Financial professionals' view of client priorities in Europe 2022-2025

Financial professionals' current and forecast view of client priorities in Europe from 2022 projected to 2025

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Release date

July 2022



Survey time period

January to February 2022

Special properties

*New priorities identified by survey respondents

Supplementary notes

Survey respondents were asked what aspects they thought were most important to clients during the pandemic and what change they expect by 2025.

RI is an abbreviation for responsible investing. ESG is an abbreviation for Environment, Social, and Governance investment criteria.

Survey respondents were located in selected European countries (UK, Switzerland, Belgium, Spain, Italy, Finland, Austria and Luxembourg). 44 percent of participants were wealth managers, 17 percent worked in private banking, and 15 percent were Independent financial advisers (IFA). The remaining survey participants worked throughout fintech, asset management, investment platforms, retail banking, and robo-advisor services.

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