Express your Experiences and Opinions on Wealth Management

Join Our Wealth Panel & Earn or Donate Amazon Vouchers


Register to become a member of our Wealth Panel and participate in your first survey right now. This first survey is on Cost of Wealth Management. This survey has ten multiple-choice questions, is completely anonymous and takes just 2 to 3 minutes of your time. At the beginning you will be asked to answer 4 questions to qualify for the Wealth Panel. After two more surveys you will receive an Amazon Voucher worth USD 15.

CLICK HERE TO JOIN OUR PANEL
AND START FIRST SURVEY



What is a Wealth Panel?

With our Wealth Panel we would like to ask clients using services of wealth managers for their experiences and opinions. As a member of our Wealth Panel you will be regularly invited to participate in various online surveys on topics matching your interests, mainly on your experience in the area of wealth management. Each survey would take roughly 3 to 10 minutes to complete and you can fill out the questionnaire online completely anonymously.

Who can become a member of the Wealth Panel?
Anyone with a net worth of minimum USD 250,000 AND a yearly income of more than USD 50,000 is welcome to become a Wealth Panelist. Employees, directors or owners of wealth management firms and banks are explicitly excluded from participating. 

How do I start?
Shortly after joining our Wealth Panel you would have the opportunity to participate in our first survey. We will send further invitations to the email address that you have registered with us at the end of the first survey. These invitation mails include a link to our new survey and after finishing this survey we will add the participation towards your reward programme.

How do I receive my vouchers?

Your time is precious and your views are important to us. We therefore reward you for your time by giving out Shopping Vouchers issued by Amazon.com. After participating in three of our surveys we mail you a voucher worth USD 15 in accordance with the Terms and Conditions. These vouchers include a “gift code” which will allow you to purchase items valued up to USD 15 on Amazon.com. (Note: The gift codes can only be used at the Amazon.com website and not the national Amazon website. However, Amazon.com does ship purchases worldwide). Please check here for detailed information on the Amazon Gift Vouchers.

What about my personal data?
Please be assured that your personal particulars are strictly for research purposes and will always be kept confidential and not shared with external parties. We do also encourage you to use a anonymous email-address, where we can reach, further protecting your privacy. Please read our Privacy Policy, which explains how we process your personal data. You can also choose to terminate your participations anytime and stop receiving survey invitations by emailing us at: wealthpanel@myprivatebanking.com.

What happens with the information I provide?
Our goal is to increase transparency in the wealth management market. Your know-how and insights as a Wealth Panelist will help us in our research on providers, trends and client needs. We will only use your information in an aggregated manner and you mail address will never be disclosed to third parties.

How can I donate my voucher?

Many charities have set-up a wishlist at Amazon.com. You can choose the wishlist of your favourite charity and donate your voucher to help them buy the goods they need.