This statistic shows the frequency of scheduled contact between investors and their private banker or wealth manager in the United Kingdom (UK) used to address their financial and investment needs, according to a survey conducted in 2013. Approximately 32 percent of investors discussed their investment needs with their advisors every six months.
How often do you have scheduled interactions (e.g. periodic reviews) with your private banker / wealth manager to discuss your investment and financial needs?
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British Bankers’ Association. (October 24, 2014). How often do you have scheduled interactions (e.g. periodic reviews) with your private banker / wealth manager to discuss your investment and financial needs? [Graph]. In Statista. Retrieved December 24, 2024, from https://www.statista.com/statistics/383709/uk-investor-frequency-of-discussion-with-banker-wealth-manager/
British Bankers’ Association. "How often do you have scheduled interactions (e.g. periodic reviews) with your private banker / wealth manager to discuss your investment and financial needs? ." Chart. October 24, 2014. Statista. Accessed December 24, 2024. https://www.statista.com/statistics/383709/uk-investor-frequency-of-discussion-with-banker-wealth-manager/
British Bankers’ Association. (2014). How often do you have scheduled interactions (e.g. periodic reviews) with your private banker / wealth manager to discuss your investment and financial needs? . Statista. Statista Inc.. Accessed: December 24, 2024. https://www.statista.com/statistics/383709/uk-investor-frequency-of-discussion-with-banker-wealth-manager/
British Bankers’ Association. "How Often Do You Have Scheduled Interactions (E.G. Periodic Reviews) with Your Private Banker / Wealth Manager to Discuss Your Investment and Financial Needs? ." Statista, Statista Inc., 24 Oct 2014, https://www.statista.com/statistics/383709/uk-investor-frequency-of-discussion-with-banker-wealth-manager/
British Bankers’ Association, How often do you have scheduled interactions (e.g. periodic reviews) with your private banker / wealth manager to discuss your investment and financial needs? Statista, https://www.statista.com/statistics/383709/uk-investor-frequency-of-discussion-with-banker-wealth-manager/ (last visited December 24, 2024)
How often do you have scheduled interactions (e.g. periodic reviews) with your private banker / wealth manager to discuss your investment and financial needs? [Graph], British Bankers’ Association, October 24, 2014. [Online]. Available: https://www.statista.com/statistics/383709/uk-investor-frequency-of-discussion-with-banker-wealth-manager/
