The global Wealth Management Services market size was valued at US$ 1.23 trillion in 2024 and is projected to reach US$ 1.78 trillion by 2030, at a CAGR of 6.3% during the forecast period 2024-2030.
United States Wealth Management Services market size was valued at US$ 401.2 billion in 2024 and is projected to reach US$ 559.3 billion by 2030, at a CAGR of 5.7% during the forecast period 2024-2030.
Financial services provided to high-net-worth individuals and institutions for investment and asset management.
Growth driven by increasing global wealth and demand for personalized financial services. Rising adoption of digital wealth management platforms and robo-advisors. Ongoing shift towards sustainable and impact investing strategies.
Report Overview
Wealth management service refers to service about wealth management.
This report provides a deep insight into the global Wealth Management Services market covering all its essential aspects. This ranges from a macro overview of the market to micro details of the market size, competitive landscape, development trend, niche market, key market drivers and challenges, SWOT analysis, value chain analysis, etc.
The analysis helps the reader to shape the competition within the industries and strategies for the competitive environment to enhance the potential profit. Furthermore, it provides a simple framework for evaluating and accessing the position of the business organization. The report structure also focuses on the competitive landscape of the Global Wealth Management Services Market, this report introduces in detail the market share, market performance, product situation, operation situation, etc. of the main players, which helps the readers in the industry to identify the main competitors and deeply understand the competition pattern of the market.
In a word, this report is a must-read for industry players, investors, researchers, consultants, business strategists, and all those who have any kind of stake or are planning to foray into the Wealth Management Services market in any manner.
Global Wealth Management Services Market: Market Segmentation Analysis
The research report includes specific segments by region (country), manufacturers, Type, and Application. Market segmentation creates subsets of a market based on product type, end-user or application, Geographic, and other factors. By understanding the market segments, the decision-maker can leverage this targeting in the product, sales, and marketing strategies. Market segments can power your product development cycles by informing how you create product offerings for different segments.
Key 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
Market Segmentation (by Type)
Portfolio Management
Funds
Trusts
Investment Advice
Other Financial Vehicles
Market Segmentation (by Application)
Financial
Internet
e-Commerce
Other
Geographic Segmentation
North America (USA, Canada, Mexico)
Europe (Germany, UK, France, Russia, Italy, Rest of Europe)
Asia-Pacific (China, Japan, South Korea, India, Southeast Asia, Rest of Asia-Pacific)
South America (Brazil, Argentina, Columbia, Rest of South America)
The Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria, South Africa, Rest of MEA)
Key Benefits of This Market Research:
Industry drivers, restraints, and opportunities covered in the study
Neutral perspective on the market performance
Recent industry trends and developments
Competitive landscape & strategies of key players
Potential & niche segments and regions exhibiting promising growth covered
Historical, current, and projected market size, in terms of value
In-depth analysis of the Wealth Management Services Market
Overview of the regional outlook of the Wealth Management Services Market:
Key Reasons to Buy this Report:
Access to date statistics compiled by our researchers. These provide you with historical and forecast data, which is analyzed to tell you why your market is set to change
This enables you to anticipate market changes to remain ahead of your competitors
You will be able to copy data from the Excel spreadsheet straight into your marketing plans, business presentations, or other strategic documents
The concise analysis, clear graph, and table format will enable you to pinpoint the information you require quickly
Provision of market value (USD Billion) data for each segment and sub-segment
Indicates the region and segment that is expected to witness the fastest growth as well as to dominate the market
Analysis by geography highlighting the consumption of the product/service in the region as well as indicating the factors that are affecting the market within each region
Competitive landscape which incorporates the market ranking of the major players, along with new service/product launches, partnerships, business expansions, and acquisitions in the past five years of companies profiled
Extensive company profiles comprising of company overview, company insights, product benchmarking, and SWOT analysis for the major market players
The current as well as the future market outlook of the industry concerning recent developments which involve growth opportunities and drivers as well as challenges and restraints of both emerging as well as developed regions
Includes in-depth analysis of the market from various perspectives through Porter
TABLE OF CONTENTS
Table of Contents
1 Research Methodology and Statistical Scope
1.1 Market Definition and Statistical Scope of Wealth Management Services
1.2 Key Market Segments
1.2.1 Wealth Management Services Segment by Type
1.2.2 Wealth Management Services Segment by Application
1.3 Methodology & Sources of Information
1.3.1 Research Methodology
1.3.2 Research Process
1.3.3 Market Breakdown and Data Triangulation
1.3.4 Base Year
1.3.5 Report Assumptions & Caveats
2 Wealth Management Services Market Overview
2.1 Global Market Overview
2.2 Market Segment Executive Summary
2.3 Global Market Size by Region
3 Wealth Management Services Market Competitive Landscape
3.1 Global Wealth Management Services Revenue Market Share by Company (2019-2024)
3.2 Wealth Management Services Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Company Wealth Management Services Market Size Sites, Area Served, Product Type
3.4 Wealth Management Services Market Competitive Situation and Trends
3.4.1 Wealth Management Services Market Concentration Rate
3.4.2 Global 5 and 10 Largest Wealth Management Services Players Market Share by Revenue
3.4.3 Mergers & Acquisitions, Expansion
4 Wealth Management Services Value Chain Analysis
4.1 Wealth Management Services Value Chain Analysis
4.2 Midstream Market Analysis
4.3 Downstream Customer Analysis
5 The Development and Dynamics of Wealth Management Services Market
5.1 Key Development Trends
5.2 Driving Factors
5.3 Market Challenges
5.4 Market Restraints
5.5 Industry News
5.5.1 Mergers & Acquisitions
5.5.2 Expansions
5.5.3 Collaboration/Supply Contracts
5.6 Industry Policies
6 Wealth Management Services Market Segmentation by Type
6.1 Evaluation Matrix of Segment Market Development Potential (Type)
6.2 Global Wealth Management Services Market Size Market Share by Type (2019-2024)
6.3 Global Wealth Management Services Market Size Growth Rate by Type (2019-2024)
7 Wealth Management Services Market Segmentation by Application
7.1 Evaluation Matrix of Segment Market Development Potential (Application)
7.2 Global Wealth Management Services Market Size (M USD) by Application (2019-2024)
7.3 Global Wealth Management Services Market Size Growth Rate by Application (2019-2024)
8 Wealth Management Services Market Segmentation by Region
8.1 Global Wealth Management Services Market Size by Region
8.1.1 Global Wealth Management Services Market Size by Region
8.1.2 Global Wealth Management Services Market Size Market Share by Region
8.2 North America
8.2.1 North America Wealth Management Services Market Size by Country
8.2.2 U.S.
8.2.3 Canada
8.2.4 Mexico
8.3 Europe
8.3.1 Europe Wealth Management Services Market Size by Country
8.3.2 Germany
8.3.3 France
8.3.4 U.K.
8.3.5 Italy
8.3.6 Russia
8.4 Asia Pacific
8.4.1 Asia Pacific Wealth Management Services Market Size by Region
8.4.2 China
8.4.3 Japan
8.4.4 South Korea
8.4.5 India
8.4.6 Southeast Asia
8.5 South America
8.5.1 South America Wealth Management Services Market Size by Country
8.5.2 Brazil
8.5.3 Argentina
8.5.4 Columbia
8.6 Middle East and Africa
8.6.1 Middle East and Africa Wealth Management Services Market Size by Region
8.6.2 Saudi Arabia
8.6.3 UAE
8.6.4 Egypt
8.6.5 Nigeria
8.6.6 South Africa
9 Key Companies Profile
9.1 Wells Fargo
9.1.1 Wells Fargo Wealth Management Services Basic Information
9.1.2 Wells Fargo Wealth Management Services Product Overview
9.1.3 Wells Fargo Wealth Management Services Product Market Performance
9.1.4 Wells Fargo Wealth Management Services SWOT Analysis
9.1.5 Wells Fargo Business Overview
9.1.6 Wells Fargo Recent Developments
9.2 BlackRock
9.2.1 BlackRock Wealth Management Services Basic Information
9.2.2 BlackRock Wealth Management Services Product Overview
9.2.3 BlackRock Wealth Management Services Product Market Performance
9.2.4 BlackRock Wealth Management Services SWOT Analysis
9.2.5 BlackRock Business Overview
9.2.6 BlackRock Recent Developments
9.3 Bank of America
9.3.1 Bank of America Wealth Management Services Basic Information
9.3.2 Bank of America Wealth Management Services Product Overview
9.3.3 Bank of America Wealth Management Services Product Market Performance
9.3.4 Bank of America Wealth Management Services SWOT Analysis
9.3.5 Bank of America Business Overview
9.3.6 Bank of America Recent Developments
9.4 Morgan Stanley
9.4.1 Morgan Stanley Wealth Management Services Basic Information
9.4.2 Morgan Stanley Wealth Management Services Product Overview
9.4.3 Morgan Stanley Wealth Management Services Product Market Performance
9.4.4 Morgan Stanley Business Overview
9.4.5 Morgan Stanley Recent Developments
9.5 JP Morgan Asset Management
9.5.1 JP Morgan Asset Management Wealth Management Services Basic Information
9.5.2 JP Morgan Asset Management Wealth Management Services Product Overview
9.5.3 JP Morgan Asset Management Wealth Management Services Product Market Performance
9.5.4 JP Morgan Asset Management Business Overview
9.5.5 JP Morgan Asset Management Recent Developments
9.6 Industrial and Commercial Bank of China
9.6.1 Industrial and Commercial Bank of China Wealth Management Services Basic Information
9.6.2 Industrial and Commercial Bank of China Wealth Management Services Product Overview
9.6.3 Industrial and Commercial Bank of China Wealth Management Services Product Market Performance
9.6.4 Industrial and Commercial Bank of China Business Overview
9.6.5 Industrial and Commercial Bank of China Recent Developments
9.7 Allianz Group
9.7.1 Allianz Group Wealth Management Services Basic Information
9.7.2 Allianz Group Wealth Management Services Product Overview
9.7.3 Allianz Group Wealth Management Services Product Market Performance
9.7.4 Allianz Group Business Overview
9.7.5 Allianz Group Recent Developments
9.8 UBS
9.8.1 UBS Wealth Management Services Basic Information
9.8.2 UBS Wealth Management Services Product Overview
9.8.3 UBS Wealth Management Services Product Market Performance
9.8.4 UBS Business Overview
9.8.5 UBS Recent Developments
9.9 State Street Global Advisors
9.9.1 State Street Global Advisors Wealth Management Services Basic Information
9.9.2 State Street Global Advisors Wealth Management Services Product Overview
9.9.3 State Street Global Advisors Wealth Management Services Product Market Performance
9.9.4 State Street Global Advisors Business Overview
9.9.5 State Street Global Advisors Recent Developments
10 Wealth Management Services Regional Market Forecast
10.1 Global Wealth Management Services Market Size Forecast
10.2 Global Wealth Management Services Market Forecast by Region
10.2.1 North America Market Size Forecast by Country
10.2.2 Europe Wealth Management Services Market Size Forecast by Country
10.2.3 Asia Pacific Wealth Management Services Market Size Forecast by Region
10.2.4 South America Wealth Management Services Market Size Forecast by Country
10.2.5 Middle East and Africa Forecasted Consumption of Wealth Management Services by Country
11 Forecast Market by Type and by Application (2025-2030)
11.1 Global Wealth Management Services Market Forecast by Type (2025-2030)
11.2 Global Wealth Management Services Market Forecast by Application (2025-2030)
12 Conclusion and Key Findings
LIST OF TABLES & FIGURES
List of Tables
Table 1. Introduction of the Type
Table 2. Introduction of the Application
Table 3. Market Size (M USD) Segment Executive Summary
Table 4. Wealth Management Services Market Size Comparison by Region (M USD)
Table 5. Global Wealth Management Services Revenue (M USD) by Company (2019-2024)
Table 6. Global Wealth Management Services Revenue Share by Company (2019-2024)
Table 7. Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Wealth Management Services as of 2022)
Table 8. Company Wealth Management Services Market Size Sites and Area Served
Table 9. Company Wealth Management Services Product Type
Table 10. Global Wealth Management Services Company Market Concentration Ratio (CR5 and HHI)
Table 11. Mergers & Acquisitions, Expansion Plans
Table 12. Value Chain Map of Wealth Management Services
Table 13. Midstream Market Analysis
Table 14. Downstream Customer Analysis
Table 15. Key Development Trends
Table 16. Driving Factors
Table 17. Wealth Management Services Market Challenges
Table 18. Global Wealth Management Services Market Size by Type (M USD)
Table 19. Global Wealth Management Services Market Size (M USD) by Type (2019-2024)
Table 20. Global Wealth Management Services Market Size Share by Type (2019-2024)
Table 21. Global Wealth Management Services Market Size Growth Rate by Type (2019-2024)
Table 22. Global Wealth Management Services Market Size by Application
Table 23. Global Wealth Management Services Market Size by Application (2019-2024) & (M USD)
Table 24. Global Wealth Management Services Market Share by Application (2019-2024)
Table 25. Global Wealth Management Services Market Size Growth Rate by Application (2019-2024)
Table 26. Global Wealth Management Services Market Size by Region (2019-2024) & (M USD)
Table 27. Global Wealth Management Services Market Size Market Share by Region (2019-2024)
Table 28. North America Wealth Management Services Market Size by Country (2019-2024) & (M USD)
Table 29. Europe Wealth Management Services Market Size by Country (2019-2024) & (M USD)
Table 30. Asia Pacific Wealth Management Services Market Size by Region (2019-2024) & (M USD)
Table 31. South America Wealth Management Services Market Size by Country (2019-2024) & (M USD)
Table 32. Middle East and Africa Wealth Management Services Market Size by Region (2019-2024) & (M USD)
Table 33. Wells Fargo Wealth Management Services Basic Information
Table 34. Wells Fargo Wealth Management Services Product Overview
Table 35. Wells Fargo Wealth Management Services Revenue (M USD) and Gross Margin (2019-2024)
Table 36. Wells Fargo Wealth Management Services SWOT Analysis
Table 37. Wells Fargo Business Overview
Table 38. Wells Fargo Recent Developments
Table 39. BlackRock Wealth Management Services Basic Information
Table 40. BlackRock Wealth Management Services Product Overview
Table 41. BlackRock Wealth Management Services Revenue (M USD) and Gross Margin (2019-2024)
Table 42. BlackRock Wealth Management Services SWOT Analysis
Table 43. BlackRock Business Overview
Table 44. BlackRock Recent Developments
Table 45. Bank of America Wealth Management Services Basic Information
Table 46. Bank of America Wealth Management Services Product Overview
Table 47. Bank of America Wealth Management Services Revenue (M USD) and Gross Margin (2019-2024)
Table 48. Bank of America Wealth Management Services SWOT Analysis
Table 49. Bank of America Business Overview
Table 50. Bank of America Recent Developments
Table 51. Morgan Stanley Wealth Management Services Basic Information
Table 52. Morgan Stanley Wealth Management Services Product Overview
Table 53. Morgan Stanley Wealth Management Services Revenue (M USD) and Gross Margin (2019-2024)
Table 54. Morgan Stanley Business Overview
Table 55. Morgan Stanley Recent Developments
Table 56. JP Morgan Asset Management Wealth Management Services Basic Information
Table 57. JP Morgan Asset Management Wealth Management Services Product Overview
Table 58. JP Morgan Asset Management Wealth Management Services Revenue (M USD) and Gross Margin (2019-2024)
Table 59. JP Morgan Asset Management Business Overview
Table 60. JP Morgan Asset Management Recent Developments
Table 61. Industrial and Commercial Bank of China Wealth Management Services Basic Information
Table 62. Industrial and Commercial Bank of China Wealth Management Services Product Overview
Table 63. Industrial and Commercial Bank of China Wealth Management Services Revenue (M USD) and Gross Margin (2019-2024)
Table 64. Industrial and Commercial Bank of China Business Overview
Table 65. Industrial and Commercial Bank of China Recent Developments
Table 66. Allianz Group Wealth Management Services Basic Information
Table 67. Allianz Group Wealth Management Services Product Overview
Table 68. Allianz Group Wealth Management Services Revenue (M USD) and Gross Margin (2019-2024)
Table 69. Allianz Group Business Overview
Table 70. Allianz Group Recent Developments
Table 71. UBS Wealth Management Services Basic Information
Table 72. UBS Wealth Management Services Product Overview
Table 73. UBS Wealth Management Services Revenue (M USD) and Gross Margin (2019-2024)
Table 74. UBS Business Overview
Table 75. UBS Recent Developments
Table 76. State Street Global Advisors Wealth Management Services Basic Information
Table 77. State Street Global Advisors Wealth Management Services Product Overview
Table 78. State Street Global Advisors Wealth Management Services Revenue (M USD) and Gross Margin (2019-2024)
Table 79. State Street Global Advisors Business Overview
Table 80. State Street Global Advisors Recent Developments
Table 81. Global Wealth Management Services Market Size Forecast by Region (2025-2030) & (M USD)
Table 82. North America Wealth Management Services Market Size Forecast by Country (2025-2030) & (M USD)
Table 83. Europe Wealth Management Services Market Size Forecast by Country (2025-2030) & (M USD)
Table 84. Asia Pacific Wealth Management Services Market Size Forecast by Region (2025-2030) & (M USD)
Table 85. South America Wealth Management Services Market Size Forecast by Country (2025-2030) & (M USD)
Table 86. Middle East and Africa Wealth Management Services Market Size Forecast by Country (2025-2030) & (M USD)
Table 87. Global Wealth Management Services Market Size Forecast by Type (2025-2030) & (M USD)
Table 88. Global Wealth Management Services Market Size Forecast by Application (2025-2030) & (M USD)
List of Figures
Figure 1. Industrial Chain of Wealth Management Services
Figure 2. Data Triangulation
Figure 3. Key Caveats
Figure 4. Global Wealth Management Services Market Size (M USD), 2019-2030
Figure 5. Global Wealth Management Services Market Size (M USD) (2019-2030)
Figure 6. Evaluation Matrix of Segment Market Development Potential (Type)
Figure 7. Evaluation Matrix of Segment Market Development Potential (Application)
Figure 8. Evaluation Matrix of Regional Market Development Potential
Figure 9. Wealth Management Services Market Size by Country (M USD)
Figure 10. Global Wealth Management Services Revenue Share by Company in 2023
Figure 11. Wealth Management Services Market Share by Company Type (Tier 1, Tier 2 and Tier 3): 2023
Figure 12. The Global 5 and 10 Largest Players: Market Share by Wealth Management Services Revenue in 2023
Figure 13. Evaluation Matrix of Segment Market Development Potential (Type)
Figure 14. Global Wealth Management Services Market Share by Type
Figure 15. Market Size Share of Wealth Management Services by Type (2019-2024)
Figure 16. Market Size Market Share of Wealth Management Services by Type in 2022
Figure 17. Global Wealth Management Services Market Size Growth Rate by Type (2019-2024)
Figure 18. Evaluation Matrix of Segment Market Development Potential (Application)
Figure 19. Global Wealth Management Services Market Share by Application
Figure 20. Global Wealth Management Services Market Share by Application (2019-2024)
Figure 21. Global Wealth Management Services Market Share by Application in 2022
Figure 22. Global Wealth Management Services Market Size Growth Rate by Application (2019-2024)
Figure 23. Global Wealth Management Services Market Size Market Share by Region (2019-2024)
Figure 24. North America Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 25. North America Wealth Management Services Market Size Market Share by Country in 2023
Figure 26. U.S. Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 27. Canada Wealth Management Services Market Size (M USD) and Growth Rate (2019-2024)
Figure 28. Mexico Wealth Management Services Market Size (Units) and Growth Rate (2019-2024)
Figure 29. Europe Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 30. Europe Wealth Management Services Market Size Market Share by Country in 2023
Figure 31. Germany Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 32. France Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 33. U.K. Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 34. Italy Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 35. Russia Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 36. Asia Pacific Wealth Management Services Market Size and Growth Rate (M USD)
Figure 37. Asia Pacific Wealth Management Services Market Size Market Share by Region in 2023
Figure 38. China Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 39. Japan Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 40. South Korea Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 41. India Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 42. Southeast Asia Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 43. South America Wealth Management Services Market Size and Growth Rate (M USD)
Figure 44. South America Wealth Management Services Market Size Market Share by Country in 2023
Figure 45. Brazil Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 46. Argentina Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 47. Columbia Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 48. Middle East and Africa Wealth Management Services Market Size and Growth Rate (M USD)
Figure 49. Middle East and Africa Wealth Management Services Market Size Market Share by Region in 2023
Figure 50. Saudi Arabia Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 51. UAE Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 52. Egypt Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 53. Nigeria Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 54. South Africa Wealth Management Services Market Size and Growth Rate (2019-2024) & (M USD)
Figure 55. Global Wealth Management Services Market Size Forecast by Value (2019-2030) & (M USD)
Figure 56. Global Wealth Management Services Market Share Forecast by Type (2025-2030)
Figure 57. Global Wealth Management Services Market Share Forecast by Application (2025-2030)
