+353-1-416-8900REST OF WORLD
+44-20-3973-8888REST OF WORLD
1-917-300-0470EAST COAST U.S
1-800-526-8630U.S. (TOLL FREE)

PRINTER FRIENDLY

Wealth Management Global Market Opportunities And Strategies To 2030, By Type of Asset Class, Advisory Mode, Type of Wealth Manager, Enterprise Size, Type of Client, Service Element

  • ID: 5553862
  • Report
  • February 2022
  • Region: Global
  • 356 Pages
  • The Business Research Company

FEATURED COMPANIES

  • Citigroup Inc.
  • Credit Suisse Group AG
  • Credit Suisse Group Agl
  • HSBC Holdings plc
  • JPMorgan Chase & Co.
  • Morgan Stanley
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 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 48 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 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 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 - This section gives the segmentation of the wealth management market by geography, by type of asset class, by advisory mode, by wealth manager, by enterprise size, by type of client and by service element.
  • Market Characteristics - The market characteristics section of the report defines and explains the wealth management market. This chapter includes different goods covered in the report and basic definitions.
  • Product Analysis - The product analysis section of the report describes the leading products in the market along with key features and differentiators for those products.
  • Supply Chain - The supply chain section of the report defines and explains the key players in the wealth management industry supply chain.
  • Customer Information - This chapter 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.
  • COVID-19 Impact - This chapter describes the impact that the COVID-19 pandemic had across various industries and companies in the wealth management industry.
  • Global Market Size And Growth - This section contains the global historic (2015-2020) and forecast (2020-2025), and (2025-2030) market values, and drivers and restraints that support and control the growth of the market in the historic and forecast periods.
  • Regional Analysis - This section contains the historic (2015-2020) and forecast (2020-2025), and (2025-2030) market values and growth and market share comparison by region.
  • Segmentation - This section contains the market values (2015-2030) and analysis for different segments.
  • Global Macro Comparison - The global wealth management market comparison with macro-economic factors gives the wealth management market size, percentage of GDP, and average wealth management market expenditure.
  • Regional Market Size and Growth - This section contains the region’s market size (2020), historic (2015-2020) and forecast (2020-2025), and (2025-2030) market values, and growth and market share comparison of countries within the region. This report includes information on all the regions Asia-Pacific, South America, Middle East and Africa and major countries within each region. The market overview sections of the report describe the current size of the market, background information, government initiatives, regulations, regulatory bodies, associations, corporate tax structure, investments, and major companies.
  • 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 services market 2015-25 values, and regional analyses for the investments market.
  • Market Opportunities And Strategies- This section includes market opportunities and strategies based on findings of the research. This section also gives information on growth opportunities across countries, segments and strategies to be followed in those markets. It gives an understanding of where there is significant business to be gained by competitors in the next five years.
  • Conclusions And Recommendations - This section includes conclusions and recommendations based on findings of the research. This section also gives recommendations for wealth management companies in terms of product/service offerings, geographic expansion, price offerings, marketing strategies and target groups.
  • Appendix - This section includes details on the NAICS codes covered, abbreviations and currencies codes used in this report.

Scope


Markets Covered:
  1. By Type of Asset Class: Equity; Fixed Income; Alternate Assets and Others
  2. By Advisory Mode: Human Advisory; Robo Advisory; Hybrid
  3. By Type of Wealth Manager: Private Banks; Investment Managers; Full-Service Wealth Managers; Stockbrokers; Others
  4. By Enterprise Size: Large Enterprises; Medium and Small Enterprises
  5. By Type of Client: Pension Funds; Insurance Companies; Sovereign Wealth Fund (SWF); High-Net Worth Individual (HNWI); Mass Affluent
  6. By Service Element: Asset Management; Portfolio Management And Investment Advice; Funds, Trusts and Other Financial Vehicles

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

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.
Frequently Asked Questions about the Global Wealth Management Market

What is the estimated value of the Global Wealth Management Market?

The Global Wealth Management Market was estimated to be valued at $377.0 billion in 2015.

What is the growth rate of the Global Wealth Management Market?

The growth rate of the Global Wealth Management Market is 7.5%, with an estimated value of $1116.1 billion by 2030.

What is the forecasted size of the Global Wealth Management Market?

The Global Wealth Management Market is estimated to be worth $1116.1 billion by 2030.

Who are the key companies in the Global Wealth Management Market?

Key companies in the Global Wealth Management Market include Morgan Stanley, Bank of America Corporation, UBS Group AG, Wells Fargo & Company, JPMorgan Chase & Co., Citigroup Inc., HSBC Holdings plc, The Goldman Sachs Group, Inc. and Credit Suisse Group AG.
Note: Product cover images may vary from those shown

FEATURED COMPANIES

  • Citigroup Inc.
  • Credit Suisse Group AG
  • Credit Suisse Group Agl
  • HSBC Holdings plc
  • JPMorgan Chase & Co.
  • Morgan Stanley

1. Wealth Management Market Executive Summary2. Table of Contents3. List of Figures4. List of Tables5. Report Structure
6. Introduction
6.1. Segmentation By Geography
6.2. Segmentation By Type Of Asset Class
6.3. Segmentation By Advisory Mode
6.4. Segmentation By Type Of Wealth Manager
6.5. Segmentation By Enterprise Size
6.6. Segmentation By Service Element
6.7. Segmentation By Type Of Client
7. Wealth Management Market Characteristics
7.1. Market Definition
7.2. Market Segmentation By Type Of Asset Class
7.2.1. Equity
7.2.2. Fixed Income
7.2.3. Alternative Assets And Others
7.3. Market Segmentation By Advisory Mode
7.3.1. Human Advisory
7.3.2. Robo Advisory
7.3.3. Hybrid Advisory
7.4. Market Segmentation By Type Of Wealth Manager
7.4.1. Private Banks
7.4.2. Investment Managers
7.4.3. Full Service Wealth Managers
7.4.4. Stockbrokers
7.4.5. Others
7.5. Market Segmentation By Enterprise Size
7.5.1. Large Enterprises
7.5.2. Medium And Small Enterprises
7.6. Segmentation By Type Of Client
7.6.1. Pension Funds
7.6.2. Insurance Companies
7.6.3. Sovereign Wealth Fund (SWF)
7.6.4. High-Net-Worth Individual (HNWI)
7.6.5. Mass Affluent
7.7. Market Segmentation By Service Element
7.7.1. Asset Management
7.7.2. Portfolio Management And Investment Advisory
7.7.3. 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. Change In Client Beliefs Due To COVID-19
10.2. Wealth Managers Expanding Investments In Different Asset Classes
10.3. Clients Preferences On Types And Ways Of Advice For Wealth Management
10.4. Reevaluation Of Wealth Management Providers More Likely During Major Life Events
10.5. Switching Behavior Among Wealth Management Clients
10.6. Role Of Research In Wealth Management
10.7. Investing Attitudes Among Women
10.8. Use Of Digital Technology By Wealth Management Companies In Hong Kong
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
11.9. Partnerships And Acquisitions
12. Impact Of COVID-19 On The Wealth Management Market
12.1. Introduction
12.2. Impact On Wealth Management Companies And Investors
12.3. Rising Demand For Advice And Experience
12.4. Changes In Clients’ Attitude
12.5. Future Outlook
13. Global Wealth Management Market Size And Growth
13.1. Market Size
13.2. Historic Market Growth, 2015 - 2020, Value ($ Billion)
13.2.1. Drivers Of The Market 2015 - 2020
13.2.2. Restraints On The Market 2015 - 2020
13.3. Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
13.3.1. Drivers Of The Market 2020 - 2025
13.3.2. Restraints On The Market 2020 - 2025
14. Wealth Management Market, Regional Analysis
14.1. Global Wealth Management Market, By Region, Historic and Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
14.2. Global Wealth Management Market, 2015 - 2025, Historic And Forecast, By Region
14.3. Global Wealth Management Market, 2020 - 2025, 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 - 2020, 2025F, 2030F, Value ($ Billion)
15.2. Global Wealth Management Market, Segmentation By Advisory Mode, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
15.3. Global Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
15.4. Global Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
15.5. Global Wealth Management Market, Segmentation By Type Of Client, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
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. Market Information
17.1.3. Background Information
17.1.4. Government Initiatives
17.1.5. Regulations
17.1.6. Regulatory Bodies
17.1.7. Major Associations
17.1.8. Taxes Levied
17.1.9. Corporate Tax Structure
17.1.10. Investments
17.1.11. Major Companies
17.2. Asia-Pacific Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.3. Asia-Pacific Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.4. Asia-Pacific Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
17.5. Asia-Pacific Wealth Management Market, 2020, By Country, Value ($ Billion)
17.6. Asia-Pacific Wealth Management Market, 2015 - 2025, Historic And Forecast, By Country
17.7. Asia-Pacific Wealth Management Market, 2020 - 2025, Growth And Market Share Comparison, By Country
17.8. Asia-Pacific Wealth Management Market Metrics
17.8.1. Per Capita Wealth Management Expenditure, 2020, Asia-Pacific Major Countries
17.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, Asia-Pacific Countries
17.9. Asia-Pacific Wealth Management Market: Country Analysis
17.10. China Wealth Management Market
17.11. China Wealth Management Market Overview
17.11.1. Country Information
17.11.2. Market Information
17.11.3. Background Information
17.11.4. Government Initiatives
17.11.5. Regulations
17.11.6. Regulatory Bodies
17.11.7. Major Associations
17.11.8. Taxes Levied
17.11.9. Corporate Tax Structure
17.11.10. Investments
17.11.11. Major Companies
17.12. China Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.13. China Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.14. China Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
17.15. Australia Wealth Management Market
17.16. Australia Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.17. Australia Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.18. Australia Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
17.19. Hong Kong Wealth Management Market
17.20. Hong Kong Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.21. Hong Kong Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.22. India Wealth Management Market
17.23. India Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.24. India Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.25. India Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
17.26. Indonesia Wealth Management Market
17.27. Indonesia Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.28. Indonesia Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.29. Indonesia Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
17.30. Japan Wealth Management Market
17.31. Japan Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.32. Japan Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.33. Japan Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
17.34. Malaysia Wealth Management Market
17.35. Malaysia Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.36. Malaysia Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.37. New Zealand Wealth Management Market
17.38. New Zealand Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.39. New Zealand Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.40. Philippines Wealth Management Market
17.41. Philippines Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.42. Philippines Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.43. Singapore Wealth Management Market
17.44. Singapore Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.45. Singapore Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.46. South Korea Wealth Management Market
17.47. South Korea Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.48. South Korea Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.49. South Korea Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
17.50. Thailand Wealth Management Market
17.51. Thailand Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.52. Thailand Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
17.53. Vietnam Wealth Management Market
17.54. Vietnam Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
17.55. Vietnam Wealth Management Market, Forecast Market Growth, 2020 - 2025, 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. Market Information
18.1.3. Background Information
18.1.4. Government Initiatives
18.1.5. Regulations
18.1.6. Regulatory Bodies
18.1.7. Major Associations
18.1.8. Taxes Levied
18.1.9. Corporate Tax Structure
18.1.10. Investments
18.1.11. Major Companies
18.2. Western Europe Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.3. Western Europe Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.4. Western Europe Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
18.5. Western Europe Wealth Management Market, 2020, By Country, Value ($ Billion)
18.6. Western Europe Wealth Management Market, 2015 - 2025, Historic And Forecast, By Country
18.7. Western Europe Wealth Management Market, 2020 - 2025, Growth And Market Share Comparison, By Country
18.8. Western Europe Wealth Management Market Metrics
18.8.1. Per Capita Wealth Management Expenditure, 2020, Western Europe Major Countries
18.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, 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 - 2020, Value ($ Billion)
18.12. Austria Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.13. Belgium Wealth Management Market
18.14. Belgium Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.15. Belgium Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.16. Denmark Wealth Management Market
18.17. Denmark Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.18. Denmark Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.19. Finland Wealth Management Market
18.20. Finland Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.21. Finland Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.22. France Wealth Management Market
18.23. France Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.24. France Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.25. France Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
18.26. Germany Wealth Management Market
18.27. Germany Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.28. Germany Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.29. Germany Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
18.30. Ireland Wealth Management Market
18.31. Ireland Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.32. Ireland Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.33. Italy Wealth Management Market
18.34. Italy Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.35. Italy Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.36. Netherlands Wealth Management Market
18.37. Netherlands Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.38. Netherlands Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.39. Norway Wealth Management Market
18.40. Norway Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.41. Norway Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.42. Portugal Wealth Management Market
18.43. Portugal Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.44. Portugal Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.45. Spain Wealth Management Market
18.46. Spain Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.47. Spain Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.48. Sweden Wealth Management Market
18.49. Sweden Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.50. Sweden Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.51. Switzerland Wealth Management Market
18.52. Switzerland Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.53. Switzerland Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.54. UK Wealth Management Market
18.55. UK Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
18.56. UK Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
18.57. UK Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 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. Background Information
19.1.4. Government Initiatives
19.1.5. Regulations
19.1.6. Regulatory Bodies
19.1.7. Major Associations
19.1.8. Taxes Levied
19.1.9. Corporate Tax Structure
19.1.10. Investments
19.1.11. Major Companies
19.2. Eastern Europe Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
19.3. Eastern Europe Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
19.4. Eastern Europe Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
19.5. Eastern Europe Wealth Management Market, 2020, By Country, Value ($ Billion)
19.6. Eastern Europe Wealth Management Market, 2015 - 2025, Historic And Forecast, By Country
19.7. Eastern Europe Wealth Management Market, 2020 - 2025, Growth And Market Share Comparison, By Country
19.8. Eastern Europe Wealth Management Market Metrics
19.8.1. Per Capita Wealth Management Expenditure, 2020, Eastern Europe Major Countries
19.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, 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 - 2020, Value ($ Billion)
19.12. Czech Republic Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
19.13. Poland Wealth Management Market
19.14. Poland Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
19.15. Poland Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
19.16. Romania Wealth Management Market
19.17. Romania Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
19.18. Romania Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
19.19. Russia Wealth Management Market
19.20. Russia Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
19.21. Russia Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
19.22. Russia Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 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. Market Information
20.1.3. Background Information
20.1.4. Regulations
20.1.5. Regulatory Bodies
20.1.6. Major Associations
20.1.7. Taxes Levied
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 - 2020, Value ($ Billion)
20.3. North America Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
20.4. North America Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
20.5. North America Wealth Management Market, 2020, By Country, Value ($ Billion)
20.6. North America Wealth Management Market, 2015 - 2025, Historic And Forecast, By Country
20.7. North America Wealth Management Market, 2020 - 2025, Growth And Market Share Comparison, By Country
20.8. North America Wealth Management Market Metrics
20.8.1. Per Capita Wealth Management Expenditure, 2020, North America Major Countries
20.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, Western Europe 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 - 2020, Value ($ Billion)
20.12. Canada Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
20.13. Mexico Wealth Management Market
20.14. Mexico Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
20.15. Mexico Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
20.16. USA Wealth Management Market
20.17. USA Wealth Management Market Overview
20.17.1. Country Information
20.17.2. Market Information
20.17.3. Background Information
20.17.4. Regulations
20.17.5. Regulatory Bodies
20.17.6. Major Associations
20.17.7. Taxes Levied
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 - 2020, Value ($ Billion)
20.19. USA Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
20.20. USA Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 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. Market Information
21.1.3. Background Information
21.1.4. Government Initiatives
21.1.5. Regulations
21.1.6. Regulatory Bodies
21.1.7. Major Associations
21.1.8. Taxes Levied
21.1.9. Corporate Tax Structure
21.1.10. Investments
21.1.11. Major Companies
21.2. South America Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
21.3. South America Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
21.4. South America Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
21.5. South America Wealth Management Market, 2020, By Country, Value ($ Billion)
21.6. South America Wealth Management Market, 2015 - 2025, Historic And Forecast, By Country
21.7. South America Wealth Management Market, 2020 - 2025, Growth And Market Share Comparison, By Country
21.8. South America Wealth Management Market Metrics
21.8.1. Per Capita Wealth Management Expenditure, 2020, South America Major Countries
21.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, 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 - 2020, Value ($ Billion)
21.12. Argentina Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
21.13. Brazil Wealth Management Market
21.14. Brazil Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
21.15. Brazil Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
21.16. Brazil Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
21.17. Chile Wealth Management Market
21.18. Chile Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
21.19. Chile Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
21.20. Colombia Wealth Management Market
21.21. Colombia Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
21.22. Colombia Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
21.23. Peru Wealth Management Market
21.24. Peru Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
21.25. Peru Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
21.26. Venezuela Wealth Management Market
21.27. Venezuela Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
21.28. Venezuela Wealth Management Market, Forecast Market Growth, 2020 - 2025, 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. Market Information
22.1.3. Background Information
22.1.4. Government Initiatives
22.1.5. Regulations
22.1.6. Regulatory Bodies
22.1.7. Major Associations
22.1.8. Taxes Levied
22.1.9. Corporate Tax Structure
22.1.10. Investments
22.1.11. Major Companies
22.2. Middle East Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
22.3. Middle East Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
22.4. Middle East Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
22.5. Middle East Wealth Management Market, 2020, By Country, Value ($ Billion)
22.6. Middle East Wealth Management Market, 2015 - 2025, Historic And Forecast, By Country
22.7. Middle East Wealth Management Market, 2020 - 2025, Growth And Market Share Comparison, By Country
22.8. Middle East Wealth Management Market Metrics
22.8.1. Per Capita Wealth Management Expenditure, 2020, Middle East Major Countries
22.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, Middle East Countries
22.9. Middle East Wealth Management Market: Country Analysis
22.10. Saudi Arabia Wealth Management Market
22.11. Saudi Arabia Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
22.12. Saudi Arabia Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
22.13. Israel Wealth Management Market
22.14. Israel Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
22.15. Israel Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
22.16. Turkey Wealth Management Market
22.17. Turkey Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
22.18. Turkey Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
22.19. UAE Wealth Management Market
22.20. UAE Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
22.21. UAE Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
23. Africa Wealth Management Market
23.1. Africa Wealth Management Market Overview
23.1.1. Region Information
23.1.2. Market Information
23.1.3. Background Information
23.1.4. Government Initiatives
23.1.5. Regulations
23.1.6. Regulatory Bodies
23.1.7. Major Associations
23.1.8. Taxes Levied
23.1.9. Corporate Tax Structure
23.1.10. Investments
23.1.11. Major Companies
23.2. Africa Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
23.3. Africa Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
23.4. Africa Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2015 - 2020, 2025F, 2030F, Value ($ Billion)
23.5. Africa Wealth Management Market, 2020, By Country, Value ($ Billion)
23.6. Africa Wealth Management Market, 2015 - 2025, Historic And Forecast, By Country
23.7. Africa Wealth Management Market, 2020 - 2025, Growth And Market Share Comparison, By Country
23.8. Africa Wealth Management Market Metrics
23.8.1. Per Capita Wealth Management Expenditure, 2020, Africa Major Countries
23.8.2. Estimated Number Of Employees, Wealth Management Market, Wealth Management Market/Number of Employees, 2020, 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 - 2020, Value ($ Billion)
23.12. Egypt Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
23.13. Nigeria Wealth Management Market
23.14. Nigeria Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
23.15. Nigeria Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
23.16. South Africa Wealth Management Market
23.17. South Africa Wealth Management Market, Historic Market Growth, 2015 - 2020, Value ($ Billion)
23.18. South Africa Wealth Management Market, Forecast Market Growth, 2020 - 2025, 2030F, Value ($ Billion)
24. Global Wealth Management Market Competitive Landscape
24.1. Company Profiles
24.2. Morgan Stanley
24.2.1. Company Overview
24.2.2. Products And Services
24.2.3. Business Strategy
24.2.4. Financial Overview
24.3. Bank of America Corporation
24.3.1. Company Overview
24.3.2. Products And Services
24.3.3. Business Strategy
24.3.4. Financial Overview
24.4. UBS Group AG
24.4.1. Company Overview
24.4.2. Products And Services
24.4.3. Business Strategy
24.4.4. Financial Overview
24.5. Wells Fargo & Company
24.5.1. Company Overview
24.5.2. Products And Services
24.5.3. Business Strategy
24.5.4. Financial Overview
24.6. JPMorgan Chase & Co.
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. Canaccord Genuity Group Inc. Acquired Adam & Company
25.2. Wealth Enhancement Group Acquired Fitzgerald Wealth Management
25.3. Broadridge Financial Solutions, Inc. Acquired AdvisorStream
25.4. JP Morgan Acquired Nutmeg
25.5. IOOF Holdings Limited Acquired MLC Wealth
25.6. Waverton Investment Management Group Acquired Cornerstone Asset Management
25.7. LPL Financial Acquired Waddell & Reed’s Wealth Management Business
25.8. PAG Acquired
61.5% Stake In Edelweiss Wealth Management
25.9. Kingswood Group Acquired 85% Stake In Chalice
25.10. Forza Wealth Management, LLC Merged With K-Mack Financial
25.11. IIFL Wealth Management Ltd. Acquired L&T Capital Markets
25.12. Refinitiv Acquired Scivantage
25.13. IPS Capital Merged With Prospect Wealth Management
25.14. Cerity Partners Merged With EWM Wealth
25.15. Mercer Advisors Inc Acquired Republic Wealth Advisors, LLC
25.16. Morgan Stanley Acquired Solium Capital Inc.
25.17. Indosuez Wealth Management Acquired Banca Leondro
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 - 2025, Value ($ Billion)
26.3. Global Investments Market, 2020, By Region, Value ($ Billion)
26.4. Global Investments Market, 2015 - 2025, Historic And Forecast, By Region
27. Recommendations
27.1. Global Wealth Management Market In 2025 - Countries Offering Most New Opportunities
27.2. Global Wealth Management Market In 2025 - Segments Offering Most New Opportunities
27.3. Global Wealth Management Market In 2025 - 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
Note: Product cover images may vary from those shown

FEATURED COMPANIES

  • Citigroup Inc.
  • Credit Suisse Group AG
  • Credit Suisse Group Agl
  • HSBC Holdings plc
  • JPMorgan Chase & Co.
  • Morgan Stanley
This report describes and explains the wealth management market and covers 2015 to 2020, termed the historic period, and 2020 to 2025 termed the forecast period, along with further forecasts for the period 2025-2030. The report evaluates the market across each region and for the major economies within each region.

The wealth management market reached a value of nearly $475.9 billion in 2020, having increased at a compound annual growth rate (CAGR) of 4.8% since 2015. The market is expected to grow from $475.8 billion in 2020 to $730.7 billion in 2025 at a rate of 9.0%. The market is then expected to grow at a CAGR of 8.8% from 2025 and reach $1,116.1 billion in 2030.

Growth in the historic period resulted from strong emerging markets growth, growth in the number of high-net-worth individuals, digitization and increased internet penetration.

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

The wealth management market is segmented by segmented by type of asset class into equity, fixed income and alternative assets and others. The fixed income market was the largest segment of the wealth management market segmented by type of asset class, accounting for 64.8% of the total in 2020. Going forward, the fixed income market is expected to be the fastest growing segment in the wealth management market segmented by type of asset class, at a CAGR of 9.2% during 2020-2025.

The wealth management market is segmented by advisory mode into human advisory, robo advisory and hybrid. The human advisory market was the largest segment of the wealth management market segmented by advisory mode, accounting for 97.7% of the total in 2020. Going forward, the robo advisory is expected to be the fastest growing segment in the wealth management market segmented by advisory mode, at a CAGR of 20.5% during 2020-2025.

The wealth management market is segmented by type of wealth management firm into private banks, investment managers, full service wealth managers, stockbrokers and others. The private banks market was the largest segment of the wealth management market segmented by wealth management firm, accounting for 41.1% of the total in 2020. Going forward, the others market is expected to be the fastest growing segment in the wealth management market segmented by wealth management firm, at a CAGR of 12.1% during 2020-2025.

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 60.7% of the total in 2020. Going forward, the medium and small enterprises market is expected to be the fastest growing segment in the wealth management market segmented by enterprise size, at a CAGR of 9.4% during 2020-2025.

The wealth management market is segmented by type of client into pension funds, insurance companies, and sovereign wealth fund (SWF), High-Net worth Individual (HNWI) and mass affluent market. The mass affluent market was the largest segment of the wealth management market segmented by type of client, accounting for 45.2% of the total in 2020. Going forward, the sovereign wealth fund (SWF) market is expected to be the fastest growing segment in the wealth management market segmented by type of client, at a CAGR of 10.6% during 2020-2025.

North America was the largest region in the wealth management market, accounting for 53.7% of the total in 2020. It was followed by Western Europe, and then the other regions. Going forward, the fastest-growing regions in the wealth management market will be Asia Pacific, and, Western Europe where growth will be at CAGRs of 9.62% and 9.61% respectively. These will be followed by Africa, and North America, where the markets are expected to grow at CAGRs of 8.9% and 8.6% respectively.

Global economic activity is suffering major setback due to the coronavirus outbreak and the measures being taken to control it. This will have broader implications on the wealth management industry, with countries implementing aggressive financial policies to recover and stabilize the economic situation. Wealth management firms are mainly focusing on cash preservation and protecting costs structures for portfolio firms during the coronavirus months. Investors are planning and working towards protecting their assets during these turbulent times. Amid the pandemic, the overall wealth investment fell with rising risk averse behavior of the clients and reduction in the amount of wealth in the hand of the people.

The wealth management market is fragmented, with a large number of players. The top ten competitors in the market made up to 24.74% of the total market in 2020. The market is highly competitive due to regulatory, intense price competition and other infrastructure challenges. This fragmentation is mainly due to the presence of a large financial institutions, brokerage firms, investment banking companies, and local merchant banks and other banks who provide the similar products and services local customers and industries. Morgan Stanley was the largest competitor with 4.00% of the market, followed by Bank of America Corporation with 3.91%, UBS Group AG with 3.58%, Wells Fargo & Company with 3.05%, JPMorgan Chase & Co. with 2.99%, Citigroup Inc. with 2.52%, HSBC Holdings plc with 1.64%, The Goldman Sachs Group, Inc. with 1.26%, Credit Suisse Group AG with 1.04% and Industrial and BNP Paribas with 0.74%.

The top opportunities in the wealth management market segmented by type of asset class will arise in the fixed income segment, which will gain $168.1 billion of global annual sales by 2025. The top opportunities in the wealth management market segmented by advisory mode will arise in the human advisory segment, which will gain $239.5 billion of global annual sales by 2025. The top opportunities in the wealth management market segmented by type of wealth manager will arise in the private banks segment, which will gain $78.7 billion of global annual sales by 2025. The top opportunities in the wealth management market segmented by enterprise size will arise in the large enterprises segment, which will gain $148.8 billion of global annual sales by 2025. The top opportunities in the wealth management market segmented by type of client will arise in the High-Net-Worth Individual (HNWI) segment, which will gain $121.9 billion of global annual sales by 2025. The wealth management market size will gain the most in the USA at $108.2 billion.

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 their security capabilities, offering hybrid services to increase service offerings, consider using robo advice to reduce the cost of fund management, consider investing in big data solutions to improve client acquisition and retention rates, adapt to the changing demographics to drive revenues, focus on offering ethical investing services, focus on providing personalized services and focus on partnerships, collaborations and acquisitions.

Player-adopted strategies in the wealth management market include business expansion through mergers and acquisitions, client interaction to improve the client serving, investing in technology with a focus on superior client experience, product capabilities, efficiency and effectiveness, new digital infrastructure strategies and collaborations across business lines and improving operational excellence and business expansion through new innovations.

To take advantage of these opportunities, the publisher recommends the wealth management companies to focus on hybrid wealth management services, focus on offering personalized services, focus on investing in cybersecurity technologies, focus on developed markets, increase adoption of internet and social media, increase visibility through websites, focus on fast-growing end-use industries.
Note: Product cover images may vary from those shown

A selection of companies mentioned in this report includes:

  • Morgan Stanley
  • Bank of America Corporation
  • UBS Group AG
  • Wells Fargo & Company
  • JPMorgan Chase & Co.
  • Citigroup Inc.
  • HSBC Holdings plc
  • The Goldman Sachs Group, Inc.
  • Credit Suisse Group Agl
  • Credit Suisse Group AG
Note: Product cover images may vary from those shown

Loading
LOADING...