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Wealth Management-Global Market Insights and Sales Trends 2025
Synopsis
The increasing use of SWIFT (Society for Worldwide Interbank Financial Telecommunication) services is expected to lead to process automation across the globe, which in turn would facilitate the systematic transfer plan by cutting the costs and risks associated with it. This will help in increasing client protection and the stability of the financial system; thus, leading to market growth.
The global Wealth Management market size is expected to reach US$ 1444730 million by 2029, growing at a CAGR of 7.0% from 2023 to 2029. The market is mainly driven by the significant applications of Wealth Management in various end use industries. The expanding demands from the Banks, Investment Management Firms, Trading and Exchange Firms and Brokerage Firms, are propelling Wealth Management market. Human Advisory, one of the segments analysed in this report, is projected to record % CAGR and reach US$ million by the end of the analysis period. Growth in the Robo Advisory segment is estimated at % CAGR for the next seven-year period.
Constant rise in the number of global High Net Worth Individuals (HNWIs) and compliance with stringent industry regulations are expected to drive the wealth management platform market.
Report Objectives
This report provides market insight on the different segments, by players, by Type, by Application. Market size and forecast (2018-2029) has been provided in the report. The primary objectives of this report are to provide 1) global market size and forecasts, growth rates, market dynamics, industry structure and developments, market situation, trends; 2) global market share and ranking by company; 3) comprehensive presentation of the global market for Wealth Management, with both quantitative and qualitative analysis through detailed segmentation; 4) detailed value chain analysis and review of growth factors essential for the existing market players and new entrants; 5) emerging opportunities in the market and the future impact of major drivers and restraints of the market.
Key Features of The Study:
This report provides in-depth analysis of the global Wealth Management market, and provides market size (US$ million) and CAGR for the forecast period (2023-2029), considering 2022 as the base year.
This report profiles key players in the global Wealth Management market based on the following parameters - company details (found date, headquarters, manufacturing bases), products portfolio, Wealth Management sales data, market share and ranking.
This report elucidates potential market opportunities across different segments and explains attractive investment proposition matrices for this market.
This report illustrates key insights about market drivers, restraints, opportunities, market trends, regional outlook.
Key companies of Wealth Management covered in this report include BlackRock, UBS, Allianz, Vanguard Group, State Street Global Advisors, PIMCO, Fidelity Investments, AXA and Credit Suisse, etc.
The global Wealth Management market report caters to various stakeholders in this industry including investors, suppliers, product players, distributors, new entrants, and financial analysts.
Market Segmentation
Company Profiles:
BlackRock
UBS
Allianz
Vanguard Group
State Street Global Advisors
PIMCO
Fidelity Investments
AXA
Credit Suisse
BNY Mellon
Credit Agricole
Capital
DWS
Global Wealth Management market, by region:
North America (U.S., Canada, Mexico)
Europe (Germany, France, UK, Italy, etc.)
Asia Pacific (China, Japan, South Korea, Southeast Asia, India, etc.)
South America (Brazil, etc.)
Middle East and Africa (Turkey, GCC Countries, Africa, etc.)
Global Wealth Management market, Segment by Type:
Human Advisory
Robo Advisory
Hybrid Advisory
Global Wealth Management market, by Application
Banks
Investment Management Firms
Trading and Exchange Firms
Brokerage Firms
Others
Core Chapters
Chapter One: Introduces the report scope of the report, executive summary of global and regional market size and CAGR for the history and forecast period (2018-2023, 2024-2029). 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 Two: 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 Three: 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 Four: Detailed analysis of Wealth Management companies’ competitive landscape, revenue, market share and ranking, latest development plan, merger, and acquisition information, etc.
Chapter Five: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product introduction, revenue, recent development, etc.
Chapter Six, Seven, Eight, Nine and Ten: North America, Europe, Asia Pacific, Latin America, Middle East & Africa, revenue by country.
Chapter Eleven: 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 Twelve: Research Finding/Conclusion
The increasing use of SWIFT (Society for Worldwide Interbank Financial Telecommunication) services is expected to lead to process automation across the globe, which in turn would facilitate the systematic transfer plan by cutting the costs and risks associated with it. This will help in increasing client protection and the stability of the financial system; thus, leading to market growth.
The global Wealth Management market size is expected to reach US$ 1444730 million by 2029, growing at a CAGR of 7.0% from 2023 to 2029. The market is mainly driven by the significant applications of Wealth Management in various end use industries. The expanding demands from the Banks, Investment Management Firms, Trading and Exchange Firms and Brokerage Firms, are propelling Wealth Management market. Human Advisory, one of the segments analysed in this report, is projected to record % CAGR and reach US$ million by the end of the analysis period. Growth in the Robo Advisory segment is estimated at % CAGR for the next seven-year period.
Constant rise in the number of global High Net Worth Individuals (HNWIs) and compliance with stringent industry regulations are expected to drive the wealth management platform market.
Report Objectives
This report provides market insight on the different segments, by players, by Type, by Application. Market size and forecast (2018-2029) has been provided in the report. The primary objectives of this report are to provide 1) global market size and forecasts, growth rates, market dynamics, industry structure and developments, market situation, trends; 2) global market share and ranking by company; 3) comprehensive presentation of the global market for Wealth Management, with both quantitative and qualitative analysis through detailed segmentation; 4) detailed value chain analysis and review of growth factors essential for the existing market players and new entrants; 5) emerging opportunities in the market and the future impact of major drivers and restraints of the market.
Key Features of The Study:
This report provides in-depth analysis of the global Wealth Management market, and provides market size (US$ million) and CAGR for the forecast period (2023-2029), considering 2022 as the base year.
This report profiles key players in the global Wealth Management market based on the following parameters - company details (found date, headquarters, manufacturing bases), products portfolio, Wealth Management sales data, market share and ranking.
This report elucidates potential market opportunities across different segments and explains attractive investment proposition matrices for this market.
This report illustrates key insights about market drivers, restraints, opportunities, market trends, regional outlook.
Key companies of Wealth Management covered in this report include BlackRock, UBS, Allianz, Vanguard Group, State Street Global Advisors, PIMCO, Fidelity Investments, AXA and Credit Suisse, etc.
The global Wealth Management market report caters to various stakeholders in this industry including investors, suppliers, product players, distributors, new entrants, and financial analysts.
Market Segmentation
Company Profiles:
BlackRock
UBS
Allianz
Vanguard Group
State Street Global Advisors
PIMCO
Fidelity Investments
AXA
Credit Suisse
BNY Mellon
Credit Agricole
Capital
DWS
Global Wealth Management market, by region:
North America (U.S., Canada, Mexico)
Europe (Germany, France, UK, Italy, etc.)
Asia Pacific (China, Japan, South Korea, Southeast Asia, India, etc.)
South America (Brazil, etc.)
Middle East and Africa (Turkey, GCC Countries, Africa, etc.)
Global Wealth Management market, Segment by Type:
Human Advisory
Robo Advisory
Hybrid Advisory
Global Wealth Management market, by Application
Banks
Investment Management Firms
Trading and Exchange Firms
Brokerage Firms
Others
Core Chapters
Chapter One: Introduces the report scope of the report, executive summary of global and regional market size and CAGR for the history and forecast period (2018-2023, 2024-2029). 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 Two: 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 Three: 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 Four: Detailed analysis of Wealth Management companies’ competitive landscape, revenue, market share and ranking, latest development plan, merger, and acquisition information, etc.
Chapter Five: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product introduction, revenue, recent development, etc.
Chapter Six, Seven, Eight, Nine and Ten: North America, Europe, Asia Pacific, Latin America, Middle East & Africa, revenue by country.
Chapter Eleven: 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 Twelve: Research Finding/Conclusion
Index1 Market Overview of Wealth Management
1.1 Wealth Management Market Overview
1.1.1 Wealth Management Product Scope
1.1.2 Wealth Management Market Status and Outlook
1.2 Global Wealth Management Market Size Overview by Region 2018 VS 2022 VS 2029
1.3 Global Wealth Management Market Size by Region (2018-2029)
1.4 Global Wealth Management Historic Market Size by Region (2018-2023)
1.5 Global Wealth Management Market Size Forecast by Region (2024-2029)
1.6 Key Regions, Wealth Management Market Size (2018-2029)
1.6.1 North America Wealth Management Market Size (2018-2029)
1.6.2 Europe Wealth Management Market Size (2018-2029)
1.6.3 Asia-Pacific Wealth Management Market Size (2018-2029)
1.6.4 Latin America Wealth Management Market Size (2018-2029)
1.6.5 Middle East & Africa Wealth Management Market Size (2018-2029)
2 Wealth Management Market by Type
2.1 Introduction
2.1.1 Human Advisory
2.1.2 Robo Advisory
2.1.3 Hybrid Advisory
2.2 Global Wealth Management Market Size by Type: 2018 VS 2022 VS 2029
2.2.1 Global Wealth Management Historic Market Size by Type (2018-2023)
2.2.2 Global Wealth Management Forecasted Market Size by Type (2024-2029)
2.3 Key Regions Market Size by Type
2.3.1 North America Wealth Management Revenue Breakdown by Type (2018-2029)
2.3.2 Europe Wealth Management Revenue Breakdown by Type (2018-2029)
2.3.3 Asia-Pacific Wealth Management Revenue Breakdown by Type (2018-2029)
2.3.4 Latin America Wealth Management Revenue Breakdown by Type (2018-2029)
2.3.5 Middle East and Africa Wealth Management Revenue Breakdown by Type (2018-2029)
3 Wealth Management Market Overview by Application
3.1 Introduction
3.1.1 Banks
3.1.2 Investment Management Firms
3.1.3 Trading and Exchange Firms
3.1.4 Brokerage Firms
3.1.5 Others
3.2 Global Wealth Management Market Size by Application: 2018 VS 2022 VS 2029
3.2.1 Global Wealth Management Historic Market Size by Application (2018-2023)
3.2.2 Global Wealth Management Forecasted Market Size by Application (2024-2029)
3.3 Key Regions Market Size by Application
3.3.1 North America Wealth Management Revenue Breakdown by Application (2018-2029)
3.3.2 Europe Wealth Management Revenue Breakdown by Application (2018-2029)
3.3.3 Asia-Pacific Wealth Management Revenue Breakdown by Application (2018-2029)
3.3.4 Latin America Wealth Management Revenue Breakdown by Application (2018-2029)
3.3.5 Middle East and Africa Wealth Management Revenue Breakdown by Application (2018-2029)
4 Wealth Management Competition Analysis by Players
4.1 Global Wealth Management Market Size by Players (2018-2023)
4.2 Global Top Players by Company Type (Tier 1, Tier 2 and Tier 3) & (based on the Revenue in Wealth Management as of 2022)
4.3 Date of Key Players Enter into Wealth Management Market
4.4 Global Top Players Wealth Management Headquarters and Area Served
4.5 Key Players Wealth Management Product Solution and Service
4.6 Competitive Status
4.6.1 Wealth Management Market Concentration Rate
4.6.2 Mergers & Acquisitions, Expansion Plans
5 Company (Top Players) Profiles
5.1 BlackRock
5.1.1 BlackRock Profile
5.1.2 BlackRock Main Business
5.1.3 BlackRock Wealth Management Products, Services and Solutions
5.1.4 BlackRock Wealth Management Revenue (US$ Million) & (2018-2023)
5.1.5 BlackRock Recent Developments
5.2 UBS
5.2.1 UBS Profile
5.2.2 UBS Main Business
5.2.3 UBS Wealth Management Products, Services and Solutions
5.2.4 UBS Wealth Management Revenue (US$ Million) & (2018-2023)
5.2.5 UBS Recent Developments
5.3 Allianz
5.3.1 Allianz Profile
5.3.2 Allianz Main Business
5.3.3 Allianz Wealth Management Products, Services and Solutions
5.3.4 Allianz Wealth Management Revenue (US$ Million) & (2018-2023)
5.3.5 Vanguard Group Recent Developments
5.4 Vanguard Group
5.4.1 Vanguard Group Profile
5.4.2 Vanguard Group Main Business
5.4.3 Vanguard Group Wealth Management Products, Services and Solutions
5.4.4 Vanguard Group Wealth Management Revenue (US$ Million) & (2018-2023)
5.4.5 Vanguard Group Recent Developments
5.5 State Street Global Advisors
5.5.1 State Street Global Advisors Profile
5.5.2 State Street Global Advisors Main Business
5.5.3 State Street Global Advisors Wealth Management Products, Services and Solutions
5.5.4 State Street Global Advisors Wealth Management Revenue (US$ Million) & (2018-2023)
5.5.5 State Street Global Advisors Recent Developments
5.6 PIMCO
5.6.1 PIMCO Profile
5.6.2 PIMCO Main Business
5.6.3 PIMCO Wealth Management Products, Services and Solutions
5.6.4 PIMCO Wealth Management Revenue (US$ Million) & (2018-2023)
5.6.5 PIMCO Recent Developments
5.7 Fidelity Investments
5.7.1 Fidelity Investments Profile
5.7.2 Fidelity Investments Main Business
5.7.3 Fidelity Investments Wealth Management Products, Services and Solutions
5.7.4 Fidelity Investments Wealth Management Revenue (US$ Million) & (2018-2023)
5.7.5 Fidelity Investments Recent Developments
5.8 AXA
5.8.1 AXA Profile
5.8.2 AXA Main Business
5.8.3 AXA Wealth Management Products, Services and Solutions
5.8.4 AXA Wealth Management Revenue (US$ Million) & (2018-2023)
5.8.5 AXA Recent Developments
5.9 Credit Suisse
5.9.1 Credit Suisse Profile
5.9.2 Credit Suisse Main Business
5.9.3 Credit Suisse Wealth Management Products, Services and Solutions
5.9.4 Credit Suisse Wealth Management Revenue (US$ Million) & (2018-2023)
5.9.5 Credit Suisse Recent Developments
5.10 BNY Mellon
5.10.1 BNY Mellon Profile
5.10.2 BNY Mellon Main Business
5.10.3 BNY Mellon Wealth Management Products, Services and Solutions
5.10.4 BNY Mellon Wealth Management Revenue (US$ Million) & (2018-2023)
5.10.5 BNY Mellon Recent Developments
5.11 Credit Agricole
5.11.1 Credit Agricole Profile
5.11.2 Credit Agricole Main Business
5.11.3 Credit Agricole Wealth Management Products, Services and Solutions
5.11.4 Credit Agricole Wealth Management Revenue (US$ Million) & (2018-2023)
5.11.5 Credit Agricole Recent Developments
5.12 Capital
5.12.1 Capital Profile
5.12.2 Capital Main Business
5.12.3 Capital Wealth Management Products, Services and Solutions
5.12.4 Capital Wealth Management Revenue (US$ Million) & (2018-2023)
5.12.5 Capital Recent Developments
5.13 DWS
5.13.1 DWS Profile
5.13.2 DWS Main Business
5.13.3 DWS Wealth Management Products, Services and Solutions
5.13.4 DWS Wealth Management Revenue (US$ Million) & (2018-2023)
5.13.5 DWS Recent Developments
6 North America
6.1 North America Wealth Management Market Size by Country (2018-2029)
6.2 U.S.
6.3 Canada
7 Europe
7.1 Europe Wealth Management Market Size by Country (2018-2029)
7.2 Germany
7.3 France
7.4 U.K.
7.5 Italy
7.6 Russia
7.7 Nordic Countries
7.8 Rest of Europe
8 Asia-Pacific
8.1 Asia-Pacific Wealth Management Market Size by Region (2018-2029)
8.2 China
8.3 Japan
8.4 South Korea
8.5 Southeast Asia
8.6 India
8.7 Australia
8.8 Rest of Asia-Pacific
9 Latin America
9.1 Latin America Wealth Management Market Size by Country (2018-2029)
9.2 Mexico
9.3 Brazil
9.4 Rest of Latin America
10 Middle East & Africa
10.1 Middle East & Africa Wealth Management Market Size by Country (2018-2029)
10.2 Turkey
10.3 Saudi Arabia
10.4 UAE
10.5 Rest of Middle East & Africa
11 Wealth Management Market Dynamics
11.1 Wealth Management Industry Trends
11.2 Wealth Management Market Drivers
11.3 Wealth Management Market Challenges
11.4 Wealth Management Market Restraints
12 Research Finding /Conclusion
13 Methodology and Data Source
13.1 Methodology/Research Approach
13.1.1 Research Programs/Design
13.1.2 Market Size Estimation
13.1.3 Market Breakdown and Data Triangulation
13.2 Data Source
13.2.1 Secondary Sources
13.2.2 Primary Sources
13.3 Disclaimer
13.4 Author List
Published By : QY Research
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