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Ad-hoc investor contact frequency with a wealth manager in the UK 2013
Ad-hoc investor contact frequency with a wealth manager in the UK 2013
How often do you have ad-hoc interactions with your private banker / wealth manager to discuss your investment and financial needs?
by Statista Research Department,
last edited
Oct 24, 2014
This statistic shows the frequency of ad-hoc contact between investors and their private banker or wealth manager in the United Kingdom (UK) to address coming up financial and investment needs, according to a survey conducted in 2013. Approximately 47 percent of investors discussed their investment needs with their advisors every two to three months.
How often do you have ad-hoc interactions with your private banker / wealth manager to discuss your investment and financial needs?
Loading statistic...
| Share of investors | |
|---|---|
| More than once per week | 1% |
| Every week | 5% |
| Two to three times per month | 11% |
| Every month | 9% |
| Every two to three months | 47% |
| Other | 27% |
| Share of investors | |
|---|---|
| More than once per week | 1% |
| Every week | 5% |
| Two to three times per month | 11% |
| Every month | 9% |
| Every two to three months | 47% |
| Other | 27% |
© Statista 2019
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by Statista Research Department,
last edited
Oct 24, 2014
This statistic shows the frequency of ad-hoc contact between investors and their private banker or wealth manager in the United Kingdom (UK) to address coming up financial and investment needs, according to a survey conducted in 2013. Approximately 47 percent of investors discussed their investment needs with their advisors every two to three months.
- Show sources information
- As a Premium user you get access to the detailed source references and background information about this statistic.
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- Release date
- October 2014
- Region
- United Kingdom
- Survey time period
- 2013
- Number of respondents
- 255 respondents
- Special properties
- Investors with more than one million GBP of investable assets
- Method of interview
- Online survey
Source
- Show sources information
- As a Premium user you get access to the detailed source references and background information about this statistic.
- Show publisher information
- Release date
- October 2014
More information
- Region
- United Kingdom
- Survey time period
- 2013
- Number of respondents
- 255 respondents
- Special properties
- Investors with more than one million GBP of investable assets
- Method of interview
- Online survey
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Leading asset managers in the Netherlands 2017, by worldwide AUM
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Statistics on "Investors in Benelux"
- Retail investors/households
The most important statistics
- Average yield of household financial assets in selected countries in Europe between 2003 and 2017Average asset yield for households in Europe 2003-2017
- Total number of households in Belgium and the Netherlands who invest on a private basis in 2018 (in millions)Number of private investors in Belgium and the Netherlands 2018
- Financial assets of households in Belgium from 2009 to 2017 (in million euros)Household financial assets in Belgium 2009-2017
- Should the European Central Bank deposit 20,000 euros on the savings accounts of every household, how much of this would you spend on non-current expenses?Impact of helicopter money on household expenditure in Belgium 2018
- Total number of households in the Netherlands who invest on a private basis from 1997 to 2018 (in millions)Number of private investors in the Netherlands 1997-2018
- If you had money available (about one month's take-home pay) to invest, where would you most likely get advice?Preferred sources for financial advice in the Benelux in 2017, by country
- Banks
The most important statistics
- Total interest income of BNP Paribas Fortis Group in 2017, by financial instrument (in million euros)Interest income of BNP Paribas Fortis 2017, by financial instrument
- Total interest income of KBC Group in 2018, by financial instrument (in million euros)Interest income of KBC Group 2018, by financial instrument
- Total interest income of Belfius Bank in 2017, by financial instrument (in 1,000 euros)Interest income of Belfius Bank 2017, by financial instrument
- Total net interest income of banks in Luxembourg from 2014 to 2017, by country of origin of the bank (in million euros)Net interest income of banks in Luxembourg 2014-2017, by country of origin
- Percentage change on previous year of net interest income of banks in Luxembourg in 2017, by country of origin of the bankNet interest income change of banks in Luxembourg 2016-2017, by country of origin
- Total interest income of ING Group in 2018, by financial instrument (in million euros)Interest income of ING Group 2018, by financial instrument
- Total interest income of ABN AMRO Group in 2018, by financial instrument (in million euros)Interest income of ABN AMRO Group 2018, by financial instrument
- Total interest income of Rabobank Group in 2018, by financial instrument (in million euros)Interest income of Rabobank Group 2018, by financial instrument
- Asset managers
The most important statistics
- Leading asset managers in Belgium, Luxembourg and the Netherlands (Benelux) as of December 31st 2017, by total AUM worldwide (in million euros)Leading asset managers in the Benelux region 2017, by AUM
- Number of asset management companies in Belgium, Luxembourg and the Netherlands (Benelux) from 2009 to 2016*Number of asset managers in Belgium, Luxembourg and the Netherlands 2009-2016
- Total assets under management (AUM) in Belgium from 2007 to 2016 (in billion euros)*Total AUM in Belgium 2007-2016
- Total assets under management (AuM) of asset managers in Belgium in 2016 and 2017 (in billion euros)AuM of asset managers in Belgium 2016-2017
- Leading asset managers in Belgium as of December 31st 2017, by total assets under management worldwide (in million euros)Leading asset managers in Belgium 2017, by worldwide AuM
- Leading asset managers in the Netherlands as of December 31st 2017, by total assets under management worldwide (in million euros)Leading asset managers in the Netherlands 2017, by worldwide AUM
- Total assets under management (AUM) in the Netherlands from 2007 to 2016 (in billion euros)*Total AUM in the Netherlands 2007-2016
- Total assets of asset manager NN Investment Partners from 2014 to 1st half of 2018 (in euros)Total assets of NN Investment Partners 2014-2018
- Online brokers
The most important statistics
- Total number of clients of online broker Evi van Lanschot from 2016 to 1st half of 2018Evi van Lanschot client base 2016-2018
- Total assets under management (AUM) of online broker Evi van Lanschot from 2016 to 1st half of 2018 (in billion euros)Evi van Lanschot total AUM 2016-2018
- Total assets under management (AUM) of online broker BinckBank from 2015 to 1st half of 2018 (in billion euros)BinckBank total AUM 2015-2018
- Total number of transactions of online broker BinckBank from 2015 to 1st half of 2018 (in millions)BinckBank total transactions 2015-2018
- Total number of accounts of online broker DEGIRO from 2017 to 3rd quarter of 2018*DEGIRO accounts 2017-2018
- Total revenue of online broker DEGIRO from 2017 to 3rd quarter of 2018 (in euros)DEGIRO revenue 2017-2018
- Private banking and wealth management
The most important statistics
- Leading private banks and asset managers in Belgium in 2018, by total assets under management (in billion euros)Overview of private banks and asset managers in Belgium 2018, by AUM
- Total assets under management (AuM) of the private banking sector in Luxembourg from 2007 to 2017 (in billion euros)Total AuM of private banks in Luxembourg 2007-2017
- Total assets under management (AuM) of the private banking sector in Luxembourg from 2011 to 2017, by client segmentTotal AuM of private banks in Luxembourg 2007-2017, by client segment
- Geographic origins of assets in the private banking sector in Luxembourg in 2017Total AuM of private banks in Luxembourg 2017, by region of origin
- Annual salary of private bankers in financial services in Luxembourg as of 2019, by years of experience (in 1,000 euros)*Private banker salary per annum in Luxembourg 2019, by experience
- Total worldwide assets under management (AUM) of ABN AMRO MeesPierson from 2014 to 2017 (in billion US dollars)ABN AMRO MeesPierson worldwide AUM 2014-2017
- Total assets under management (AUM) of private bank InsingerGilissen in 2016 and 2017 (in billion euros)InsingerGilissen total AUM 2016-2017
- Total assets under management (AUM) of private bank Van Lanschot Kempen from 2013 to 1st half of 2018 (in billion euros)Van Lanschot Kempen total AUM 2013-2018
- Insurance companies
The most important statistics
- Total investment funds of insurance companies in Belgium, Luxembourg, Netherlands in 2015 (in billion euros)Investment funds of insurance companies in the Benelux region 2015, by country
- Total investment portfolio of insurance companies on the domestic market in Belgium, Luxembourg and the Netherlands in 2017 (in million euros)Investment portfolio of insurers on the domestic market Benelux 2017, by country
- Total investments of life insurance companies on the domestic market in Belgium, Luxembourg and the Netherlands from 2004 to 2017 (in million euros)Investments of life insurers on the domestic market in Benelux 2004-2017, by country
- Total investments of non-life insurance companies on the domestic market in Belgium, Luxembourg and the Netherlands in 2017 (in million euros)Investments of non-life insurers on domestic market in Benelux 2017, by country
- Total interest income of Dexia from 2014 to 2018 (in million euros)Total interest income of Dexia 2014-2018
- Total interest and other investment income of insurance company AG Insurance from 2015 to 2018 (in million euros)Interest and other investment income of AG Insurance 2015-2018
- Total value of assets under management (AUM) by insurance corporations in Luxembourg from 2011 to 2017 (in million euros)Assets under management by insurance corporations in Luxembourg 2011-2017
- Total value of assets under management (AUM) by insurance corporations in the Netherlands from 2011 to 2017 (in million euros)Assets under management by insurance corporations in the Netherlands 2011-2017
- Investment funds
The most important statistics
- Total number of public investment funds (UCIs) in Belgium from 2010 to 2017Number of investment funds in Belgium 2010-2017
- Total number of public investment funds (UCIs) in Belgium from 2010 to 2017, by type of institutionNumber of investment funds in Belgium 2010-2017, by institution type
- Total investment fund assets under management (AUM) in Belgium from 2007 to 2016 (in billion euros)*Total AUM of investment funds in Belgium 2007-2016
- Total value of net assets under management (AUM) in funds in Luxembourg from April 2018 to April 2019 (in billion euros)Monthly net assets under management in funds in Luxembourg 2018-2019
- Total number of investment funds (UCIs) in Luxembourg from 1990 to 2018Number of investment funds in Luxembourg 1990-2018
- Total number of investment funds (UCIs) in Luxembourg from 2006 to 2018, by type of fund*Number of investment funds in Luxembourg 2006-2018, by type of fund
- Total investment fund assets under management (AUM) in the Netherlands from 2007 to 2016 (in billion euros)*Total AUM of investment funds in the Netherlands 2007-2016
- Total number of UCITS and Alternative Investment Funds (AIFs) in the Netherlands from 4th quarter 2015 to 3rd quarter 2018Total UCITS and AIF investment funds in the Netherlands 2015-2018
- Pension funds
The most important statistics
- Total value of assets of pension funds in Belgium, Luxembourg and the Netherlands in 2017 (in million U.S. dollars)Assets in pension funds in the Benelux region 2017
- Total value of assets of pension funds in Belgium, Luxembourg and the Netherlands in 2017 (as share of GDP)Assets in pension funds in the Benelux region as share of GDP 2017
- Total investment of pension funds in Belgium from 2003 to 2017 (in million U.S. dollars)Investments of pension funds in Belgium 2003-2017
- Development of financial assets of pension funds as a ratio of GDP in Belgium from 2010 to 2017GDP ratio of pension funds financial assets in Belgium 2010-2017
- Total value of assets under management (AUM) by pension funds in Luxembourg from 2011 to 2017 (in million euros)Assets under management by pension funds in Luxembourg 2011-2017
- Total investment of pension funds in Luxembourg from 2004 to 2017 (in million U.S. dollars)Investments of pension funds in Luxembourg 2004-2017
- Development of financial assets of pension funds as a ratio of GDP in Luxembourg from 2010 to 2017GDP ratio of pension funds financial assets in Luxembourg 2010-2017
- Development of financial assets of pension funds as a ratio of GDP in Netherlands from 2010 to 2017GDP ratio of pension funds financial assets in Netherlands 2010-2017
- Foreign (direct) investments
The most important statistics
- Foreign Direct Investment (FDI) assets and liabilities as share of GDP in Belgium as of 2016FDI assets and liabilities as share of GDP in Belgium in 2016
- Value of Foreign Direct Investment (FDI) inward flows in Belgium from 2005 to 2017 (in million US dollars)Inward flows of foreign direct investment (FDI) in Belgium 2005-2017
- Value of Foreign Direct Investment (FDI) outward flows in Belgium from 2005 to 2017 (in million US dollars)Outward flows of foreign direct investment (FDI) in Belgium 2005-2017
- Total number of newly announced foreign investments in Flanders (Belgium) from 2004 to 2018Number of new foreign investments in Flanders (Belgium) 2004-2018
- Total value of foreign investments in Flanders (Belgium) from 2004 to 2018 (in billion euros)Value of foreign investments in Flanders (Belgium) 2004-2018
- Foreign Direct Investment (FDI) assets and liabilities as share of GDP in Luxembourg as of 2016FDI assets and liabilities as share of GDP in Luxembourg in 2016
- Value of Foreign Direct Investment (FDI) inward flows in Luxembourg from 2005 to 2017 (in million US dollars)Inward flows of foreign direct investment (FDI) in Luxembourg 2005-2017
- Value of Foreign Direct Investment (FDI) outward flows in Luxembourg from 2005 to 2017 (in million US dollars)Outward flows of foreign direct investment (FDI) in Luxembourg 2005-2017
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Statistics
- Frequency of investors meeting with private banker or wealth manager in the UK 2013
- Provision of investment services to investors in the United Kingdom (UK) 2013
- Investors criteria for choosing a private bank or wealth manager in the UK 2013
- Investors reasons for staying with a private bank or wealth manager in the UK 2013
- Investor relationship with private banker or wealth manager in the UK 2013
- Private bank or wealth manager service improvement according to investors in UK 2013
- Main reasons for non-UK investment in the United Kingdom (UK) 2013
- Large wealth management firms: number of portfolios in the UK 2013, by firm type
- Impact investments change by wealthy individuals in the United Kingdom (UK) in 2013
- Large wealth management firms: share of portfolios in the UK 2008-2013, by mandate
- Large wealth management firms: average portfolio size in the UK 2013
- Large wealth management firms: size and number of portfolios in the UK 2013
- Private banking & wealth management sector GVA per employee in the UK 2013, by region
- Share of private banking and wealth management sector spending in the UK 2013
- Private banking and wealth management sector: Contribution to the UK economy 2013
- Impact of regulations changes on security of private bank managed assets in UK 2013
- Attractiveness of global banking centres rated by investors in the UK as of 2013
- Assets under private wealth management at Deutsche Bank 2006-2011
- Factors affecting client service experience in wealth management 2016
- Channels used for communicating between wealth management firms and clients 2016
Statistics on "Investors in Benelux"
- Average yield of household financial assets in selected countries in Europe between 2003 and 2017
- Total number of households in Belgium and the Netherlands who invest on a private basis in 2018 (in millions)
- Financial assets of households in Belgium from 2009 to 2017 (in million euros)
- Should the European Central Bank deposit 20,000 euros on the savings accounts of every household, how much of this would you spend on non-current expenses?
- Total number of households in the Netherlands who invest on a private basis from 1997 to 2018 (in millions)
- If you had money available (about one month's take-home pay) to invest, where would you most likely get advice?
- Total interest income of BNP Paribas Fortis Group in 2017, by financial instrument (in million euros)
- Total interest income of KBC Group in 2018, by financial instrument (in million euros)
- Total interest income of Belfius Bank in 2017, by financial instrument (in 1,000 euros)
- Total net interest income of banks in Luxembourg from 2014 to 2017, by country of origin of the bank (in million euros)
- Percentage change on previous year of net interest income of banks in Luxembourg in 2017, by country of origin of the bank
- Total interest income of ING Group in 2018, by financial instrument (in million euros)
- Total interest income of ABN AMRO Group in 2018, by financial instrument (in million euros)
- Total interest income of Rabobank Group in 2018, by financial instrument (in million euros)
- Total net interest income of Volksbank N.V. (includes the bank brands ASN Bank, BLG Wonen, RegioBank and SNS) from 2013 to 2018 (in million euros)
- Leading asset managers in Belgium, Luxembourg and the Netherlands (Benelux) as of December 31st 2017, by total AUM worldwide (in million euros)
- Number of asset management companies in Belgium, Luxembourg and the Netherlands (Benelux) from 2009 to 2016*
- Total assets under management (AUM) in Belgium from 2007 to 2016 (in billion euros)*
- Total assets under management (AuM) of asset managers in Belgium in 2016 and 2017 (in billion euros)
- Leading asset managers in Belgium as of December 31st 2017, by total assets under management worldwide (in million euros)
- Leading asset managers in the Netherlands as of December 31st 2017, by total assets under management worldwide (in million euros)
- Total assets under management (AUM) in the Netherlands from 2007 to 2016 (in billion euros)*
- Total assets of asset manager NN Investment Partners from 2014 to 1st half of 2018 (in euros)
- Total number of clients of online broker Evi van Lanschot from 2016 to 1st half of 2018
- Total assets under management (AUM) of online broker Evi van Lanschot from 2016 to 1st half of 2018 (in billion euros)
- Total assets under management (AUM) of online broker BinckBank from 2015 to 1st half of 2018 (in billion euros)
- Total number of transactions of online broker BinckBank from 2015 to 1st half of 2018 (in millions)
- Total number of accounts of online broker DEGIRO from 2017 to 3rd quarter of 2018*
- Total revenue of online broker DEGIRO from 2017 to 3rd quarter of 2018 (in euros)
- Leading private banks and asset managers in Belgium in 2018, by total assets under management (in billion euros)
- Total assets under management (AuM) of the private banking sector in Luxembourg from 2007 to 2017 (in billion euros)
- Total assets under management (AuM) of the private banking sector in Luxembourg from 2011 to 2017, by client segment
- Geographic origins of assets in the private banking sector in Luxembourg in 2017
- Annual salary of private bankers in financial services in Luxembourg as of 2019, by years of experience (in 1,000 euros)*
- Total worldwide assets under management (AUM) of ABN AMRO MeesPierson from 2014 to 2017 (in billion US dollars)
- Total assets under management (AUM) of private bank InsingerGilissen in 2016 and 2017 (in billion euros)
- Total assets under management (AUM) of private bank Van Lanschot Kempen from 2013 to 1st half of 2018 (in billion euros)
- Total investment funds of insurance companies in Belgium, Luxembourg, Netherlands in 2015 (in billion euros)
- Total investment portfolio of insurance companies on the domestic market in Belgium, Luxembourg and the Netherlands in 2017 (in million euros)
- Total investments of life insurance companies on the domestic market in Belgium, Luxembourg and the Netherlands from 2004 to 2017 (in million euros)
- Total investments of non-life insurance companies on the domestic market in Belgium, Luxembourg and the Netherlands in 2017 (in million euros)
- Total interest income of Dexia from 2014 to 2018 (in million euros)
- Total interest and other investment income of insurance company AG Insurance from 2015 to 2018 (in million euros)
- Total value of assets under management (AUM) by insurance corporations in Luxembourg from 2011 to 2017 (in million euros)
- Total value of assets under management (AUM) by insurance corporations in the Netherlands from 2011 to 2017 (in million euros)
- Total number of public investment funds (UCIs) in Belgium from 2010 to 2017
- Total number of public investment funds (UCIs) in Belgium from 2010 to 2017, by type of institution
- Total investment fund assets under management (AUM) in Belgium from 2007 to 2016 (in billion euros)*
- Total value of net assets under management (AUM) in funds in Luxembourg from April 2018 to April 2019 (in billion euros)
- Total number of investment funds (UCIs) in Luxembourg from 1990 to 2018
- Total number of investment funds (UCIs) in Luxembourg from 2006 to 2018, by type of fund*
- Total investment fund assets under management (AUM) in the Netherlands from 2007 to 2016 (in billion euros)*
- Total number of UCITS and Alternative Investment Funds (AIFs) in the Netherlands from 4th quarter 2015 to 3rd quarter 2018
- Total value of assets of pension funds in Belgium, Luxembourg and the Netherlands in 2017 (in million U.S. dollars)
- Total value of assets of pension funds in Belgium, Luxembourg and the Netherlands in 2017 (as share of GDP)
- Total investment of pension funds in Belgium from 2003 to 2017 (in million U.S. dollars)
- Development of financial assets of pension funds as a ratio of GDP in Belgium from 2010 to 2017
- Total value of assets under management (AUM) by pension funds in Luxembourg from 2011 to 2017 (in million euros)
- Total investment of pension funds in Luxembourg from 2004 to 2017 (in million U.S. dollars)
- Development of financial assets of pension funds as a ratio of GDP in Luxembourg from 2010 to 2017
- Development of financial assets of pension funds as a ratio of GDP in Netherlands from 2010 to 2017
- Total value of assets under management (AUM) by pension funds in the Netherlands from 2011 to 2017 (in million euros)
- Total investment of pension funds in the Netherlands from 2007 to 2017 (in million U.S. dollars)
- Foreign Direct Investment (FDI) assets and liabilities as share of GDP in Belgium as of 2016
- Value of Foreign Direct Investment (FDI) inward flows in Belgium from 2005 to 2017 (in million US dollars)
- Value of Foreign Direct Investment (FDI) outward flows in Belgium from 2005 to 2017 (in million US dollars)
- Total number of newly announced foreign investments in Flanders (Belgium) from 2004 to 2018
- Total value of foreign investments in Flanders (Belgium) from 2004 to 2018 (in billion euros)
- Foreign Direct Investment (FDI) assets and liabilities as share of GDP in Luxembourg as of 2016
- Value of Foreign Direct Investment (FDI) inward flows in Luxembourg from 2005 to 2017 (in million US dollars)
- Value of Foreign Direct Investment (FDI) outward flows in Luxembourg from 2005 to 2017 (in million US dollars)
- Total value of foreign direct investments (FDI) in the Netherlands from 2007 to 2018 (in million euros)
- Value of Foreign Direct Investment (FDI) inward flows in the Netherlands from 2005 to 2017 (in million US dollars)
- Value of Foreign Direct Investment (FDI) outward flows in the Netherlands from 2005 to 2017 (in million US dollars)
- Top 10 of countries with the highest total foreign direct investments (stocks) in the Netherlands in 2017, by value (in million euros)
- Total number of direct jobs in the Netherlands due to foreign direct investments from 2007 to 2018*
- How often do you have scheduled interactions (e.g. periodic reviews) with your private banker / wealth manager to discuss your investment and financial needs?
- Proportion of investors taking investment services in the United Kingdom (UK) as of 2013, by supplying firm type
- Key criteria for choosing a private bank or wealth manager according to investors in the United Kingdom (UK) as of 2013
- Reasons for staying with a private bank or wealth manager according to investors in the United Kingdom (UK) as of 2013
- Cooperation assessment between investors and private bankers or wealth managers in the United Kingdom (UK) as of 2013*
- Areas of improvement of private bank or wealth manager services according to investors in the United Kingdom (UK) as of 2013*
- Main reasons for non-UK passport holders to invest and work in the United Kingdom (UK) as of 2013
- Number of portfolios or securities accounts administered by large wealth management firms in the United Kingdom (UK) in 2013, by firm type
- Change in proportion of investors engaging in philanthropic activities in the United Kingdom (UK) as of 2013*
- Share of wealth management portfolios in the United Kingdom (UK) from 2008 to 2013, by mandate type
- Average size of portfolios administered by large wealth management firms in the United Kingdom (UK) in 2013, by firm type (in 1,000 GBP)
- Number of portfolios or securities accounts administered by large wealth management firms in the United Kingdom (UK) in 2013, by firm type and portfolio size
- Gross value added (GVA) per employee in the private banking and wealth sector in the United Kingdom (UK) in 2013, by region (in 1,000 GBP)
- Private banking and wealth management sector share of spending on inputs of goods and services in the United Kingdom (UK) in 2013, by service type
- Contribution of the private banking and wealth management sector to the United Kingdom (UK) economy in 2013 (in billion GBP)
- Impact of regulations changes on the security of assets managed by private bank or wealth manager according to United Kingdom (UK) investors as of 2013
- Global banking centres attractiveness ratings for private banking or wealth management services for investors in the United Kingdom (UK) in 2013
- Development of assets under private wealth management at Deutsche Bank from 2006 to 2011 (in billion euros)
- Factors affecting client service experience in wealth management sector worldwide in 2016
- Channels preferred for interaction between wealth management firms and their clients worldwide in 2016, by activity
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