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 UK wealth management firms, ranging from firms managing or administering at least £50m of assets to those with more than £100bn in AUM.
The universe for our research includes firms offering wealth management and stockbroking services to private clients across the market, from the mass affluent to the ultra-high net worth.
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