Celebrating its 10th anniversary, Intellidex’s Top Private Banks & Wealth Managers survey is a highly credible and entrenched survey. This year, Intellidex had Iress as gold sponsor of the awards and Financial Mail Investors Monthly as the media partner.
Some of the key findings:
- 21% of 2021 Top Private Banks & Wealth Managers survey respondents are extremely likely to recommend their private bank to someone they know.
- 48% of survey respondents are extremely likely to recommend their wealth manager to someone they know.
- 40% survey respondents say that their returns are better than market averages.
- 48% survey respondents say that their wealth managers consider sustainable investing when creating their wealth portfolios.
- More than half of survey respondents say their wealth increased by between 1% and 20% since the start of lockdown last year.
Download the report below.