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News  ›  GlobeNewswire Inc.

UK Wealth Management Industry Report 2025: Investor Insight, Resident Savings and Investments, Digital Disruptors, Recent Deals

GlobeNewswire Inc. Logo GlobeNewswire Inc. By Researchandmarkets.Com
UK Wealth Management Industry Report 2025: Investor Insight, Resident Savings and Investments, Digital Disruptors, Recent Deals

A new report on the UK wealth management market reveals that the affluent segment (16.1% of population) holds 66.3% of onshore liquid assets, with deposits comprising nearly half of retail savings portfolios. The market is forecast to grow at a 2.4% CAGR through 2029, driven by deposit growth at 3.1% CAGR. Bank advisors remain the primary investment channel, while digital disruptors and recent M&A activity are reshaping the competitive landscape.

Insights
SEGG   neutral

Mentioned as part of SEGG Media's portfolio but no specific actions or changes highlighted


LYG   positive

As a major UK bank with significant advisor networks, Lloyds is well-positioned to benefit from the report's finding that bank advisors remain the most popular investment channel across all wealth segments.