The State of UK Wealth Management
This report delivers an independent, data-driven view of performance across the UK wealth management and private banking sector.
Built for senior leaders and decision-makers, it highlights the key drivers of success across the sector, supporting strategic decision-making and helping firms identify opportunities to improve efficiency, scalability and competitive positioning in an evolving regulatory and commercial environment.
The report draws on data from 162 firms, which together manage over 70% of UK wealth management assets.
The universe for our research includes all firms offering wealth management and stockbroking services to private clients from the mass affluent to the ultra-high net worth, providing they manage or administer at least £50m of assets.
Price: £1,500 + VAT
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