Art Wealth Management Survey

Job title:*

Company name:

What is your current role?*

Wealth manager
Private banker
Family office
Institutional investor (including hedge funds, endowments funds, art/collectibles/alternative assets investment funds, private equity firms)
Other

Please specify*

What art education do you have?*

None
Formal - if so, what type?

Formal - if so, what type?*

How many years of financial-industry experience do you have?*

Less than 1
1-5
5-10
10-15
More than 15

Are you a member of any associations? Please select all that apply.*

IIROC (Canada)
FINRA (US)
CFA Institute
Not a member
Other

Please specify*

What course topics would be most helpful to your career? Please select all that apply.*

Please specify*

What art-related services would you like to integrate into your extended wealth management offering? Please select all that apply.*

Please specify*

What concerns you or would concern you most about the art market when advising your clients? Please select all that apply.*

Opacity of the market
Finding a trustworthy art professional
Lack of professional standards
Understanding pricing and value
Lack of price data
Fakes, forgeries or title issues
Other

Please specify*

Which industry-related publications do you read? Please select all that apply.*

WealthManagement Magazine
Bloomberg Businessweek
The Economist
Private Wealth
Wall Street Journal
Financial Times
No publications
Other

Please specify*

Do you believe your clients are motivated by investment returns when buying art?*

Yes
No

Do you believe that art and collectibles should be part of a wealth management offering?*

Yes
No

Have you ever felt pressured by your clients to offer art-related services?*

Yes
No

Would you be interested in doing a certified online course on art and wealth management and if yes, would you or your employer be willing to pay for it?*

No
Yes, if it were free
Yes, even with an enrollment fee

If you would like to be kept up-to-date on the program development and notified when registration opens, please provide your contact details.

Name

First Name Last Name

Email

Art Wealth Management Program – SURVEY