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
(in billion GBP)
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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ComPeer. (June 18, 2019). Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by portfolio mandate type (in billion GBP) [Graph]. In Statista. Retrieved October 05, 2024, from https://www.statista.com/statistics/384915/uk-investment-assets-of-large-wealth-management-firms-types/
ComPeer. "Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by portfolio mandate type (in billion GBP)." Chart. June 18, 2019. Statista. Accessed October 05, 2024. https://www.statista.com/statistics/384915/uk-investment-assets-of-large-wealth-management-firms-types/
ComPeer. (2019). Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by portfolio mandate type (in billion GBP). Statista. Statista Inc.. Accessed: October 05, 2024. https://www.statista.com/statistics/384915/uk-investment-assets-of-large-wealth-management-firms-types/
ComPeer. "Investment Assets of All Large Wealth Management Firms in The United Kingdom (Uk) between 2013 and 2018, by Portfolio Mandate Type (in Billion Gbp)." Statista, Statista Inc., 18 Jun 2019, https://www.statista.com/statistics/384915/uk-investment-assets-of-large-wealth-management-firms-types/
ComPeer, Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by portfolio mandate type (in billion GBP) Statista, https://www.statista.com/statistics/384915/uk-investment-assets-of-large-wealth-management-firms-types/ (last visited October 05, 2024)
Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by portfolio mandate type (in billion GBP) [Graph], ComPeer, June 18, 2019. [Online]. Available: https://www.statista.com/statistics/384915/uk-investment-assets-of-large-wealth-management-firms-types/
