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Source
Release date
July 2022
Region
Europe
Survey time period
January to February 2022
Special properties
*De/Increased in relative ranking
Supplementary notes
Survey participants were asked to specify the primary measures they planned to take when maintaining and growing revenue now and up to 2025. Participants could select multiple answers.
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.
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