Top Private Banks & Wealth Managers summary report 2021

Posted in: Reports on Jul 5, 2021


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.

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