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Global Wealth Management Market 2024-2028

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    Report

  • 180 Pages
  • August 2024
  • Region: Global
  • TechNavio
  • ID: 5300874
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The wealth management market is forecasted to grow by USD 450.6 billion during 2023-2028, accelerating at a CAGR of 8.8% during the forecast period. The report on the wealth management market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.

The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by rising number of hnis globally, introduction of diversified wealth management services by vendors, and rising demand for alternative investment support of government.

The wealth management market is segmented as below:

By Business Segment

  • Human advisory
  • Hybrid advisory
  • Robo advisory

By End-user

  • Banks
  • Trading and exchange firms
  • Investment management firms
  • Brokerage firms
  • Others

By Geographical Landscape

  • North America
  • APAC
  • Europe
  • South America
  • Middle East and Africa
This study identifies the technological advances in market in focus as one of the prime reasons driving the wealth management market growth during the next few years. Also, growing focus on sustainable investing and change in demographic shift creating wealth management opportunities will lead to sizable demand in the market.

The report on the wealth management market covers the following areas:

  • Wealth management market sizing
  • Wealth management market forecast
  • Wealth management market industry analysis
The robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading wealth management market vendors that include Allianz SE, Bank of America Corp., BlackRock Inc., BNP Paribas SA, Citigroup Inc., FMR LLC, Fiserv Inc., HSBC Holdings Plc, JPMorgan Chase and Co., Julius Baer Group Ltd., Morgan Stanley, One Wam Ltd., Pictet Group Entities, PricewaterhouseCoopers LLP, State Street Corp., The Charles Schwab Corp., The Goldman Sachs Group Inc., The Vanguard Group Inc., UBS Group AG, and Wells Fargo and Co. Also, the wealth management market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage all forthcoming growth opportunities.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to an analysis of the key vendors.

The report presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive research - both primary and secondary. The market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast the accurate market growth.

Table of Contents

1 Executive Summary
1.1 Market overview
Executive Summary - Chart on Market Overview
Executive Summary - Data Table on Market Overview
Executive Summary - Chart on Global Market Characteristics
Executive Summary - Chart on Market By Geographical Landscape
Executive Summary - Chart on Market Segmentation by Business Segment
Executive Summary - Chart on Market Segmentation by End-user
Executive Summary - Chart on Incremental Growth
Executive Summary - Data Table on Incremental Growth
Executive Summary - Chart on Company Market Positioning
2 Market Landscape
2.1 Market ecosystem
Parent Market
Data Table on - Parent Market
2.2 Market characteristics
Market characteristics analysis
2.3 Value chain analysis
Value Chain Analysis
3 Market Sizing
3.1 Market definition
Offerings of companies included in the market definition
3.2 Market segment analysis
Market segments
3.3 Market size 2023
3.4 Market outlook: Forecast for 2023-2028
Chart on Global - Market size and forecast 2023-2028 ($ billion)
Data Table on Global - Market size and forecast 2023-2028 ($ billion)
Chart on Global Market: Year-over-year growth 2023-2028 (%)
Data Table on Global Market: Year-over-year growth 2023-2028 (%)
4 Historic Market Size
4.1 Global Wealth Management Market 2018 - 2022
Historic Market Size - Data Table on Global Wealth Management Market 2018 - 2022 ($ billion)
4.2 Business segment analysis 2018 - 2022
Historic Market Size - Business Segment 2018 - 2022 ($ billion)
4.3 End-user segment analysis 2018 - 2022
Historic Market Size - End-user Segment 2018 - 2022 ($ billion)
4.4 Geography segment analysis 2018 - 2022
Historic Market Size - Geography Segment 2018 - 2022 ($ billion)
4.5 Country segment analysis 2018 - 2022
Historic Market Size - Country Segment 2018 - 2022 ($ billion)
5 Five Forces Analysis
5.1 Five forces summary
Five forces analysis - Comparison between 2023 and 2028
5.2 Bargaining power of buyers
Bargaining power of buyers - Impact of key factors 2023 and 2028
5.3 Bargaining power of suppliers
Bargaining power of suppliers - Impact of key factors in 2023 and 2028
5.4 Threat of new entrants
Threat of new entrants - Impact of key factors in 2023 and 2028
5.5 Threat of substitutes
Threat of substitutes - Impact of key factors in 2023 and 2028
5.6 Threat of rivalry
Threat of rivalry - Impact of key factors in 2023 and 2028
5.7 Market condition
Chart on Market condition - Five forces 2023 and 2028
6 Market Segmentation by Business Segment
6.1 Market segments
Chart on Market Segmentation by Business Segment - Market share 2023-2028 (%)
Data Table on Market Segmentation by Business Segment - Market share 2023-2028 (%)
6.2 Comparison by Market Segmentation by Business Segment
Chart on Comparison by Market Segmentation by Business Segment
Data Table on Comparison by Market Segmentation by Business Segment
6.3 Human advisory - Market size and forecast 2023-2028
Chart on Human advisory - Market size and forecast 2023-2028 ($ billion)
Data Table on Human advisory - Market size and forecast 2023-2028 ($ billion)
Chart on Human advisory - Year-over-year growth 2023-2028 (%)
Data Table on Human advisory - Year-over-year growth 2023-2028 (%)
6.4 Hybrid advisory - Market size and forecast 2023-2028
Chart on Hybrid advisory - Market size and forecast 2023-2028 ($ billion)
Data Table on Hybrid advisory - Market size and forecast 2023-2028 ($ billion)
Chart on Hybrid advisory - Year-over-year growth 2023-2028 (%)
Data Table on Hybrid advisory - Year-over-year growth 2023-2028 (%)
6.5 Robo advisory - Market size and forecast 2023-2028
Chart on Robo advisory - Market size and forecast 2023-2028 ($ billion)
Data Table on Robo advisory - Market size and forecast 2023-2028 ($ billion)
Chart on Robo advisory - Year-over-year growth 2023-2028 (%)
Data Table on Robo advisory - Year-over-year growth 2023-2028 (%)
6.6 Market opportunity by Market Segmentation by Business Segment
Market opportunity by Market Segmentation by Business Segment ($ billion)
Data Table on Market opportunity by Market Segmentation by Business Segment ($ billion)
7 Market Segmentation by End-user
7.1 Market segments
Chart on End-user - Market share 2023-2028 (%)
Data Table on End-user - Market share 2023-2028 (%)
7.2 Comparison by End-user
Chart on Comparison by End-user
Data Table on Comparison by End-user
7.3 Banks - Market size and forecast 2023-2028
Chart on Banks - Market size and forecast 2023-2028 ($ billion)
Data Table on Banks - Market size and forecast 2023-2028 ($ billion)
Chart on Banks - Year-over-year growth 2023-2028 (%)
Data Table on Banks - Year-over-year growth 2023-2028 (%)
7.4 Trading and exchange firms - Market size and forecast 2023-2028
Chart on Trading and exchange firms - Market size and forecast 2023-2028 ($ billion)
Data Table on Trading and exchange firms - Market size and forecast 2023-2028 ($ billion)
Chart on Trading and exchange firms - Year-over-year growth 2023-2028 (%)
Data Table on Trading and exchange firms - Year-over-year growth 2023-2028 (%)
7.5 Investment management firms - Market size and forecast 2023-2028
Chart on Investment management firms - Market size and forecast 2023-2028 ($ billion)
Data Table on Investment management firms - Market size and forecast 2023-2028 ($ billion)
Chart on Investment management firms - Year-over-year growth 2023-2028 (%)
Data Table on Investment management firms - Year-over-year growth 2023-2028 (%)
7.6 Brokerage firms - Market size and forecast 2023-2028
Chart on Brokerage firms - Market size and forecast 2023-2028 ($ billion)
Data Table on Brokerage firms - Market size and forecast 2023-2028 ($ billion)
Chart on Brokerage firms - Year-over-year growth 2023-2028 (%)
Data Table on Brokerage firms - Year-over-year growth 2023-2028 (%)
7.7 Others - Market size and forecast 2023-2028
Chart on Others - Market size and forecast 2023-2028 ($ billion)
Data Table on Others - Market size and forecast 2023-2028 ($ billion)
Chart on Others - Year-over-year growth 2023-2028 (%)
Data Table on Others - Year-over-year growth 2023-2028 (%)
7.8 Market opportunity by End-user
Market opportunity by End-user ($ billion)
Data Table on Market opportunity by End-user ($ billion)
8 Customer Landscape
8.1 Customer landscape overview
Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
9 Geographic Landscape
9.1 Geographic segmentation
Chart on Market share By Geographical Landscape 2023-2028 (%)
Data Table on Market share By Geographical Landscape 2023-2028 (%)
9.2 Geographic comparison
Chart on Geographic comparison
Data Table on Geographic comparison
9.3 North America - Market size and forecast 2023-2028
Chart on North America - Market size and forecast 2023-2028 ($ billion)
Data Table on North America - Market size and forecast 2023-2028 ($ billion)
Chart on North America - Year-over-year growth 2023-2028 (%)
Data Table on North America - Year-over-year growth 2023-2028 (%)
9.4 APAC - Market size and forecast 2023-2028
Chart on APAC - Market size and forecast 2023-2028 ($ billion)
Data Table on APAC - Market size and forecast 2023-2028 ($ billion)
Chart on APAC - Year-over-year growth 2023-2028 (%)
Data Table on APAC - Year-over-year growth 2023-2028 (%)
9.5 Europe - Market size and forecast 2023-2028
Chart on Europe - Market size and forecast 2023-2028 ($ billion)
Data Table on Europe - Market size and forecast 2023-2028 ($ billion)
Chart on Europe - Year-over-year growth 2023-2028 (%)
Data Table on Europe - Year-over-year growth 2023-2028 (%)
9.6 South America - Market size and forecast 2023-2028
Chart on South America - Market size and forecast 2023-2028 ($ billion)
Data Table on South America - Market size and forecast 2023-2028 ($ billion)
Chart on South America - Year-over-year growth 2023-2028 (%)
Data Table on South America - Year-over-year growth 2023-2028 (%)
9.7 Middle East and Africa - Market size and forecast 2023-2028
Chart on Middle East and Africa - Market size and forecast 2023-2028 ($ billion)
Data Table on Middle East and Africa - Market size and forecast 2023-2028 ($ billion)
Chart on Middle East and Africa - Year-over-year growth 2023-2028 (%)
Data Table on Middle East and Africa - Year-over-year growth 2023-2028 (%)
9.8 US - Market size and forecast 2023-2028
Chart on US - Market size and forecast 2023-2028 ($ billion)
Data Table on US - Market size and forecast 2023-2028 ($ billion)
Chart on US - Year-over-year growth 2023-2028 (%)
Data Table on US - Year-over-year growth 2023-2028 (%)
9.9 China - Market size and forecast 2023-2028
Chart on China - Market size and forecast 2023-2028 ($ billion)
Data Table on China - Market size and forecast 2023-2028 ($ billion)
Chart on China - Year-over-year growth 2023-2028 (%)
Data Table on China - Year-over-year growth 2023-2028 (%)
9.10 Japan - Market size and forecast 2023-2028
Chart on Japan - Market size and forecast 2023-2028 ($ billion)
Data Table on Japan - Market size and forecast 2023-2028 ($ billion)
Chart on Japan - Year-over-year growth 2023-2028 (%)
Data Table on Japan - Year-over-year growth 2023-2028 (%)
9.11 Germany - Market size and forecast 2023-2028
Chart on Germany - Market size and forecast 2023-2028 ($ billion)
Data Table on Germany - Market size and forecast 2023-2028 ($ billion)
Chart on Germany - Year-over-year growth 2023-2028 (%)
Data Table on Germany - Year-over-year growth 2023-2028 (%)
9.12 France - Market size and forecast 2023-2028
Chart on France - Market size and forecast 2023-2028 ($ billion)
Data Table on France - Market size and forecast 2023-2028 ($ billion)
Chart on France - Year-over-year growth 2023-2028 (%)
Data Table on France - Year-over-year growth 2023-2028 (%)
9.13 Market opportunity By Geographical Landscape
Market opportunity By Geographical Landscape ($ billion)
Data Tables on Market opportunity By Geographical Landscape ($ billion)
10 Drivers, Challenges, and Opportunity/Restraints
10.1 Market drivers
10.2 Market challenges
10.3 Impact of drivers and challenges
Impact of drivers and challenges in 2023 and 2028
10.4 Market opportunities/restraints
11 Competitive Landscape
11.1 Overview
11.2 Competitive Landscape
Overview on criticality of inputs and factors of differentiation
11.3 Landscape disruption
Overview on factors of disruption
11.4 Industry risks
Impact of key risks on business
12 Competitive Analysis
12.1 Companies profiled
Companies covered
12.2 Market positioning of companies
Matrix on companies position and classification
12.3 Allianz SE
Allianz SE - Overview
Allianz SE - Business segments
Allianz SE - Key news
Allianz SE - Key offerings
Allianz SE - Segment focus
12.4 Bank of America Corp.
Bank of America Corp. - Overview
Bank of America Corp. - Business segments
Bank of America Corp. - Key news
Bank of America Corp. - Key offerings
Bank of America Corp. - Segment focus
12.5 BlackRock Inc.
BlackRock Inc. - Overview
BlackRock Inc. - Product / Service
BlackRock Inc. - Key offerings
12.6 BNP Paribas SA
BNP Paribas SA - Overview
BNP Paribas SA - Business segments
BNP Paribas SA - Key news
BNP Paribas SA - Key offerings
BNP Paribas SA - Segment focus
12.7 Citigroup Inc.
Citigroup Inc. - Overview
Citigroup Inc. - Business segments
Citigroup Inc. - Key news
Citigroup Inc. - Key offerings
Citigroup Inc. - Segment focus
12.8 FMR LLC
FMR LLC - Overview
FMR LLC - Product / Service
FMR LLC - Key offerings
12.9 JPMorgan Chase and Co.
JPMorgan Chase and Co. - Overview
JPMorgan Chase and Co. - Business segments
JPMorgan Chase and Co. - Key offerings
JPMorgan Chase and Co. - Segment focus
12.10 Julius Baer Group Ltd.
Julius Baer Group Ltd. - Overview
Julius Baer Group Ltd. - Product / Service
Julius Baer Group Ltd. - Key offerings
12.11 Morgan Stanley
Morgan Stanley - Overview
Morgan Stanley - Business segments
Morgan Stanley - Key offerings
Morgan Stanley - Segment focus
12.12 PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP - Overview
PricewaterhouseCoopers LLP - Product / Service
PricewaterhouseCoopers LLP - Key offerings
12.13 State Street Corp.
State Street Corp. - Overview
State Street Corp. - Business segments
State Street Corp. - Key offerings
State Street Corp. - Segment focus
12.14 The Charles Schwab Corp.
The Charles Schwab Corp. - Overview
The Charles Schwab Corp. - Business segments
The Charles Schwab Corp. - Key offerings
The Charles Schwab Corp. - Segment focus
12.15 The Goldman Sachs Group Inc.
The Goldman Sachs Group Inc. - Overview
The Goldman Sachs Group Inc. - Business segments
The Goldman Sachs Group Inc. - Key news
The Goldman Sachs Group Inc. - Key offerings
The Goldman Sachs Group Inc. - Segment focus
12.16 The Vanguard Group Inc.
The Vanguard Group Inc. - Overview
The Vanguard Group Inc. - Product / Service
The Vanguard Group Inc. - Key offerings
12.17 UBS Group AG
UBS Group AG - Overview
UBS Group AG - Business segments
UBS Group AG - Key offerings
UBS Group AG - Segment focus
13 Appendix
13.1 Scope of the report
13.2 Inclusions and exclusions checklist
Inclusions checklist
Exclusions checklist
13.3 Currency conversion rates for US$
Currency conversion rates for US$
13.4 Research methodology
Research methodology
13.5 Data procurement
Information sources
13.6 Data validation
Data validation
13.7 Validation techniques employed for market sizing
Validation techniques employed for market sizing
13.8 Data synthesis
Data synthesis
13.9 360 degree market analysis
360 degree market analysis
13.10 List of abbreviations
List of abbreviations
List of Exhibits
Exhibits 1: Executive Summary - Chart on Market Overview
Exhibits 2: Executive Summary - Data Table on Market Overview
Exhibits 3: Executive Summary - Chart on Global Market Characteristics
Exhibits 4: Executive Summary - Chart on Market By Geographical Landscape
Exhibits 5: Executive Summary - Chart on Market Segmentation by Business Segment
Exhibits 6: Executive Summary - Chart on Market Segmentation by End-user
Exhibits 7: Executive Summary - Chart on Incremental Growth
Exhibits 8: Executive Summary - Data Table on Incremental Growth
Exhibits 9: Executive Summary - Chart on Company Market Positioning
Exhibits 10: Parent Market
Exhibits 11: Data Table on - Parent Market
Exhibits 12: Market characteristics analysis
Exhibits 13: Value Chain Analysis
Exhibits 14: Offerings of companies included in the market definition
Exhibits 15: Market segments
Exhibits 16: Chart on Global - Market size and forecast 2023-2028 ($ billion)
Exhibits 17: Data Table on Global - Market size and forecast 2023-2028 ($ billion)
Exhibits 18: Chart on Global Market: Year-over-year growth 2023-2028 (%)
Exhibits 19: Data Table on Global Market: Year-over-year growth 2023-2028 (%)
Exhibits 20: Historic Market Size - Data Table on Global Wealth Management Market 2018 - 2022 ($ billion)
Exhibits 21: Historic Market Size - Business Segment 2018 - 2022 ($ billion)
Exhibits 22: Historic Market Size - End-user Segment 2018 - 2022 ($ billion)
Exhibits 23: Historic Market Size - Geography Segment 2018 - 2022 ($ billion)
Exhibits 24: Historic Market Size - Country Segment 2018 - 2022 ($ billion)
Exhibits 25: Five forces analysis - Comparison between 2023 and 2028
Exhibits 26: Bargaining power of buyers - Impact of key factors 2023 and 2028
Exhibits 27: Bargaining power of suppliers - Impact of key factors in 2023 and 2028
Exhibits 28: Threat of new entrants - Impact of key factors in 2023 and 2028
Exhibits 29: Threat of substitutes - Impact of key factors in 2023 and 2028
Exhibits 30: Threat of rivalry - Impact of key factors in 2023 and 2028
Exhibits 31: Chart on Market condition - Five forces 2023 and 2028
Exhibits 32: Chart on Market Segmentation by Business Segment - Market share 2023-2028 (%)
Exhibits 33: Data Table on Market Segmentation by Business Segment - Market share 2023-2028 (%)
Exhibits 34: Chart on Comparison by Market Segmentation by Business Segment
Exhibits 35: Data Table on Comparison by Market Segmentation by Business Segment
Exhibits 36: Chart on Human advisory - Market size and forecast 2023-2028 ($ billion)
Exhibits 37: Data Table on Human advisory - Market size and forecast 2023-2028 ($ billion)
Exhibits 38: Chart on Human advisory - Year-over-year growth 2023-2028 (%)
Exhibits 39: Data Table on Human advisory - Year-over-year growth 2023-2028 (%)
Exhibits 40: Chart on Hybrid advisory - Market size and forecast 2023-2028 ($ billion)
Exhibits 41: Data Table on Hybrid advisory - Market size and forecast 2023-2028 ($ billion)
Exhibits 42: Chart on Hybrid advisory - Year-over-year growth 2023-2028 (%)
Exhibits 43: Data Table on Hybrid advisory - Year-over-year growth 2023-2028 (%)
Exhibits 44: Chart on Robo advisory - Market size and forecast 2023-2028 ($ billion)
Exhibits 45: Data Table on Robo advisory - Market size and forecast 2023-2028 ($ billion)
Exhibits 46: Chart on Robo advisory - Year-over-year growth 2023-2028 (%)
Exhibits 47: Data Table on Robo advisory - Year-over-year growth 2023-2028 (%)
Exhibits 48: Market opportunity by Market Segmentation by Business Segment ($ billion)
Exhibits 49: Data Table on Market opportunity by Market Segmentation by Business Segment ($ billion)
Exhibits 50: Chart on End-user - Market share 2023-2028 (%)
Exhibits 51: Data Table on End-user - Market share 2023-2028 (%)
Exhibits 52: Chart on Comparison by End-user
Exhibits 53: Data Table on Comparison by End-user
Exhibits 54: Chart on Banks - Market size and forecast 2023-2028 ($ billion)
Exhibits 55: Data Table on Banks - Market size and forecast 2023-2028 ($ billion)
Exhibits 56: Chart on Banks - Year-over-year growth 2023-2028 (%)
Exhibits 57: Data Table on Banks - Year-over-year growth 2023-2028 (%)
Exhibits 58: Chart on Trading and exchange firms - Market size and forecast 2023-2028 ($ billion)
Exhibits 59: Data Table on Trading and exchange firms - Market size and forecast 2023-2028 ($ billion)
Exhibits 60: Chart on Trading and exchange firms - Year-over-year growth 2023-2028 (%)
Exhibits 61: Data Table on Trading and exchange firms - Year-over-year growth 2023-2028 (%)
Exhibits 62: Chart on Investment management firms - Market size and forecast 2023-2028 ($ billion)
Exhibits 63: Data Table on Investment management firms - Market size and forecast 2023-2028 ($ billion)
Exhibits 64: Chart on Investment management firms - Year-over-year growth 2023-2028 (%)
Exhibits 65: Data Table on Investment management firms - Year-over-year growth 2023-2028 (%)
Exhibits 66: Chart on Brokerage firms - Market size and forecast 2023-2028 ($ billion)
Exhibits 67: Data Table on Brokerage firms - Market size and forecast 2023-2028 ($ billion)
Exhibits 68: Chart on Brokerage firms - Year-over-year growth 2023-2028 (%)
Exhibits 69: Data Table on Brokerage firms - Year-over-year growth 2023-2028 (%)
Exhibits 70: Chart on Others - Market size and forecast 2023-2028 ($ billion)
Exhibits 71: Data Table on Others - Market size and forecast 2023-2028 ($ billion)
Exhibits 72: Chart on Others - Year-over-year growth 2023-2028 (%)
Exhibits 73: Data Table on Others - Year-over-year growth 2023-2028 (%)
Exhibits 74: Market opportunity by End-user ($ billion)
Exhibits 75: Data Table on Market opportunity by End-user ($ billion)
Exhibits 76: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
Exhibits 77: Chart on Market share By Geographical Landscape 2023-2028 (%)
Exhibits 78: Data Table on Market share By Geographical Landscape 2023-2028 (%)
Exhibits 79: Chart on Geographic comparison
Exhibits 80: Data Table on Geographic comparison
Exhibits 81: Chart on North America - Market size and forecast 2023-2028 ($ billion)
Exhibits 82: Data Table on North America - Market size and forecast 2023-2028 ($ billion)
Exhibits 83: Chart on North America - Year-over-year growth 2023-2028 (%)
Exhibits 84: Data Table on North America - Year-over-year growth 2023-2028 (%)
Exhibits 85: Chart on APAC - Market size and forecast 2023-2028 ($ billion)
Exhibits 86: Data Table on APAC - Market size and forecast 2023-2028 ($ billion)
Exhibits 87: Chart on APAC - Year-over-year growth 2023-2028 (%)
Exhibits 88: Data Table on APAC - Year-over-year growth 2023-2028 (%)
Exhibits 89: Chart on Europe - Market size and forecast 2023-2028 ($ billion)
Exhibits 90: Data Table on Europe - Market size and forecast 2023-2028 ($ billion)
Exhibits 91: Chart on Europe - Year-over-year growth 2023-2028 (%)
Exhibits 92: Data Table on Europe - Year-over-year growth 2023-2028 (%)
Exhibits 93: Chart on South America - Market size and forecast 2023-2028 ($ billion)
Exhibits 94: Data Table on South America - Market size and forecast 2023-2028 ($ billion)
Exhibits 95: Chart on South America - Year-over-year growth 2023-2028 (%)
Exhibits 96: Data Table on South America - Year-over-year growth 2023-2028 (%)
Exhibits 97: Chart on Middle East and Africa - Market size and forecast 2023-2028 ($ billion)
Exhibits 98: Data Table on Middle East and Africa - Market size and forecast 2023-2028 ($ billion)
Exhibits 99: Chart on Middle East and Africa - Year-over-year growth 2023-2028 (%)
Exhibits 100: Data Table on Middle East and Africa - Year-over-year growth 2023-2028 (%)
Exhibits 101: Chart on US - Market size and forecast 2023-2028 ($ billion)
Exhibits 102: Data Table on US - Market size and forecast 2023-2028 ($ billion)
Exhibits 103: Chart on US - Year-over-year growth 2023-2028 (%)
Exhibits 104: Data Table on US - Year-over-year growth 2023-2028 (%)
Exhibits 105: Chart on China - Market size and forecast 2023-2028 ($ billion)
Exhibits 106: Data Table on China - Market size and forecast 2023-2028 ($ billion)
Exhibits 107: Chart on China - Year-over-year growth 2023-2028 (%)
Exhibits 108: Data Table on China - Year-over-year growth 2023-2028 (%)
Exhibits 109: Chart on Japan - Market size and forecast 2023-2028 ($ billion)
Exhibits 110: Data Table on Japan - Market size and forecast 2023-2028 ($ billion)
Exhibits 111: Chart on Japan - Year-over-year growth 2023-2028 (%)
Exhibits 112: Data Table on Japan - Year-over-year growth 2023-2028 (%)
Exhibits 113: Chart on Germany - Market size and forecast 2023-2028 ($ billion)
Exhibits 114: Data Table on Germany - Market size and forecast 2023-2028 ($ billion)
Exhibits 115: Chart on Germany - Year-over-year growth 2023-2028 (%)
Exhibits 116: Data Table on Germany - Year-over-year growth 2023-2028 (%)
Exhibits 117: Chart on France - Market size and forecast 2023-2028 ($ billion)
Exhibits 118: Data Table on France - Market size and forecast 2023-2028 ($ billion)
Exhibits 119: Chart on France - Year-over-year growth 2023-2028 (%)
Exhibits 120: Data Table on France - Year-over-year growth 2023-2028 (%)
Exhibits 121: Market opportunity By Geographical Landscape ($ billion)
Exhibits 122: Data Tables on Market opportunity By Geographical Landscape ($ billion)
Exhibits 123: Impact of drivers and challenges in 2023 and 2028
Exhibits 124: Overview on criticality of inputs and factors of differentiation
Exhibits 125: Overview on factors of disruption
Exhibits 126: Impact of key risks on business
Exhibits 127: Companies covered
Exhibits 128: Matrix on companies position and classification
Exhibits 129: Allianz SE - Overview
Exhibits 130: Allianz SE - Business segments
Exhibits 131: Allianz SE - Key news
Exhibits 132: Allianz SE - Key offerings
Exhibits 133: Allianz SE - Segment focus
Exhibits 134: Bank of America Corp. - Overview
Exhibits 135: Bank of America Corp. - Business segments
Exhibits 136: Bank of America Corp. - Key news
Exhibits 137: Bank of America Corp. - Key offerings
Exhibits 138: Bank of America Corp. - Segment focus
Exhibits 139: BlackRock Inc. - Overview
Exhibits 140: BlackRock Inc. - Product / Service
Exhibits 141: BlackRock Inc. - Key offerings
Exhibits 142: BNP Paribas SA - Overview
Exhibits 143: BNP Paribas SA - Business segments
Exhibits 144: BNP Paribas SA - Key news
Exhibits 145: BNP Paribas SA - Key offerings
Exhibits 146: BNP Paribas SA - Segment focus
Exhibits 147: Citigroup Inc. - Overview
Exhibits 148: Citigroup Inc. - Business segments
Exhibits 149: Citigroup Inc. - Key news
Exhibits 150: Citigroup Inc. - Key offerings
Exhibits 151: Citigroup Inc. - Segment focus
Exhibits 152: FMR LLC - Overview
Exhibits 153: FMR LLC - Product / Service
Exhibits 154: FMR LLC - Key offerings
Exhibits 155: JPMorgan Chase and Co. - Overview
Exhibits 156: JPMorgan Chase and Co. - Business segments
Exhibits 157: JPMorgan Chase and Co. - Key offerings
Exhibits 158: JPMorgan Chase and Co. - Segment focus
Exhibits 159: Julius Baer Group Ltd. - Overview
Exhibits 160: Julius Baer Group Ltd. - Product / Service
Exhibits 161: Julius Baer Group Ltd. - Key offerings
Exhibits 162: Morgan Stanley - Overview
Exhibits 163: Morgan Stanley - Business segments
Exhibits 164: Morgan Stanley - Key offerings
Exhibits 165: Morgan Stanley - Segment focus
Exhibits 166: PricewaterhouseCoopers LLP - Overview
Exhibits 167: PricewaterhouseCoopers LLP - Product / Service
Exhibits 168: PricewaterhouseCoopers LLP - Key offerings
Exhibits 169: State Street Corp. - Overview
Exhibits 170: State Street Corp. - Business segments
Exhibits 171: State Street Corp. - Key offerings
Exhibits 172: State Street Corp. - Segment focus
Exhibits 173: The Charles Schwab Corp. - Overview
Exhibits 174: The Charles Schwab Corp. - Business segments
Exhibits 175: The Charles Schwab Corp. - Key offerings
Exhibits 176: The Charles Schwab Corp. - Segment focus
Exhibits 177: The Goldman Sachs Group Inc. - Overview
Exhibits 178: The Goldman Sachs Group Inc. - Business segments
Exhibits 179: The Goldman Sachs Group Inc. - Key news
Exhibits 180: The Goldman Sachs Group Inc. - Key offerings
Exhibits 181: The Goldman Sachs Group Inc. - Segment focus
Exhibits 182: The Vanguard Group Inc. - Overview
Exhibits 183: The Vanguard Group Inc. - Product / Service
Exhibits 184: The Vanguard Group Inc. - Key offerings
Exhibits 185: UBS Group AG - Overview
Exhibits 186: UBS Group AG - Business segments
Exhibits 187: UBS Group AG - Key offerings
Exhibits 188: UBS Group AG - Segment focus
Exhibits 189: Inclusions checklist
Exhibits 190: Exclusions checklist
Exhibits 191: Currency conversion rates for US$
Exhibits 192: Research methodology
Exhibits 193: Information sources
Exhibits 194: Data validation
Exhibits 195: Validation techniques employed for market sizing
Exhibits 196: Data synthesis
Exhibits 197: 360 degree market analysis
Exhibits 198: List of abbreviations

Executive Summary

The following companies are recognized as the key players in the global wealth management market: Allianz SE, Bank of America Corp., BlackRock Inc., BNP Paribas SA, Citigroup Inc., FMR LLC, Fiserv Inc., HSBC Holdings Plc, JPMorgan Chase and Co., Julius Baer Group Ltd., Morgan Stanley, One Wam Ltd., Pictet Group Entities, PricewaterhouseCoopers LLP, State Street Corp., The Charles Schwab Corp., The Goldman Sachs Group Inc., The Vanguard Group Inc., UBS Group AG, and Wells Fargo and Co..

Commenting on the report, an analyst from the research team said: "The latest trend gaining momentum in the market is technological advances in market in focus."

According to the report, one of the major drivers for this market is the rising number of hnis globally.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to a SWOT analysis of the key vendors.

Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • Allianz SE
  • Bank of America Corp.
  • BlackRock Inc.
  • BNP Paribas SA
  • Citigroup Inc.
  • FMR LLC
  • Fiserv Inc.
  • HSBC Holdings Plc
  • JPMorgan Chase and Co.
  • Julius Baer Group Ltd.
  • Morgan Stanley
  • One Wam Ltd.
  • Pictet Group Entities
  • PricewaterhouseCoopers LLP
  • State Street Corp.
  • The Charles Schwab Corp.
  • The Goldman Sachs Group Inc.
  • The Vanguard Group Inc.
  • UBS Group AG
  • Wells Fargo and Co.