Robo-advisors, neobanks, and other fintech solutions were expected to have the largest growth in usage, compared to other wealth management providers worldwide in 2023. The use of fintech for wealth management in 2023 was nine percent, but was expected to increase up to 18 percent by 2026.
Use and expected use of wealth managers worldwide in 2021 and 2023 with a forecast for 2026, by type of provider
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Other statistics that may interest you Private wealth management
Overview
4
- Premium Statistic Sources of wealth for ultra wealthy individuals worldwide 2022
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- Premium Statistic Ultra high net worth individuals: population of global 1 percent 2022, by country
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Wealth distribution
8
- Premium Statistic Number of ultra high net worth individuals 2021, by region
- Basic Statistic HNWI population worldwide 2010-2022, by region
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- Premium Statistic Top 20 billionaire countries 2024
- Premium Statistic Countries with the highest wealth per adult 2022
- Basic Statistic Number of people with wealth over one million U.S dollars 2022, by country
- Premium Statistic Portion of affluent individuals investable wealth asset allocation worldwide 2022
- Premium Statistic Leading billionaire cities 2023
Wealth managers
4
- Premium Statistic Use of wealth managers worldwide 2023, by type of provider
- Premium Statistic Top reasons to select wealth managers worldwide 2023
- Premium Statistic Main financial goals dealt with by wealth managers worldwide 2019-2023
- Premium Statistic Preferred engagement channel of wealth management clients worldwide 2023
Asset allocation
6
- Premium Statistic Asset allocation of ultra and high net worth individuals worldwide 2023
- Premium Statistic Assets of HNWIs and UHNWIs worldwide 2022 by region and type
- Premium Statistic Asset allocation of family offices worldwide 2023
- Premium Statistic Investment product service satisfaction of clients worldwide 2023, by region
- Premium Statistic Investment product service satisfaction of clients worldwide 2023, by generation
- Premium Statistic Investment product service satisfaction of clients worldwide 2023, by wealth
Wealth management in the U.S.
6
- Basic Statistic U.S. the richest people in America 2022
- Premium Statistic Number of households who are millionaires. by state U.S. 2020
- Premium Statistic Leading independent broker-dealers in the U.S. 2022, by gross revenue
- Premium Statistic Leading registered investment advisors in the U.S. 2022, by assets
- Premium Statistic Largest private wealth management teams in the U.S. 2022, by client assets
- Premium Statistic Asset allocation of high net worth individuals in North America 2021
Further related statistics
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- Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Assets of affluent investors in the U.S. 2014, by affluence and control type
- Services of investment advisors to affluent investors U.S. 2014, by affluence level
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- Areas of improvement for investment advisors in the U.S. 2014
- Share of investors working with financial advisor worldwide 2014, by country
- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Benefits of working with investment advisor in the U.S. 2014
- Leading areas of improvement for investment advisors worldwide 2014
- Share of investable wealth managed by wealth advisor in 2014, by client age
- Largest alternative asset managers in Europe in 2016, by wealth management assets
- Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Leading reasons why investors change financial advisor worldwide 2021
- Share of investors consulting investment advisors worldwide in 2014, by region
- Largest portfolio management/reporting tools used by advisory firms worldwide 2023
- Atento S.A. employees 2020, by country
- Backlog of SNC Lavalin 2016-2019
- Iberdrola's number of customers 2016-2023
- Global radiation-hardened electronics market share by region 2019
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Statistics
- Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Assets of affluent investors in the U.S. 2014, by affluence and control type
- Services of investment advisors to affluent investors U.S. 2014, by affluence level
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- Areas of improvement for investment advisors in the U.S. 2014
- Share of investors working with financial advisor worldwide 2014, by country
- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Benefits of working with investment advisor in the U.S. 2014
- Leading areas of improvement for investment advisors worldwide 2014
- Share of investable wealth managed by wealth advisor in 2014, by client age
- Largest alternative asset managers in Europe in 2016, by wealth management assets
- Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Leading reasons why investors change financial advisor worldwide 2021
- Share of investors consulting investment advisors worldwide in 2014, by region
- Largest portfolio management/reporting tools used by advisory firms worldwide 2023
- Atento S.A. employees 2020, by country
- Backlog of SNC Lavalin 2016-2019
- Iberdrola's number of customers 2016-2023
- Global radiation-hardened electronics market share by region 2019
EY. (May 2, 2023). Use and expected use of wealth managers worldwide in 2021 and 2023 with a forecast for 2026, by type of provider [Graph]. In Statista. Retrieved June 17, 2024, from https://www.statista.com/statistics/1257900/wealth-management-provider-usage-worldwide/
EY. "Use and expected use of wealth managers worldwide in 2021 and 2023 with a forecast for 2026, by type of provider ." Chart. May 2, 2023. Statista. Accessed June 17, 2024. https://www.statista.com/statistics/1257900/wealth-management-provider-usage-worldwide/
EY. (2023). Use and expected use of wealth managers worldwide in 2021 and 2023 with a forecast for 2026, by type of provider . Statista. Statista Inc.. Accessed: June 17, 2024. https://www.statista.com/statistics/1257900/wealth-management-provider-usage-worldwide/
EY. "Use and Expected Use of Wealth Managers Worldwide in 2021 and 2023 with a Forecast for 2026, by Type of Provider ." Statista, Statista Inc., 2 May 2023, https://www.statista.com/statistics/1257900/wealth-management-provider-usage-worldwide/
EY, Use and expected use of wealth managers worldwide in 2021 and 2023 with a forecast for 2026, by type of provider Statista, https://www.statista.com/statistics/1257900/wealth-management-provider-usage-worldwide/ (last visited June 17, 2024)
Use and expected use of wealth managers worldwide in 2021 and 2023 with a forecast for 2026, by type of provider [Graph], EY, May 2, 2023. [Online]. Available: https://www.statista.com/statistics/1257900/wealth-management-provider-usage-worldwide/