Ultra High Net Worth (UHNW) Persona Building

The Goal

Create a slide that describes Under-60 UHNW persona profiles as part of a marketing pitch to financial investment firms.

As part of a larger marketing pitch a global financial investment firm, I was asked to produce a slide profiling Ultra High Net Worth individuals that are (or would be perspective) clients. Of the nearly 80,000 individuals worldwide, the Under-60 demographic of individuals is a very small percentage even within the UHNW community.

I researched / accumulated all materials as part of the presentation.

The Research

This is a list of cited material used in the creation of the following presentation:

"Profiling ultra-high-net-worth clients", Katie Kuehner-Hebert, Proactive Advisor Magazine

"High-Net-Worth Psychology: Segmenting The World Of Wealthy Investors", Russ Alan Prince, Forbes

"The Rich Are Different", Blarow Mann, Sharpe Group

"Trends Among Ultra High Net Worth Individuals", Bentz Whaley Flessner, Bentz Whaley Flessner

The Presentation