In 2018, around 30 percent of wealth management clients preferred one-stop-shop solutions for their financial and related needs. This figure saw a significant increase in 2023, with 47 percent of respondents expressing a preference for holistic advice.
Share of wealth management clients that prefer a holistic wealth management approach in the United States in 2018 and 2023
Characteristic
Percentage of respondents
2018
29
2023
47
0102030405060
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McKinsey & Company. (January 16, 2024). Share of wealth management clients that prefer a holistic wealth management approach in the United States in 2018 and 2023 [Graph]. In Statista. Retrieved April 25, 2025, from https://www.statista.com/statistics/1478676/preference-for-holistic-wealth-management-advice/
McKinsey & Company. "Share of wealth management clients that prefer a holistic wealth management approach in the United States in 2018 and 2023." Chart. January 16, 2024. Statista. Accessed April 25, 2025. https://www.statista.com/statistics/1478676/preference-for-holistic-wealth-management-advice/
McKinsey & Company. (2024). Share of wealth management clients that prefer a holistic wealth management approach in the United States in 2018 and 2023. Statista. Statista Inc.. Accessed: April 25, 2025. https://www.statista.com/statistics/1478676/preference-for-holistic-wealth-management-advice/
McKinsey & Company. "Share of Wealth Management Clients That Prefer a Holistic Wealth Management Approach in The United States in 2018 and 2023." Statista, Statista Inc., 16 Jan 2024, https://www.statista.com/statistics/1478676/preference-for-holistic-wealth-management-advice/
McKinsey & Company, Share of wealth management clients that prefer a holistic wealth management approach in the United States in 2018 and 2023 Statista, https://www.statista.com/statistics/1478676/preference-for-holistic-wealth-management-advice/ (last visited April 25, 2025)
Share of wealth management clients that prefer a holistic wealth management approach in the United States in 2018 and 2023 [Graph], McKinsey & Company, January 16, 2024. [Online]. Available: https://www.statista.com/statistics/1478676/preference-for-holistic-wealth-management-advice/
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