This is one of the few tools that allows a company to generate leads in the HNWIs market. Monitoring transaction and getting in touch with millionaires and billionaires is not easy but can be done. The first question is always: where do I start? Here is the tool: Since the launch of wealthmonitor in January 2006 we have identified and profiled more than 156,000 High Net Worth individuals. The database represents a total estimated wealth in excess of 1,000 bln GBP, and a potential new wealth in excess of 1,600 bln GBP. Our research team adds more than 1,500 individual dossiers to the dynamic database each month, comprising personal and professional information. Details of Individual Dossier include Details on the individual’s stake holding within the company. The individual’s current/potential net worth based on this holding. Personal Information: Date of birth Address and contact details Family status Assets (property, cars, yachts, private jets etc.) Educational and professional background Interests/ hobbies/ membership of associations & charities etc. Corporate advisers to the individual’s company (past and present.) For more info email us at: Wealth@RodriquezConsulting.com

1. For further information contact Rodriquez Consulting Ltd - Wealth@RodriquezConsulting.com
Tuesday, 23 July 13

2. 23 July 2013
Contents
Tuesday, 23 July 13

3. 23 July 2013
Executive Summary
§wealthmonitor was launched in Europe in January 2006 and in
2010 the service expanded to also include North and Latin America.
§wealthmonitor is part of the Mergermarket Group, a division of the
Financial Times (FT) Group.
wealthmonitor is a journalist-based intelligence service that
reports on current and potential liquidity events, identifying
the individuals who stand to benefit from them financially.
Tuesday, 23 July 13

4. 23 July 2013
Liquidity Events
§ Intelligence is generated by a dedicated team of 300 journalists
and 30 researchers reporting the strategic intentions of public
and private companies, including:
Tuesday, 23 July 13

5. 23 July 2013
Wealth Database
§ Since the launch of wealthmonitor in January 2006 we have
identified and profiled more than 156,000 High Net Worth
individuals.
§ The database represents a total estimated wealth in excess of
1,000 bln GBP, and a potential new wealth in excess of 1,600 bln
GBP.
§ Our research team adds more than 1,500 individual dossiers to
the database each month, comprising personal and professional
information.
§ The service also comprises information on a network of more
than 2,000 advisory firms, including legal advisers, financial
advisers, accountancy and public relations firms.
Tuesday, 23 July 13

6. 23 July 2013
Data Collection Process
§ Our global network of journalists collect, translate and
summarise all relevant information published in the national and
regional press, stock exchange announcements, company press
releases etc. on a daily basis using more than 1500 sources of
information.
§ Our journalists interview and network with key players such as
companies’ directors, advisers, private equity houses, etc. to
collect proprietary information on investment strategies, plans
for growth and additional information on shareholders.
§ Our team of 30 researchers analyse the companies’ financial data
and shareholding structure. For each individual a dossier is
created comprising personal and professional information.
Tuesday, 23 July 13

7. 23 July 2013
HNWI’s Dossiers
§ Details on the individual’s stake holding within the company.
§ The individual’s current/potential net worth based on this holding.
§ Personal Information:
• Date of birth
• Address and contact details
• Family status
• Assets (property, cars, yachts, private jets etc.)
• Educational and professional background
• Interests/ hobbies/ membership of associations & charities etc.
§ Corporate advisers to the individual’s company (past and present.)
Tuesday, 23 July 13

8. 23 July 2013
Functionalities
§ Ability to set up personalised e-mail alerts for:
• HNWI’s: new leads according to pre-defined criteria
• Liquidity Events: keep up to date with market activities
• Advisors: advisory firms servicing HNWI’s
§ Personalised Portfolios allow clients to track updates to the HNWI’s dossiers
present in the database
§ Save dossiers in PDF format or download leads into customised Excel reports
§ Request updates directly from our research team
§ Executives Database: biographical information on more than 650,600 corporate
owners, entrepreneurs and executives. Search by country, region, title, estimated
compensation and stock holdings.
§ Companies Database: over 500,000 company profiles. Search by country,
region, industry and whether there are any shareholders and executives attached.
Tuesday, 23 July 13

9. 23 July 2013
Benefits of using wealthmonitor
§ Target new clients by running searches based on your own criteria: search
by country, region, industry sector, nationality, age, interests, level of current
and/or potential new wealth.
§ Get ahead of the competition: Establish relationships with prospective clients
before they come into wealth or the transaction has been announced.
§ Research your existing clients’ current and potential new wealth, their
business engagements, background, acquaintances, hobbies and interests.
§ Stay up to date with daily email alerts on your current clients, and on liquidity
events and prospects who meet your search criteria.
§ Take advantage of your professional network by looking up advisers you
know, who are already working with prospective clients as advisers to their
businesses.
Tuesday, 23 July 13

10. Number of HNWIs and Executives by region
Region Total number of
Shareholders/HNWIs
Total Number of
Executives
Europe 138,296 95,838
America (Central,
North & South)
14,741 490,458
Middle East & Africa 1,290 17,326
Asia 1,767 47,030
07/23/13
Tuesday, 23 July 13

11. Breakdown of European wm clients by type
07/23/13
Company Type Count
Asset Management 2
Broker (Financial) 1
Charity/Non Profit 4
Luxury Retailer 11
Private Bank 34
Savings Bank 1
Wealth Manager 11
Tuesday, 23 July 13

12. Subscription Fees
§ Wealthmonitor is available under a 12 month subscription agreement.
§ For the cost of the service contact us: Wealth@RodriquezConsulting.com
• Individual login details for each user.
• Access to the UK & European database.
• Daily/Weekly email alerts to each user’s personal email address.
• Ability to generate customised reports in Excel and PDF formats.
• Request updates from our research team.
• Your dedicated client relationship manager will provide personal training, support, and
assistance with your research and creation of bespoke reports.
§ Additional content sets for North America, Latin America, Asia-Pacific, and
Middle East & Africa can be added for an additional £2k per content set.
07/23/13
Tuesday, 23 July 13

13. Screenshots: Searches and Dossiers
07/23/13
Tuesday, 23 July 13

14. 07/23/13
Tuesday, 23 July 13

15. 07/23/13
Tuesday, 23 July 13

16. 07/23/13
Tuesday, 23 July 13

17. 07/23/13
Tuesday, 23 July 13

18. 07/23/13
Tuesday, 23 July 13

19. 07/23/13
Tuesday, 23 July 13

20. 07/23/13
Tuesday, 23 July 13

21. 07/23/13
Tuesday, 23 July 13

22. 07/23/13
Tuesday, 23 July 13

23. 07/23/13
Tuesday, 23 July 13

24. 07/23/13
Tuesday, 23 July 13

25. 07/23/13
Tuesday, 23 July 13

26. 07/23/13
Tuesday, 23 July 13

27. Contacts
§ If you are interested in getting more information about
WealthMonitor contact
§ Rodriquez Consutling Ltd.
§ +44 7445 30 86 22
§ Wealth@RodriquezConsulting.com
Tuesday, 23 July 13