Investment assets of all large wealth management firms in the UK 2013-2018

This statistic shows the total value of investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018 (listed by portfolio mandate type). Wealth management is a broad category of financial services, which includes management of client's assets, and optimization of investment portfolio, according to client's financial goals and objectives. Private banking provides services that might not include investments. It typically centers around high-net-worth-individuals (HNWIs) financial needs, offering personalized care of clients' finances, either by public or private financial institution. As of 2018, approximately 552 billion British pounds were managed by wealth management firms as discretionary assets.

Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by portfolio mandate type

DiscretionaryNon-managedAdvisory
2018552271271
2017551281281
2016494238238
2015441205205
2014418187187
2013365174174
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Source

Release date

June 2019

Region

United Kingdom

Survey time period

2013 to 2018

Special properties

large private banks or wealth management companies.

Supplementary notes

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.

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Statistics on "Wealth management in Europe and the United Kingdom (UK)"

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