Main financial goals dealt with by wealth managers worldwide 2019-2023

Main financial goals discussed, managed and delegated to wealth managers worldwide in selected years from 2019 to 2023

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Source

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Release date

May 2023

Region

Worldwide

Survey time period

2019, 2021 and 2023

Number of respondents

2,600 respondents

Special properties

Survey respondents were wealth management clients

Supplementary notes

The source does not disclose how survey responses were collected.

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