We are looking for people to take part in an interview for 1 hour in London about wealth management.
Tuesday 3rd November 2015
Various times available between 8am and 8pm - TBA
Please answer the questions below.
Occupation of chief income earner in the household:
Who do you live with in your household?
How old are your children?
What is the value of your personal liquid assets? (not including property)
Do you currently have a Private Banking relationship? Yes/No?
With which of the following banks do you have a Private Banking relationship?
ABN Amro PB
Deutsche Bank/Deutsche AWN
Goldman Sachs PWM
JP Morgan WM
Other – Please specify
Do you have a Relationship Manager with your Banking Relationship? Yes/No?
How often do you meet with your Relationship Manager?
Which of the following wealth management services, if any, do you use for your account?
Transactional banking (current account or similar)
Deposit/Money Market/Savings Account
Investment Management Advice/Services
Please forward this on to anyone you know who may be interested.
Unfortunately, it is impossible to reply to all emails or phone messages. We receive lots of responses to researches that are emailed out. You will be contacted by phone if your application is successful. However, we apologise if you do not hear from us, but please keep trying for future projects that are sent out.