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Global Wealth Management Services Market Research Report 2025

Global Wealth Management Services Market Research Report 2025

Publishing Date : Mar, 2025

License Type :
 

Report Code : 1718541

No of Pages : 71

Synopsis
Wealth management service refers to service about wealth management.
The global Wealth Management Services market was valued at US$ million in 2023 and is anticipated to reach US$ million by 2030, witnessing a CAGR of % during the forecast period 2024-2030.
North American market for Wealth Management Services is estimated to increase from $ million in 2023 to reach $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
Asia-Pacific market for Wealth Management Services is estimated to increase from $ million in 2023 to reach $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
The global market for Wealth Management Services in Financial is estimated to increase from $ million in 2023 to $ million by 2030, at a CAGR of % during the forecast period of 2024 through 2030.
The major global companies of Wealth Management Services include Wells Fargo, BlackRock, Bank of America, Morgan Stanley, JP Morgan Asset Management, Industrial and Commercial Bank of China, Allianz Group, UBS and State Street Global Advisors, etc. In 2023, the world's top three vendors accounted for approximately % of the revenue.
This report aims to provide a comprehensive presentation of the global market for Wealth Management Services, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Wealth Management Services.
Report Scope
The Wealth Management Services market size, estimations, and forecasts are provided in terms of revenue ($ millions), considering 2023 as the base year, with history and forecast data for the period from 2019 to 2030. This report segments the global Wealth Management Services market comprehensively. Regional market sizes, concerning products by Type, by Application, and by players, are also provided.
For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.
The report will help the Wealth Management Services companies, new entrants, and industry chain related companies in this market with information on the revenues, sales volume, and average price for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.
Market Segmentation
By Company
Wells Fargo
BlackRock
Bank of America
Morgan Stanley
JP Morgan Asset Management
Industrial and Commercial Bank of China
Allianz Group
UBS
State Street Global Advisors
Segment by Type
Portfolio Management
Funds
Trusts
Investment Advice
Others Financial Vehicles
Segment by Application
Financial
Internet
e-Commerce
Others
By Region
North America
United States
Canada
Europe
Germany
France
UK
Italy
Russia
Nordic Countries
Rest of Europe
Asia-Pacific
China
Japan
South Korea
Southeast Asia
India
Australia
Rest of Asia
Latin America
Mexico
Brazil
Rest of Latin America
Middle East & Africa
Turkey
Saudi Arabia
UAE
Rest of MEA
Chapter Outline
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by Application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter 2: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter 3: Detailed analysis of Wealth Management Services companies’ competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 5: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.
Chapter 11: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 12: The main points and conclusions of the report.
Index
1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Wealth Management Services Market Size Growth Rate by Type: 2019 VS 2023 VS 2030
1.2.2 Portfolio Management
1.2.3 Funds
1.2.4 Trusts
1.2.5 Investment Advice
1.2.6 Others Financial Vehicles
1.3 Market by Application
1.3.1 Global Wealth Management Services Market Growth by Application: 2019 VS 2023 VS 2030
1.3.2 Financial
1.3.3 Internet
1.3.4 e-Commerce
1.3.5 Others
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global Wealth Management Services Market Perspective (2019-2030)
2.2 Wealth Management Services Growth Trends by Region
2.2.1 Global Wealth Management Services Market Size by Region: 2019 VS 2023 VS 2030
2.2.2 Wealth Management Services Historic Market Size by Region (2019-2024)
2.2.3 Wealth Management Services Forecasted Market Size by Region (2025-2030)
2.3 Wealth Management Services Market Dynamics
2.3.1 Wealth Management Services Industry Trends
2.3.2 Wealth Management Services Market Drivers
2.3.3 Wealth Management Services Market Challenges
2.3.4 Wealth Management Services Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top Wealth Management Services Players by Revenue
3.1.1 Global Top Wealth Management Services Players by Revenue (2019-2024)
3.1.2 Global Wealth Management Services Revenue Market Share by Players (2019-2024)
3.2 Global Wealth Management Services Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by Wealth Management Services Revenue
3.4 Global Wealth Management Services Market Concentration Ratio
3.4.1 Global Wealth Management Services Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Wealth Management Services Revenue in 2023
3.5 Wealth Management Services Key Players Head office and Area Served
3.6 Key Players Wealth Management Services Product Solution and Service
3.7 Date of Enter into Wealth Management Services Market
3.8 Mergers & Acquisitions, Expansion Plans
4 Wealth Management Services Breakdown Data by Type
4.1 Global Wealth Management Services Historic Market Size by Type (2019-2024)
4.2 Global Wealth Management Services Forecasted Market Size by Type (2025-2030)
5 Wealth Management Services Breakdown Data by Application
5.1 Global Wealth Management Services Historic Market Size by Application (2019-2024)
5.2 Global Wealth Management Services Forecasted Market Size by Application (2025-2030)
6 North America
6.1 North America Wealth Management Services Market Size (2019-2030)
6.2 North America Wealth Management Services Market Growth Rate by Country: 2019 VS 2023 VS 2030
6.3 North America Wealth Management Services Market Size by Country (2019-2024)
6.4 North America Wealth Management Services Market Size by Country (2025-2030)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Wealth Management Services Market Size (2019-2030)
7.2 Europe Wealth Management Services Market Growth Rate by Country: 2019 VS 2023 VS 2030
7.3 Europe Wealth Management Services Market Size by Country (2019-2024)
7.4 Europe Wealth Management Services Market Size by Country (2025-2030)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific Wealth Management Services Market Size (2019-2030)
8.2 Asia-Pacific Wealth Management Services Market Growth Rate by Region: 2019 VS 2023 VS 2030
8.3 Asia-Pacific Wealth Management Services Market Size by Region (2019-2024)
8.4 Asia-Pacific Wealth Management Services Market Size by Region (2025-2030)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia
9 Latin America
9.1 Latin America Wealth Management Services Market Size (2019-2030)
9.2 Latin America Wealth Management Services Market Growth Rate by Country: 2019 VS 2023 VS 2030
9.3 Latin America Wealth Management Services Market Size by Country (2019-2024)
9.4 Latin America Wealth Management Services Market Size by Country (2025-2030)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Wealth Management Services Market Size (2019-2030)
10.2 Middle East & Africa Wealth Management Services Market Growth Rate by Country: 2019 VS 2023 VS 2030
10.3 Middle East & Africa Wealth Management Services Market Size by Country (2019-2024)
10.4 Middle East & Africa Wealth Management Services Market Size by Country (2025-2030)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 Wells Fargo
11.1.1 Wells Fargo Company Detail
11.1.2 Wells Fargo Business Overview
11.1.3 Wells Fargo Wealth Management Services Introduction
11.1.4 Wells Fargo Revenue in Wealth Management Services Business (2019-2024)
11.1.5 Wells Fargo Recent Development
11.2 BlackRock
11.2.1 BlackRock Company Detail
11.2.2 BlackRock Business Overview
11.2.3 BlackRock Wealth Management Services Introduction
11.2.4 BlackRock Revenue in Wealth Management Services Business (2019-2024)
11.2.5 BlackRock Recent Development
11.3 Bank of America
11.3.1 Bank of America Company Detail
11.3.2 Bank of America Business Overview
11.3.3 Bank of America Wealth Management Services Introduction
11.3.4 Bank of America Revenue in Wealth Management Services Business (2019-2024)
11.3.5 Bank of America Recent Development
11.4 Morgan Stanley
11.4.1 Morgan Stanley Company Detail
11.4.2 Morgan Stanley Business Overview
11.4.3 Morgan Stanley Wealth Management Services Introduction
11.4.4 Morgan Stanley Revenue in Wealth Management Services Business (2019-2024)
11.4.5 Morgan Stanley Recent Development
11.5 JP Morgan Asset Management
11.5.1 JP Morgan Asset Management Company Detail
11.5.2 JP Morgan Asset Management Business Overview
11.5.3 JP Morgan Asset Management Wealth Management Services Introduction
11.5.4 JP Morgan Asset Management Revenue in Wealth Management Services Business (2019-2024)
11.5.5 JP Morgan Asset Management Recent Development
11.6 Industrial and Commercial Bank of China
11.6.1 Industrial and Commercial Bank of China Company Detail
11.6.2 Industrial and Commercial Bank of China Business Overview
11.6.3 Industrial and Commercial Bank of China Wealth Management Services Introduction
11.6.4 Industrial and Commercial Bank of China Revenue in Wealth Management Services Business (2019-2024)
11.6.5 Industrial and Commercial Bank of China Recent Development
11.7 Allianz Group
11.7.1 Allianz Group Company Detail
11.7.2 Allianz Group Business Overview
11.7.3 Allianz Group Wealth Management Services Introduction
11.7.4 Allianz Group Revenue in Wealth Management Services Business (2019-2024)
11.7.5 Allianz Group Recent Development
11.8 UBS
11.8.1 UBS Company Detail
11.8.2 UBS Business Overview
11.8.3 UBS Wealth Management Services Introduction
11.8.4 UBS Revenue in Wealth Management Services Business (2019-2024)
11.8.5 UBS Recent Development
11.9 State Street Global Advisors
11.9.1 State Street Global Advisors Company Detail
11.9.2 State Street Global Advisors Business Overview
11.9.3 State Street Global Advisors Wealth Management Services Introduction
11.9.4 State Street Global Advisors Revenue in Wealth Management Services Business (2019-2024)
11.9.5 State Street Global Advisors Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Disclaimer
13.3 Author Details
List of Tables
List of Tables
Table 1. Global Wealth Management Services Market Size Growth Rate by Type (US$ Million): 2019 VS 2023 VS 2030
Table 2. Key Players of Portfolio Management
Table 3. Key Players of Funds
Table 4. Key Players of Trusts
Table 5. Key Players of Investment Advice
Table 6. Key Players of Others Financial Vehicles
Table 7. Global Wealth Management Services Market Size Growth by Application (US$ Million): 2019 VS 2023 VS 2030
Table 8. Global Wealth Management Services Market Size by Region (US$ Million): 2019 VS 2023 VS 2030
Table 9. Global Wealth Management Services Market Size by Region (2019-2024) & (US$ Million)
Table 10. Global Wealth Management Services Market Share by Region (2019-2024)
Table 11. Global Wealth Management Services Forecasted Market Size by Region (2025-2030) & (US$ Million)
Table 12. Global Wealth Management Services Market Share by Region (2025-2030)
Table 13. Wealth Management Services Market Trends
Table 14. Wealth Management Services Market Drivers
Table 15. Wealth Management Services Market Challenges
Table 16. Wealth Management Services Market Restraints
Table 17. Global Wealth Management Services Revenue by Players (2019-2024) & (US$ Million)
Table 18. Global Wealth Management Services Market Share by Players (2019-2024)
Table 19. Global Top Wealth Management Services Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Wealth Management Services as of 2023)
Table 20. Ranking of Global Top Wealth Management Services Companies by Revenue (US$ Million) in 2023
Table 21. Global 5 Largest Players Market Share by Wealth Management Services Revenue (CR5 and HHI) & (2019-2024)
Table 22. Key Players Headquarters and Area Served
Table 23. Key Players Wealth Management Services Product Solution and Service
Table 24. Date of Enter into Wealth Management Services Market
Table 25. Mergers & Acquisitions, Expansion Plans
Table 26. Global Wealth Management Services Market Size by Type (2019-2024) & (US$ Million)
Table 27. Global Wealth Management Services Revenue Market Share by Type (2019-2024)
Table 28. Global Wealth Management Services Forecasted Market Size by Type (2025-2030) & (US$ Million)
Table 29. Global Wealth Management Services Revenue Market Share by Type (2025-2030)
Table 30. Global Wealth Management Services Market Size by Application (2019-2024) & (US$ Million)
Table 31. Global Wealth Management Services Revenue Market Share by Application (2019-2024)
Table 32. Global Wealth Management Services Forecasted Market Size by Application (2025-2030) & (US$ Million)
Table 33. Global Wealth Management Services Revenue Market Share by Application (2025-2030)
Table 34. North America Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 35. North America Wealth Management Services Market Size by Country (2019-2024) & (US$ Million)
Table 36. North America Wealth Management Services Market Size by Country (2025-2030) & (US$ Million)
Table 37. Europe Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 38. Europe Wealth Management Services Market Size by Country (2019-2024) & (US$ Million)
Table 39. Europe Wealth Management Services Market Size by Country (2025-2030) & (US$ Million)
Table 40. Asia-Pacific Wealth Management Services Market Size Growth Rate by Region (US$ Million): 2019 VS 2023 VS 2030
Table 41. Asia-Pacific Wealth Management Services Market Size by Region (2019-2024) & (US$ Million)
Table 42. Asia-Pacific Wealth Management Services Market Size by Region (2025-2030) & (US$ Million)
Table 43. Latin America Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 44. Latin America Wealth Management Services Market Size by Country (2019-2024) & (US$ Million)
Table 45. Latin America Wealth Management Services Market Size by Country (2025-2030) & (US$ Million)
Table 46. Middle East & Africa Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 47. Middle East & Africa Wealth Management Services Market Size by Country (2019-2024) & (US$ Million)
Table 48. Middle East & Africa Wealth Management Services Market Size by Country (2025-2030) & (US$ Million)
Table 49. Wells Fargo Company Detail
Table 50. Wells Fargo Business Overview
Table 51. Wells Fargo Wealth Management Services Product
Table 52. Wells Fargo Revenue in Wealth Management Services Business (2019-2024) & (US$ Million)
Table 53. Wells Fargo Recent Development
Table 54. BlackRock Company Detail
Table 55. BlackRock Business Overview
Table 56. BlackRock Wealth Management Services Product
Table 57. BlackRock Revenue in Wealth Management Services Business (2019-2024) & (US$ Million)
Table 58. BlackRock Recent Development
Table 59. Bank of America Company Detail
Table 60. Bank of America Business Overview
Table 61. Bank of America Wealth Management Services Product
Table 62. Bank of America Revenue in Wealth Management Services Business (2019-2024) & (US$ Million)
Table 63. Bank of America Recent Development
Table 64. Morgan Stanley Company Detail
Table 65. Morgan Stanley Business Overview
Table 66. Morgan Stanley Wealth Management Services Product
Table 67. Morgan Stanley Revenue in Wealth Management Services Business (2019-2024) & (US$ Million)
Table 68. Morgan Stanley Recent Development
Table 69. JP Morgan Asset Management Company Detail
Table 70. JP Morgan Asset Management Business Overview
Table 71. JP Morgan Asset Management Wealth Management Services Product
Table 72. JP Morgan Asset Management Revenue in Wealth Management Services Business (2019-2024) & (US$ Million)
Table 73. JP Morgan Asset Management Recent Development
Table 74. Industrial and Commercial Bank of China Company Detail
Table 75. Industrial and Commercial Bank of China Business Overview
Table 76. Industrial and Commercial Bank of China Wealth Management Services Product
Table 77. Industrial and Commercial Bank of China Revenue in Wealth Management Services Business (2019-2024) & (US$ Million)
Table 78. Industrial and Commercial Bank of China Recent Development
Table 79. Allianz Group Company Detail
Table 80. Allianz Group Business Overview
Table 81. Allianz Group Wealth Management Services Product
Table 82. Allianz Group Revenue in Wealth Management Services Business (2019-2024) & (US$ Million)
Table 83. Allianz Group Recent Development
Table 84. UBS Company Detail
Table 85. UBS Business Overview
Table 86. UBS Wealth Management Services Product
Table 87. UBS Revenue in Wealth Management Services Business (2019-2024) & (US$ Million)
Table 88. UBS Recent Development
Table 89. State Street Global Advisors Company Detail
Table 90. State Street Global Advisors Business Overview
Table 91. State Street Global Advisors Wealth Management Services Product
Table 92. State Street Global Advisors Revenue in Wealth Management Services Business (2019-2024) & (US$ Million)
Table 93. State Street Global Advisors Recent Development
Table 94. Research Programs/Design for This Report
Table 95. Key Data Information from Secondary Sources
Table 96. Key Data Information from Primary Sources
List of Figures
Figure 1. Global Wealth Management Services Market Size Comparison by Type (2024-2030) & (US$ Million)
Figure 2. Global Wealth Management Services Market Share by Type: 2023 VS 2030
Figure 3. Portfolio Management Features
Figure 4. Funds Features
Figure 5. Trusts Features
Figure 6. Investment Advice Features
Figure 7. Others Financial Vehicles Features
Figure 8. Global Wealth Management Services Market Size Comparison by Application (2024-2030) & (US$ Million)
Figure 9. Global Wealth Management Services Market Share by Application: 2023 VS 2030
Figure 10. Financial Case Studies
Figure 11. Internet Case Studies
Figure 12. e-Commerce Case Studies
Figure 13. Others Case Studies
Figure 14. Wealth Management Services Report Years Considered
Figure 15. Global Wealth Management Services Market Size (US$ Million), Year-over-Year: 2019-2030
Figure 16. Global Wealth Management Services Market Size, (US$ Million), 2019 VS 2023 VS 2030
Figure 17. Global Wealth Management Services Market Share by Region: 2023 VS 2030
Figure 18. Global Wealth Management Services Market Share by Players in 2023
Figure 19. Global Top Wealth Management Services Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Wealth Management Services as of 2023)
Figure 20. The Top 10 and 5 Players Market Share by Wealth Management Services Revenue in 2023
Figure 21. North America Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 22. North America Wealth Management Services Market Share by Country (2019-2030)
Figure 23. United States Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 24. Canada Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 25. Europe Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 26. Europe Wealth Management Services Market Share by Country (2019-2030)
Figure 27. Germany Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 28. France Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 29. U.K. Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 30. Italy Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 31. Russia Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 32. Nordic Countries Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 33. Asia-Pacific Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 34. Asia-Pacific Wealth Management Services Market Share by Region (2019-2030)
Figure 35. China Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 36. Japan Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 37. South Korea Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 38. Southeast Asia Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 39. India Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 40. Australia Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 41. Latin America Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 42. Latin America Wealth Management Services Market Share by Country (2019-2030)
Figure 43. Mexico Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 44. Brazil Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 45. Middle East & Africa Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 46. Middle East & Africa Wealth Management Services Market Share by Country (2019-2030)
Figure 47. Turkey Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 48. Saudi Arabia Wealth Management Services Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 49. Wells Fargo Revenue Growth Rate in Wealth Management Services Business (2019-2024)
Figure 50. BlackRock Revenue Growth Rate in Wealth Management Services Business (2019-2024)
Figure 51. Bank of America Revenue Growth Rate in Wealth Management Services Business (2019-2024)
Figure 52. Morgan Stanley Revenue Growth Rate in Wealth Management Services Business (2019-2024)
Figure 53. JP Morgan Asset Management Revenue Growth Rate in Wealth Management Services Business (2019-2024)
Figure 54. Industrial and Commercial Bank of China Revenue Growth Rate in Wealth Management Services Business (2019-2024)
Figure 55. Allianz Group Revenue Growth Rate in Wealth Management Services Business (2019-2024)
Figure 56. UBS Revenue Growth Rate in Wealth Management Services Business (2019-2024)
Figure 57. State Street Global Advisors Revenue Growth Rate in Wealth Management Services Business (2019-2024)
Figure 58. Bottom-up and Top-down Approaches for This Report
Figure 59. Data Triangulation
Figure 60. Key Executives Interviewed

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