SOURCE: Phoenix Marketing International

Phoenix Marketing International

April 18, 2011 10:41 ET

New Insights Concerning European Affluent and High Net Worth Investors

Phoenix Marketing International Announces the PMI Global Investor Monitor-Europe

LONDON--(Marketwire - Apr 18, 2011) - Phoenix Marketing International (PMI) announced today the launch of its PMI Global Investor Monitor-Europe, an ongoing syndicated research tracking program that will provide strategic insights about affluent and high net worth (HNW) investors to wealth and asset management firms in European markets. The PMI Global Investor Monitor will be the new name for the successful Phoenix AMS research programs that have been tracking the behaviors and attitudes of affluent and high net worth (HNW) investors in the U.S. and Canada.

The PMI Global Investor Monitor-Europe will provide ongoing and trended data on numerous topics related to wealth management, including preferences toward and use of advice and advisors; investment products owned, current balances and asset allocations; use of credit and debit cards; attitudes toward investing, personal finances and goals, economy, and wealth; investment and retirement intentions, and demographics.

The PMI Global Investor Monitor-Europe will survey over 5000 affluent and HNW investors annually in the UK, Germany, France, Spain, and Italy with a comprehensive bi-annual questionnaire. Subscribers will receive reports throughout the year summarizing the findings for Europe and each targeted country. Subscribers also will get to include proprietary questions in each tracking survey and will receive a customized presentation tailored to their specific needs.

"We are very excited about expanding our successful affluent syndicated research products into Europe," says Allen R. DeCotiis, Chairman and CEO of Phoenix Marketing International. "Our clients increasingly need actionable data on affluent investors worldwide, and we hope to continue the expansion of this service into other global markets in the near future," continued DeCotiis.

"Our Global Investor Monitor repositions our AMS product line to reflect our increasingly expanded footprint," notes David M. Thompson, Managing Director of the Affluent Practice at PMI. "Wealth management firms in both established and emerging markets have similar needs for end-investor information to help guide product and channel development, communications, and competitive positioning," continued Thompson.

For more information about Phoenix Affluent's offerings, follow this link:

Contact Information

  • Phoenix Marketing International Contact:
    David M. Thompson
    Managing Director, Phoenix Affluent Practice
    Email Contact

    Europe Office
    Parkshot House
    5 Kew Road
    Surrey TW9 2PR
    (P) +44-0208-334-4766

    U.S. Office
    59 Rainbow Rd.
    East Granby, CT 06026
    (P) 860-653-1720