The services provided by wealth management firms to their clients relating to actively managed funds had the highest overall levels of satisfaction as over 70 percent of ultra-high net worth and Very-high net worth individuals were satisfied with the current offerings. Services relating to digital assets had some of the lowest satisfaction rates with the majority of client wealth groups reporting a satisfaction rate of under 30 percent.
Satisfaction rate of investment services product among wealth management clients worldwide in 2023, by wealth level
Characteristic
Active funds
Passive funds
Alternative investments
Digital assets
Sustainable investments (ESG)
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EY. (May 5, 2023). Satisfaction rate of investment services product among wealth management clients worldwide in 2023, by wealth level [Graph]. In Statista. Retrieved September 01, 2024, from https://www.statista.com/statistics/1258012/wealth-management-clients-alternative-investments-wealth-level-worldwide/
EY. "Satisfaction rate of investment services product among wealth management clients worldwide in 2023, by wealth level." Chart. May 5, 2023. Statista. Accessed September 01, 2024. https://www.statista.com/statistics/1258012/wealth-management-clients-alternative-investments-wealth-level-worldwide/
EY. (2023). Satisfaction rate of investment services product among wealth management clients worldwide in 2023, by wealth level. Statista. Statista Inc.. Accessed: September 01, 2024. https://www.statista.com/statistics/1258012/wealth-management-clients-alternative-investments-wealth-level-worldwide/
EY. "Satisfaction Rate of Investment Services Product among Wealth Management Clients Worldwide in 2023, by Wealth Level." Statista, Statista Inc., 5 May 2023, https://www.statista.com/statistics/1258012/wealth-management-clients-alternative-investments-wealth-level-worldwide/
EY, Satisfaction rate of investment services product among wealth management clients worldwide in 2023, by wealth level Statista, https://www.statista.com/statistics/1258012/wealth-management-clients-alternative-investments-wealth-level-worldwide/ (last visited September 01, 2024)
Satisfaction rate of investment services product among wealth management clients worldwide in 2023, by wealth level [Graph], EY, May 5, 2023. [Online]. Available: https://www.statista.com/statistics/1258012/wealth-management-clients-alternative-investments-wealth-level-worldwide/