Main reason to leave investment advisor/asset managers worldwide 2020-2022

The most common reason retail investors would consider leaving their adviser or asset manager is underperformance, according to a survey from 2021. The share of retail investors, who are working with advisers, who stated this to be the most likely reason was 40 percent. The other main reasons were that fees are too high, data or confidentiality breach, lack of communication, or lack of responsiveness.

根据2021年的一项调查，零售投资者考虑离开其顾问或资产管理者的最常见原因是业绩不佳。在此类投资者中，将业绩不佳视为最可能原因的比例达到了40%。其他主要原因为费用过高、数据或保密性泄露、沟通不足或响应迟缓。