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Share of investable wealth managed by wealth advisor in 2014, by relationship time
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Share of investable wealth managed by wealth advisor in 2014, by relationship time
What percentage of your total investable wealth does your primary wealth advisor manage?
by Statista Research Department,
last edited
Aug 6, 2014
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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by Statista Research Department,
last edited
Aug 6, 2014
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.
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- Show publisher information
- 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.
Source
- Show sources information
- Show publisher information
- Release date
- August 2014
More information
- 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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- Asset allocation of high net worth individuals in North America in 2019Asset allocation of high net worth individuals in North America 2019
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Statistics
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- 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
- Share of investors working with financial advisor worldwide 2014, by country
- Benefits of working with investment advisor worldwide 2014
- Benefits of working with investment advisor in the U.S. 2014
- Leading areas of improvement for investment advisors worldwide 2014
- Areas of improvement for investment advisors in the U.S. 2014
- Share of clients asked by their wealth manager for referral worldwide 2014, by region
- Share of clients asked by their wealth manager for referral worldwide 2014, by age
- 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
- Priorities of wealth management service providers in Europe as of 2014
- Engagement models of wealth management businesses in Europe as of 2014
Studies
Statistics on "Private wealth management"
- Number of billionaires worldwide 2017, by wealth source
- Sources of wealth for ultra wealthy individuals worldwide 2017
- Cities with the highest number of UHNW individuals worldwide 2017
- Primary industries for the world's ultra wealthy 2017
- Wealth distribution of billionaires around the world, 2018
- Worldwide wealth distribution by net worth of individuals 2018
- Top 20 billionaire countries 2019
- Countries with the highest avg. wealth per adult 2018
- Top 20 billionaire cities 2019
- Ultra high net worth individuals - distribution by region 2018
- Ultra high net worth individuals in selected countries 2018
- Number of HNWI worldwide by region 2010-2018
- The richest people in America as of 2019
- U.S. states with highest ratio of millionaire households per capita 2017
- U.S. states with lowest ratio of millionaire households per capita 2017
- Leading global private banks 2017, by assets under management
- Leading asset/wealth management banks worldwide in 2017, by brand value
- Leading wealth managers worldwide 2017, by assets under management
- Leading wealth management companies in the U.S. 2018, by value of client assets
- Leading independent broker-dealers in the U.S. 2018, by gross revenue
- Leading registered investment advisors in the U.S. 2018, by assets
- Number of employees of JPMorgan Chase 2008-2018
- Number of employees at Wells Fargo 2009-2018
- Asset allocation of high net worth individuals in North America 2019
- Share of investments made by TIGER 21 members 2015-2018, by asset class
- Reasons for including art and collectibles in wealth management worldwide 2011-2017
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- 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
- Share of investors working with financial advisor worldwide 2014, by country
- Benefits of working with investment advisor worldwide 2014
- Benefits of working with investment advisor in the U.S. 2014
- Leading areas of improvement for investment advisors worldwide 2014
- Areas of improvement for investment advisors in the U.S. 2014
- Share of clients asked by their wealth manager for referral worldwide 2014, by region
- Share of clients asked by their wealth manager for referral worldwide 2014, by age
- 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
- Priorities of wealth management service providers in Europe as of 2014
- Engagement models of wealth management businesses in Europe as of 2014
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