Share of investable wealth managed by wealth advisor in 2014, by relationship time

The statistic presents the share of high net worth individuals' investable wealth managed by their primary wealth advisor worldwide as of February 2014, by relationship time. It was found that the share of investable assets entrusted to the primary advisor increased with the duration of relationship and after 20 years of cooperation, 60 percent of the respondents' assets were entrusted to the primary wealth advisor.

What percentage of your total investable wealth does your primary wealth advisor manage?

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Source

Release date

August 2014

Region

Worldwide

Survey time period

as of February 2014

Number of respondents

3,025 respondents

Special properties

average wealth of the respondents was 2.9 million U.S. dollars.

Supplementary notes

The source does not specify the type of survey used.
Multiple answers were possible.

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