phoenix Marketing International today announced plans for the Phoenix AMS Private Wealth Study, which will research the complex financial management issues of U.S. households with $5 million or more in investable assets.
Scheduled for launch in January 2008, the Phoenix AMS Private Wealth Study will focus on topics of concern to the country’s richest people, such as wealth transfer and estate planning, risk management, alternative investments, business succession planning, and philanthropy. The study will gain access to the opinions and preferences of these hard-to-reach investors through the Phoenix Ultra High Net Worth (UHNW) Research Platform, a unique network of nearly 200 non-profit and charitable organizations. These organizations have agreed to invite their wealthiest donors to participate in research studies in exchange for a steady flow of incentive-based donations.
The Phoenix AMS Private Wealth Study will combine syndicated content with an omnibus feature that allows subscribers to insert questions unique to their organization’s challenges in the UHNW market. Six hundred online interviews will be completed, with quotas at the $5MM-$10MM, $10MM-$20MM and $20MM+ asset levels. Reports of the study’s results will be customized for each subscribing organization. For details on the study’s design please go to http://www.phoenixmi.com/pdf/Phoenix_AMS_Private_Wealth_Study.pdf.
“Traditional mail and telephone research does not yield a representative sample of ultra high net worth households,” explains David Thompson, Managing Director of the Affluent Practice at Phoenix Marketing International. “But using our non-profit-based network makes for a classic ‘win-win.’ Our clients get research access to C-level executives and business owners and wealthy respondents get to support their favorite charity.”
About The Phoenix Affluent Market Practice
The Phoenix Affluent Market Practice offers both custom research and syndicated solutions to assist clients in understanding trends and issues that impact the affluent and high net worth markets and in developing strategies for revenue growth.
Our Affluent Marketing Service (AMS) research platforms are the foundation of our custom research practice. These rich, syndicated databases give our clients a competitive advantage through unprecedented access to mainstream affluent, high net worth and ultra high net worth households. We can profile their markets or competitive issues to better prepare them for a custom research engagement. For more go to http://www.phoenixmi.com/financial/ams.phtml.
About Phoenix Marketing International
Founded in 1999, Phoenix Marketing International is one of the fastest growing marketing services firms in the United States. With offices across the country and partnerships with many of the largest companies in the financial services, consumer package goods, automotive, healthcare, and travel and leisure industries worldwide, Phoenix also offers advanced advertising and brand measurement along with direct marketing expertise.
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Phoenix Marketing Contact:
David Thompson
Managing Director
Phoenix Affluent Market Practice
860-653-1720
Press Contact:
Ray Graber, Graber Associates LLC
781-221-0018