This report studies the Wealth Management market, covering market size for segment by type (Banks, Investment Management Firms, etc.), by application (Mass Affluent, HNWI, etc.), by sales channel (Direct Channel, Distribution Channel), by player (Wells Fargo & Company, JPMorgan Chase & Co., Bank of America Corporation, Morgan Stanley, UBS Group AG, etc.) and by region (North America, Europe, Asia-Pacific, South America and Middle East & Africa).
This report provides detailed historical analysis of global market for Wealth Management from 2017-2022, and provides extensive market forecasts from 2023-2031 by region/country and subsectors. It covers the sales/revenue/value, gross margin, historical growth and future perspectives in the Wealth Management market.
The research methodology used to estimate and forecast this market begins by capturing the revenues of the key players and their shares in the market. Various secondary sources such as press releases, annual reports, non-profit organizations, industry associations, governmental agencies and customs data, have been used to identify and collect information useful for this extensive commercial study of the market. Calculations based on this led to the overall market size. After arriving at the overall market size, the total market has been split into several segments and subsegments, which have then been verified through primary research by conducting extensive interviews with industry experts such as CEOs, VPs, directors, and executives. The data triangulation and market breakdown procedures have been employed to complete the overall market engineering process and arrive at the exact statistics for all segments and subsegments.
Leading players of Wealth Management including:
Wells Fargo & Company
JPMorgan Chase & Co.
Bank of America Corporation
Morgan Stanley
UBS Group AG
BNP Paribas
Charles Schwab?& Co., Inc.
Citigroup Inc.
CREDIT SUISSE GROUP AG
Goldman Sachs
Julius Baer Group
The Goldman Sachs Group, Inc
HSBC Holdings plc
Industrial and Commercial Bank of China
Kotak Wealth Management
IIFL Wealth Management
Axis Bank Wealth Management
Edelweiss Wealth Management
Market split by Type, can be divided into:
Banks
Investment Management Firms
Trading and Exchange Firms
Brokerage Firms
Others
Market split by Application, can be divided into:
Mass Affluent
HNWI
Pension Funds
Insurance Companies
Sovereign Wealth Funds
Market split by Sales Channel, can be divided into:
Direct Channel
Distribution Channel
Market segment by Region/Country including:
North America (United States, Canada and Mexico)
Europe (Germany, UK, France, Italy, Russia and Spain etc.)
Asia-Pacific (China, Japan, Korea, India, Australia and Southeast Asia etc.)
South America (Brazil, Argentina and Colombia etc.)
Middle East & Africa (South Africa, UAE and Saudi Arabia etc.)
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TABLE OF CONTENTS
Table of Contents
Chapter 1 Wealth Management Market Overview
1.1 Wealth Management Definition
1.2 Global Wealth Management Market Size Status and Outlook (2017-2031)
1.3 Global Wealth Management Market Size Comparison by Region (2017-2031)
1.4 Global Wealth Management Market Size Comparison by Type (2017-2031)
1.5 Global Wealth Management Market Size Comparison by Application (2017-2031)
1.6 Global Wealth Management Market Size Comparison by Sales Channel (2017-2031)
1.7 Wealth Management Market Dynamics
1.7.1 Market Drivers/Opportunities
1.7.2 Market Challenges/Risks
1.7.3 Market News (Mergers/Acquisitions/Expansion)
1.7.4 COVID-19 Impacts
1.7.5 Russia-Ukraine War Impacts
Chapter 2 Wealth Management Market Segment Analysis by Player
2.1 Global Wealth Management Sales and Market Share by Player (2020-2022)
2.2 Global Wealth Management Revenue and Market Share by Player (2020-2022)
2.3 Global Wealth Management Average Price by Player (2020-2022)
2.4 Players Competition Situation & Trends
2.5 Conclusion of Segment by Player
Chapter 3 Wealth Management Market Segment Analysis by Type
3.1 Global Wealth Management Market by Type
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 Sales and Market Share by Type (2017-2022)
3.3 Global Wealth Management Revenue and Market Share by Type (2017-2022)
3.4 Global Wealth Management Average Price by Type (2017-2022)
3.5 Leading Players of Wealth Management by Type in 2022
3.6 Conclusion of Segment by Type
Chapter 4 Wealth Management Market Segment Analysis by Application
4.1 Global Wealth Management Market by Application
4.1.1 Mass Affluent
4.1.2 HNWI
4.1.3 Pension Funds
4.1.4 Insurance Companies
4.1.5 Sovereign Wealth Funds
4.2 Global Wealth Management Revenue and Market Share by Application (2017-2022)
4.3 Leading Consumers of Wealth Management by Application in 2022
4.4 Conclusion of Segment by Application
Chapter 5 Wealth Management Market Segment Analysis by Sales Channel
5.1 Global Wealth Management Market by Sales Channel
5.1.1 Direct Channel
5.1.2 Distribution Channel
5.2 Global Wealth Management Revenue and Market Share by Sales Channel (2017-2022)
5.3 Leading Distributors/Dealers of Wealth Management by Sales Channel in 2022
5.4 Conclusion of Segment by Sales Channel
Chapter 6 Wealth Management Market Segment Analysis by Region
6.1 Global Wealth Management Market Size and CAGR by Region (2017-2031)
6.2 Global Wealth Management Sales and Market Share by Region (2017-2022)
6.3 Global Wealth Management Revenue and Market Share by Region (2017-2022)
6.4 North America
6.4.1 North America Market by Country
6.4.2 North America Wealth Management Market Share by Type
6.4.3 North America Wealth Management Market Share by Application
6.4.4 United States
6.4.5 Canada
6.4.6 Mexico
6.5 Europe
6.5.1 Europe Market by Country
6.5.2 Europe Wealth Management Market Share by Type
6.5.3 Europe Wealth Management Market Share by Application
6.5.4 Germany
6.5.5 UK
6.5.6 France
6.5.7 Italy
6.5.8 Russia
6.5.9 Spain
6.6 Asia-Pacific
6.6.1 Asia-Pacific Market by Country
6.6.2 Asia-Pacific Wealth Management Market Share by Type
6.6.3 Asia-Pacific Wealth Management Market Share by Application
6.6.4 China
6.6.5 Japan
6.6.6 Korea
6.6.7 India
6.6.8 Southeast Asia
6.6.9 Australia
6.7 South America
6.7.1 South America Market by Country
6.7.2 South America Wealth Management Market Share by Type
6.7.3 South America Wealth Management Market Share by Application
6.7.4 Brazil
6.7.5 Argentina
6.7.6 Colombia
6.8 Middle East & Africa
6.8.1 Middle East & Africa Market by Country
6.8.2 Middle East & Africa Wealth Management Market Share by Type
6.8.3 Middle East & Africa Wealth Management Market Share by Application
6.8.4 UAE
6.8.5 Saudi Arabia
6.8.6 South Africa
6.9 Conclusion of Segment by Region
Chapter 7 Profile of Leading Wealth Management Players
7.1 Wells Fargo & Company
7.1.1 Company Snapshot
7.1.2 Product/Service Offered
7.1.3 Business Performance (Sales, Price, Revenue, Gross Margin and Market Share)
7.2 JPMorgan Chase & Co.
7.3 Bank of America Corporation
7.4 Morgan Stanley
7.5 UBS Group AG
7.6 BNP Paribas
7.7 Charles Schwab?& Co., Inc.
7.8 Citigroup Inc.
7.9 CREDIT SUISSE GROUP AG
7.10 Goldman Sachs
7.11 Julius Baer Group
7.12 The Goldman Sachs Group, Inc
7.13 HSBC Holdings plc
7.14 Industrial and Commercial Bank of China
7.15 Kotak Wealth Management
7.16 IIFL Wealth Management
7.17 Axis Bank Wealth Management
7.18 Edelweiss Wealth Management
Chapter 8 Upstream and Downstream Analysis of Wealth Management
8.1 Industrial Chain of Wealth Management
8.2 Upstream of Wealth Management
8.3 Downstream of Wealth Management
Chapter 9 Development Trend of Wealth Management (2023-2031)
9.1 Global Wealth Management Market Size (Sales and Revenue) Forecast (2023-2031)
9.2 Global Wealth Management Market Size and CAGR Forecast by Region (2023-2031)
9.3 Global Wealth Management Market Size and CAGR Forecast by Type (2023-2031)
9.4 Global Wealth Management Market Size and CAGR Forecast by Application (2023-2031)
9.5 Global Wealth Management Market Size and CAGR Forecast by Sales Channel (2023-2031)
Chapter 10 Appendix
10.1 Research Methodology
10.2 Data Sources
10.3 Disclaimer
10.4 Analysts Certification
LIST OF TABLES & FIGURES
List of Tables and Figures
Figure Wealth Management Example
Figure Global Wealth Management Revenue (Million $) Status and Outlook (2017-2031)
Figure Global Wealth Management Revenue (Million $) Comparison by Region (2017-2031)
Figure Global Wealth Management Revenue (Million $) Comparison by Type (2017-2031)
Figure Global Wealth Management Revenue (Million $) Comparison by Application (2017-2031)
Figure Global Wealth Management Revenue (Million $) Comparison by Sales Channel (2017-2031)
Table Global Wealth Management Sales by Player (2020-2022)
Table Global Wealth Management Sales Market Share by Player (2020-2022)
Figure Global Wealth Management Sales Market Share by Player in 2022
Table Global Wealth Management Revenue (Million $) by Player (2020-2022)
Table Global Wealth Management Revenue Market Share by Player (2020-2022)
Figure Global Wealth Management Revenue Market Share by Player in 2022
Table Global Wealth Management Average Price by Player (2020-2022)
Figure Global Wealth Management Average Price by Player in 2022
Figure Global Wealth Management Players Competition Situation ? Top 5 Players? Revenue Market Share in 2020
Figure Global Wealth Management Players Competition Trends ? Top 5 Players? Revenue Market Share in 2022
Figure Example of Banks
Figure Global Banks Revenue (Million $) and Growth Rate (2017-2022)
Figure Example of Investment Management Firms
Figure Global Investment Management Firms Revenue (Million $) and Growth Rate (2017-2022)
Figure Example of Trading and Exchange Firms
Figure Global Trading and Exchange Firms Revenue (Million $) and Growth Rate (2017-2022)
Figure Example of Brokerage Firms
Figure Global Brokerage Firms Revenue (Million $) and Growth Rate (2017-2022)
Figure Example of Others
Figure Global Others Revenue (Million $) and Growth Rate (2017-2022)
Table Global Wealth Management Sales by Type (2017-2022)
Table Global Wealth Management Sales Market Share by Type (2017-2022)
Figure Global Wealth Management Sales Market Share by Type in 2022
Table Global Wealth Management Revenue (Million $) by Type (2017-2022)
Table Global Wealth Management Revenue Market Share by Type (2017-2022)
Figure Global Wealth Management Revenue Market Share by Type in 2022
Table Global Wealth Management Average Price by Type (2017-2022)
Figure Global Wealth Management Average Price by Type in 2022
Table Leading Players of Wealth Management by Type in 2022
Figure Example of Mass Affluent
Figure Global Wealth Management for Mass Affluent Revenue (Million $) and Growth Rate (2017-2022)
Figure Example of HNWI
Figure Global Wealth Management for HNWI Revenue (Million $) and Growth Rate (2017-2022)
Figure Example of Pension Funds
Figure Global Wealth Management for Pension Funds Revenue (Million $) and Growth Rate (2017-2022)
Figure Example of Insurance Companies
Figure Global Wealth Management for Insurance Companies Revenue (Million $) and Growth Rate (2017-2022)
Figure Example of Sovereign Wealth Funds
Figure Global Wealth Management for Sovereign Wealth Funds Revenue (Million $) and Growth Rate (2017-2022)
Table Global Wealth Management Sales by Application (2017-2022)
Table Global Wealth Management Sales Market Share by Application (2017-2022)
Figure Global Wealth Management Sales Market Share by Application in 2022
Table Leading Consumers of Wealth Management by Application in 2022
Figure Example of Direct Channel
Figure Global Wealth Management for Direct Channel Revenue (Million $) and Growth Rate (2017-2022)
Figure Example of Distribution Channel
Figure Global Wealth Management for Distribution Channel Revenue (Million $) and Growth Rate (2017-2022)
Table Global Wealth Management Revenue by Sales Channel (2017-2022)
Table Global Wealth Management Revenue Market Share by Sales Channel (2017-2022)
Figure Global Wealth Management Revenue Market Share by Sales Channel in 2022
Table Leading Distributors/Dealers of Wealth Management by Sales Channel in 2022
Table Global Wealth Management Market Size and CAGR by Region (2017-2031)
Table Global Wealth Management Sales by Region (2017-2022)
Table Global Wealth Management Sales Market Share by Region (2017-2022)
Figure Global Wealth Management Sales Market Share by Region in 2022
Table Global Wealth Management Revenue (Million $) by Region (2017-2022)
Table Global Wealth Management Revenue Market Share by Region (2017-2022)
Figure Global Wealth Management Revenue Market Share by Region in 2022
Table North America Wealth Management Sales by Country (2017-2022)
Figure North America Wealth Management Sales Market Share by Country (2017-2022)
Table North America Wealth Management Revenue by Country (2017-2022)
Figure North America Wealth Management Revenue Market Share by Country (2017-2022)
Figure North America Wealth Management Market Share by Type in 2022
Figure North America Wealth Management Market Share by Application in 2022
Figure United States Wealth Management Sales and Growth Rate (2017-2022)
Figure United States Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure Canada Wealth Management Sales and Growth Rate (2017-2022)
Figure Canada Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure Mexico Wealth Management Sales and Growth Rate (2017-2022)
Figure Mexico Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Table Europe Wealth Management Sales by Country (2017-2022)
Figure Europe Wealth Management Sales Market Share by Country (2017-2022)
Table Europe Wealth Management Revenue by Country (2017-2022)
Figure Europe Wealth Management Revenue Market Share by Country (2017-2022)
Figure Europe Wealth Management Market Share by Type in 2022
Figure Europe Wealth Management Market Share by Application in 2022
Figure Germany Wealth Management Sales and Growth Rate (2017-2022)
Figure Germany Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure UK Wealth Management Sales and Growth Rate (2017-2022)
Figure UK Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure France Wealth Management Sales and Growth Rate (2017-2022)
Figure France Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure Italy Wealth Management Sales and Growth Rate (2017-2022)
Figure Italy Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure Russia Wealth Management Sales and Growth Rate (2017-2022)
Figure Russia Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure Spain Wealth Management Sales and Growth Rate (2017-2022)
Figure Spain Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Table Asia-Pacific Wealth Management Sales by Country (2017-2022)
Figure Asia-Pacific Wealth Management Sales Market Share by Country (2017-2022)
Table Asia-Pacific Wealth Management Revenue by Country (2017-2022)
Figure Asia-Pacific Wealth Management Revenue Market Share by Country (2017-2022)
Figure Asia-Pacific Wealth Management Market Share by Type in 2022
Figure Asia-Pacific Wealth Management Market Share by Application in 2022
Figure China Wealth Management Sales and Growth Rate (2017-2022)
Figure China Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure Japan Wealth Management Sales and Growth Rate (2017-2022)
Figure Japan Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure Korea Wealth Management Sales and Growth Rate (2017-2022)
Figure Korea Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure India Wealth Management Sales and Growth Rate (2017-2022)
Figure India Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure Southeast Asia Wealth Management Sales and Growth Rate (2017-2022)
Figure Southeast Asia Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure Australia Wealth Management Sales and Growth Rate (2017-2022)
Figure Australia Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Table South America Wealth Management Sales by Country (2017-2022)
Figure South America Wealth Management Sales Market Share by Country (2017-2022)
Table South America Wealth Management Revenue by Country (2017-2022)
Figure South America Wealth Management Revenue Market Share by Country (2017-2022)
Figure South America Wealth Management Market Share by Type in 2022
Figure South America Wealth Management Market Share by Application in 2022
Figure Brazil Wealth Management Sales and Growth Rate (2017-2022)
Figure Brazil Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure Argentina Wealth Management Sales and Growth Rate (2017-2022)
Figure Argentina Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure Colombia Wealth Management Sales and Growth Rate (2017-2022)
Figure Colombia Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Table Middle East & Africa Wealth Management Sales by Country (2017-2022)
Figure Middle East & Africa Wealth Management Sales Market Share by Country (2017-2022)
Table Middle East & Africa Wealth Management Revenue by Country (2017-2022)
Figure Middle East & Africa Wealth Management Revenue Market Share by Country (2017-2022)
Figure Middle East & Africa Wealth Management Market Share by Type in 2022
Figure Middle East & Africa Wealth Management Market Share by Application in 2022
Figure UAE Wealth Management Sales and Growth Rate (2017-2022)
Figure UAE Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure Saudi Arabia Wealth Management Sales and Growth Rate (2017-2022)
Figure Saudi Arabia Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Figure South Africa Wealth Management Sales and Growth Rate (2017-2022)
Figure South Africa Wealth Management Revenue (Million $) and Growth Rate (2017-2022)
Table Company Snapshot of Wells Fargo & Company
Table Wealth Management Introduction of Wells Fargo & Company
Table Wealth Management Sales, Price, Revenue, Gross Margin and Market Share of Wells Fargo & Company (2020-2022)
Table Industrial Chain of Wealth Management
Table Manufacturing Cost Structure of Wealth Management
Table General Manufacturing Process of Wealth Management
Table Leading Distributors/Dealers of Wealth Management
Table Leading Consumers of Wealth Management
Figure Global Wealth Management Sales and Growth Rate Forecast (2023-2031)
Figure Global Wealth Management Revenue and Growth Rate Forecast (2023-2031)
Table Global Wealth Management Market Size and CAGR Forecast by Region (2023-2031)
Table Global Wealth Management Market Size and CAGR Forecast by Type (2023-2031)
Table Global Wealth Management Market Size and CAGR Forecast by Application (2023-2031)
Table Global Wealth Management Market Size and CAGR Forecast by Sales Channel (2023-2031)
