Wealth Management Conversion Rates
Landing-page and lead-to-client conversion rates for UK wealth management campaigns.
What is Wealth Management Conversion Rates?
Wealth management conversion rates are the percentage of ad-driven visitors who complete a lead form or booking request, measured at the campaign level for HNW and mass-affluent audiences.
Benchmark table
| Niche | Platform | Metric | Low | High | Type |
|---|---|---|---|---|---|
| all advisers | seo | cvr | 1.8% | 5.4% | observed |
| all advisers | meta | ctr | 0.8% | 2.5% | aggregate |
| all advisers | meta | cvr | 3% | 12% | aggregate |
| all advisers | meta | cpl | £10 | £38 | aggregate |
| all advisers | meta | cpc | £0.55 | £1.85 | aggregate |
| all advisers | meta | cpm | £4.2 | £12.6 | aggregate |
| all advisers | meta | mql-rate | 18% | 42% | aggregate |
| all advisers | ctr | 3% | 9% | aggregate | |
| all advisers | cvr | 6% | 18% | aggregate | |
| all advisers | cpl | £35 | £140 | aggregate | |
| all advisers | cpc | £2.8 | £9.2 | aggregate | |
| all advisers | cpm | £3.8 | £9.4 | aggregate | |
| all advisers | mql-rate | 48% | 75% | aggregate | |
| all advisers | bing | ctr | 2.4% | 7.2% | aggregate |
| all advisers | bing | cvr | 5% | 15% | aggregate |
| all advisers | bing | cpl | £25 | £102 | aggregate |
| all advisers | bing | cpc | £1.9 | £6.8 | aggregate |
| all advisers | bing | mql-rate | 45% | 72% | aggregate |
| all advisers | ctr | 0.4% | 1.2% | aggregate | |
| all advisers | cpl | £75 | £320 | aggregate | |
| all advisers | cpc | £5.8 | £14.2 | aggregate | |
| all advisers | cpm | £18 | £48 | aggregate | |
| all advisers | mql-rate | 38% | 68% | aggregate | |
| all advisers | cvr | 4% | 10% | aggregate | |
| all advisers | cross-channel | mql-to-client-rate | 6% | 18% | observed |
| all advisers | youtube | view-rate | 18% | 34% | observed |
| all advisers | cross-channel | speed-to-lead-minutes | 2 | 45 | observed |
| all advisers | cross-channel | cac-payback-months | 3 | 18 | observed |
| all advisers | cross-channel | mql-rate | 28% | 62% | observed |
| all advisers | open-rate | 28% | 48% | observed | |
| all advisers | ctr | 2.1% | 6.4% | observed | |
| all advisers | youtube | cpm | £6.5 | £18 | observed |
| wealth management | cpc | £5.04 | £16.56 | grouped | |
| wealth management | ctr | 2.5% | 6% | grouped | |
| wealth management | cvr | 4.2% | 12.6% | grouped | |
| wealth management | cross-channel | speed-to-lead-minutes | 6 | 120 | observed |
| wealth management | mql-rate | 33.6% | 52.5% | grouped | |
| wealth management | cross-channel | cac-payback-months | 6 | 22 | observed |
| wealth management | cross-channel | mql-to-client-rate | 3% | 10% | observed |
| wealth management | open-rate | 19.6% | 33.6% | grouped | |
| wealth management | youtube | view-rate | 12.6% | 23.8% | grouped |
| wealth management | meta | cpc | £0.99 | £3.33 | grouped |
| wealth management | meta | cpm | £7.56 | £22.68 | grouped |
| wealth management | meta | ctr | 0.8% | 2.5% | grouped |
| wealth management | meta | cvr | 2.1% | 8.4% | grouped |
| wealth management | meta | mql-rate | 12.6% | 29.4% | grouped |
| wealth management | bing | cpc | £3.42 | £12.24 | grouped |
| wealth management | bing | ctr | 2% | 5% | grouped |
| wealth management | bing | cvr | 3.5% | 10.5% | grouped |
| wealth management | bing | mql-rate | 31.5% | 50.4% | grouped |
| wealth management | cpc | £10.44 | £25.56 | grouped | |
| wealth management | cpm | £32.4 | £86.4 | grouped | |
| wealth management | ctr | 0.4% | 1.2% | grouped | |
| wealth management | cvr | 2.8% | 7% | grouped | |
| wealth management | mql-rate | 26.6% | 47.6% | grouped |
Industry commentary
Wealth management conversion rates are materially lower than mass-market advice: 2–5% on cold LinkedIn traffic vs 8–15% on Meta for equity release. This is offset by 10–30x higher client economics.
Methodology
Conversion rate is measured from ad click to valid lead form submission. Lead-to-client conversion is measured via offline conversion imports from client CRMs.
Frequently asked questions
What is a good conversion rate for wealth management ads?+
On cold LinkedIn traffic, 2–5% is typical. On branded Google search, 15–25% is achievable. Lead-to-client conversion for HNW advice typically runs 6–12% once contact has been made.