This statistic shows the proportion of investors that either agree or strongly agree with the statements describing their working relationship with their private banker or wealth manager in the United Kingdom (UK) as of 2013. In that time, approximately 67 percent of investors agreed with the opinion that their wealth manager or private bank "listens to their opinions and needs" and 13 percent stated that their wealth manager "pushes products at clients that they do not really need".
Cooperation assessment between investors and private bankers or wealth managers in the United Kingdom (UK) as of 2013*
Characteristic
Proportion of investors agreeing or strongly agreeing with the following statements
My wealth manager or private bank listens to my opinions and needs
67%
My wealth manager or private bank employs highly capable personnel
59%
My wealth manager or private bank interests are aligned with their clients
54%
My wealth manager or private bank delivers a premium service
49%
My wealth manager or private bank delivers value for money
47%
My wealth manager or private bank obscures the true levels of fees
19%
My wealth manager or private bank pushes products at clients that they don't really need
Investors with more than one million GBP of investable assets.
Method of interview
Online survey
Supplementary notes
* The assessment was expressed as the proportion of investors agreeing or strongly agreeing with the statements describing different aspects of employing the private bank or wealth manager services.
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British Bankers’ Association. (October 24, 2014). Cooperation assessment between investors and private bankers or wealth managers in the United Kingdom (UK) as of 2013* [Graph]. In Statista. Retrieved November 21, 2024, from https://www.statista.com/statistics/384332/uk-investor-wealth-manager-working-relationship/
British Bankers’ Association. "Cooperation assessment between investors and private bankers or wealth managers in the United Kingdom (UK) as of 2013*." Chart. October 24, 2014. Statista. Accessed November 21, 2024. https://www.statista.com/statistics/384332/uk-investor-wealth-manager-working-relationship/
British Bankers’ Association. (2014). Cooperation assessment between investors and private bankers or wealth managers in the United Kingdom (UK) as of 2013*. Statista. Statista Inc.. Accessed: November 21, 2024. https://www.statista.com/statistics/384332/uk-investor-wealth-manager-working-relationship/
British Bankers’ Association. "Cooperation Assessment between Investors and Private Bankers or Wealth Managers in The United Kingdom (Uk) as of 2013*." Statista, Statista Inc., 24 Oct 2014, https://www.statista.com/statistics/384332/uk-investor-wealth-manager-working-relationship/
British Bankers’ Association, Cooperation assessment between investors and private bankers or wealth managers in the United Kingdom (UK) as of 2013* Statista, https://www.statista.com/statistics/384332/uk-investor-wealth-manager-working-relationship/ (last visited November 21, 2024)
Cooperation assessment between investors and private bankers or wealth managers in the United Kingdom (UK) as of 2013* [Graph], British Bankers’ Association, October 24, 2014. [Online]. Available: https://www.statista.com/statistics/384332/uk-investor-wealth-manager-working-relationship/
