Investment assets share of wealth management firms in the UK 2013-2018, by asset type

This statistic shows the distribution of investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, listed by asset 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. Over time, an increase in collectives segment, which included unit trusts, ETFs, OEICs and ETCs, was observed. As of 2018, the assets under management of private banks and wealth management firms consisted of approximately 45.9 percent direct securities and 42 percent collectives.

Distribution of investment assets of large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by asset type

Direct securitiesCollectivesCashAlternatives
201845.9%42%7.4%4.6%
201747.8%40.7%7.2%4.4%
201648%40.2%7.1%4.7%
201550.3%37.9%6.9%4.7%
201451.9%36.2%7.1%4.8%
201354.3%33.5%7.3%4.9%
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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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