The global Wealth Management market was valued at US$ 918070 million in 2022 and is projected to reach US$ 1445430 million by 2029, at a CAGR of 6.7% during the forecast period. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
The USA market for Global Wealth Management market is estimated to increase from USD million in 2022 to reach USD million by 2030, at a CAGR during the forecast period of 2023 through 2030.
The China market for Global Wealth Management market is estimated to increase from USD million in 2022 to reach USD million by 2030, at a CAGR during the forecast period of 2023 through 2030.
The Europe market for Global Wealth Management market is estimated to increase from USD million in 2022 to reach USD million by 2030, at a CAGR during the forecast period of 2023 through 2030.
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.
This report aims to provide a comprehensive presentation of the global market for Wealth Management, 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. This report contains market size and forecasts of Wealth Management in global, including the following market information:
- Global Wealth Management Market Revenue, 2018-2023, 2024-2030, ($ millions)
- Global top five companies in 2022 (%)
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.
We surveyed the Wealth Management companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.
Total Market by Segment:
Global Wealth Management Market, by Type, 2018-2023, 2024-2030 ($ millions)
Global Wealth Management Market Segment Percentages, by Type, 2022 (%)
- Human Advisory
- Robo Advisory
- Hybrid Advisory
Global Wealth Management Market, by Application, 2018-2023, 2024-2030 ($ millions)
Global Wealth Management Market Segment Percentages, by Application, 2022 (%)
- Banks
- Investment Management Firms
- Trading and Exchange Firms
- Brokerage Firms
- Others
Global Wealth Management Market, By Region and Country, 2018-2023, 2024-2030 ($ Millions)
Global Wealth Management Market Segment Percentages, By Region and Country, 2022 (%)
- North America (United States, Canada, Mexico)
- Europe (Germany, France, United Kingdom, Italy, Spain, Rest of Europe)
- Asia-Pacific (China, India, Japan, South Korea, Australia, Rest of APAC)
- The Middle East and Africa (Middle East, Africa)
- South and Central America (Brazil, Argentina, Rest of SCA)
Competitor Analysis
The report also provides analysis of leading market participants including:
- Key companies Wealth Management revenues in global market, 2018-2023 (estimated), ($ millions)
- Key companies Wealth Management revenues share in global market, 2022 (%)
key players include:
- BlackRock
- UBS
- Allianz
- Vanguard Group
- State Street Global Advisors
- PIMCO
- Fidelity Investments
- AXA
- Credit Suisse
- BNY Mellon
- Credit Agricole
- Capital
- DWS
Outline of Major Chapters:
Chapter 1: Introduces the definition of Wealth Management, market overview.
Chapter 2: Global Wealth Management market size in revenue.
Chapter 3: Detailed analysis of Wealth Management company competitive landscape, revenue and 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: Sales of Wealth Management in regional level and country level. 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 of each country in the world.
Chapter 7: 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 8: The main points and conclusions of the report.
TABLE OF CONTENTS
1 Introduction to Research & Analysis Reports
1.1 Wealth Management Market Definition
1.2 Market Segments
1.2.1 Market by Type
1.2.2 Market by Application
1.3 Global Wealth Management Market Overview
1.4 Features & Benefits of This Report
1.5 Methodology & Sources of Information
1.5.1 Research Methodology
1.5.2 Research Process
1.5.3 Base Year
1.5.4 Report Assumptions & Caveats
2 Global Wealth Management Overall Market Size
2.1 Global Wealth Management Market Size: 2022 VS 2030
2.2 Global Wealth Management Market Size, Prospects & Forecasts: 2018-2030
2.3 Key Market Trends, Opportunity, Drivers and Restraints
2.3.1 Market Opportunities & Trends
2.3.2 Market Drivers
2.3.3 Market Restraints
3 Company Landscape
3.1 Top Wealth Management Players in Global Market
3.2 Top Global Wealth Management Companies Ranked by Revenue
3.3 Global Wealth Management Revenue by Companies
3.4 Top 3 and Top 5 Wealth Management Companies in Global Market, by Revenue in 2022
3.5 Global Companies Wealth Management Product Type
3.6 Tier 1, Tier 2 and Tier 3 Wealth Management Players in Global Market
3.6.1 List of Global Tier 1 Wealth Management Companies
3.6.2 List of Global Tier 2 and Tier 3 Wealth Management Companies
4 Market Sights by Product
4.1 Overview
4.1.1 By Type - Global Wealth Management Market Size Markets, 2022 & 2030
4.1.2 Human Advisory
4.1.3 Robo Advisory
4.1.4 Hybrid Advisory
4.2 By Type - Global Wealth Management Revenue & Forecasts
4.2.1 By Type - Global Wealth Management Revenue, 2018-2023
4.2.2 By Type - Global Wealth Management Revenue, 2024-2030
4.2.3 By Type - Global Wealth Management Revenue Market Share, 2018-2030
5 Sights by Application
5.1 Overview
5.1.1 By Application - Global Wealth Management Market Size, 2022 & 2030
5.1.2 Banks
5.1.3 Investment Management Firms
5.1.4 Trading and Exchange Firms
5.1.5 Brokerage Firms
5.1.6 Others
5.2 By Application - Global Wealth Management Revenue & Forecasts
5.2.1 By Application - Global Wealth Management Revenue, 2018-2023
5.2.2 By Application - Global Wealth Management Revenue, 2024-2030
5.2.3 By Application - Global Wealth Management Revenue Market Share, 2018-2030
6 Sights by Region
6.1 By Region - Global Wealth Management Market Size, 2022 & 2030
6.2 By Region - Global Wealth Management Revenue & Forecasts
6.2.1 By Region - Global Wealth Management Revenue, 2018-2023
6.2.2 By Region - Global Wealth Management Revenue, 2024-2030
6.2.3 By Region - Global Wealth Management Revenue Market Share, 2018-2030
6.3 North America
6.3.1 By Country - North America Wealth Management Revenue, 2018-2030
6.3.2 US Wealth Management Market Size, 2018-2030
6.3.3 Canada Wealth Management Market Size, 2018-2030
6.3.4 Mexico Wealth Management Market Size, 2018-2030
6.4 Europe
6.4.1 By Country - Europe Wealth Management Revenue, 2018-2030
6.4.2 Germany Wealth Management Market Size, 2018-2030
6.4.3 France Wealth Management Market Size, 2018-2030
6.4.4 U.K. Wealth Management Market Size, 2018-2030
6.4.5 Italy Wealth Management Market Size, 2018-2030
6.4.6 Russia Wealth Management Market Size, 2018-2030
6.4.7 Nordic Countries Wealth Management Market Size, 2018-2030
6.4.8 Benelux Wealth Management Market Size, 2018-2030
6.5 Asia
6.5.1 By Region - Asia Wealth Management Revenue, 2018-2030
6.5.2 China Wealth Management Market Size, 2018-2030
6.5.3 Japan Wealth Management Market Size, 2018-2030
6.5.4 South Korea Wealth Management Market Size, 2018-2030
6.5.5 Southeast Asia Wealth Management Market Size, 2018-2030
6.5.6 India Wealth Management Market Size, 2018-2030
6.6 South America
6.6.1 By Country - South America Wealth Management Revenue, 2018-2030
6.6.2 Brazil Wealth Management Market Size, 2018-2030
6.6.3 Argentina Wealth Management Market Size, 2018-2030
6.7 Middle East & Africa
6.7.1 By Country - Middle East & Africa Wealth Management Revenue, 2018-2030
6.7.2 Turkey Wealth Management Market Size, 2018-2030
6.7.3 Israel Wealth Management Market Size, 2018-2030
6.7.4 Saudi Arabia Wealth Management Market Size, 2018-2030
6.7.5 UAE Wealth Management Market Size, 2018-2030
7 Wealth Management Companies Profiles
7.1 BlackRock
7.1.1 BlackRock Company Summary
7.1.2 BlackRock Business Overview
7.1.3 BlackRock Wealth Management Major Product Offerings
7.1.4 BlackRock Wealth Management Revenue in Global Market (2018-2023)
7.1.5 BlackRock Key News & Latest Developments
7.2 UBS
7.2.1 UBS Company Summary
7.2.2 UBS Business Overview
7.2.3 UBS Wealth Management Major Product Offerings
7.2.4 UBS Wealth Management Revenue in Global Market (2018-2023)
7.2.5 UBS Key News & Latest Developments
7.3 Allianz
7.3.1 Allianz Company Summary
7.3.2 Allianz Business Overview
7.3.3 Allianz Wealth Management Major Product Offerings
7.3.4 Allianz Wealth Management Revenue in Global Market (2018-2023)
7.3.5 Allianz Key News & Latest Developments
7.4 Vanguard Group
7.4.1 Vanguard Group Company Summary
7.4.2 Vanguard Group Business Overview
7.4.3 Vanguard Group Wealth Management Major Product Offerings
7.4.4 Vanguard Group Wealth Management Revenue in Global Market (2018-2023)
7.4.5 Vanguard Group Key News & Latest Developments
7.5 State Street Global Advisors
7.5.1 State Street Global Advisors Company Summary
7.5.2 State Street Global Advisors Business Overview
7.5.3 State Street Global Advisors Wealth Management Major Product Offerings
7.5.4 State Street Global Advisors Wealth Management Revenue in Global Market (2018-2023)
7.5.5 State Street Global Advisors Key News & Latest Developments
7.6 PIMCO
7.6.1 PIMCO Company Summary
7.6.2 PIMCO Business Overview
7.6.3 PIMCO Wealth Management Major Product Offerings
7.6.4 PIMCO Wealth Management Revenue in Global Market (2018-2023)
7.6.5 PIMCO Key News & Latest Developments
7.7 Fidelity Investments
7.7.1 Fidelity Investments Company Summary
7.7.2 Fidelity Investments Business Overview
7.7.3 Fidelity Investments Wealth Management Major Product Offerings
7.7.4 Fidelity Investments Wealth Management Revenue in Global Market (2018-2023)
7.7.5 Fidelity Investments Key News & Latest Developments
7.8 AXA
7.8.1 AXA Company Summary
7.8.2 AXA Business Overview
7.8.3 AXA Wealth Management Major Product Offerings
7.8.4 AXA Wealth Management Revenue in Global Market (2018-2023)
7.8.5 AXA Key News & Latest Developments
7.9 Credit Suisse
7.9.1 Credit Suisse Company Summary
7.9.2 Credit Suisse Business Overview
7.9.3 Credit Suisse Wealth Management Major Product Offerings
7.9.4 Credit Suisse Wealth Management Revenue in Global Market (2018-2023)
7.9.5 Credit Suisse Key News & Latest Developments
7.10 BNY Mellon
7.10.1 BNY Mellon Company Summary
7.10.2 BNY Mellon Business Overview
7.10.3 BNY Mellon Wealth Management Major Product Offerings
7.10.4 BNY Mellon Wealth Management Revenue in Global Market (2018-2023)
7.10.5 BNY Mellon Key News & Latest Developments
7.11 Credit Agricole
7.11.1 Credit Agricole Company Summary
7.11.2 Credit Agricole Business Overview
7.11.3 Credit Agricole Wealth Management Major Product Offerings
7.11.4 Credit Agricole Wealth Management Revenue in Global Market (2018-2023)
7.11.5 Credit Agricole Key News & Latest Developments
7.12 Capital
7.12.1 Capital Company Summary
7.12.2 Capital Business Overview
7.12.3 Capital Wealth Management Major Product Offerings
7.12.4 Capital Wealth Management Revenue in Global Market (2018-2023)
7.12.5 Capital Key News & Latest Developments
7.13 DWS
7.13.1 DWS Company Summary
7.13.2 DWS Business Overview
7.13.3 DWS Wealth Management Major Product Offerings
7.13.4 DWS Wealth Management Revenue in Global Market (2018-2023)
7.13.5 DWS Key News & Latest Developments
8 Conclusion
9 Appendix
9.1 Note
9.2 Examples of Clients
9.3 Disclaimer
LIST OF TABLES & FIGURES
List of Tables
Table 1. Wealth Management Market Opportunities & Trends in Global Market
Table 2. Wealth Management Market Drivers in Global Market
Table 3. Wealth Management Market Restraints in Global Market
Table 4. Key Players of Wealth Management in Global Market
Table 5. Top Wealth Management Players in Global Market, Ranking by Revenue (2022)
Table 6. Global Wealth Management Revenue by Companies, (US$, Mn), 2018-2023
Table 7. Global Wealth Management Revenue Share by Companies, 2018-2023
Table 8. Global Companies Wealth Management Product Type
Table 9. List of Global Tier 1 Wealth Management Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Wealth Management Companies, Revenue (US$, Mn) in 2022 and Market Share
Table 11. By Type ? Global Wealth Management Revenue, (US$, Mn), 2022 & 2030
Table 12. By Type - Wealth Management Revenue in Global (US$, Mn), 2018-2023
Table 13. By Type - Wealth Management Revenue in Global (US$, Mn), 2024-2030
Table 14. By Application ? Global Wealth Management Revenue, (US$, Mn), 2022 & 2030
Table 15. By Application - Wealth Management Revenue in Global (US$, Mn), 2018-2023
Table 16. By Application - Wealth Management Revenue in Global (US$, Mn), 2024-2030
Table 17. By Region ? Global Wealth Management Revenue, (US$, Mn), 2022 & 2030
Table 18. By Region - Global Wealth Management Revenue (US$, Mn), 2018-2023
Table 19. By Region - Global Wealth Management Revenue (US$, Mn), 2024-2030
Table 20. By Country - North America Wealth Management Revenue, (US$, Mn), 2018-2023
Table 21. By Country - North America Wealth Management Revenue, (US$, Mn), 2024-2030
Table 22. By Country - Europe Wealth Management Revenue, (US$, Mn), 2018-2023
Table 23. By Country - Europe Wealth Management Revenue, (US$, Mn), 2024-2030
Table 24. By Region - Asia Wealth Management Revenue, (US$, Mn), 2018-2023
Table 25. By Region - Asia Wealth Management Revenue, (US$, Mn), 2024-2030
Table 26. By Country - South America Wealth Management Revenue, (US$, Mn), 2018-2023
Table 27. By Country - South America Wealth Management Revenue, (US$, Mn), 2024-2030
Table 28. By Country - Middle East & Africa Wealth Management Revenue, (US$, Mn), 2018-2023
Table 29. By Country - Middle East & Africa Wealth Management Revenue, (US$, Mn), 2024-2030
Table 30. BlackRock Company Summary
Table 31. BlackRock Wealth Management Product Offerings
Table 32. BlackRock Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 33. BlackRock Key News & Latest Developments
Table 34. UBS Company Summary
Table 35. UBS Wealth Management Product Offerings
Table 36. UBS Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 37. UBS Key News & Latest Developments
Table 38. Allianz Company Summary
Table 39. Allianz Wealth Management Product Offerings
Table 40. Allianz Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 41. Allianz Key News & Latest Developments
Table 42. Vanguard Group Company Summary
Table 43. Vanguard Group Wealth Management Product Offerings
Table 44. Vanguard Group Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 45. Vanguard Group Key News & Latest Developments
Table 46. State Street Global Advisors Company Summary
Table 47. State Street Global Advisors Wealth Management Product Offerings
Table 48. State Street Global Advisors Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 49. State Street Global Advisors Key News & Latest Developments
Table 50. PIMCO Company Summary
Table 51. PIMCO Wealth Management Product Offerings
Table 52. PIMCO Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 53. PIMCO Key News & Latest Developments
Table 54. Fidelity Investments Company Summary
Table 55. Fidelity Investments Wealth Management Product Offerings
Table 56. Fidelity Investments Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 57. Fidelity Investments Key News & Latest Developments
Table 58. AXA Company Summary
Table 59. AXA Wealth Management Product Offerings
Table 60. AXA Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 61. AXA Key News & Latest Developments
Table 62. Credit Suisse Company Summary
Table 63. Credit Suisse Wealth Management Product Offerings
Table 64. Credit Suisse Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 65. Credit Suisse Key News & Latest Developments
Table 66. BNY Mellon Company Summary
Table 67. BNY Mellon Wealth Management Product Offerings
Table 68. BNY Mellon Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 69. BNY Mellon Key News & Latest Developments
Table 70. Credit Agricole Company Summary
Table 71. Credit Agricole Wealth Management Product Offerings
Table 72. Credit Agricole Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 73. Credit Agricole Key News & Latest Developments
Table 74. Capital Company Summary
Table 75. Capital Wealth Management Product Offerings
Table 76. Capital Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 77. Capital Key News & Latest Developments
Table 78. DWS Company Summary
Table 79. DWS Wealth Management Product Offerings
Table 80. DWS Wealth Management Revenue (US$, Mn) & (2018-2023)
Table 81. DWS Key News & Latest Developments
List of Figures
Figure 1. Wealth Management Segment by Type in 2022
Figure 2. Wealth Management Segment by Application in 2022
Figure 3. Global Wealth Management Market Overview: 2022
Figure 4. Key Caveats
Figure 5. Global Wealth Management Market Size: 2022 VS 2030 (US$, Mn)
Figure 6. Global Wealth Management Revenue, 2018-2030 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Wealth Management Revenue in 2022
Figure 8. By Type - Global Wealth Management Revenue Market Share, 2018-2030
Figure 9. By Application - Global Wealth Management Revenue Market Share, 2018-2030
Figure 10. By Type - Global Wealth Management Revenue, (US$, Mn), 2022 & 2030
Figure 11. By Type - Global Wealth Management Revenue Market Share, 2018-2030
Figure 12. By Application - Global Wealth Management Revenue, (US$, Mn), 2022 & 2030
Figure 13. By Application - Global Wealth Management Revenue Market Share, 2018-2030
Figure 14. By Region - Global Wealth Management Revenue Market Share, 2018-2030
Figure 15. By Country - North America Wealth Management Revenue Market Share, 2018-2030
Figure 16. US Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 17. Canada Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 18. Mexico Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 19. By Country - Europe Wealth Management Revenue Market Share, 2018-2030
Figure 20. Germany Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 21. France Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 22. U.K. Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 23. Italy Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 24. Russia Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 25. Nordic Countries Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 26. Benelux Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 27. By Region - Asia Wealth Management Revenue Market Share, 2018-2030
Figure 28. China Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 29. Japan Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 30. South Korea Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 31. Southeast Asia Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 32. India Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 33. By Country - South America Wealth Management Revenue Market Share, 2018-2030
Figure 34. Brazil Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 35. Argentina Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 36. By Country - Middle East & Africa Wealth Management Revenue Market Share, 2018-2030
Figure 37. Turkey Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 38. Israel Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 39. Saudi Arabia Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 40. UAE Wealth Management Revenue, (US$, Mn), 2018-2030
Figure 41. BlackRock Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 42. UBS Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 43. Allianz Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 44. Vanguard Group Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 45. State Street Global Advisors Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 46. PIMCO Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 47. Fidelity Investments Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 48. AXA Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 49. Credit Suisse Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 50. BNY Mellon Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 51. Credit Agricole Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 52. Capital Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
Figure 53. DWS Wealth Management Revenue Year Over Year Growth (US$, Mn) & (2018-2023)
