Large wealth management firms: size and number of portfolios in the UK 2013

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

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Source

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Release date

October 2014

Region

United Kingdom

Survey time period

2013

Number of respondents

119 respondents

Special properties

large private banks or wealth management companies.

Supplementary notes

The source adds the following information: "Trend observations based on data collected as part of ComPeer's Annual Benchmarking Survey . All firms included in ComPeer’s Annual Benchmarking Survey must be private client businesses, have at least £50 million under management or funds under administration at the end of the calendar year and be the UK operations. The 119 firms analysed in this report vary in size and service, ranging from full service wealth managers developing the original stockbroking model, to the major UK private banks and UK divisions of global private banks."

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