The statistic presents the share of high net worth individuals' investable wealth managed by their primary wealth advisor worldwide as of February 2014, by client age. It was found that the respondents in the 40-49 age group entrusted 48 percent of their investable assets to the primary wealth advisor.
What percentage of your total investable wealth does your primary wealth advisor manage?
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how Statista can support your business.
Scorpio Partnership. (May 7, 2014). What percentage of your total investable wealth does your primary wealth advisor manage? [Graph]. In Statista. Retrieved December 22, 2024, from https://www.statista.com/statistics/322766/investable-wealth-managed-by-wealth-advisor-client-age/
Scorpio Partnership. "What percentage of your total investable wealth does your primary wealth advisor manage?." Chart. May 7, 2014. Statista. Accessed December 22, 2024. https://www.statista.com/statistics/322766/investable-wealth-managed-by-wealth-advisor-client-age/
Scorpio Partnership. (2014). What percentage of your total investable wealth does your primary wealth advisor manage?. Statista. Statista Inc.. Accessed: December 22, 2024. https://www.statista.com/statistics/322766/investable-wealth-managed-by-wealth-advisor-client-age/
Scorpio Partnership. "What Percentage of Your Total Investable Wealth Does Your Primary Wealth Advisor Manage?." Statista, Statista Inc., 7 May 2014, https://www.statista.com/statistics/322766/investable-wealth-managed-by-wealth-advisor-client-age/
Scorpio Partnership, What percentage of your total investable wealth does your primary wealth advisor manage? Statista, https://www.statista.com/statistics/322766/investable-wealth-managed-by-wealth-advisor-client-age/ (last visited December 22, 2024)
What percentage of your total investable wealth does your primary wealth advisor manage? [Graph], Scorpio Partnership, May 7, 2014. [Online]. Available: https://www.statista.com/statistics/322766/investable-wealth-managed-by-wealth-advisor-client-age/
