Insight & Research / Wealth Management

How did the wealth management industry perform last year?

We partnered with Compeer on their annual business performance benchmarking survey to track key areas of growth and identify which business models have delivered the greatest degree of success.

Key findings include:

  • Wealth Management industry as resilient as ever
  • Assets surge to a new high of £826bn
  • Asset growth driving revenues to a record value, although revenue return is decreasing
  • Discretionary services more and more at the forefront
  • Costs stabilise and staff numbers reduce as efficiencies improve

 For more findings, read our detailed report.

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