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Satisfaction with services from current wealth manager worldwide in 2024

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Source

Release date

May 2025

Region

Worldwide

Survey time period

October 30, to December 24, 2024

Number of respondents

3,600 respondents

Special properties

Survey respondents were wealth management clients

Supplementary notes

The source does not disclose how survey responses were collected.

Citation formats

Satisfaction with wealth manager worldwide 2024

Published by K. Scholle, Jul 27, 2026

Clients in wealth management reported a high level of satisfaction with their current primary wealth manager, including satisfaction with access to a range of products and services, the investment performance and returns, the level of input, their relationship with their financial advisor and the level of interaction.

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Private wealth management in ChinaForeign direct investment (FDI) from ChinaBanking industry in ChinaSocial insurance in China
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