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Ad-hoc investor contact frequency with a wealth manager in the UK 2013

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?

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Release date

October 2014


United Kingdom

Survey time period


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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