| Characteristic | 2022 | 2025 |
|---|---|---|
| - | - | - |
| - | - | - |
| - | - | - |
| - | - | - |
| - | - | - |
| - | - | - |
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July 2022
Europe
January to February 2022
Ranking is on a scale of one (least important) to seven (most important)
Survey respondents were asked to rank in order of priority the products and solutions offered by their firms. The ranking was on a scale of one (least important) to seven (most important).
Survey respondents were located in selected European
countries (UK, Switzerland, Belgium, Spain, Italy, Finland,
Austria and Luxembourg). 44 percent of participants were wealth managers, 17 percent worked in private banking, and 15 percent were Independent financial advisers (IFA). The remaining survey participants worked throughout fintech, asset management, investment platforms, retail banking, and robo-advisor services.
