Investor and wealth manager cooperation UK 2013

This statistic shows the proportion of investors that either agree or strongly agree with the statements describing their working relationship with their private banker or wealth manager in the United Kingdom (UK) as of 2013. In that time, approximately 67 percent of investors agreed with the opinion that their wealth manager or private bank "listens to their opinions and needs" and 13 percent stated that their wealth manager "pushes products at clients that they do not really need".

Cooperation assessment between investors and private bankers or wealth managers in the United Kingdom (UK) as of 2013*

Characteristic	Proportion of investors agreeing or strongly agreeing with the following statements
My wealth manager or private bank listens to my opinions and needs	67%
My wealth manager or private bank employs highly capable personnel	59%
My wealth manager or private bank interests are aligned with their clients	54%
My wealth manager or private bank delivers a premium service	49%
My wealth manager or private bank delivers value for money	47%
My wealth manager or private bank obscures the true levels of fees	19%
My wealth manager or private bank pushes products at clients that they don't really need	13%

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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

Supplementary notes

* The assessment was expressed as the proportion of investors agreeing or strongly agreeing with the statements describing different aspects of employing the private bank or wealth manager services.

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