Segmenting Tiers of Wealth

Track: Vendor Sessions

Session Number: 2115
Date: Thu, Aug 1st, 2019
Time: 1:15 PM - 2:00 PM
Room: Grand Sonoran A-B

Description:

Richard Green, CEO and Andrew Watson Hogan, Director of Business Development at Wealth-X, will present insights about the global demographics of the ultra high net worth (UHNW), very high net worth (VHNW) and high net worth (HNW) wealth tiers. In addition, they will reveal key characteristics and differentiators of individuals within these wealth tiers, and discuss how nonprofit organizations can tailor their strategies to effectively uncover, understand and engage major donors.
Session Type: Vendor Sessions

Primary Competency: PR:Competency 4: Utilizing Research Resources
Secondary Competency: PR:Competency 6: Prospect Interests and Networks/Relationships
Tertiary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Intended Audience Level: Level II
Recommended Prerequisites: none
Shop Size: Mid-Size/Large
Session Type: Vendor Sessions

Primary Competency: PR:Competency 4: Utilizing Research Resources
Secondary Competency: PR:Competency 6: Prospect Interests and Networks/Relationships
Tertiary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Intended Audience Level: Level II
Recommended Prerequisites: none
Shop Size: Mid-Size/Large