The most common financial goal that was discussed with, managed by, or delegated to wealth managers in 2023 was to protect the wealth of their clients. The share of investors who used their wealth managers for this reached above 40 percent, a decrease compared to in 2021. That year, the most common financial goal dealt with by wealth managers was to ensure adequate income, a less common goal in 2023.
Main financial goals discussed, managed and delegated to wealth managers worldwide in selected years from 2019 to 2023
Basic Account
Get to know the platform
You only have access to basic statistics.
This statistic is not included in your account.
Starter Account
The ideal entry-level account for individual users
- Instant access to 1m statistics
- Download in XLS, PDF & PNG format
- Detailed references
$199 USD / Month *
Professional Account
Full access
Business Solutions including all features.
* Prices do not include sales tax.
Other statistics that may interest you Private wealth management
Overview
4
- Premium Statistic Sources of wealth for ultra wealthy individuals worldwide 2022
- Basic Statistic Number of billionaires worldwide by wealth source 2022
- Premium Statistic Ultra high net worth individuals: population of global 1 percent 2022, by country
- Premium Statistic Cities with the highest number of UHNW individuals worldwide 2022
Wealth distribution
8
- Premium Statistic Number of ultra high net worth individuals 2021, by region
- Basic Statistic HNWI population worldwide 2010-2022, by region
- Premium Statistic Ultra high net worth individuals 2022, by country
- Premium Statistic Top 20 billionaire countries 2024
- Premium Statistic Countries with the highest wealth per adult 2022
- Basic Statistic Number of people with wealth over one million U.S dollars 2022, by country
- Premium Statistic Portion of affluent individuals investable wealth asset allocation worldwide 2022
- Premium Statistic Leading billionaire cities 2023
Wealth managers
4
- Premium Statistic Use of wealth managers worldwide 2023, by type of provider
- Premium Statistic Top reasons to select wealth managers worldwide 2023
- Premium Statistic Main financial goals dealt with by wealth managers worldwide 2019-2023
- Premium Statistic Preferred engagement channel of wealth management clients worldwide 2023
Asset allocation
6
- Premium Statistic Asset allocation of ultra and high net worth individuals worldwide 2023
- Premium Statistic Assets of HNWIs and UHNWIs worldwide 2022 by region and type
- Premium Statistic Asset allocation of family offices worldwide 2023
- Premium Statistic Investment product service satisfaction of clients worldwide 2023, by region
- Premium Statistic Investment product service satisfaction of clients worldwide 2023, by generation
- Premium Statistic Investment product service satisfaction of clients worldwide 2023, by wealth
Wealth management in the U.S.
6
- Basic Statistic U.S. the richest people in America 2022
- Premium Statistic Number of households who are millionaires. by state U.S. 2020
- Premium Statistic Leading independent broker-dealers in the U.S. 2022, by gross revenue
- Premium Statistic Leading registered investment advisors in the U.S. 2022, by assets
- Premium Statistic Largest private wealth management teams in the U.S. 2022, by client assets
- Premium Statistic Asset allocation of high net worth individuals in North America 2021
Further related statistics
20
- Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Assets of affluent investors in the U.S. 2014, by affluence and control type
- Services of investment advisors to affluent investors U.S. 2014, by affluence level
- Share of investable wealth managed by wealth advisor in 2014, by client age
- Largest alternative asset managers in Europe in 2016, by wealth management assets
- Areas of improvement for investment advisors in the U.S. 2014
- Benefits of working with investment advisor in the U.S. 2014
- Leading areas of improvement for investment advisors worldwide 2014
- Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Leading reasons why investors change financial advisor worldwide 2021
- Share of investors working with financial advisor worldwide 2014, by country
- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- Largest portfolio management/reporting tools used by advisory firms worldwide 2023
- Services offered by financial advisors to retirees in the U.S. 2019
- Private wealth worldwide 2014-2021
- Number of HNWI in India 2014-2025
- Value of banks' non-guarantee investment products in China 2018-2019
- HNWI's support sources for investment decisions in China 2018
- Number of millionaires in India 2020, by wealth range
Further Content: You might find this interesting as well
Statistics
- Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Assets of affluent investors in the U.S. 2014, by affluence and control type
- Services of investment advisors to affluent investors U.S. 2014, by affluence level
- Share of investable wealth managed by wealth advisor in 2014, by client age
- Largest alternative asset managers in Europe in 2016, by wealth management assets
- Areas of improvement for investment advisors in the U.S. 2014
- Benefits of working with investment advisor in the U.S. 2014
- Leading areas of improvement for investment advisors worldwide 2014
- Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Leading reasons why investors change financial advisor worldwide 2021
- Share of investors working with financial advisor worldwide 2014, by country
- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- Largest portfolio management/reporting tools used by advisory firms worldwide 2023
- Services offered by financial advisors to retirees in the U.S. 2019
- Private wealth worldwide 2014-2021
- Number of HNWI in India 2014-2025
- Value of banks' non-guarantee investment products in China 2018-2019
- HNWI's support sources for investment decisions in China 2018
- Number of millionaires in India 2020, by wealth range
EY. (May 2, 2023). Main financial goals discussed, managed and delegated to wealth managers worldwide in selected years from 2019 to 2023 [Graph]. In Statista. Retrieved June 10, 2024, from https://www.statista.com/statistics/959887/financial-goals-among-wealth-management-clients-worldwide/
EY. "Main financial goals discussed, managed and delegated to wealth managers worldwide in selected years from 2019 to 2023." Chart. May 2, 2023. Statista. Accessed June 10, 2024. https://www.statista.com/statistics/959887/financial-goals-among-wealth-management-clients-worldwide/
EY. (2023). Main financial goals discussed, managed and delegated to wealth managers worldwide in selected years from 2019 to 2023. Statista. Statista Inc.. Accessed: June 10, 2024. https://www.statista.com/statistics/959887/financial-goals-among-wealth-management-clients-worldwide/
EY. "Main Financial Goals Discussed, Managed and Delegated to Wealth Managers Worldwide in Selected Years from 2019 to 2023." Statista, Statista Inc., 2 May 2023, https://www.statista.com/statistics/959887/financial-goals-among-wealth-management-clients-worldwide/
EY, Main financial goals discussed, managed and delegated to wealth managers worldwide in selected years from 2019 to 2023 Statista, https://www.statista.com/statistics/959887/financial-goals-among-wealth-management-clients-worldwide/ (last visited June 10, 2024)
Main financial goals discussed, managed and delegated to wealth managers worldwide in selected years from 2019 to 2023 [Graph], EY, May 2, 2023. [Online]. Available: https://www.statista.com/statistics/959887/financial-goals-among-wealth-management-clients-worldwide/