The Phoenix Affluent research team is the leading U.S. authority on affluent and high net worth consumer attitudes and behaviors. Our team assists clients in understanding the trends and issues that impact their affluent and high net worth markets and in developing actionable strategies to drive revenue growth.

PMI Global Wealth Monitor

Strategic Insights For Affluent Markets

The PMI Global Wealth Monitor syndicated research tracking studies provide the foundation for our work with clients who market to affluent and high net worth (HNW) households. These ongoing and trended studies provide strategic information and insights on numerous topics related to wealth management and affluent lifestyles, 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.

Subscribers receive reports throughout the year summarizing the findings for the region. Subscribers also get to include proprietary questions in each tracking survey and receive a customized presentation tailored to their specific needs.

The PMI Global Wealth Monitor now has three geographical offerings: