large private banks or wealth management companies.
Supplementary notes
The source adds the following information: "Trend observations based on data collected as part of . All firms included in ComPeer’s Annual Benchmarking Survey must be private client businesses, have at least £50 million under management or funds under administration at the end of the calendar year and be the UK operations. The 119 firms analysed in this report vary in size and service, ranging from full service wealth managers developing the original stockbroking model, to the major UK private banks and UK divisions of global private banks."
Percentages have been rounded.
Citation formats
Large wealth management firms: share of portfolios in the UK 2008-2013, by mandate
This statistic shows the distribution of the portfolios administered by large wealth management firms in the United Kingdom (UK) from 2008 to 2013, by mandate type. In 2013, approximately 55 percent of portfolios administered by large wealth management firms were discretionary.
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.
British Bankers’ Association. (October 24, 2014). Share of wealth management portfolios in the United Kingdom (UK) from 2008 to 2013, by mandate type [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved July 24, 2026, from /statistics/384910/uk-wealth-management-portfolio-mandate-type/
British Bankers’ Association. "Share of wealth management portfolios in the United Kingdom (UK) from 2008 to 2013, by mandate type." Chart. October 24, 2014. ÌÇÐÄÆƽâ°æ. Accessed July 24, 2026. /statistics/384910/uk-wealth-management-portfolio-mandate-type/
British Bankers’ Association. (2014). Share of wealth management portfolios in the United Kingdom (UK) from 2008 to 2013, by mandate type. ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: July 24, 2026. /statistics/384910/uk-wealth-management-portfolio-mandate-type/
British Bankers’ Association. "Share of Wealth Management Portfolios in The United Kingdom (Uk) from 2008 to 2013, by Mandate Type." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 24 Oct 2014, /statistics/384910/uk-wealth-management-portfolio-mandate-type/
British Bankers’ Association, Share of wealth management portfolios in the United Kingdom (UK) from 2008 to 2013, by mandate type ÌÇÐÄÆƽâ°æ, /statistics/384910/uk-wealth-management-portfolio-mandate-type/ (last visited July 24, 2026)
Share of wealth management portfolios in the United Kingdom (UK) from 2008 to 2013, by mandate type [Graph], British Bankers’ Association, October 24, 2014. [Online]. Available: /statistics/384910/uk-wealth-management-portfolio-mandate-type/
