Research and analysis

Survey of Agents of High Net Worth Individuals

Research looking at agents' experiences dealing with the High Net Worth Unit and identifying how these experiences have changed over time.

Documents

Survey of Agents of High Net Worth Individuals

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Survey of Agents of High Net Worth Individuals Technical Report

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Details

The main aims of this research were to measure:

  • the overall customer experience of agents of high net worth individuals
  • how this experience has changed over time

The research builds on the first High Net Worth Unit (HNWU) agent survey which was conducted 2 years after the launch of the High Net Worth Unit, in 2011.

The research specifically explores:

  • awareness and knowledge of the HNWU
  • dealings agents have had with the HNWU in the last year
  • experiences and ratings of the HNWU
  • the profile of high net worth individuals that agents worked for

The survey comprised of 588 telephone interviews with agents of high net worth individuals dealt with by the HNWU.

Published 20 July 2015