The mindset of Australia’s more affluent individuals has shifted markedly since the now-seemingly distant bullish days of last spring.
The risk tolerance of the country’s high net worth individuals has plummeted towards ultra-conservatism over the period, reflecting the aggregate 25% drop in domestic equities since October’s share market …
Financial planners are generally doing a good job in keeping their high net worth clients satisfied – albeit not in the area of investment returns, according to new research.
Of the more than one third (36.9%) of this segment of the HNW market that have an ongoing relationship …
About 25% of high net worth individuals in Australia are female – estimates from ABS data and CoreData research show.
These tend to fit into three distinct groups; those who have or had their own business, those who own or owned a business with their husband and divorced, …
One of the things we are big on here at CoreData-brandmanagement is semantics – the science of saying exactly what we mean, after all clear communication is one of the challenges of working in research.
This is important in the context of high net worth (HNW) individuals because …
Gail Kelly’s recent ‘open letter’ to customers of St. George and Westpac has met with some interesting responses from customers of both banks and the broader Australian public.
It seems, a third of Westpac and St. George customers did not know who Gail Kelly was and more than …
Stumbling onto something important isn’t exactly unheard of in research, as CoreData researchers found out last week during a consumer high net worth (HNW) study.
The two best examples of blindly stumbling across something of significance are Alexander Fleming and Arno Penzias.
Fleming, who while researching staphylococci went away …
