Frequency of investors meeting with private banker or wealth manager in the UK 2013

How often do you have scheduled interactions (e.g. periodic reviews) with your private banker / wealth manager to discuss your investment and financial needs?

by Statista Research Department, last edited Oct 24, 2014
Frequency of investors meeting with private banker or wealth manager in the UK 2013 This statistic shows the frequency of scheduled contact between investors and their private banker or wealth manager in the United Kingdom (UK) used to address their financial and investment needs, according to a survey conducted in 2013. Approximately 32 percent of investors discussed their investment needs with their advisors every six months.
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How often do you have scheduled interactions (e.g. periodic reviews) with your private banker / wealth manager to discuss your investment and financial needs?

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Share of investors
Annually29%
Semi-annually32%
Quarterly22%
Other16%
Share of investors
Annually29%
Semi-annually32%
Quarterly22%
Other16%
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by Statista Research Department, last edited Oct 24, 2014
This statistic shows the frequency of scheduled contact between investors and their private banker or wealth manager in the United Kingdom (UK) used to address their financial and investment needs, according to a survey conducted in 2013. Approximately 32 percent of investors discussed their investment needs with their advisors every six months.
Show more
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