Wealth Manager / Wealthy Italian National Research

We are looking for detailed research analysis targeting the following two segments of the financial landscape. This information will be used to develop a detailed call/contact sheet for direct solicitation of specific financial products for wealth Italian nationals: 1. Swiss Money Managers/ Investment Advisory Firms ??" With a focus on the area of Lugano Switzerland. Private vs. corporate wealth management. Portfolio management for individuals and/or small business. a. Provide a detailed breakdown (ranked by assets under management) of wealth management firms, partnerships and individuals. b. Tier breakdown into the following groups: i. $50mm (million) - $500mm ii. $500mm - $5,000mm iii. $5,000mm - $50,000mm iv. $50,000 ??" up c. Information required in spreadsheet i. Company Name ii. Company address iii. Company “who we are?? info copied from home page iv. Manager names, title, bio (if available), information from website v. 2. Wealthy Italian Nationals ??" ideally, we are looking for Italian Nationals who have made money in 2010. Wealthy is defined as having a net worth =>$25mm. a. Provide a detailed breakdown (ranked by monetary size) of the following: i. Companies or individual who sold a business, sold part of a business, were involved in a joint venture with their business, Won a large contract for their business, etc. ii. Companies who IPO’d their company in 2010 iii. Individuals or families who inherited >$25,000,000 USD in 2010 b. Information required in spreadsheet i. Company / Individuals Name ii. Company / Individuals Address iii. Company / Individuals “who we are?? info copied from home page (if available) or bio iv. Company / Individuals information. If a company, please provide detailed contact information for top executives from the website

## Deliverables

1) All deliverables will be considered "work made for hire" under U.S. Copyright law. Employer will receive exclusive and complete copyrights to all work purchased. (No 3rd party components unless all copyright ramifications are explained AND AGREED TO by the employer on the site per the worker's Worker Legal Agreement).

2) Excel spreadsheet or word doc, excel is preferred. 3) Two spreadsheets or tabs, one for Wealth managers and one for Italian nationals.

## Platform


Habilidades: Vale Tudo, Análise de Negócios, Planos de Negócios

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Acerca do Empregador:
( 0 comentários ) United States

ID do Projeto: #2973793

1 freelancer está ofertando em média $170 para este trabalho


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$170 USD in 14 dias
(7 Comentários)