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Wealth Management Global Market Report 2021: COVID-19 Impact and Recovery to 2030

  • ID: 5240369
  • Report
  • January 2021
  • Region: Global
  • 300 pages
  • The Business Research Company
1 of 5

FEATURED COMPANIES

  • Bank of America
  • BlackRock
  • Morgan Stanley
  • Wells Fargo
  • MORE
Wealth Management Global Market Report 2021: COVID-19 Impact and Recovery to 2030 provides the strategists, marketers and senior management with the critical information they need to assess the global wealth management market as it emerges from the COVID-19 shut down.

Reasons to Purchase
  • Gain a truly global perspective with the most comprehensive report available on this market covering 50+ geographies.
  • 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.
  • Create regional and country strategies on the basis of local data and analysis.
  • Identify growth segments for investment.
  • Outperform competitors using forecast data and the drivers and trends shaping the market.
  • Understand customers based on the latest market research findings.
  • Benchmark performance against key competitors.
  • 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
Description:

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

The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market’s historic and forecast market growth by geography. It places the market within the context of the wider wealth management market, and compares it with other markets.
  • The market characteristics section of the report defines and explains the market.
  • The market size section gives the market size ($b) covering both the historic growth of the market, the impact of the COVID-19 virus and forecasting its recovery.
  • Market segmentations break down market into sub markets.
  • The regional and country breakdowns section gives an analysis of the market in each geography and the size of the market by geography and compares their historic and forecast growth. It covers the impact and recovery trajectory of COVID-19 for all regions, key developed countries and major emerging markets.
  • Competitive landscape gives a description of the competitive nature of the market, market shares, and a description of the leading companies. Key financial deals which have shaped the market in recent years are identified.
  • The trends and strategies section analyses the shape of the market as it emerges from the crisis and suggests how companies can grow as the market recovers.
  • The wealth management market section of the report gives context. It compares the wealth management market with other segments of the investments market by size and growth, historic and forecast. It analyses GDP proportion, expenditure per capita, wealth management indicators comparison.
Scope

Markets Covered:
1) By Type: Funds, Trusts, And Other Financial Vehicles; Asset Management; Portfolio Management and Investment Advice
2) By Advisory Mode: Human Advisory; Robo Advisory; Hybrid
3) By Enterprise Size: Large Enterprises; Medium and Small Enterprises

Subsegments Covered: Large-Cap Equity, Government Fixed Income And Structured Products; Equity Specialties And Fixed Income Products; ETFs And Passively-Managed Products; Alternatives; Solutions Products And Other (Target Date Products And LDIs)

Companies Mentioned: Agricultural Bank of China; Wells Fargo; BlackRock; Morgan Stanley; Bank of America

Metrics Covered: Number of Enterprises; Number of Employees

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

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

Time series: Five years historic and ten years forecast.

Data: Ratios of market size and growth to related markets, GDP proportions, expenditure per capita, wealth management indicators comparison.

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
2 of 5

FEATURED COMPANIES

  • Bank of America
  • BlackRock
  • Morgan Stanley
  • Wells Fargo
  • MORE
1. Executive Summary

2. Report Structure

3. Wealth Management Market Characteristics
3.1. Market Definition
3.2. Key Segmentations

4. Wealth Management Market Product Analysis
4.1. Leading Products/ Services
4.2. Key Features and Differentiators
4.3. Development Products

5. Wealth Management Market Supply Chain
5.1. Supply Chain
5.2. Distribution
5.3. End Customers

6. Wealth Management Market Customer Information
6.1. Customer Preferences
6.2. End Use Market Size and Growth

7. Wealth Management Market Trends And Strategies

8. Impact Of COVID-19 On Wealth Management

9. Wealth Management Market Size And Growth
9.1. Market Size
9.2. Historic Market Growth, Value ($ Billion)
9.2.1. Drivers Of The Market
9.2.2. Restraints On The Market
9.3. Forecast Market Growth, Value ($ Billion)
9.3.1. Drivers Of The Market
9.3.2. Restraints On The Market

10. Wealth Management Market Regional Analysis
10.1. Global Wealth Management Market, 2020, By Region, Value ($ Billion)
10.2. Global Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Historic And Forecast, By Region
10.3. Global Wealth Management Market, Growth And Market Share Comparison, By Region

11. Wealth Management Market Segmentation
11.1. Global Wealth Management Market, Segmentation By Type, Historic and Forecast, 2015-2020, 2020-2025F, 2030F, $ Billion
  • Funds, Trusts, And Other Financial Vehicles
  • Asset Management
  • Portfolio Management and Investment Advice
11.2. Global Wealth Management Market, Segmentation By Advisory Mode, Historic and Forecast, 2015-2020, 2020-2025F, 2030F, $ Billion
  • Human Advisory
  • Robo Advisory
  • Hybrid
11.3. Global Wealth Management Market, Segmentation By Enterprise Size, Historic and Forecast, 2015-2020, 2020-2025F, 2030F, $ Billion
  • Large Enterprises
  • Medium and Small Enterprises
12. Wealth Management Market Segments
12.1. Global Funds, Trusts, And Other Financial Vehicles Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion) - Large-Cap Equity, Government Fixed Income And Structured Products; Equity Specialties And Fixed Income Products; ETFs And Passively-Managed Products; Alternatives; Solutions Products And Other (Target Date Products And LDIs)
12.2. Global Asset Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
12.3. Global Portfolio Management and Investment Advice Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)

13. Wealth Management Market Metrics
13.1. Wealth Management Market Size, Percentage Of GDP, 2015-2025, Global
13.2. Per Capita Average Wealth Management Market Expenditure, 2015-2025, Global

14. Asia-Pacific Wealth Management Market
14.1. Asia-Pacific Wealth Management Market Overview
  • Region Information, Impact Of COVID-19, Market Information, Background Information, Government Initiatives, Regulations, Regulatory Bodies, Major Associations, Taxes Levied, Corporate Tax Structure, Investments, Major Companies
14.2. Asia-Pacific, Wealth Management Market, 2020, By Country, Value ($ Billion)
14.3. Asia-Pacific, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Historic And Forecast, By Country
14.4. Asia-Pacific, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Growth And Market Share Comparison, By Country
14.5. Asia-Pacific, Wealth Management Market Metrics
14.5.1. Per Capita Average Wealth Management Expenditure, 2015-2025, Asia-Pacific Countries
14.5.2. Number of Enterprises, Wealth Management Market, Wealth Management Market/Number of Enterprises, 2020, Asia-Pacific Countries
14.5.3. Number of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, Asia-Pacific Countries
14.6. Asia-Pacific Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7. Asia-Pacific Wealth Management Market: Country Analysis
14.7.1. China Wealth Management Market
14.7.1.1. China Wealth Management Market Overview
14.7.1.2. China Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.1.3. China Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.2. Australia Wealth Management Market
14.7.2.1. Australia Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.2.2. Australia Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.3. Hong Kong Wealth Management Market
14.7.3.1. Hong Kong Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.4. India Wealth Management Market
14.7.4.1. India Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.4.2. India Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.5. Indonesia Wealth Management Market
14.7.5.1. Indonesia Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.5.2. Indonesia Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.6. Japan Wealth Management Market
14.7.6.1. Japan Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.6.2. Japan Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.7. Malaysia Wealth Management Market
14.7.7.1. Malaysia Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.8. New Zealand Wealth Management Market
14.7.8.1. New Zealand Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.9. Philippines Wealth Management Market
14.7.9.1. Philippines Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.10. Singapore Wealth Management Market
14.7.10.1. Singapore Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.11. South Korea Wealth Management Market
14.7.11.1. South Korea Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.11.2. South Korea Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.12. Thailand Wealth Management Market
14.7.12.1. Thailand Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
14.7.13. Vietnam Wealth Management Market
14.7.13.1. Vietnam Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)

15. Western Europe Wealth Management Market
15.1. Western Europe Wealth Management Market Overview
15.2. Western Europe, Wealth Management Market, 2020, By Country, Value ($ Billion)
15.3. Western Europe, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Historic And Forecast, By Country
15.4. Western Europe, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Growth And Market Share Comparison, By Country
15.5. Western Europe, Wealth Management Market Metrics
15.5.1. Per Capita Average Wealth Management Expenditure, 2015-2025, Western Europe Countries
15.5.2. Number of Enterprises, Wealth Management Market, Wealth Management Market/Number of Enterprises, 2020, Western Europe Countries
15.5.3. Number of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, Western Europe Countries
15.6. Western Europe Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7. Western Europe Wealth Management Market: Country Analysis
15.7.1. Austria Wealth Management Market
15.7.1.1. Austria Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.2. Belgium Wealth Management Market
15.7.2.1. Belgium Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.3. Denmark Wealth Management Market
15.7.3.1. Denmark Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.4. Finland Wealth Management Market
15.7.4.1. Finland Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.5. France Wealth Management Market
15.7.5.1. France Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.5.2. France Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.6. Germany Wealth Management Market
15.7.6.1. Germany Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.6.2. Germany Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.7. Ireland Wealth Management Market
15.7.7.1. Ireland Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.8. Italy Wealth Management Market
15.7.8.1. Italy Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.9. Netherlands Wealth Management Market
15.7.9.1. Netherlands Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.10. Norway Wealth Management Market
15.7.10.1. Norway Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.11. Portugal Wealth Management Market
15.7.11.1. Portugal Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.12. Spain Wealth Management Market
15.7.12.1. Spain Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.13. Sweden Wealth Management Market
15.7.13.1. Sweden Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.15. Switzerland Wealth Management Market
15.7.15.1. Switzerland Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.15. UK Wealth Management Market
15.7.15.1. UK Wealth Management Market2015-2020, 2020-2025F, 2030F, Value ($ Billion)
15.7.15.2. UK Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)

16. Eastern Europe Wealth Management Market
16.1. Eastern Europe Wealth Management Market Overview
16.2. Eastern Europe, Wealth Management Market, 2020, By Country, Value ($ Billion)
16.3. Eastern Europe, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Historic And Forecast, By Country
16.4. Eastern Europe, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Growth And Market Share Comparison, By Country
16.5. Eastern Europe, Wealth Management Market Metrics
16.5.1. Per Capita Average Wealth Management Expenditure, 2015-2025, Eastern Europe Countries
16.5.2. Number of Enterprises, Wealth Management Market, Wealth Management Market/Number of Enterprises, 2020, Eastern Europe Countries
16.5.3. Number of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, Eastern Europe Countries
16.6. Eastern Europe Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
16.7. Eastern Europe Wealth Management Market: Country Analysis
16.7.1. Czech Republic Wealth Management Market,
16.7.1.1. Czech Republic Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
16.7.2. Poland Wealth Management Market
16.7.2.1. Poland Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
16.7.3. Romania Wealth Management Market
16.7.3.1. Romania Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
16.7.4. Russia Wealth Management Market
16.7.4.1. Russia Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
16.7.4.2. Russia Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)

17. North America Wealth Management Market
17.1. North America Wealth Management Market Overview
17.2. North America, Wealth Management Market, 2020, By Country, Value ($ Billion)
17.3. North America, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Historic And Forecast, By Country
17.4. North America, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Growth And Market Share Comparison, By Country
17.5. North America, Wealth Management Market Metrics
17.5.1. Per Capita Average Wealth Management Expenditure, 2015-2025, North America Countries
17.5.2. Number of Enterprises, Wealth Management Market, Wealth Management Market/Number of Enterprises, 2020, North America Countries
17.5.3. Number of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, North America Countries
17.6. North America Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
17.7. North America Wealth Management Market: Country Analysis
17.7.1. Canada Wealth Management Market
17.7.1.1. Canada Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
17.7.2. Mexico Wealth Management Market
17.7.2.1. Mexico Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
17.7.3. USA Wealth Management Market
17.7.3.1. USA Wealth Management Market Overview
17.7.3.2. USA Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
17.7.3.3. USA Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)

18. South America Wealth Management Market
18.1. South America Wealth Management Market Overview
18.2. South America, Wealth Management Market, 2020, By Country, Value ($ Billion)
18.3. South America, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Historic And Forecast, By Country
18.4. South America, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Growth And Market Share Comparison, By Country
18.5. South America, Wealth Management Market Metrics
18.5.1. Per Capita Average Wealth Management Expenditure, 2015-2025, South America Countries
18.5.2. Number of Enterprises, Wealth Management Market, Wealth Management Market/Number of Enterprises, 2020, South America Countries
18.5.3. Number of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, South America Countries
18.6. South America Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
18.7. South America Wealth Management Market: Country Analysis
18.7.1. Argentina Wealth Management Market
18.7.1.1. Argentina Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
18.7.2. Brazil Wealth Management Market
18.7.1.1. Brazil Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
18.7.2.2. Brazil Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
18.7.3. Chile Wealth Management Market
18.7.3.1. Chile Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
18.7.4. Colombia Wealth Management Market
18.7.4.1. Colombia Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
18.7.5. Peru Wealth Management Market
18.7.5.1. Peru Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
18.7.6. Venezuela Wealth Management Market
18.7.6.1. Venezuela Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)

19. Middle East Wealth Management Market
19.1. Middle East Wealth Management Market Overview
19.2. Middle East, Wealth Management Market, 2020, By Country, Value ($ Billion)
19.3. Middle East, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Historic And Forecast, By Country
19.4. Middle East, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Growth And Market Share Comparison, By Country
19.5. Middle East, Wealth Management Market Metrics
19.5.1. Per Capita Average Wealth Management Expenditure, 2015-2025, Middle East Countries
19.5.2. Number of Enterprises, Wealth Management Market, Wealth Management Market/Number of Enterprises, 2020, Middle East Countries
19.5.3. Number of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, Middle East Countries
19.6. Middle East Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
19.7. Middle East Wealth Management Market: Country Analysis
19.7.1. Saudi Arabia Wealth Management Market
19.7.1.1. Saudi Arabia Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
19.7.2. Israel Wealth Management Market
19.7.2.1. Israel Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
19.7.3. Turkey Wealth Management Market
19.7.3.1. Turkey Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
19.7.4. UAE Wealth Management Market
19.7.4.1. UAE Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)

20. Africa Wealth Management Market
20.1. Africa Wealth Management Market Overview
20.2. Africa, Wealth Management Market, 2020, By Country, Value ($ Billion)
20.3. Africa, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Historic And Forecast, By Country
20.4. Africa, Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Growth And Market Share Comparison, By Country
20.5. Africa, Wealth Management Market Metrics
20.5.1. Per Capita Average Wealth Management Expenditure, 2015-2025, Africa Countries
20.5.2. Number of Enterprises, Wealth Management Market, Wealth Management Market/Number of Enterprises, 2020, Africa Countries
20.5.3. Number of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, Africa Countries
20.6. Africa Wealth Management Market, Segmentation By Type, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
20.7. Africa Wealth Management Market: Country Analysis
20.7.1. Egypt Wealth Management Market
20.7.1.1. Egypt Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
20.7.2. Nigeria Wealth Management Market
20.7.2.1. Nigeria Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)
20.7.3. South Africa Wealth Management Market
20.7.3.1. South Africa Wealth Management Market, 2015-2020, 2020-2025F, 2030F, Value ($ Billion)

21. Wealth Management Market Competitive Landscape
21.1. Competitive Market Overview
21.2. Market Shares
21.3. Company Profiles
21.3.1. Agricultural Bank of China
21.3.1.1. Company Overview
21.3.1.2. Products And Services
21.3.1.3. Strategy
21.3.1.4. Financial Performance
21.3.2. Wells Fargo
21.3.2.1. Company Overview
21.3.2.2. Products And Services
21.3.2.3. Strategy
21.3.2.4. Financial Performance
21.3.3. BlackRock
21.3.3.1. Company Overview
21.3.3.2. Products And Services
21.3.3.3. Strategy
21.3.3.4. Financial Performance
21.3.4. Morgan Stanley
21.3.4.1. Company Overview
21.3.4.2. Products And Services
21.3.4.3. Strategy
21.3.4.4. Financial Performance
21.3.5. Bank of America
21.3.5.1. Company Overview
21.3.5.2. Products And Services
21.3.5.3. Strategy
21.3.5.4. Financial Performance

22. Key Mergers And Acquisitions In The Wealth Management Market

23. Market Background: Investments Market
23.1. Investments Market Characteristics
23.2. Investments Market Historic and Forecast, 2015-2020, 2020-2025F, 2030F Growth, By Segment, Value ($ Billion), Global
23.3. Global Investments Market, 2020, By Region, Value ($ Billion)
23.4. Global Investments Market, 2015-2020, 2020-2025F, 2030F, Historic And Forecast, By Region
23.5. Global Investments Market, 2015-2020, 2020-2025F, 2030F, Segmentation By Type, Value ($ Billion)

24. Recommendations
24.1. Global Wealth Management Market In 2025- Growth Countries
24.2. Global Wealth Management Market In 2025- Growth Segments
24.3. Global Wealth Management Market In 2025- Growth Strategies

25. Appendix
25.1. NAICS Definitions Of Industry Covered In This Report
25.2. Abbreviations
25.3. Currencies
25.4. Research Inquiries
25.5. The Publisher

26. Copyright And Disclaimer
Note: Product cover images may vary from those shown
3 of 5

FEATURED COMPANIES

  • Bank of America
  • BlackRock
  • Morgan Stanley
  • Wells Fargo
  • MORE
Major companies in the wealth management market include Agricultural Bank of China; Wells Fargo; BlackRock; Morgan Stanley and Bank of America.

The global wealth management market is expected to grow from $1162.66 billion in 2020 to $1263.34 billion in 2021 at a compound annual growth rate (CAGR) of 8.7%. The growth is mainly due to the companies rearranging their operations and recovering from the COVID-19 impact, which had earlier led to restrictive containment measures involving social distancing, remote working, and the closure of commercial activities that resulted in operational challenges. The market is expected to reach $1755 billion in 2025 at a CAGR of 9%.

The wealth management market consists of sales of wealth management services by entities (organizations, sole traders and partnerships) that plan, advise on and manage various kinds of assets. This market covers financial and investment advice, retirement planning and legal or estate planning but excludes accounting and tax services. The market size is the revenues generated from the fees and commissions levied on the assets being managed. It does not include the value of investments held or the amount of money invested in a given year, net or gross. This market includes the custodian charges of the firms as well as any other fees, margins or service charges but excludes brokerage fees levied on securities transactions unless they are included within the service fees or commissions. The wealth management market is segmented into asset management; funds, trusts, and other financial vehicles; and portfolio management and investment advice.

North America was the largest region in the global wealth management market, accounting for 54% of the market in 2020. Western Europe was the second largest region accounting for 25% of the global wealth management market. Middle East was the smallest region in the global wealth management market.

Many wealth management companies are investing in big data analytics capabilities to generate insights to enhance and refine service offerings and thus increase revenues. Big data solutions are being implemented to deliver insights around client segments, product penetration and analyze training program effectiveness. These technologies are being implemented to assess existing and prospective clients’ inclination to purchase various products and services being offered by a wealth management company, their lifetime value, investment pattern and the ability of the client to take risks. They are also aiding wealth management companies to track business performance, increase client acquisition and retention rates, increase sales and offer real time investment advice. For instance, CargoMetrics, an investment firm based in Boston used Automatic Identification System (AIS), to collect data on commodity movement such as cargo location and cargo size to develop analytics platform for trading commodities, currencies and equity index funds. This tool was also sold to other hedge funds and wealth managers.

Many wealth management firms are increasing spending on their cybersecurity solutions to prevent o cyber-attacks risk. Cybersecurity refers to the set of techniques used to protect the network integrity and data from unauthorized access. It enables in strengthening of security levels of the firms and prevents the loss of highly sensitive client information. They are gaining prominence as they aid financial services companies including wealth management firms in identifying theft and fraud investment transactions. For Instance, according to a recent survey, 86% of the financial services companies are planning to spend more time and resources on cybersecurity in the coming year.
Note: Product cover images may vary from those shown
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  • Agricultural Bank of China
  • Wells Fargo
  • BlackRock
  • Morgan Stanley
  • Bank of America
Note: Product cover images may vary from those shown
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