Wealth management firms: portfolio size and numbers 2013 survey

This statistic shows the number of portfolios or securities accounts administered by large wealth management firms in the United Kingdom (UK) in 2013, listed by firm type and by the portfolio size band. In that time, full service wealth managers administered approximately 752 portfolios with a value over ten million British pounds.

Number of portfolios or securities accounts administered by large wealth management firms in the United Kingdom (UK) in 2013, by firm type and portfolio size

Characteristic	Full service wealth managers	Investment managers	Private banks
Portfolios < £50k	410,267	259,167	182,840
Portfolios £50k – £250k	263,047	164,094	158,477
Portfolios £250k – £1m	105,802	65,369	99,853
Portfolios £1m – £10m	20,238	16,440	30,227
Portfolios above £10m	752	1,174	1,978

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Release date

October 2014

More information

Region

United Kingdom

Survey time period

2013

Number of respondents

119 respondents

Special properties

large private banks or wealth management companies.

Supplementary notes

The source adds the following information: "Trend observations based on data collected as part of ComPeer's Annual Benchmarking Survey . All firms included in ComPeer’s Annual Benchmarking Survey must be private client businesses, have at least £50 million under management or funds under administration at the end of the calendar year and be the UK operations. The 119 firms analysed in this report vary in size and service, ranging from full service wealth managers developing the original stockbroking model, to the major UK private banks and UK divisions of global private banks."

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