Financial Services

New horizons, new behaviour

July 01, 2009

Global

July 01, 2009

Global
Monica Woodley

Editorial director, EMEA

Monica is editorial director for The Economist Intelligence Unit's thought leadership division in EMEA. As such, she manages a team of editors across the region who produce bespoke research programmes for a range of clients. In her five years with the Economist Group, she personally has managed research programmes for companies such as Barclays, BlackRock, State Street, BNY Mellon, Goldman Sachs, Mastercard, EY, Deloitte and PwC, on topics ranging from the impact of financial regulation, to the development of innovation ecosystems, to how consumer demand is driving retail innovation.

Monica regularly chairs and presents at Economist conferences, such as Bellwether Europe, the Insurance Summit and the Future of Banking, as well as third-party events such as the Globes Israel Business Conference, the UN Annual Forum on Business and Human Rights and the Geneva Association General Assembly. Prior to joining The Economist Group, Monica was a financial journalist specialising in wealth and asset management at the Financial Times, Euromoney and Incisive Media. She has a master’s degree in politics from Georgetown University and holds the Certificate of Financial Planning.

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Research Methodology

Written by the Economist Intelligence Unit and commissioned by Barclays Wealth, this ninth volume of Barclays Wealth Insights looks at the responses of high-net worth individuals to the current market environment, with a particular focus on investor behaviour.

It is based on two main strands of research. First, the Economist Intelligence Unit conducted a survey of more than 2,100 high-net worth individuals, with investable assets ranging from £500,000 to in excess of £30 million.

Respondents were spread globally, with the highest numbers of respondents from the United States, Hong Kong, India, Singapore, Canada, Spain, Switzerland, the United Arab Emirates, the United Kingdom and Monaco. The survey took place between March and May 2009.

Second, the Economist Intelligence Unit conducted a series of interviews with economists, senior executives and wealth experts from around the world. Our thanks are due to the interviewees for their time and insight.

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