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Wealth Management Market 2025-2029

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    Report

  • 210 Pages
  • January 2025
  • Region: Global
  • TechNavio
  • ID: 5300874
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The wealth management market is forecasted to grow by $ 460.1 billion during 2024-2029, accelerating at a CAGR of 8.5% % 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
A robust vendor analysis within the report 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 primary and secondary research. 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 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 Analysis
2.1 Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
2.2 Criticality of inputs and Factors of differentiation
Overview on criticality of inputs and factors of differentiation
2.3 Factors of disruption
Overview on factors of disruption
2.4 Impact of drivers and challenges
Impact of drivers and challenges in 2024 and 2029
3 Market Landscape
3.1 Market ecosystem
Parent Market
Data Table on - Parent Market
3.2 Market characteristics
Market characteristics analysis
3.3 Value chain analysis
Value chain analysis
4 Market Sizing
4.1 Market definition
Offerings of companies included in the market definition
4.2 Market segment analysis
Market segments
4.3 Market size 2024
4.4 Market outlook: Forecast for 2024-2029
Chart on Global - Market size and forecast 2024-2029 ($ billion)
Data Table on Global - Market size and forecast 2024-2029 ($ billion)
Chart on Global Market: Year-over-year growth 2024-2029 (%)
Data Table on Global Market: Year-over-year growth 2024-2029 (%)
5 Historic Market Size
5.1 Global Wealth Management Market 2019 - 2023
Historic Market Size - Data Table on Global Wealth Management Market 2019 - 2023 ($ billion)
5.2 Business segment analysis 2019 - 2023
Historic Market Size - Business Segment 2019 - 2023 ($ billion)
5.3 End-user segment analysis 2019 - 2023
Historic Market Size - End-user Segment 2019 - 2023 ($ billion)
5.4 Geography segment analysis 2019 - 2023
Historic Market Size - Geography Segment 2019 - 2023 ($ billion)
5.5 Country segment analysis 2019 - 2023
Historic Market Size - Country Segment 2019 - 2023 ($ billion)
6 Qualitative Analysis
6.1 Impact of AI in global wealth management market
7 Five Forces Analysis
7.1 Five forces summary
Five forces analysis - Comparison between 2024 and 2029
7.2 Bargaining power of buyers
Bargaining power of buyers - Impact of key factors 2024 and 2029
7.3 Bargaining power of suppliers
Bargaining power of suppliers - Impact of key factors in 2024 and 2029
7.4 Threat of new entrants
Threat of new entrants - Impact of key factors in 2024 and 2029
7.5 Threat of substitutes
Threat of substitutes - Impact of key factors in 2024 and 2029
7.6 Threat of rivalry
Threat of rivalry - Impact of key factors in 2024 and 2029
7.7 Market condition
Chart on Market condition - Five forces 2024 and 2029
8 Market Segmentation by Business Segment
8.1 Market segments
Chart on Market Segmentation by Business Segment - Market share 2024-2029 (%)
Data Table on Market Segmentation by Business Segment - Market share 2024-2029 (%)
8.2 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
8.3 Human advisory - Market size and forecast 2024-2029
Chart on Human advisory - Market size and forecast 2024-2029 ($ billion)
Data Table on Human advisory - Market size and forecast 2024-2029 ($ billion)
Chart on Human advisory - Year-over-year growth 2024-2029 (%)
Data Table on Human advisory - Year-over-year growth 2024-2029 (%)
8.4 Hybrid advisory - Market size and forecast 2024-2029
Chart on Hybrid advisory - Market size and forecast 2024-2029 ($ billion)
Data Table on Hybrid advisory - Market size and forecast 2024-2029 ($ billion)
Chart on Hybrid advisory - Year-over-year growth 2024-2029 (%)
Data Table on Hybrid advisory - Year-over-year growth 2024-2029 (%)
8.5 Robo advisory - Market size and forecast 2024-2029
Chart on Robo advisory - Market size and forecast 2024-2029 ($ billion)
Data Table on Robo advisory - Market size and forecast 2024-2029 ($ billion)
Chart on Robo advisory - Year-over-year growth 2024-2029 (%)
Data Table on Robo advisory - Year-over-year growth 2024-2029 (%)
8.6 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)
9 Market Segmentation by End-user
9.1 Market segments
Chart on End-user - Market share 2024-2029 (%)
Data Table on End-user - Market share 2024-2029 (%)
9.2 Comparison by End-user
Chart on Comparison by End-user
Data Table on Comparison by End-user
9.3 Banks - Market size and forecast 2024-2029
Chart on Banks - Market size and forecast 2024-2029 ($ billion)
Data Table on Banks - Market size and forecast 2024-2029 ($ billion)
Chart on Banks - Year-over-year growth 2024-2029 (%)
Data Table on Banks - Year-over-year growth 2024-2029 (%)
9.4 Trading and exchange firms - Market size and forecast 2024-2029
Chart on Trading and exchange firms - Market size and forecast 2024-2029 ($ billion)
Data Table on Trading and exchange firms - Market size and forecast 2024-2029 ($ billion)
Chart on Trading and exchange firms - Year-over-year growth 2024-2029 (%)
Data Table on Trading and exchange firms - Year-over-year growth 2024-2029 (%)
9.5 Investment management firms - Market size and forecast 2024-2029
Chart on Investment management firms - Market size and forecast 2024-2029 ($ billion)
Data Table on Investment management firms - Market size and forecast 2024-2029 ($ billion)
Chart on Investment management firms - Year-over-year growth 2024-2029 (%)
Data Table on Investment management firms - Year-over-year growth 2024-2029 (%)
9.6 Brokerage firms - Market size and forecast 2024-2029
Chart on Brokerage firms - Market size and forecast 2024-2029 ($ billion)
Data Table on Brokerage firms - Market size and forecast 2024-2029 ($ billion)
Chart on Brokerage firms - Year-over-year growth 2024-2029 (%)
Data Table on Brokerage firms - Year-over-year growth 2024-2029 (%)
9.7 Others - Market size and forecast 2024-2029
Chart on Others - Market size and forecast 2024-2029 ($ billion)
Data Table on Others - Market size and forecast 2024-2029 ($ billion)
Chart on Others - Year-over-year growth 2024-2029 (%)
Data Table on Others - Year-over-year growth 2024-2029 (%)
9.8 Market opportunity by End-user
Market opportunity by End-user ($ billion)
Data Table on Market opportunity by End-user ($ billion)
10 Customer Landscape
10.1 Customer landscape overview
Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
11 Geographic Landscape
11.1 Geographic segmentation
Chart on Market share By Geographical Landscape 2024-2029 (%)
Data Table on Market share By Geographical Landscape 2024-2029 (%)
11.2 Geographic comparison
Chart on Geographic comparison
Data Table on Geographic comparison
11.3 North America - Market size and forecast 2024-2029
Chart on North America - Market size and forecast 2024-2029 ($ billion)
Data Table on North America - Market size and forecast 2024-2029 ($ billion)
Chart on North America - Year-over-year growth 2024-2029 (%)
Data Table on North America - Year-over-year growth 2024-2029 (%)
11.4 APAC - Market size and forecast 2024-2029
Chart on APAC - Market size and forecast 2024-2029 ($ billion)
Data Table on APAC - Market size and forecast 2024-2029 ($ billion)
Chart on APAC - Year-over-year growth 2024-2029 (%)
Data Table on APAC - Year-over-year growth 2024-2029 (%)
11.5 Europe - Market size and forecast 2024-2029
Chart on Europe - Market size and forecast 2024-2029 ($ billion)
Data Table on Europe - Market size and forecast 2024-2029 ($ billion)
Chart on Europe - Year-over-year growth 2024-2029 (%)
Data Table on Europe - Year-over-year growth 2024-2029 (%)
11.6 South America - Market size and forecast 2024-2029
Chart on South America - Market size and forecast 2024-2029 ($ billion)
Data Table on South America - Market size and forecast 2024-2029 ($ billion)
Chart on South America - Year-over-year growth 2024-2029 (%)
Data Table on South America - Year-over-year growth 2024-2029 (%)
11.7 Middle East and Africa - Market size and forecast 2024-2029
Chart on Middle East and Africa - Market size and forecast 2024-2029 ($ billion)
Data Table on Middle East and Africa - Market size and forecast 2024-2029 ($ billion)
Chart on Middle East and Africa - Year-over-year growth 2024-2029 (%)
Data Table on Middle East and Africa - Year-over-year growth 2024-2029 (%)
11.8 US - Market size and forecast 2024-2029
Chart on US - Market size and forecast 2024-2029 ($ billion)
Data Table on US - Market size and forecast 2024-2029 ($ billion)
Chart on US - Year-over-year growth 2024-2029 (%)
Data Table on US - Year-over-year growth 2024-2029 (%)
11.9 China - Market size and forecast 2024-2029
Chart on China - Market size and forecast 2024-2029 ($ billion)
Data Table on China - Market size and forecast 2024-2029 ($ billion)
Chart on China - Year-over-year growth 2024-2029 (%)
Data Table on China - Year-over-year growth 2024-2029 (%)
11.10 Canada - Market size and forecast 2024-2029
Chart on Canada - Market size and forecast 2024-2029 ($ billion)
Data Table on Canada - Market size and forecast 2024-2029 ($ billion)
Chart on Canada - Year-over-year growth 2024-2029 (%)
Data Table on Canada - Year-over-year growth 2024-2029 (%)
11.11 Japan - Market size and forecast 2024-2029
Chart on Japan - Market size and forecast 2024-2029 ($ billion)
Data Table on Japan - Market size and forecast 2024-2029 ($ billion)
Chart on Japan - Year-over-year growth 2024-2029 (%)
Data Table on Japan - Year-over-year growth 2024-2029 (%)
11.12 Germany - Market size and forecast 2024-2029
Chart on Germany - Market size and forecast 2024-2029 ($ billion)
Data Table on Germany - Market size and forecast 2024-2029 ($ billion)
Chart on Germany - Year-over-year growth 2024-2029 (%)
Data Table on Germany - Year-over-year growth 2024-2029 (%)
11.13 India - Market size and forecast 2024-2029
Chart on India - Market size and forecast 2024-2029 ($ billion)
Data Table on India - Market size and forecast 2024-2029 ($ billion)
Chart on India - Year-over-year growth 2024-2029 (%)
Data Table on India - Year-over-year growth 2024-2029 (%)
11.14 France - Market size and forecast 2024-2029
Chart on France - Market size and forecast 2024-2029 ($ billion)
Data Table on France - Market size and forecast 2024-2029 ($ billion)
Chart on France - Year-over-year growth 2024-2029 (%)
Data Table on France - Year-over-year growth 2024-2029 (%)
11.15 UK - Market size and forecast 2024-2029
Chart on UK - Market size and forecast 2024-2029 ($ billion)
Data Table on UK - Market size and forecast 2024-2029 ($ billion)
Chart on UK - Year-over-year growth 2024-2029 (%)
Data Table on UK - Year-over-year growth 2024-2029 (%)
11.16 Italy - Market size and forecast 2024-2029
Chart on Italy - Market size and forecast 2024-2029 ($ billion)
Data Table on Italy - Market size and forecast 2024-2029 ($ billion)
Chart on Italy - Year-over-year growth 2024-2029 (%)
Data Table on Italy - Year-over-year growth 2024-2029 (%)
11.17 Brazil - Market size and forecast 2024-2029
Chart on Brazil - Market size and forecast 2024-2029 ($ billion)
Data Table on Brazil - Market size and forecast 2024-2029 ($ billion)
Chart on Brazil - Year-over-year growth 2024-2029 (%)
Data Table on Brazil - Year-over-year growth 2024-2029 (%)
11.18 Market opportunity By Geographical Landscape
Market opportunity By Geographical Landscape ($ billion)
Data Tables on Market opportunity By Geographical Landscape ($ billion)
12 Drivers, Challenges, and Opportunity/Restraints
12.1 Market drivers
12.2 Market challenges
12.3 Impact of drivers and challenges
Impact of drivers and challenges in 2024 and 2029
12.4 Market opportunities/restraints
13 Competitive Landscape
13.1 Overview
13.2 Competitive Landscape
Overview on criticality of inputs and factors of differentiation
13.3 Landscape disruption
Overview on factors of disruption
13.4 Industry risks
Impact of key risks on business
14 Competitive Analysis
14.1 Companies profiled
Companies covered
14.2 Company ranking index
Company ranking index
14.3 Market positioning of companies
Matrix on companies position and classification
14.4 Allianz SE
Allianz SE - Overview
Allianz SE - Business segments
Allianz SE - Key news
Allianz SE - Key offerings
Allianz SE - Segment focus
SWOT
14.5 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
SWOT
14.6 BlackRock Inc.
BlackRock Inc. - Overview
BlackRock Inc. - Product / Service
BlackRock Inc. - Key news
BlackRock Inc. - Key offerings
SWOT
14.7 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
SWOT
14.8 Citigroup Inc.
Citigroup Inc. - Overview
Citigroup Inc. - Business segments
Citigroup Inc. - Key news
Citigroup Inc. - Key offerings
Citigroup Inc. - Segment focus
SWOT
14.9 FMR LLC
FMR LLC - Overview
FMR LLC - Product / Service
FMR LLC - Key offerings
SWOT
14.10 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
SWOT
14.11 Julius Baer Group Ltd.
Julius Baer Group Ltd. - Overview
Julius Baer Group Ltd. - Product / Service
Julius Baer Group Ltd. - Key offerings
SWOT
14.12 Morgan Stanley
Morgan Stanley - Overview
Morgan Stanley - Business segments
Morgan Stanley - Key offerings
Morgan Stanley - Segment focus
SWOT
14.13 PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP - Overview
PricewaterhouseCoopers LLP - Product / Service
PricewaterhouseCoopers LLP - Key offerings
SWOT
14.14 State Street Corp.
State Street Corp. - Overview
State Street Corp. - Business segments
State Street Corp. - Key offerings
State Street Corp. - Segment focus
SWOT
14.15 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
SWOT
14.16 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
SWOT
14.17 The Vanguard Group Inc.
The Vanguard Group Inc. - Overview
The Vanguard Group Inc. - Product / Service
The Vanguard Group Inc. - Key offerings
SWOT
14.18 UBS Group AG
UBS Group AG - Overview
UBS Group AG - Business segments
UBS Group AG - Key offerings
UBS Group AG - Segment focus
SWOT
15 Appendix
15.1 Scope of the report
15.2 Inclusions and exclusions checklist
Inclusions checklist
Exclusions checklist
15.3 Currency conversion rates for US$
Currency conversion rates for US$
15.4 Research methodology
Research methodology
15.5 Data procurement
Information sources
15.6 Data validation
Data validation
15.7 Validation techniques employed for market sizing
Validation techniques employed for market sizing
15.8 Data synthesis
Data synthesis
15.9 360 degree market analysis
360 degree market analysis
15.10 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: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
Exhibits 11: Overview on criticality of inputs and factors of differentiation
Exhibits 12: Overview on factors of disruption
Exhibits 13: Impact of drivers and challenges in 2024 and 2029
Exhibits 14: Parent Market
Exhibits 15: Data Table on - Parent Market
Exhibits 16: Market characteristics analysis
Exhibits 17: Value chain analysis
Exhibits 18: Offerings of companies included in the market definition
Exhibits 19: Market segments
Exhibits 20: Chart on Global - Market size and forecast 2024-2029 ($ billion)
Exhibits 21: Data Table on Global - Market size and forecast 2024-2029 ($ billion)
Exhibits 22: Chart on Global Market: Year-over-year growth 2024-2029 (%)
Exhibits 23: Data Table on Global Market: Year-over-year growth 2024-2029 (%)
Exhibits 24: Historic Market Size - Data Table on Global Wealth Management Market 2019 - 2023 ($ billion)
Exhibits 25: Historic Market Size - Business Segment 2019 - 2023 ($ billion)
Exhibits 26: Historic Market Size - End-user Segment 2019 - 2023 ($ billion)
Exhibits 27: Historic Market Size - Geography Segment 2019 - 2023 ($ billion)
Exhibits 28: Historic Market Size - Country Segment 2019 - 2023 ($ billion)
Exhibits 29: Five forces analysis - Comparison between 2024 and 2029
Exhibits 30: Bargaining power of buyers - Impact of key factors 2024 and 2029
Exhibits 31: Bargaining power of suppliers - Impact of key factors in 2024 and 2029
Exhibits 32: Threat of new entrants - Impact of key factors in 2024 and 2029
Exhibits 33: Threat of substitutes - Impact of key factors in 2024 and 2029
Exhibits 34: Threat of rivalry - Impact of key factors in 2024 and 2029
Exhibits 35: Chart on Market condition - Five forces 2024 and 2029
Exhibits 36: Chart on Market Segmentation by Business Segment - Market share 2024-2029 (%)
Exhibits 37: Data Table on Market Segmentation by Business Segment - Market share 2024-2029 (%)
Exhibits 38: Chart on Comparison by Market Segmentation by Business Segment
Exhibits 39: Data Table on Comparison by Market Segmentation by Business Segment
Exhibits 40: Chart on Human advisory - Market size and forecast 2024-2029 ($ billion)
Exhibits 41: Data Table on Human advisory - Market size and forecast 2024-2029 ($ billion)
Exhibits 42: Chart on Human advisory - Year-over-year growth 2024-2029 (%)
Exhibits 43: Data Table on Human advisory - Year-over-year growth 2024-2029 (%)
Exhibits 44: Chart on Hybrid advisory - Market size and forecast 2024-2029 ($ billion)
Exhibits 45: Data Table on Hybrid advisory - Market size and forecast 2024-2029 ($ billion)
Exhibits 46: Chart on Hybrid advisory - Year-over-year growth 2024-2029 (%)
Exhibits 47: Data Table on Hybrid advisory - Year-over-year growth 2024-2029 (%)
Exhibits 48: Chart on Robo advisory - Market size and forecast 2024-2029 ($ billion)
Exhibits 49: Data Table on Robo advisory - Market size and forecast 2024-2029 ($ billion)
Exhibits 50: Chart on Robo advisory - Year-over-year growth 2024-2029 (%)
Exhibits 51: Data Table on Robo advisory - Year-over-year growth 2024-2029 (%)
Exhibits 52: Market opportunity by Market Segmentation by Business Segment ($ billion)
Exhibits 53: Data Table on Market opportunity by Market Segmentation by Business Segment ($ billion)
Exhibits 54: Chart on End-user - Market share 2024-2029 (%)
Exhibits 55: Data Table on End-user - Market share 2024-2029 (%)
Exhibits 56: Chart on Comparison by End-user
Exhibits 57: Data Table on Comparison by End-user
Exhibits 58: Chart on Banks - Market size and forecast 2024-2029 ($ billion)
Exhibits 59: Data Table on Banks - Market size and forecast 2024-2029 ($ billion)
Exhibits 60: Chart on Banks - Year-over-year growth 2024-2029 (%)
Exhibits 61: Data Table on Banks - Year-over-year growth 2024-2029 (%)
Exhibits 62: Chart on Trading and exchange firms - Market size and forecast 2024-2029 ($ billion)
Exhibits 63: Data Table on Trading and exchange firms - Market size and forecast 2024-2029 ($ billion)
Exhibits 64: Chart on Trading and exchange firms - Year-over-year growth 2024-2029 (%)
Exhibits 65: Data Table on Trading and exchange firms - Year-over-year growth 2024-2029 (%)
Exhibits 66: Chart on Investment management firms - Market size and forecast 2024-2029 ($ billion)
Exhibits 67: Data Table on Investment management firms - Market size and forecast 2024-2029 ($ billion)
Exhibits 68: Chart on Investment management firms - Year-over-year growth 2024-2029 (%)
Exhibits 69: Data Table on Investment management firms - Year-over-year growth 2024-2029 (%)
Exhibits 70: Chart on Brokerage firms - Market size and forecast 2024-2029 ($ billion)
Exhibits 71: Data Table on Brokerage firms - Market size and forecast 2024-2029 ($ billion)
Exhibits 72: Chart on Brokerage firms - Year-over-year growth 2024-2029 (%)
Exhibits 73: Data Table on Brokerage firms - Year-over-year growth 2024-2029 (%)
Exhibits 74: Chart on Others - Market size and forecast 2024-2029 ($ billion)
Exhibits 75: Data Table on Others - Market size and forecast 2024-2029 ($ billion)
Exhibits 76: Chart on Others - Year-over-year growth 2024-2029 (%)
Exhibits 77: Data Table on Others - Year-over-year growth 2024-2029 (%)
Exhibits 78: Market opportunity by End-user ($ billion)
Exhibits 79: Data Table on Market opportunity by End-user ($ billion)
Exhibits 80: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
Exhibits 81: Chart on Market share By Geographical Landscape 2024-2029 (%)
Exhibits 82: Data Table on Market share By Geographical Landscape 2024-2029 (%)
Exhibits 83: Chart on Geographic comparison
Exhibits 84: Data Table on Geographic comparison
Exhibits 85: Chart on North America - Market size and forecast 2024-2029 ($ billion)
Exhibits 86: Data Table on North America - Market size and forecast 2024-2029 ($ billion)
Exhibits 87: Chart on North America - Year-over-year growth 2024-2029 (%)
Exhibits 88: Data Table on North America - Year-over-year growth 2024-2029 (%)
Exhibits 89: Chart on APAC - Market size and forecast 2024-2029 ($ billion)
Exhibits 90: Data Table on APAC - Market size and forecast 2024-2029 ($ billion)
Exhibits 91: Chart on APAC - Year-over-year growth 2024-2029 (%)
Exhibits 92: Data Table on APAC - Year-over-year growth 2024-2029 (%)
Exhibits 93: Chart on Europe - Market size and forecast 2024-2029 ($ billion)
Exhibits 94: Data Table on Europe - Market size and forecast 2024-2029 ($ billion)
Exhibits 95: Chart on Europe - Year-over-year growth 2024-2029 (%)
Exhibits 96: Data Table on Europe - Year-over-year growth 2024-2029 (%)
Exhibits 97: Chart on South America - Market size and forecast 2024-2029 ($ billion)
Exhibits 98: Data Table on South America - Market size and forecast 2024-2029 ($ billion)
Exhibits 99: Chart on South America - Year-over-year growth 2024-2029 (%)
Exhibits 100: Data Table on South America - Year-over-year growth 2024-2029 (%)
Exhibits 101: Chart on Middle East and Africa - Market size and forecast 2024-2029 ($ billion)
Exhibits 102: Data Table on Middle East and Africa - Market size and forecast 2024-2029 ($ billion)
Exhibits 103: Chart on Middle East and Africa - Year-over-year growth 2024-2029 (%)
Exhibits 104: Data Table on Middle East and Africa - Year-over-year growth 2024-2029 (%)
Exhibits 105: Chart on US - Market size and forecast 2024-2029 ($ billion)
Exhibits 106: Data Table on US - Market size and forecast 2024-2029 ($ billion)
Exhibits 107: Chart on US - Year-over-year growth 2024-2029 (%)
Exhibits 108: Data Table on US - Year-over-year growth 2024-2029 (%)
Exhibits 109: Chart on China - Market size and forecast 2024-2029 ($ billion)
Exhibits 110: Data Table on China - Market size and forecast 2024-2029 ($ billion)
Exhibits 111: Chart on China - Year-over-year growth 2024-2029 (%)
Exhibits 112: Data Table on China - Year-over-year growth 2024-2029 (%)
Exhibits 113: Chart on Canada - Market size and forecast 2024-2029 ($ billion)
Exhibits 114: Data Table on Canada - Market size and forecast 2024-2029 ($ billion)
Exhibits 115: Chart on Canada - Year-over-year growth 2024-2029 (%)
Exhibits 116: Data Table on Canada - Year-over-year growth 2024-2029 (%)
Exhibits 117: Chart on Japan - Market size and forecast 2024-2029 ($ billion)
Exhibits 118: Data Table on Japan - Market size and forecast 2024-2029 ($ billion)
Exhibits 119: Chart on Japan - Year-over-year growth 2024-2029 (%)
Exhibits 120: Data Table on Japan - Year-over-year growth 2024-2029 (%)
Exhibits 121: Chart on Germany - Market size and forecast 2024-2029 ($ billion)
Exhibits 122: Data Table on Germany - Market size and forecast 2024-2029 ($ billion)
Exhibits 123: Chart on Germany - Year-over-year growth 2024-2029 (%)
Exhibits 124: Data Table on Germany - Year-over-year growth 2024-2029 (%)
Exhibits 125: Chart on India - Market size and forecast 2024-2029 ($ billion)
Exhibits 126: Data Table on India - Market size and forecast 2024-2029 ($ billion)
Exhibits 127: Chart on India - Year-over-year growth 2024-2029 (%)
Exhibits 128: Data Table on India - Year-over-year growth 2024-2029 (%)
Exhibits 129: Chart on France - Market size and forecast 2024-2029 ($ billion)
Exhibits 130: Data Table on France - Market size and forecast 2024-2029 ($ billion)
Exhibits 131: Chart on France - Year-over-year growth 2024-2029 (%)
Exhibits 132: Data Table on France - Year-over-year growth 2024-2029 (%)
Exhibits 133: Chart on UK - Market size and forecast 2024-2029 ($ billion)
Exhibits 134: Data Table on UK - Market size and forecast 2024-2029 ($ billion)
Exhibits 135: Chart on UK - Year-over-year growth 2024-2029 (%)
Exhibits 136: Data Table on UK - Year-over-year growth 2024-2029 (%)
Exhibits 137: Chart on Italy - Market size and forecast 2024-2029 ($ billion)
Exhibits 138: Data Table on Italy - Market size and forecast 2024-2029 ($ billion)
Exhibits 139: Chart on Italy - Year-over-year growth 2024-2029 (%)
Exhibits 140: Data Table on Italy - Year-over-year growth 2024-2029 (%)
Exhibits 141: Chart on Brazil - Market size and forecast 2024-2029 ($ billion)
Exhibits 142: Data Table on Brazil - Market size and forecast 2024-2029 ($ billion)
Exhibits 143: Chart on Brazil - Year-over-year growth 2024-2029 (%)
Exhibits 144: Data Table on Brazil - Year-over-year growth 2024-2029 (%)
Exhibits 145: Market opportunity By Geographical Landscape ($ billion)
Exhibits 146: Data Tables on Market opportunity By Geographical Landscape ($ billion)
Exhibits 147: Impact of drivers and challenges in 2024 and 2029
Exhibits 148: Overview on criticality of inputs and factors of differentiation
Exhibits 149: Overview on factors of disruption
Exhibits 150: Impact of key risks on business
Exhibits 151: Companies covered
Exhibits 152: Company ranking index
Exhibits 153: Matrix on companies position and classification
Exhibits 154: Allianz SE - Overview
Exhibits 155: Allianz SE - Business segments
Exhibits 156: Allianz SE - Key news
Exhibits 157: Allianz SE - Key offerings
Exhibits 158: Allianz SE - Segment focus
Exhibits 159: SWOT
Exhibits 160: Bank of America Corp. - Overview
Exhibits 161: Bank of America Corp. - Business segments
Exhibits 162: Bank of America Corp. - Key news
Exhibits 163: Bank of America Corp. - Key offerings
Exhibits 164: Bank of America Corp. - Segment focus
Exhibits 165: SWOT
Exhibits 166: BlackRock Inc. - Overview
Exhibits 167: BlackRock Inc. - Product / Service
Exhibits 168: BlackRock Inc. - Key news
Exhibits 169: BlackRock Inc. - Key offerings
Exhibits 170: SWOT
Exhibits 171: BNP Paribas SA - Overview
Exhibits 172: BNP Paribas SA - Business segments
Exhibits 173: BNP Paribas SA - Key news
Exhibits 174: BNP Paribas SA - Key offerings
Exhibits 175: BNP Paribas SA - Segment focus
Exhibits 176: SWOT
Exhibits 177: Citigroup Inc. - Overview
Exhibits 178: Citigroup Inc. - Business segments
Exhibits 179: Citigroup Inc. - Key news
Exhibits 180: Citigroup Inc. - Key offerings
Exhibits 181: Citigroup Inc. - Segment focus
Exhibits 182: SWOT
Exhibits 183: FMR LLC - Overview
Exhibits 184: FMR LLC - Product / Service
Exhibits 185: FMR LLC - Key offerings
Exhibits 186: SWOT
Exhibits 187: JPMorgan Chase and Co. - Overview
Exhibits 188: JPMorgan Chase and Co. - Business segments
Exhibits 189: JPMorgan Chase and Co. - Key offerings
Exhibits 190: JPMorgan Chase and Co. - Segment focus
Exhibits 191: SWOT
Exhibits 192: Julius Baer Group Ltd. - Overview
Exhibits 193: Julius Baer Group Ltd. - Product / Service
Exhibits 194: Julius Baer Group Ltd. - Key offerings
Exhibits 195: SWOT
Exhibits 196: Morgan Stanley - Overview
Exhibits 197: Morgan Stanley - Business segments
Exhibits 198: Morgan Stanley - Key offerings
Exhibits 199: Morgan Stanley - Segment focus
Exhibits 200: SWOT
Exhibits 201: PricewaterhouseCoopers LLP - Overview
Exhibits 202: PricewaterhouseCoopers LLP - Product / Service
Exhibits 203: PricewaterhouseCoopers LLP - Key offerings
Exhibits 204: SWOT
Exhibits 205: State Street Corp. - Overview
Exhibits 206: State Street Corp. - Business segments
Exhibits 207: State Street Corp. - Key offerings
Exhibits 208: State Street Corp. - Segment focus
Exhibits 209: SWOT
Exhibits 210: The Charles Schwab Corp. - Overview
Exhibits 211: The Charles Schwab Corp. - Business segments
Exhibits 212: The Charles Schwab Corp. - Key offerings
Exhibits 213: The Charles Schwab Corp. - Segment focus
Exhibits 214: SWOT
Exhibits 215: The Goldman Sachs Group Inc. - Overview
Exhibits 216: The Goldman Sachs Group Inc. - Business segments
Exhibits 217: The Goldman Sachs Group Inc. - Key news
Exhibits 218: The Goldman Sachs Group Inc. - Key offerings
Exhibits 219: The Goldman Sachs Group Inc. - Segment focus
Exhibits 220: SWOT
Exhibits 221: The Vanguard Group Inc. - Overview
Exhibits 222: The Vanguard Group Inc. - Product / Service
Exhibits 223: The Vanguard Group Inc. - Key offerings
Exhibits 224: SWOT
Exhibits 225: UBS Group AG - Overview
Exhibits 226: UBS Group AG - Business segments
Exhibits 227: UBS Group AG - Key offerings
Exhibits 228: UBS Group AG - Segment focus
Exhibits 229: SWOT
Exhibits 230: Inclusions checklist
Exhibits 231: Exclusions checklist
Exhibits 232: Currency conversion rates for US$
Exhibits 233: Research methodology
Exhibits 234: Information sources
Exhibits 235: Data validation
Exhibits 236: Validation techniques employed for market sizing
Exhibits 237: Data synthesis
Exhibits 238: 360 degree market analysis
Exhibits 239: 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.