We understand your business and your audiences

Our research services cover a wide range of needs and topics, from customer satisfaction and investor preferences, product suitability, regulatory and governance issues, to the disruptive challenges of Fintech.

Market context
  • Competitor landscape; analysis and insights
  • Market evaluation and sizing
  • Trends and opportunities
Product and service development
  • Product positioning and strategy
  • Suitability testing
  • Awareness and comprehension
Investor engagement
  • The investment journey
  • Key drivers: from awareness > consideration > preferences > purchase > loyalty
Brand and communications evaluation
  • Go-to-market strategy and origination
  • Suitability and understanding
  • Tracking, measurement and analysis
Client experience and satisfaction
  • TCF compliance
  • Investor motive, appetite, preferences
  • Key drivers: product range, service, price, added-value, differentiation
Thought leadership
  • Original, evidence-based content
  • End-to-end service: from strategy, ideas and research to written report

We have undertaken qualitative and quantitative research among:

  • Institutional investors e.g. pension schemes, insurance companies, charities
  • Discretionary investment and wealth managers
  • Financial advisers and other intermediaries
  • Family offices and individual investors
  • Consultants and key business influencers

Qualitative and quantitative methods

 We focus on the research methodologies and tools most relevant to our financial services clients:

  • Face-to-face depth interviews
  • Telephone and Computer Aided Telephone Interviews (CATI)
  • Online surveys
  • Omnibus surveys
  • Focus groups and workshops
  • Panels and hard-to-reach groups: HNWs, IFAs, discretionary and institutional investors
  • Desk research

Gabriel’s research team works to Market Research Quality Standard Advisory Board (MRQSAB) standards.


Aberdeen Standard Investments

360 ESG: canvassing the views of savers and investors, IFAs, and senior pension professionals and consultants

Aviva Investors

Meeting the income needs of today’s investors. Research among UK advisers and wealth managers, and individual investors


The business case for pensions: employer and employee attitudes to retirement planning

Brewin Dolphin

Charity Investment: What Matters Most?
And what more the industry and policymakers could do to help.

BNY Mellon Investment Management

UK retail client experience and TCF compliance

Ingenico Payment Services
(formerly Ogone)

Pan-European research among merchants quantifying attitudes to fraud management, card-not-present transactions, and related issues