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Wealth Management Global Market Opportunities and Strategies to 2030: COVID-19 Impact and Recovery

  • ID: 5120806
  • Report
  • July 2020
  • Region: Global
  • 387 Pages
  • The Business Research Company
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FEATURED COMPANIES

  • ABK-Egypt
  • AUM Capital
  • CreditEase
  • Kingswood Group
  • NOMW Capital
  • Sanlam Private Wealth
  • MORE

Wealth Management Global Market Opportunities And Strategies To 2030: COVID-19 Impact and Recovery provides the strategists, marketers and senior management with the critical information they need to assess the global wealth management market.

Reasons to Purchase

  • Outperform competitors using accurate up to date demand-side dynamics information.
  • Understand how the market is being affected by the coronavirus and how it is likely to emerge and grow as the impact of the virus abates.
  • Identify growth segments for investment.
  • Facilitate decision making on the basis of historic and forecast data and the drivers and restraints on the market.
  • Create regional and country strategies on the basis of local data and analysis.
  • Stay abreast of the latest customer and market research findings
  • Benchmark performance against key competitors.
  • Develop strategies based on likely future developments.
  • Utilize the relationships between key data sets for superior strategizing.
  • Suitable for supporting your internal and external presentations with reliable high-quality data and analysis
  • Gain a global perspective on the development of the market.

Description:

Where is the largest and fastest-growing market for the wealth management market? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward? The global wealth management market report to 2030 report answers all these questions and many more.

The report covers the following chapters:

  • Executive Summary – The executive summary section of the report gives a brief overview and summary of the report
  • Report Structure – This section gives the structure of the report and the information covered in the various sections.
  • Introduction - The introduction section of the report gives a brief introduction about segmentation by geography, and segmentation by type.
  • Market Characteristics – The market characteristics section of the report defines and explains the wealth management market. This chapter includes different services covered in the report and basic definitions.
  • Supply Chain – The supply chain section of the report defines and explains the key players in the wealth management market supply chain.
  • Product Analysis – The product analysis section of the report describes the leading products/services in the market along with key features and differentiators for those products/services.
  • Customer Information– This chapters covers recent customers’ trends/preferences in the global wealth management market.
  • Trends And Strategies – This chapter describes the major trends shaping the global wealth management market. This section highlights likely future developments in the market and suggests approaches companies can take to exploit these opportunities.
  • Impact of COVID-19 – This section describes the impact of COVID-19 on the wealth management market.
  • Global Market Size And Growth – This section contains the global historic (2015-2019) and forecast (2023F, 2025F, 2030F) market values, and drivers and restraints that support and restrain the growth of the market in the historic and forecast periods.
  • Regional Analysis – This section contains the historic (2015-2019), forecast (2019-2023F, 2025F, 2030F) market value and growth and market share comparison by region.
  • Market Segmentation – This section contains the market values (2015-2019, 2019-2023F, 2025F, 2030F) and analysis for segment by type in the market.
  • Regional Market Size And Growth – This section contains the region’s market size (2019), historic and forecast (2015-2019, and 2023F, 2025F, 2030F) market values, and growth and market share comparison of major countries within the region. This report includes information on all the regions (Asia Pacific, Western Europe, Eastern Europe, North America, South America, Middle East and Africa).
  • Competitive Landscape – This section covers details on the competitive landscape of the global wealth management market, estimated market shares and company profiles of the leading players.
  • Key Mergers And Acquisitions – This chapter gives the information on recent mergers and acquisitions in the market covered in the report. This section gives key financial details of mergers and acquisitions, which have shaped the market in recent years.
  • Market Background – This section describes the investments market of which the wealth management market is a segment. This chapter includes the investments market 2015-23 values, and regional analyses for the investments market.
  • Conclusions And Recommendations – This section includes conclusions and recommendations based on the findings of the research. This section also gives recommendations for wealth management providers in terms of service offerings, geographic expansion, marketing strategies and target groups.
  • Appendix – This section includes details on the NAICS codes covered, abbreviations and currencies codes used in this report.

Markets Covered:

The global wealth management market is segmented into:

  • By Type of Asset Class: Equity; Fixed Income; Alternative Assets and Others
  • By Advisory Mode: Human Advisory; Robo Advisory; Hybrid Advisory
  • By Type of Wealth Manager: Private Banks; Full-Service Wealth Managers; Investment Managers; Stockbrokers; Others
  • By Type of Enterprise Size: Large Enterprises; Medium and Small Enterprises
  • By Type of Client: Mass Affluent; HNWI; Pension Funds; Insurance Companies; Sovereign Wealth Funds
  • By Service Element: Asset Management; Portfolio Management and Investment Advisory; Funds, Trusts, and Other Financial Vehicles

Companies Mentioned: Wells Fargo & Company; JPMorgan Chase & Co.; Bank of America Corporation; Morgan Stanley; UBS Group AG

Countries: China, Japan, India, Australia, USA, Brazil, UK, Germany, France, Spain, Italy, Russia, South Korea, Singapore, Thailand, Indonesia, Vietnam, Philippines, Malaysia, New Zealand, Hong Kong, Belgium, Sweden, Austria, Denmark, Netherlands, Norway, Finland, Portugal, Switzerland, Ireland, Poland, Czech Republic, Romania, Canada, Mexico, Argentina, Peru, Venezuela, Colombia, Chile, Saudi Arabia, Turkey, UAE, Israel, South Africa, Egypt, Nigeria

Regions: Asia Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa

Time-series: Five years historic and forecast.

Data: Ratios of market size and growth to related markets, GDP proportions, expenditure per capita

Data segmentations: country and regional historic and forecast data, market share of competitors, market segments.

Sourcing and Referencing: Data and analysis throughout the report is sourced using end notes.

Note: Product cover images may vary from those shown
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FEATURED COMPANIES

  • ABK-Egypt
  • AUM Capital
  • CreditEase
  • Kingswood Group
  • NOMW Capital
  • Sanlam Private Wealth
  • MORE

1. Wealth Management Market Executive Summary

2. Table of Contents

3. List of Figures

4. List of Tables

5. Report Structure

6. Introduction
6.1.1. Segmentation By Geography
6.1.2. Segmentation By Type Of Asset Class
6.1.3. Segmentation By Advisory Mode
6.1.4. Segmentation By Type Of Wealth Manager
6.1.5. Segmentation By Enterprise Size
6.1.6. Segmentation By Type Of Client
6.1.7. Segmentation By Service Element

7. Wealth Management Market Characteristics
7.1. Market Segmentation By Type Of Asset Class
7.1.1. Equity
7.1.2. Fixed Income
7.1.3. Alternative Assets And Others
7.2. Market Segmentation By Advisory Mode
7.2.1. Human Advisory
7.2.2. Robo Advisory
7.2.3. Hybrid Advisory
7.3. Market Segmentation By Type Of Wealth Manager
7.3.1. Private Banks
7.3.2. Investment Managers
7.3.3. Full Service Wealth Managers
7.3.4. Stockbrokers
7.3.5. Others
7.4. Market Segmentation By Enterprise Size
7.4.1. Large Enterprises
7.4.2. Medium And Small Enterprises
7.5. Segmentation By Type Of Client
7.5.1. Pension Funds
7.5.2. Insurance Companies
7.5.3. Sovereign Wealth Fund (SWF)
7.5.4. High-Net-Worth Individual (HNWI)
7.5.5. Mass Affluent
7.6. Market Segmentation By Service Element
7.6.1. Asset Management
7.6.2. Portfolio Management And Investment Advisory
7.6.3. Funds, Trusts And Other Financial Vehicles

8. Wealth Management Market, Supply Chain Analysis
8.1. Resources
8.1.1. Real Estate, Building And Infrastructure Developers
8.1.2. Office Equipment And Utilities Suppliers
8.1.3. Hardware And Software Suppliers
8.1.4. Human Resources
8.2. Wealth Management Service Providers
8.3. Other Service Providers
8.4. End-Users

9. Wealth Management Market, Product/Service Analysis – Product/Service Examples

10. Wealth Management Market Customer Information
10.1. Switching Behavior Among Wealth Management Clients
10.2. Investing Attitudes Among Women
10.3. Use Of Digital Technology By Wealth Management Companies In Hong Kong
10.4. Role Of Research In Wealth Management

11. Wealth Management Market Trends And Strategies
11.1. Artificial Intelligence In Wealth Management
11.2. Cybersecurity
11.3. Focus On Hybrid Wealth Management Services
11.4. Growing Popularity Of Automated Advice
11.5. Wealth Management Companies Investing In Big Data Analytics
11.6. Impact Of Changing Demographics On Wealth Management
11.7. Ethical Investing
11.8. Personalized Services

12. Impact Of COVID-19 On Wealth Management Market
12.1.1. Impact On Wealth Management Companies And Investors
12.1.2. Survey On COVID-19 Concerns Affecting The Wealth And Asset Management Industry

13. Global Wealth Management Market Size And Growth
13.1. Market Size
13.2. Historic Market Growth, 2015 – 2019, Value ($ Billion)
13.2.1. Drivers Of The Market 2015 – 2019
13.2.2. Restraints On The Market 2015 – 2019
13.3. Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
13.3.1. Drivers Of The Market 2019 – 2023
13.3.2. Restraints On The Market 2019 – 2023

14. Wealth Management Market, Regional Analysis
14.1. Global Wealth Management Market, By Region, Historic and Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
14.2. Global Wealth Management Market, 2015 – 2023, Historic And Forecast, By Region
14.3. Global Wealth Management Market, 2019-2023, Growth And Market Share Comparison, By Region

15. Global Wealth Management Market Segmentation
15.1. Global Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
15.1.1. Fixed Income
15.1.2. Equity
15.1.3. Alternative Assets And Others
15.2. Global Wealth Management Market, Segmentation By Advisory Mode, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
15.2.1. Human advisory
15.2.2. Robo Advisory
15.2.3. Hybrid Advisory
15.3. Global Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
15.3.1. Private Banks
15.3.2. Full Service Wealth Mangers
15.3.3. Investment Managers
15.3.4. Stockbrokers
15.3.5. Others
15.4. Global Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
15.4.1. Large Enterprises
15.4.2. Medium and Small Enterprises
15.5. Global Wealth Management Market, Segmentation By Type Of Client, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
15.5.1. Mass Affluent
15.5.2. HNWI
15.5.3. Pension Funds
15.5.4. Insurance Companies
15.5.5. Sovereign Wealth Funds
15.6. Global Wealth Management Market, Segmentation By Service Element, 2019, Value ($ Billion)
15.6.1. Asset Management
15.6.2. Portfolio Management And Investment Advisory
15.6.3. Funds, Trusts And Other Financial Vehicles

16. Global Wealth Management Market Comparison with Macro Economic Factors
16.1. Wealth Management Market Size, Percentage Of GDP, Global
16.2. Per Capita Average Wealth Management Market Expenditure, Global

17. Asia-Pacific Wealth Management Market
17.1. Asia-Pacific Wealth Management Market Overview
17.1.1. Region Information
17.1.2. Impact Of COVID-19
17.1.3. Market Information
17.1.4. Background Information
17.1.5. Government Initiatives
17.1.6. Regulations
17.1.7. Regulatory Bodies
17.1.8. Major Associations
17.1.9. Taxes Levied
17.1.10. Corporate Tax Structure
17.1.11. Investments
17.1.12. Major Companies
17.2. Asia-Pacific Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.3. Asia-Pacific Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.4. Asia-Pacific Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
17.5. Asia-Pacific Wealth Management Market, 2019, By Country, Value ($ Billion)
17.6. Asia-Pacific Wealth Management Market, 2015 – 2023, Historic And Forecast, By Country
17.7. Asia-Pacific Wealth Management Market, 2019 – 2023, Growth And Market Share Comparison, By Country
17.8. Asia-Pacific Wealth Management Market Metrics
17.8.1. Per Capita Wealth Management Expenditure, 2019, Asia-Pacific Major Countries
17.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2019, Asia-Pacific Countries
17.9. Asia-Pacific Wealth Management Market: Country Analysis
17.10. Australia Wealth Management Market
17.10.1. Impact Of COVID-19
17.10.2. Market Information
17.11. Australia Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.12. Australia Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.13. Australia Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
17.14. China Wealth Management Market
17.15. China Wealth Management Market Overview
17.15.1. Country Information
17.15.2. Impact Of COVID-19
17.15.3. Market Information
17.15.4. Background Information
17.15.5. Regulations
17.15.6. Regulatory Bodies
17.15.7. Major Associations
17.15.8. Corporate Tax Structure
17.15.9. Investments
17.15.10. Major Companies
17.16. China Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.17. China Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.18. China Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
17.19. Hong Kong Wealth Management Market
17.20. Hong Kong Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.21. Hong Kong Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.22. India Wealth Management Market
17.22.1. Impact Of COVID-19
17.22.2. Market Information
17.23. India Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.24. India Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.25. India Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
17.26. Indonesia Wealth Management Market
17.26.1. Impact Of COVID-19
17.26.2. Market Information
17.27. Indonesia Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.28. Indonesia Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.29. Indonesia Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
17.30. Japan Wealth Management Market
17.30.1. Impact Of COVID-19
17.30.2. Market Information
17.31. Japan Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.32. Japan Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.33. Japan Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
17.34. Malaysia Wealth Management Market
17.35. Malaysia Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.36. Malaysia Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.37. New Zealand Wealth Management Market
17.38. New Zealand Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.39. New Zealand Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.40. Philippines Wealth Management Market
17.41. Philippines Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.42. Philippines Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.43. Singapore Wealth Management Market
17.44. Singapore Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.45. Singapore Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.46. South Korea Wealth Management Market
17.46.1. Impact Of COVID-19
17.46.2. Market Information
17.47. South Korea Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.48. South Korea Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.49. South Korea Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
17.50. Thailand Wealth Management Market
17.51. Thailand Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.52. Thailand Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
17.53. Vietnam Wealth Management Market
17.54. Vietnam Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
17.55. Vietnam Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)

18. Western Europe Wealth Management Market
18.1. Western Europe Wealth Management Market Overview
18.1.1. Region Information
18.1.2. Impact Of COVID-19
18.1.3. Market Information
18.1.4. Background Information
18.1.5. Government Initiatives
18.1.6. Regulations
18.1.7. Regulatory Bodies
18.1.8. Major Associations
18.1.9. Taxes Levied
18.1.10. Corporate Tax Structure
18.1.11. Investments
18.1.12. Major Companies
18.2. Western Europe Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.3. Western Europe Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.4. Western Europe Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
18.5. Western Europe Wealth Management Market, 2019, By Country, Value ($ Billion)
18.6. Western Europe Wealth Management Market, 2015 – 2023, Historic And Forecast, By Country
18.7. Western Europe Wealth Management Market, 2019 – 2023, Growth And Market Share Comparison, By Country
18.8. Western Europe Wealth Management Market Metrics
18.8.1. Per Capita Wealth Management Expenditure, 2019, Western Europe Major Countries
18.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2019, Western Europe Countries
18.9. Western Europe Wealth Management Market: Country Analysis
18.10. Austria Wealth Management Market
18.11. Austria Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.12. Austria Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.13. Belgium Wealth Management Market
18.14. Belgium Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.15. Belgium Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.16. Denmark Wealth Management Market
18.17. Denmark Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.18. Denmark Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.19. Finland Wealth Management Market
18.20. Finland Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.21. Finland Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.22. France Wealth Management Market
18.22.1. Impact Of COVID-19
18.22.2. Market Information
18.23. France Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.24. France Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.25. France Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
18.26. Germany Wealth Management Market
18.26.1. Impact Of COVID-19
18.26.2. Market Information
18.27. Germany Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.28. Germany Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.29. Germany Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
18.30. Ireland Wealth Management Market
18.31. Ireland Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.32. Ireland Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.33. Italy Wealth Management Market
18.34. Italy Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.35. Italy Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.36. Netherlands Wealth Management Market
18.37. Netherlands Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.38. Netherlands Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.39. Norway Wealth Management Market
18.40. Norway Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.41. Norway Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.42. Portugal Wealth Management Market
18.43. Portugal Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.44. Portugal Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.45. Spain Wealth Management Market
18.46. Spain Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.47. Spain Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.48. Spain Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
18.49. Sweden Wealth Management Market
18.50. Sweden Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.51. Sweden Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.52. Switzerland Wealth Management Market
18.53. Switzerland Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.54. Switzerland Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.55. UK Wealth Management Market
18.55.1. Impact Of COVID-19
18.55.2. Market Information
18.56. UK Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
18.57. UK Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
18.58. UK Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)

19. Eastern Europe Wealth Management Market
19.1. Eastern Europe Wealth Management Market Overview
19.1.1. Region Information
19.1.2. Market Information
19.1.3. Impact Of COVID-19
19.1.4. Background Information
19.1.5. Government Initiatives
19.1.6. Regulations
19.1.7. Regulatory Bodies
19.1.8. Major Associations
19.1.9. Taxes Levied
19.1.10. Corporate Tax Structure
19.1.11. Investments
19.1.12. Major Companies
19.2. Eastern Europe Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
19.3. Eastern Europe Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
19.4. Eastern Europe Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
19.5. Eastern Europe Wealth Management Market, 2019, By Country, Value ($ Billion)
19.6. Eastern Europe Wealth Management Market, 2015 – 2023, Historic And Forecast, By Country
19.7. Eastern Europe Wealth Management Market, 2019 – 2023, Growth And Market Share Comparison, By Country
19.8. Eastern Europe Wealth Management Market Metrics
19.8.1. Per Capita Wealth Management Expenditure, 2019, Eastern Europe Major Countries
19.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2019, Eastern Europe Countries
19.9. Eastern Europe Wealth Management Market: Country Analysis
19.10. Czech Republic Wealth Management Market
19.11. Czech Republic Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
19.12. Czech Republic Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
19.13. Poland Wealth Management Market
19.14. Poland Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
19.15. Poland Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
19.16. Romania Wealth Management Market
19.17. Romania Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
19.18. Romania Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
19.19. Russia Wealth Management Market
19.19.1. Impact Of COVID-19
19.19.2. Market Information
19.20. Russia Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
19.21. Russia Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
19.22. Russia Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)

20. North America Wealth Management Market
20.1. North America Wealth Management Market Overview
20.1.1. Region Information
20.1.2. Impact Of COVID-19
20.1.3. Market Information
20.1.4. Background Information
20.1.5. Regulations
20.1.6. Regulatory Bodies
20.1.7. Major Associations
20.1.8. Corporate Tax Structure
20.1.9. Investments
20.1.10. Major Companies
20.2. North America Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
20.3. North America Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
20.4. North America Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
20.5. North America Wealth Management Market, 2019, By Country, Value ($ Billion)
20.6. North America Wealth Management Market, 2015 – 2023, Historic And Forecast, By Country
20.7. North America Wealth Management Market, 2019 – 2023, Growth And Market Share Comparison, By Country
20.8. North America Wealth Management Market Metrics
20.8.1. Per Capita Wealth Management Expenditure, 2019, North America Major Countries
20.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2019, North America Countries
20.9. North America Wealth Management Market: Country Analysis
20.10. Canada Wealth Management Market
20.11. Canada Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
20.12. Canada Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
20.13. Mexico Wealth Management Market
20.14. Mexico Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
20.15. Mexico Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
20.16. USA Wealth Management Market
20.17. USA Wealth Management Market Overview
20.17.1. Country Information
20.17.2. Impact Of COVID-19
20.17.3. Market Information
20.17.4. Background Information
20.17.5. Regulations
20.17.6. Regulatory Bodies
20.17.7. Major Associations
20.17.8. Corporate Tax Structure
20.17.9. Investments
20.17.10. Major Companies
20.18. USA Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
20.19. USA Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
20.20. USA Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)

21. South America Wealth Management Market
21.1. South America Wealth Management Market Overview
21.1.1. Region Information
21.1.2. Impact of COVID-19
21.1.3. Market Information
21.1.4. Background Information
21.1.5. Government Initiatives
21.1.6. Regulations
21.1.7. Regulatory Bodies
21.1.8. Major Associations
21.1.9. Taxes Levied
21.1.10. Corporate Tax Structure
21.1.11. Investments
21.1.12. Major Companies
21.2. South America Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
21.3. South America Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
21.4. South America Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
21.5. South America Wealth Management Market, 2019, By Country, Value ($ Billion)
21.6. South America Wealth Management Market, 2015 – 2023, Historic And Forecast, By Country
21.7. South America Wealth Management Market, 2019 – 2023, Growth And Market Share Comparison, By Country
21.8. South America Wealth Management Market Metrics
21.8.1. Per Capita Wealth Management Expenditure, 2019, South America Major Countries
21.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2019, South America Countries
21.9. South America Wealth Management Market: Country Analysis
21.10. Argentina Wealth Management Market
21.11. Argentina Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
21.12. Argentina Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
21.13. Brazil Wealth Management Market
21.13.1. Impact Of COVID-19
21.13.2. Market Information
21.14. Brazil Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
21.15. Brazil Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
21.16. Brazil Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
21.17. Chile Wealth Management Market
21.18. Chile Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
21.19. Chile Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
21.20. Colombia Wealth Management Market
21.21. Colombia Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
21.22. Colombia Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
21.23. Peru Wealth Management Market
21.24. Peru Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
21.25. Peru Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
21.26. Venezuela Wealth Management Market
21.27. Venezuela Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
21.28. Venezuela Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)

22. Middle East Wealth Management Market
22.1. Middle East Wealth Management Market Overview
22.1.1. Region Information
22.1.2. Impact Of COVID-19
22.1.3. Market Information
22.1.4. Background Information
22.1.5. Government Initiatives
22.1.6. Regulations
22.1.7. Regulatory Bodies
22.1.8. Associations
22.1.9. Taxes Levied
22.1.10. Corporate Tax Structure
22.1.11. Investments
22.1.12. Major Companies
22.2. Middle East Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
22.3. Middle East Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
22.4. Middle East Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
22.5. Middle East Wealth Management Market, 2019, By Country, Value ($ Billion)
22.6. Middle East Wealth Management Market, 2015 – 2023, Historic And Forecast, By Country
22.7. Middle East Wealth Management Market, 2019 – 2023, Growth And Market Share Comparison, By Country
22.8. Middle East Wealth Management Market Metrics
22.8.1. Per Capita Wealth Management Expenditure, 2019, Middle East Major Countries
22.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2019, Middle East Countries
22.9. Middle East Wealth Management Market: Country Analysis
22.10. Israel Wealth Management Market
22.11. Israel Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
22.12. Israel Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
22.13. Saudi Arabia Wealth Management Market
22.14. Saudi Arabia Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
22.15. Saudi Arabia Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
22.16. Turkey Wealth Management Market
22.17. Turkey Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
22.18. Turkey Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
22.19. UAE Wealth Management Market
22.20. UAE Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
22.21. UAE Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)

23. Africa Wealth Management Market
23.1. Africa Wealth Management Market Overview
23.1.1. Region Information
23.1.2. Impact Of COVID-19
23.1.3. Market Information
23.1.4. Background Information
23.1.5. Government Initiatives
23.1.6. Regulations
23.1.7. Regulatory Bodies
23.1.8. Major Associations
23.1.9. Taxes Levied
23.1.10. Corporate Tax Structure
23.1.11. Investments
23.1.12. Major Companies
23.2. Africa Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
23.3. Africa Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
23.4. Africa Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 – 2019, 2023F, 2025F, 2030F, Value ($ Billion)
23.5. Africa Wealth Management Market, 2019, By Country, Value ($ Billion)
23.6. Africa Wealth Management Market, 2015 – 2023, Historic And Forecast, By Country
23.7. Africa Wealth Management Market, 2019 – 2023, Growth And Market Share Comparison, By Country
23.8. Africa Wealth Management Market Metrics
23.8.1. Per Capita Wealth Management Expenditure, 2019, Africa Major Countries
23.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2019, Africa Countries
23.9. Africa Wealth Management Market: Country Analysis
23.10. Egypt Wealth Management Market
23.11. Egypt Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
23.12. Egypt Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
23.13. Nigeria Wealth Management Market
23.14. Nigeria Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
23.15. Nigeria Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)
23.16. South Africa Wealth Management Market
23.17. South Africa Wealth Management Market, Historic Market Growth, 2015 – 2019, Value ($ Billion)
23.18. South Africa Wealth Management Market, Forecast Market Growth, 2019 – 2023, 2025F, 2030F Value ($ Billion)

24. Global Wealth Management Market Competitive Landscape
24.1. Company Profiles
24.2. Wells Fargo & Company
24.2.1. Company Overview
24.2.2. Products And Services
24.2.3. Business Strategy
24.2.4. Financial Overview
24.3. JPMorgan Chase & Co.
24.3.1. Company Overview
24.3.2. Products And Services
24.3.3. Business Strategy
24.3.4. Financial Overview
24.4. Bank of America Corporation
24.4.1. Company Overview
24.4.2. Products And Services
24.4.3. Business Strategy
24.4.4. Financial Overview
24.5. Morgan Stanley
24.5.1. Company Overview
24.5.2. Products And Services
24.5.3. Business Strategy
24.5.4. Financial Overview
24.6. UBS Group AG
24.6.1. Company Overview
24.6.2. Products And Services
24.6.3. Business Strategy
24.6.4. Financial overview

25. Key Mergers And Acquisitions In The Wealth Management Market
25.1. Kingswood Group acquired 85% stake in Chalice
25.2. Forza Wealth Management, LLC merged with K-Mack Financial
25.3. IIFL Wealth Management Ltd. acquired L & T Capital Markets
25.4. IPS Capital merged with Prospect Wealth Management
25.5. Cerity Partners merged with EWM Wealth
25.6. Mercer Advisors Inc acquired Republic Wealth Advisors, LLC
25.7. Canaccord Genuity Wealth Management Acquired Hargreave Hale
25.8. Canadian Imperial Bank of Commerce Acquired Geneva Advisors
25.9. HighTower Acquired WealthTrust

26. Market Background: Investments Market
26.1. Investments Market Characteristics
26.1.1. Market Definition
26.1.2. Segmentation By Type
26.2. Global Investments Market, Segmentation By Type, 2015 – 2023, Value ($ Billion)
26.3. Global Investments Market, 2019, By Region, Value ($ Billion)
26.4. Global Investments Market, 2015 – 2023, Historic And Forecast, By Region

27. Recommendations
27.1. Global Wealth Management Market In 2023 – Countries Offering Most New Opportunities
27.2. Global Wealth Management Market In 2023 – Segments Offering Most New Opportunities
27.3. Global Wealth Management Market In 2023 – Growth Strategies
27.3.1. Market Trend Based Strategies
27.3.2. Competitor Strategies

28. Appendix
28.1. Market Data Sources
28.2. Research Methodology
28.3. Currencies
28.4. Research Inquiries
28.5. About the Publisher
28.6. Copyright and Disclaimer

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FEATURED COMPANIES

  • ABK-Egypt
  • AUM Capital
  • CreditEase
  • Kingswood Group
  • NOMW Capital
  • Sanlam Private Wealth
  • MORE

This report describes and evaluates the global wealth management market. It covers two five-year periods, one three-year period, and one six-year period including, 2015 to 2019, termed the historic period, 2019 through 2023, the forecast period, 2023-2025 forecast period, and 2025-2030 the forecast period. The global wealth management market reached a value of nearly $486.78 billion in 2019, having increased at a compound annual growth rate (CAGR) of 6.6% since 2015. The market is expected to decline from $486.78 billion in 2019 to $446.73 billion in 2020 at a rate of -8.2%. The decline is mainly due to lockdown and social distancing norms imposed by various countries and economic slowdown across countries owing to the COVID-19 outbreak and the measures to contain it. The market is then expected to recover and grow at a CAGR of 9.4% from 2021 ad reach $584.99 billion in 2023.

Growth in the historic period resulted from growth in the number of high net worth individuals, digitization, and economic growth. Factors that negatively affected growth in the historic period were rise in cyber risk, stringent regulations, and pressure on fees.

Going forward, increasing retiree population, increasing wealth of high net worth individuals, and rising demand for alternative investments will drive the growth. Factors that could hinder the growth of the wealth management market in the future include COVID-19, Fintech firms, a wide range of services offered by asset managers, and passive investments.

The wealth management market is segmented by type of asset class into fixed income, equity, and alternative assets and others. The fixed income market was the largest segment of the wealth management market segmented by type, accounting for 69.3% of the total in 2019. Going forward, the alternative assets and others segment is expected to be the fastest-growing segment in the wealth management market, at a CAGR of 8.6% during 2019-2023.

The wealth management market is segmented by advisory mode into human advisory, robo advisory, and hybrid advisory. The human advisory market was the largest segment of the wealth management market segmented by type of advisory mode, accounting for 98.6% of the total in 2019. Going forward, the robo advisory segment is expected to be the fastest-growing segment in the wealth management market, at a CAGR of 26.1% during 2019-2023.

The wealth management market is segmented by type of wealth manager into private banks, full-service wealth managers, investment managers, stockbrokers, and others. The private banks market was the largest segment of the wealth management market segmented by type of wealth manager, accounting for 41.8% of the total in 2019. Going forward, the others segment is expected to be the fastest-growing segment in the wealth management market, at a CAGR of 7.8% during 2019-2023.

The wealth management market is segmented by enterprise size into large enterprises, and medium and small enterprises. The large enterprises market was the largest segment of the wealth management market segmented by enterprise size, accounting for 60.8% of the total in 2019. Going forward, the medium and small enterprises segment is expected to be the fastest-growing segment in the wealth management market, at a CAGR of 5.1% during 2019-2023.

The wealth management market is segmented by type of client into mass affluent, HNWI, pension funds, insurance companies, and sovereign wealth funds. The mass affluent market was the largest segment of the wealth management market segmented by type of client, accounting for 45.3% of the total in 2019. Going forward, the sovereign wealth funds segment is expected to be the fastest-growing segment in the wealth management market, at a CAGR of 6.3% during 2019-2023.

The wealth management market is segmented by service element into asset management, portfolio management and investment advisory, and funds, trusts and other financial vehicles. The asset management market was the largest segment of the wealth management market segmented by type of service element, accounting for 37.1% of the total in 2019.

North America was the largest region in the global wealth management market, accounting for 53.7% of the total in 2019. It was followed by Western Europe, Asia Pacific and then the other regions. Going forward, the fastest-growing regions in the wealth management market will be Western Europe, and the Asia Pacific, where growth will be at CAGRs of 5.3% and 5.2% respectively. These will be followed by Africa, and North America, where the markets are expected to grow at CAGRs of 5.1% and 4.4% respectively.

The global wealth management market is highly fragmented, with a large number of small players. The top ten competitors in the market made up to 11.9% of the total market in 2019. Major players in the market include Wells Fargo & Company, JPMorgan Chase & Co., Bank of America Corporation, Morgan Stanley, and UBS Group AG.

The top opportunities in the wealth management market segmented by type will arise in the fixed income segment, which will gain $56.7 billion of global annual sales by 2023. The top opportunities in the wealth management market segmented by type of advisor will arise in the human advisory segment, which will gain $87.62 billion of global annual sales by 2023. The top opportunities in the wealth management market segmented by enterprise size will arise in the large enterprises segment, which will gain $56.07 billion of global annual sales by 2023. The top opportunities in the wealth management market segmented by type of wealth manager will arise in the full-service wealth managers segment, which will gain $33.36 billion of global annual sales by 2023.

Market-trend-based strategies for the wealth management market include investing in deploying more AI applications for faster customer response, investing in cybersecurity technologies to enhance security capabilities, using robo advice to reduce the costs, investing in big data solutions to improve client acquisition and retention rates, offering hybrid services to increase service offerings, offering personalized services, and adapt to the changing demographics to drive revenues. Player-adopted strategies in the wealth management market include expanding businesses through partnerships and collaborations, investing in technology with a focus on superior client experience, and collaborating through business lines and improving operational excellence. Amidst the unprecedented outbreak of coronavirus, governments across the world are advising people to stay indoors and practice social distancing, to reduce the spread of the pandemic. This has halted economic activity and decreased short-term potential growth opportunities for the wealth management industry.

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  • ABK-Egypt
  • AFH Wealth Management
  • Aiva
  • Akbank
  • Al Rajhi Capital
  • Alexander House Financial Services
  • Angel Broking
  • Arab African International Bank
  • Arbah Capital
  • Arcano Partners
  • Asset One
  • AtaInvest
  • ATON
  • AUM Capital
  • Avendus
  • AVIC Trust
  • Axis Bank Wealth Management
  • Bank Central Asia
  • Bank of America Corporation
  • Barclays Wealth Management
  • Bessemer Trust
  • BMO Global Asset Management
  • BNP Paribas Wealth Management
  • BNY Mellon Wealth Management
  • BTG Pactual
  • Canaccord Genuity Wealth Management
  • Charles Schwab
  • China Huarong Asset Management Company Limited
  • China International Capital Corporation
  • Citadel
  • Citigroup Inc.
  • Commerzbank
  • Credit Suisse Group AG
  • CreditEase
  • Deutsche Bank
  • Devonshire Wealth Management
  • Dolfin
  • Edelweiss Wealth Management
  • Fidelity
  • Fosun International Limited
  • GFM Wealth Advisory
  • Hamilton Wealth Management
  • HSBC Holdings plc
  • IIFL Wealth Management
  • Indosuez Wealth Management
  • Industrial and Commercial Bank of China Limited
  • ING-DiBa
  • Intesa Sanpaolo
  • Investec Wealth Management
  • Jadwa Investment
  • JP Morgan Chase & Co.
  • Kingswood Group
  • Kotak Wealth Management
  • KW Wealth Advisors
  • Lloyds Banking Group
  • Longview Wealth Management
  • Macquarie Asset Management
  • Middle East Financial Investment Company
  • Minchin Moore
  • Monet Investimentos
  • Morgan Stanley
  • NBK Wealth Management
  • Nedbank Wealth
  • NFB Private Wealth Management
  • Nicola Wealth
  • Noah Holdings
  • Noble Wealth Management (Pty) Ltd
  • NOMW Capital
  • Northern Trust
  • Pioneer Wealth Management
  • Private Clients Holdings
  • Professional Wealth
  • PSG Wealth
  • Quilter
  • Quilvest Wealth Management
  • Raymond James Financial
  • RBC Wealth Management
  • Rockfin Wealth Management
  • Samsung Asset Management
  • Sanlam Private Wealth
  • Santander
  • Sberbank
  • Societe Generale
  • Sparkassen
  • St James's Place Wealth Management
  • Steadyhand Investment management
  • Stone Wealth Management
  • The Goldman Sachs Group, Inc
  • Triasima Portfolio Management
  • UBS Group AG
  • UniCredit
  • Vanguard
  • VISIS Private Wealth
  • WealthBar
  • Wells Fargo & Company
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