Insight & Research / Wealth Management

In November 2016, Compeer, our research partner surveyed 1,000 UK & international high net worth and mass affluent investors to gauge their views on the impact of Brexit.

This independent research provides valuable insight into how Brexit has influenced investor sentiment in the wake of Brexit. 

The research also includes key findings on how investors select a wealth manager, what services are important to them and how value for money has changed. Key findings include:

  • Brand reputation is now the most important criteria when selecting a wealth manager
  • 40% of UK investors think their wealth manager is client centric vs. 76% of US investors
  • 81% of UK investors found it easy to open and set up investments with their wealth manager

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