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?
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Statista Accounts:
Access All Statistics. Starting from $468 / Year
Learn more about how Statista can support your business.
Scorpio Partnership. (August 6, 2014). What percentage of your total investable wealth does your primary wealth advisor manage? [Graph]. In Statista. Retrieved August 18, 2022, from https://www.statista.com/statistics/322790/investable-wealth-managed-by-wealth-advisor-relationship-time/
Scorpio Partnership. "What percentage of your total investable wealth does your primary wealth advisor manage?." Chart. August 6, 2014. Statista. Accessed August 18, 2022. https://www.statista.com/statistics/322790/investable-wealth-managed-by-wealth-advisor-relationship-time/
Scorpio Partnership. (2014). What percentage of your total investable wealth does your primary wealth advisor manage?. Statista. Statista Inc.. Accessed: August 18, 2022. https://www.statista.com/statistics/322790/investable-wealth-managed-by-wealth-advisor-relationship-time/
Scorpio Partnership. "What Percentage of Your Total Investable Wealth Does Your Primary Wealth Advisor Manage?." Statista, Statista Inc., 6 Aug 2014, https://www.statista.com/statistics/322790/investable-wealth-managed-by-wealth-advisor-relationship-time/
Scorpio Partnership, What percentage of your total investable wealth does your primary wealth advisor manage? Statista, https://www.statista.com/statistics/322790/investable-wealth-managed-by-wealth-advisor-relationship-time/ (last visited August 18, 2022)
