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What percentage of your total investable wealth does your primary wealth advisor manage?

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Source

Release date

May 2014

Region

Worldwide

Survey time period

as of February 2014

Number of respondents

3,025 respondents

Special properties

average wealth of the respondents was 2.9 million U.S. dollars.

Supplementary notes

The source does not specify the type of survey used.
Multiple answers were possible.

Citation formats

Share of investable wealth managed by wealth advisor in 2014, by client age

Published by ÌÇÐÄÆƽâ°æ Research Department, Oct 8, 2014
The statistic presents the share of high net worth individuals' investable wealth managed by their primary wealth advisor worldwide as of ***, by client age. It was found that the respondents in the age group entrusted ** percent of their investable assets to the primary wealth advisor.
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Private wealth managementInvestment bankingMutual funds worldwidePrivate equity worldwidePrivate wealth management in China
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$0 USD
Always free
Access limited to Free Statistics. Premium Statistics are not included.
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