Overall, the likelihood of an investor leaving a firm to follow an individual financial advisor was relatively high as over half of billionaires and Ultra High Net Worth (UHNW) individuals stated they would likely move to follow an individual advisor. Roughly one-quarter of the mass investor market noted they would be very likely to follow their advisor to a new firm. High Net Worth (HNW) individuals were the next highest investor group most likely to move institutions to follow a particular advisor. Following an individual advisor may be noted as one of the leading reasons why investors change financial institutions.
Loyalty of investors to individual financial advisors worldwide in 2021, by investor affluence
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The survey group was made up of 500 investment providers in the top
investment markets around the world and 2,325 investors from a range of wealth levels, ages, and locations. The survey covered four regions including Europe, Asia-Pacific, the Middle East, and North America.
High Net Worth (HNW) refers to a person with a net worth of at least one million U.S. dollars.
Very High Net Worth Individuals (VHNWIs) have a net worth of at least 10 million U.S. dollars.
Ultra High Net Worth individuals (UHNWIs) are defined as people with a net worth of at least 30 million U.S. dollars
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ThoughtLab. (November 4, 2021). Loyalty of investors to individual financial advisors worldwide in 2021, by investor affluence [Graph]. In Statista. Retrieved August 24, 2024, from https://www.statista.com/statistics/1367575/loyalty-of-investors-to-financial-advisors-worldwide-by-investor-affluence/
ThoughtLab. "Loyalty of investors to individual financial advisors worldwide in 2021, by investor affluence ." Chart. November 4, 2021. Statista. Accessed August 24, 2024. https://www.statista.com/statistics/1367575/loyalty-of-investors-to-financial-advisors-worldwide-by-investor-affluence/
ThoughtLab. (2021). Loyalty of investors to individual financial advisors worldwide in 2021, by investor affluence . Statista. Statista Inc.. Accessed: August 24, 2024. https://www.statista.com/statistics/1367575/loyalty-of-investors-to-financial-advisors-worldwide-by-investor-affluence/
ThoughtLab. "Loyalty of Investors to Individual Financial Advisors Worldwide in 2021, by Investor Affluence ." Statista, Statista Inc., 4 Nov 2021, https://www.statista.com/statistics/1367575/loyalty-of-investors-to-financial-advisors-worldwide-by-investor-affluence/
ThoughtLab, Loyalty of investors to individual financial advisors worldwide in 2021, by investor affluence Statista, https://www.statista.com/statistics/1367575/loyalty-of-investors-to-financial-advisors-worldwide-by-investor-affluence/ (last visited August 24, 2024)
Loyalty of investors to individual financial advisors worldwide in 2021, by investor affluence [Graph], ThoughtLab, November 4, 2021. [Online]. Available: https://www.statista.com/statistics/1367575/loyalty-of-investors-to-financial-advisors-worldwide-by-investor-affluence/
