New Report Highlights Growth Outlook for UK Wealth Management Market Through 2029

31 December 2025 | Wednesday | News

ResearchAndMarkets.com’s latest study details affluent market sizing, asset allocation trends, and forecast opportunities across UK savings and investment segments.
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

The "UK Wealth Management: Market Sizing and Opportunities to 2029" report has been added to ResearchAndMarkets.com's offering.

This report analyzes the UK's wealth and retail savings and investments markets, including overall affluent market size (both by number of individuals and the value of their liquid assets). It provides analysis of the factors driving liquid asset growth, including a breakdown and forecast of total retail savings and investments split by equities, mutual funds, deposits, and bonds. The report also covers the asset allocation and investment style preferences of HNW individuals, as well as their offshore holdings.

In 2024, the UK's affluent segment (including HNWs and mass affluents) accounted for 16.1% of the total population and held 66.3% of total onshore liquid assets. Deposits account for the largest share of the UK retail savings and investment portfolio, constituting nearly half of overall balances. Between 2025 and 2029, we forecast the retail savings and investments market to record a CAGR of 2.4%. This will be driven by deposits, which are forecast to record a CAGR of 3.1% over the same period.

Report Scope

  • HNW individuals accounted for just 0.8% of the UK's total adult population in 2024.
  • In 2024, an advisor at consumers' main bank was a popular investment channel across all wealth segments.
  • Deposits remain the most popular investment option among UK consumers, highlighting their preference for safe haven investment asset classes.

Reasons to Buy

  • Make strategic decisions using top-level historic and forecast data on the UK's wealth industry.
  • Identify the most promising client segments by analyzing the penetration of affluent individuals.
  • Receive detailed insights into retail liquid asset holdings in the UK.
  • Understand changing market and competitive dynamics by learning about new digital disruptors and recent deals in the UK wealth space.

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