openPR Logo
Press release

Choosing a Wealth Manager: the Decision-Making Process in the UK | Credit Suisse, Investec, SheCapital, WorthFM, Ellevest, Miss Kaya, Betterment, Optymyze, HSBC, etc

03-28-2019 02:58 PM CET | Business, Economy, Finances, Banking & Insurance

Press release from: ReportsWeb

Choosing a Wealth Manager-the Decision-Making Process in the UK Market

Choosing a Wealth Manager-the Decision-Making Process in the UK Market

While triggers for seeking advice differ across segments, the need for advice is centered on events where the consumer is gaining access to substantial funds, such as retirement or inheritance. Individuals in higher income bands are unsurprisingly more willing to pay for advice, but uptake can be boosted through education and the promotion of a trusted brand. Given HNW investors' tendency to spread their assets across multiple providers, becoming a one-stop shop is critical as it means investors are less likely to spread their wealth. Given that 70% of the UK HNW population is above the age of 50, wealth managers need to have a strategy in place to appeal to the next generation of investors. Inheritance and estate planning services that include current HNW clients' children in the planning process are the most straightforward solution.

Choosing a Wealth Manager-the Decision-Making Process in the UK Market research report is being presented with a motive to enrich readers by offering an extensive and explicit analysis of Choosing a Wealth Manager-the Decision-Making Process in the UK industry. The report covers each characteristic of the Choosing a Wealth Manager-the Decision-Making Process in the UK industry including market growth.

Top Key Players:

Credit Suisse, Investec, SheCapital, WorthFM, Ellevest, Miss Kaya, Betterment, Optymyze, HSBC.

Get Sample Copy of this Report @

This report provides a comprehensive analysis of key factors affecting investors' choice of financial advice and investment services providers in the UK. The report is primarily based on our proprietary surveys.

Specifically the report-

-Uses insight from our surveying of wealth managers and independent financial advisors to learn how competitors target and acquire clients, while assessing the effectiveness of different methods.

-Analyzes key triggers prompting investors to seek advice and the factors affecting their choice of provider.

-Examines the research process undertaken by individuals before making financial decisions.

-Compares investor attitudes towards different communication and onboarding channels.

-Provides recommendations on how to deal with changing investor preferences and how to stay relevant to the next generation.


-Almost half of UK HNW investors opt for professional advice due to lack of time.

-More than a fifth of UK HNW investors chose their wealth manager based on the provider's trusted brand image.

-UK HNW investors allocate almost three quarters of their wealth to discretionary mandates.

-Almost a third of UK HNW investors who self-direct do so to save on management fees.

Get discount on Purchase report @

Reasons to buy

-Identify events prompting investors to seek advice in order to better understand your clients.

-Learn about UK consumers' willingness to pay for advice.

-Identify how investors research investment services providers to evaluate your client acquisition strategy.

-Understand how UK individuals choose their financial advisors to tailor your targeting approach.

-Review your digital strategy by learning how different channels are used by different demographics.

-Explore differences between key client segments and demographics to evaluate your marketing efforts.

Table of Contents









Purchase a Copy of Report at

About Us

ReportsWeb is a one stop shop of market research reports and solutions to various companies across the globe. We help our clients in their decision support system by helping them choose most relevant and cost effective research reports and solutions from various publishers.

The market research industry has changed in last decade. As corporate focus has shifted to niche markets and emerging countries, a number of publishers have stepped in to fulfil these information needs. We have experienced and trained staff that helps you navigate different options and lets you choose best research solution at most effective cost.

Contact Us

Phone : +1-646-491-9876

E-Mail :

This release was published on openPR.

Permanent link to this press release:

Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.

You can edit or delete your press release Choosing a Wealth Manager: the Decision-Making Process in the UK | Credit Suisse, Investec, SheCapital, WorthFM, Ellevest, Miss Kaya, Betterment, Optymyze, HSBC, etc here

News-ID: 1677310 • Views: 560

More Releases from ReportsWeb

Video Conferencing Market Worldwide & Regional Industry Size, Trends, Analysis, …
Video Conferencing is a method of conducting conferences or meeting through telecommunication technologies. Video Conferencing enable real-time two-way communication of audio as well as video thereby, facilitating organizations to make faster decisions by reducing the hassle and time required for travelling to perform these meetings. The latest market intelligence study on Video Conferencing relies on the statistics derived from both primary and secondary research to present insights pertaining to the forecasting
Discussion System Market to Witness Massive Growth by 2027 | Top Players Bosch, …
This report presents a comprehensive overview, market shares, and growth opportunities of Discussion System (Microphone) market by product type, application, key manufacturers and key regions and countries. The latest market intelligence study on Discussion System relies on the statistics derived from both primary and secondary research to present insights pertaining to the forecasting model, opportunities, and competitive landscape of Discussion System market for the forecast period 2020-2025. Importantly, the research taps critical
New Opportunities in Medical Blood Bag Market 2020 Growth Overview, SWOT Analysi …
The "Global Medical Blood Bag Market Analysis to 2027" is a specialized and in-depth study of the market with a focus on the global market trend. The report aims to provide an overview of the global market with detailed market segmentation by service, technology, industry vertical, and geography. The global market is expected to witness high growth during the forecast period. The report aims to provide an overview of Global Medical
Retail Banking IT Spending Market 2020 Explosive Growth and Key Trends Analysis …
Retail banks spend on emerging technologies such as core banking, analytical technologies, online banking, mobile banking, channel management, and others that are influencing the growth of the market. Increase cyber-attacks have significantly increased the adoption of cloud-based technology, which further propels the growth of the retail banking IT spending market. For safety and security of data and confidentiality of data, a number of banks across the globe are increasing their

All 5 Releases

More Releases for Choosing

Choosing the Right Pawn Shop Bankstown
It is estimated that around 1 million Australians are facing stress related to their mortgages. Using the pawn shop Bankstown's services will solve the mortgage problem of many, by selling their unwanted valuable items or taking short-term loans. Nowadays, the Australian domestic budget is threatened by constant expenses and fixed wages. A solution to such problems may be the visit and using a pawn broker's services. Before the visit, select the
Choosing the Leading Concrete Cutting Sydney Specialist
For the impeccable and effective accomplishment of any concrete cutting Sydney project, it is crucial to find a company to which you can rely on completely. Owning certificates and a reputation in your region is also crucial. The chosen company must have extensive experience in the concrete cutting industry, as it is an indicator the job will be well performed, meeting all the requirements. Working with a professional contractor will provide
Choosing Tandem Trailers over Single Axle Trailer
When you face the decision to purchase a trailer, you may be disconcerted with all the types and options available on the market these days. Depending on your current and future needs, the difference between single and tandem trailers may be quite obvious. If you need to drag heavier load on any highway and weather conditions – a tandem axle trailer is the best choice for you. This type of trailer
Guide to Choosing the Right Temperature Sensor
Temperature measurements are among the most common data logging applications found across a broad variety of industries including medical monitoring, cold chain integrity, machine monitoring, and many more. There are 4 main types of temperature sensors that are used with data loggers, and it can seem like a lengthy decision to find the right type. Thermocouples are the most common type of temperature sensor and are widely used where cost, simplicity
Choosing the Right Serialisation Equipment Supplier
METTLER TOLEDO offers this free webinar that addresses the questions to ask when approaching a potential serialisation equipment supplier. Although it is primarily aimed at global players with multiple production lines located throughout the world, the information given is just as applicable to smaller pharmaceutical companies operating at a local or national level. This webinar contains a wealth of information on current serialisation technology and technical components. It explains how these
Choosing a Replacement Toshiba AC Adapter
When purchasing a new Toshiba laptop, a new AC adapter will always be included in the package. It is used to power the laptop as well as to charge the battery. Unfortunately, many Toshiba AC adapters are damaged or lost throughout their lifetime. This is especially true if the user has taken very good care of a laptop and the laptop has lasted without breaking down for many years. The power