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How wealth managers expect their jobs to evolve in 2019

We surveyed 145 wealth managers to find out how they expects their jobs to develop in 2019.

How will the job of a wealth manager evolve over the next 12 months? 

We surveyed 145 wealth managers to find out how they perceive their roles could change in 2019.

The survey, which ran from 19 October to 12 November, focused on 11 key functions, covering areas such as compliance, investment management and fund research. 

Find how our respondents thought their roles would develop next year.  

Further reading 

Inside a wealth manager's typical working week

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How will the job of a wealth manager evolve over the next 12 months? 

We surveyed 145 wealth managers to find out how they perceive their roles could change in 2019.

The survey, which ran from 19 October to 12 November, focused on 11 key functions, covering areas such as compliance, investment management and fund research. 

Find how our respondents thought their roles would develop next year.  

Further reading 

Inside a wealth manager's typical working week

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Investment management for private clients  

More: 51% 

No change: 40% 

Less: 9%   

 

 

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Investment management for charities 

More: 28% 

No change: 64%   

Less: 8%  

 

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Investment management for trusts

More: 35% 

No change: 56%  

Less: 9% 

 

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Financial planning 

More: 27% 

No change: 70%  

Less: 3% 

 

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MPS/Model portfolio input  

More: 26% 

No change: 70%   

Less: 4% 

 

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Investment and fund research 

More: 27% 

No change: 56%  

Less: 17%  

 

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Compliance 

More: 54%  

No change: 42%   

Less: 4%  

 

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Senior management of the firm 

More: 22%

No change: 76%   

Less: 2% 

 

 

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Running a team 

More: 35% 

No change: 60%    

Less: 5% 

 

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Business development 

More: 55%   

No change: 41%   

Less: 4%  

 

 

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Other 

More: 7%  

No change: 91%  

Less: 2% 

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