In 2018, around 30 percent of wealth management clients preferred one-stop-shop solutions for their financial and related needs. This figure saw a significant increase in 2023, with 47 percent of respondents expressing a preference for holistic advice.
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how ÌÇÐÄÆƽâ°æ can support your business.
McKinsey & Company. (January 16, 2024). Share of wealth management clients that prefer a holistic wealth management approach in the United States in 2018 and 2023 [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved July 19, 2026, from /statistics/1478676/preference-for-holistic-wealth-management-advice/
McKinsey & Company. "Share of wealth management clients that prefer a holistic wealth management approach in the United States in 2018 and 2023." Chart. January 16, 2024. ÌÇÐÄÆƽâ°æ. Accessed July 19, 2026. /statistics/1478676/preference-for-holistic-wealth-management-advice/
McKinsey & Company. (2024). Share of wealth management clients that prefer a holistic wealth management approach in the United States in 2018 and 2023. ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: July 19, 2026. /statistics/1478676/preference-for-holistic-wealth-management-advice/
McKinsey & Company. "Share of Wealth Management Clients That Prefer a Holistic Wealth Management Approach in The United States in 2018 and 2023." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 16 Jan 2024, /statistics/1478676/preference-for-holistic-wealth-management-advice/
McKinsey & Company, Share of wealth management clients that prefer a holistic wealth management approach in the United States in 2018 and 2023 ÌÇÐÄÆƽâ°æ, /statistics/1478676/preference-for-holistic-wealth-management-advice/ (last visited July 19, 2026)
Share of wealth management clients that prefer a holistic wealth management approach in the United States in 2018 and 2023 [Graph], McKinsey & Company, January 16, 2024. [Online]. Available: /statistics/1478676/preference-for-holistic-wealth-management-advice/
