The statistic presents high net worth individuals' reasons for staying with their primary wealth providers worldwide as of February 2014, by assets. It was found that good portfolio performance was an important reason for staying with the primary wealth provider for 12 percent of the clients with assets over four million U.S. dollars,
What is the most important reason you have chosen to stay with your primary wealth provider?
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Statistics
- Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Share of investable wealth managed by wealth advisor in 2014, by client age
- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Leading areas of improvement for investment advisors worldwide 2014
- Areas of improvement for investment advisors in the U.S. 2014
- Share of investors working with financial advisor worldwide 2014, by country
- Benefits of working with investment advisor in the U.S. 2014
- Investable assets entrusted to one financial provider in 2014, by relationship time
- Investable assets entrusted to one financial provider in 2014, by client age
- 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 why affluent investors change financial advisor U.S. 2014, by affluence level
- Current and future competition of wealth managers in Europe as of 2014
- Primary reasons for leaving a wealth manager in Europe as of 2014
- Wealth management industry: investment assets in the UK Q1 2014-Q1 2016
- Wealth management industry performance according to specialists in Europe in 2014
- Affluent investors not willing to invest outside U.S. 2013, by affluence level
- Channels used for communicating between wealth management firms and clients 2016
- Staffing levels in wealth management businesses in Europe as of 2014
Scorpio Partnership. (August 6, 2014). What is the most important reason you have chosen to stay with your primary wealth provider? [Graph]. In Statista. Retrieved April 23, 2021, from https://www.statista.com/statistics/322759/reasons-staying-with-primary-wealth-provider-by-client-assets/
Scorpio Partnership. "What is the most important reason you have chosen to stay with your primary wealth provider?." Chart. August 6, 2014. Statista. Accessed April 23, 2021. https://www.statista.com/statistics/322759/reasons-staying-with-primary-wealth-provider-by-client-assets/
Scorpio Partnership. (2014). What is the most important reason you have chosen to stay with your primary wealth provider?. Statista. Statista Inc.. Accessed: April 23, 2021. https://www.statista.com/statistics/322759/reasons-staying-with-primary-wealth-provider-by-client-assets/
Scorpio Partnership. "What Is The Most Important Reason You Have Chosen to Stay with Your Primary Wealth Provider?." Statista, Statista Inc., 6 Aug 2014, https://www.statista.com/statistics/322759/reasons-staying-with-primary-wealth-provider-by-client-assets/
Scorpio Partnership, What is the most important reason you have chosen to stay with your primary wealth provider? Statista, https://www.statista.com/statistics/322759/reasons-staying-with-primary-wealth-provider-by-client-assets/ (last visited April 23, 2021)