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...
Basic Account
Get to know the platform
You only have access to basic statistics.
Single Account
The ideal entry-level account for individual users
- Instant access to 1m statistics
- Download in XLS, PDF & PNG format
- Detailed references
$59 $39 / Month *
in the first 12 months
Corporate Account
Full access
Corporate solution including all features.
* Prices do not include sales tax.
Further Content: You might find this interesting as well
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
British Bankers’ Association. (October 24, 2014). How often do you have ad-hoc interactions with your private banker / wealth manager to discuss your investment and financial needs? [Graph]. In Statista. Retrieved January 25, 2021, from https://www.statista.com/statistics/384278/uk-investor-frequency-ad-hoc-private-banker-wealth-manager-contact/
British Bankers’ Association. "How often do you have ad-hoc interactions with your private banker / wealth manager to discuss your investment and financial needs?." Chart. October 24, 2014. Statista. Accessed January 25, 2021. https://www.statista.com/statistics/384278/uk-investor-frequency-ad-hoc-private-banker-wealth-manager-contact/
British Bankers’ Association. (2014). How often do you have ad-hoc interactions with your private banker / wealth manager to discuss your investment and financial needs?. Statista. Statista Inc.. Accessed: January 25, 2021. https://www.statista.com/statistics/384278/uk-investor-frequency-ad-hoc-private-banker-wealth-manager-contact/
British Bankers’ Association. "How Often Do You Have Ad-hoc Interactions with Your Private Banker / Wealth Manager to Discuss Your Investment and Financial Needs?." Statista, Statista Inc., 24 Oct 2014, https://www.statista.com/statistics/384278/uk-investor-frequency-ad-hoc-private-banker-wealth-manager-contact/
British Bankers’ Association, How often do you have ad-hoc interactions with your private banker / wealth manager to discuss your investment and financial needs? Statista, https://www.statista.com/statistics/384278/uk-investor-frequency-ad-hoc-private-banker-wealth-manager-contact/ (last visited January 25, 2021)