New for 2026
Neo-patrimonial Observatory
Decipher an emerging target to better guide your strategies
The Observatory of neo-patrimonials deciphers a new target, with a dynamic profile, in a context of changing savings habits (digitalization, increasing financial autonomy, search for performance…). It provides a better understanding of the major themes structuring their relationship with savings:
- investments and products held
- savings behavior and dynamics
- strategy, savings management and autonomy
- relationship to risk, CSR and financial knowledge
Thanks to a 360° observatory based on over 2,000 interviews, it highlights key profiles and structures a fine segmentation to help industry players refine their targeting, offers and communications. A practical tool for transforming a complex target into opportunities for action.