Top reasons to select wealth managers worldwide 2023

Published by Statista Research Department, Nov 2, 2023
The top three reasons among clients to chose a wealth manager worldwide in 2023 were all relating to the service provided by the wealth manager, such as performance track record of investment performance, fee structure, and availability of different investment products. The performance of investments was the most important reason, as it was selected by 46 percent of the clients.

Leading reasons for selecting wealth managers worldwide in 2023

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Source

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Release date

May 2023

Region

Worldwide

Survey time period

2023

Number of respondents

2,600 respondents

Special properties

Survey respondents were wealth management clients

Supplementary notes

The source does not disclose how survey responses were collected.

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Statistics on " Private wealth management "

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Overview

4

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Asset allocation

6

Wealth management in the U.S.

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Private wealth managementInvestment bankingMutual funds worldwidePrivate equity worldwidePrivate wealth management in China
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