This statistic shows the total value of investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018 (listed by portfolio mandate type). Wealth management is a broad category of financial services, which includes management of client's assets, and optimization of investment portfolio, according to client's financial goals and objectives. Private banking provides services that might not include investments. It typically centers around high-net-worth-individuals (HNWIs) financial needs, offering personalized care of clients' finances, either by public or private financial institution. As of 2018, approximately 552 billion British pounds were managed by wealth management firms as discretionary assets.
Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by portfolio mandate type
(in billion GBP)
Characteristic
Discretionary
Non-managed
Advisory
2018
552
271
271
2017
551
281
281
2016
494
238
238
2015
441
205
205
2014
418
187
187
2013
365
174
174
Created with Highcharts 7.2.2Investment assets in billion GBP365365418418441441494494551551552552174174187187205205238238281281271271174174187187205205238238281281271271DiscretionaryNon-managedAdvisory201320142015201620172018
0100200300400500600700
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large private banks or wealth management companies.
Supplementary notes
All firms included in ComPeer’s Annual Benchmarking Survey must be private client businesses, have at least £50 million under management or funds under administration at the end of the calendar year and be the UK operations.
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ComPeer. (June 18, 2019). Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by portfolio mandate type (in billion GBP) [Graph]. In Statista. Retrieved May 07, 2025, from https://www.statista.com/statistics/384915/uk-investment-assets-of-large-wealth-management-firms-types/
ComPeer. "Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by portfolio mandate type (in billion GBP)." Chart. June 18, 2019. Statista. Accessed May 07, 2025. https://www.statista.com/statistics/384915/uk-investment-assets-of-large-wealth-management-firms-types/
ComPeer. (2019). Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by portfolio mandate type (in billion GBP). Statista. Statista Inc.. Accessed: May 07, 2025. https://www.statista.com/statistics/384915/uk-investment-assets-of-large-wealth-management-firms-types/
ComPeer. "Investment Assets of All Large Wealth Management Firms in The United Kingdom (Uk) between 2013 and 2018, by Portfolio Mandate Type (in Billion Gbp)." Statista, Statista Inc., 18 Jun 2019, https://www.statista.com/statistics/384915/uk-investment-assets-of-large-wealth-management-firms-types/
ComPeer, Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by portfolio mandate type (in billion GBP) Statista, https://www.statista.com/statistics/384915/uk-investment-assets-of-large-wealth-management-firms-types/ (last visited May 07, 2025)
Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2018, by portfolio mandate type (in billion GBP) [Graph], ComPeer, June 18, 2019. [Online]. Available: https://www.statista.com/statistics/384915/uk-investment-assets-of-large-wealth-management-firms-types/
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