Global Wealth Management Market Research Report 2023

Report ID: 1992953 | Published Date: Jan 2025 | No. of Page: 85 | Base Year: 2024 | Rating: 4.8 | Webstory: Check our Web story
1 Report Overview
    1.1 Study Scope
    1.2 Market Analysis by Type
        1.2.1 Global Wealth Management Market Size Growth Rate by Type: 2017 VS 2021 VS 2028
        1.2.2 Human Advisory
        1.2.3 Robo Advisory
        1.2.4 Hybrid Advisory
    1.3 Market by Application
        1.3.1 Global Wealth Management Market Share by Application: 2017 VS 2021 VS 2028
        1.3.2 Banks
        1.3.3 Investment Management Firms
        1.3.4 Trading and Exchange Firms
        1.3.5 Brokerage Firms
        1.3.6 Others
    1.4 Study Objectives
    1.5 Years Considered
2 Global Growth Trends
    2.1 Global Wealth Management Market Perspective (2017-2028)
    2.2 Wealth Management Growth Trends by Region
        2.2.1 Wealth Management Market Size by Region: 2017 VS 2021 VS 2028
        2.2.2 Wealth Management Historic Market Size by Region (2017-2022)
        2.2.3 Wealth Management Forecasted Market Size by Region (2023-2028)
    2.3 Wealth Management Market Dynamics
        2.3.1 Wealth Management Industry Trends
        2.3.2 Wealth Management Market Drivers
        2.3.3 Wealth Management Market Challenges
        2.3.4 Wealth Management Market Restraints
3 Competition Landscape by Key Players
    3.1 Global Top Wealth Management Players by Revenue
        3.1.1 Global Top Wealth Management Players by Revenue (2017-2022)
        3.1.2 Global Wealth Management Revenue Market Share by Players (2017-2022)
    3.2 Global Wealth Management Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
    3.3 Players Covered: Ranking by Wealth Management Revenue
    3.4 Global Wealth Management Market Concentration Ratio
        3.4.1 Global Wealth Management Market Concentration Ratio (CR5 and HHI)
        3.4.2 Global Top 10 and Top 5 Companies by Wealth Management Revenue in 2021
    3.5 Wealth Management Key Players Head office and Area Served
    3.6 Key Players Wealth Management Product Solution and Service
    3.7 Date of Enter into Wealth Management Market
    3.8 Mergers & Acquisitions, Expansion Plans
4 Wealth Management Breakdown Data by Type
    4.1 Global Wealth Management Historic Market Size by Type (2017-2022)
    4.2 Global Wealth Management Forecasted Market Size by Type (2023-2028)
5 Wealth Management Breakdown Data by Application
    5.1 Global Wealth Management Historic Market Size by Application (2017-2022)
    5.2 Global Wealth Management Forecasted Market Size by Application (2023-2028)
6 North America
    6.1 North America Wealth Management Market Size (2017-2028)
    6.2 North America Wealth Management Market Size by Country (2017-2022)
    6.3 North America Wealth Management Market Size by Country (2023-2028)
    6.4 United States
    6.5 Canada
7 Europe
    7.1 Europe Wealth Management Market Size (2017-2028)
    7.2 Europe Wealth Management Market Size by Country (2017-2022)
    7.3 Europe Wealth Management Market Size by Country (2023-2028)
    7.4 Germany
    7.5 France
    7.6 U.K.
    7.7 Italy
    7.8 Russia
    7.9 Nordic Countries
8 Asia-Pacific
    8.1 Asia-Pacific Wealth Management Market Size (2017-2028)
    8.2 Asia-Pacific Wealth Management Market Size by Country (2017-2022)
    8.3 Asia-Pacific Wealth Management Market Size by Country (2023-2028)
    8.4 China
    8.5 Japan
    8.6 South Korea
    8.7 Southeast Asia
    8.8 India
    8.9 Australia
9 Latin America
    9.1 Latin America Wealth Management Market Size (2017-2028)
    9.2 Latin America Wealth Management Market Size by Country (2017-2022)
    9.3 Latin America Wealth Management Market Size by Country (2023-2028)
    9.4 Mexico
    9.5 Brazil
10 Middle East & Africa
    10.1 Middle East & Africa Wealth Management Market Size (2017-2028)
    10.2 Middle East & Africa Wealth Management Market Size by Country (2017-2022)
    10.3 Middle East & Africa Wealth Management Market Size by Country (2023-2028)
    10.4 Turkey
    10.5 Saudi Arabia
    10.6 UAE
11 Key Players Profiles
    11.1 BlackRock
        11.1.1 BlackRock Company Detail
        11.1.2 BlackRock Business Overview
        11.1.3 BlackRock Wealth Management Introduction
        11.1.4 BlackRock Revenue in Wealth Management Business (2017-2022)
        11.1.5 BlackRock Recent Development
    11.2 UBS
        11.2.1 UBS Company Detail
        11.2.2 UBS Business Overview
        11.2.3 UBS Wealth Management Introduction
        11.2.4 UBS Revenue in Wealth Management Business (2017-2022)
        11.2.5 UBS Recent Development
    11.3 Allianz
        11.3.1 Allianz Company Detail
        11.3.2 Allianz Business Overview
        11.3.3 Allianz Wealth Management Introduction
        11.3.4 Allianz Revenue in Wealth Management Business (2017-2022)
        11.3.5 Allianz Recent Development
    11.4 Vanguard Group
        11.4.1 Vanguard Group Company Detail
        11.4.2 Vanguard Group Business Overview
        11.4.3 Vanguard Group Wealth Management Introduction
        11.4.4 Vanguard Group Revenue in Wealth Management Business (2017-2022)
        11.4.5 Vanguard Group Recent Development
    11.5 State Street Global Advisors
        11.5.1 State Street Global Advisors Company Detail
        11.5.2 State Street Global Advisors Business Overview
        11.5.3 State Street Global Advisors Wealth Management Introduction
        11.5.4 State Street Global Advisors Revenue in Wealth Management Business (2017-2022)
        11.5.5 State Street Global Advisors Recent Development
    11.6 PIMCO
        11.6.1 PIMCO Company Detail
        11.6.2 PIMCO Business Overview
        11.6.3 PIMCO Wealth Management Introduction
        11.6.4 PIMCO Revenue in Wealth Management Business (2017-2022)
        11.6.5 PIMCO Recent Development
    11.7 Fidelity Investments
        11.7.1 Fidelity Investments Company Detail
        11.7.2 Fidelity Investments Business Overview
        11.7.3 Fidelity Investments Wealth Management Introduction
        11.7.4 Fidelity Investments Revenue in Wealth Management Business (2017-2022)
        11.7.5 Fidelity Investments Recent Development
    11.8 AXA
        11.8.1 AXA Company Detail
        11.8.2 AXA Business Overview
        11.8.3 AXA Wealth Management Introduction
        11.8.4 AXA Revenue in Wealth Management Business (2017-2022)
        11.8.5 AXA Recent Development
    11.9 Credit Suisse
        11.9.1 Credit Suisse Company Detail
        11.9.2 Credit Suisse Business Overview
        11.9.3 Credit Suisse Wealth Management Introduction
        11.9.4 Credit Suisse Revenue in Wealth Management Business (2017-2022)
        11.9.5 Credit Suisse Recent Development
    11.10 BNY Mellon
        11.10.1 BNY Mellon Company Detail
        11.10.2 BNY Mellon Business Overview
        11.10.3 BNY Mellon Wealth Management Introduction
        11.10.4 BNY Mellon Revenue in Wealth Management Business (2017-2022)
        11.10.5 BNY Mellon Recent Development
    11.11 Credit Agricole
        11.11.1 Credit Agricole Company Detail
        11.11.2 Credit Agricole Business Overview
        11.11.3 Credit Agricole Wealth Management Introduction
        11.11.4 Credit Agricole Revenue in Wealth Management Business (2017-2022)
        11.11.5 Credit Agricole Recent Development
    11.12 Capital
        11.12.1 Capital Company Detail
        11.12.2 Capital Business Overview
        11.12.3 Capital Wealth Management Introduction
        11.12.4 Capital Revenue in Wealth Management Business (2017-2022)
        11.12.5 Capital Recent Development
    11.13 DWS
        11.13.1 DWS Company Detail
        11.13.2 DWS Business Overview
        11.13.3 DWS Wealth Management Introduction
        11.13.4 DWS Revenue in Wealth Management Business (2017-2022)
        11.13.5 DWS 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
    Table 1. Global Wealth Management Market Size Growth Rate by Type (US$ Million): 2017 VS 2021 VS 2028
    Table 2. Key Players of Human Advisory
    Table 3. Key Players of Robo Advisory
    Table 4. Key Players of Hybrid Advisory
    Table 5. Global Wealth Management Market Size Growth by Application (US$ Million): 2017 VS 2021 VS 2028
    Table 6. Global Wealth Management Market Size by Region (US$ Million): 2017 VS 2021 VS 2028
    Table 7. Global Wealth Management Market Size by Region (2017-2022) & (US$ Million)
    Table 8. Global Wealth Management Market Share by Region (2017-2022)
    Table 9. Global Wealth Management Forecasted Market Size by Region (2023-2028) & (US$ Million)
    Table 10. Global Wealth Management Market Share by Region (2023-2028)
    Table 11. Wealth Management Market Trends
    Table 12. Wealth Management Market Drivers
    Table 13. Wealth Management Market Challenges
    Table 14. Wealth Management Market Restraints
    Table 15. Global Wealth Management Revenue by Players (2017-2022) & (US$ Million)
    Table 16. Global Wealth Management Market Share by Players (2017-2022)
    Table 17. Global Top Wealth Management Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Wealth Management as of 2021)
    Table 18. Ranking of Global Top Wealth Management Companies by Revenue (US$ Million) in 2021
    Table 19. Global 5 Largest Players Market Share by Wealth Management Revenue (CR5 and HHI) & (2017-2022)
    Table 20. Key Players Headquarters and Area Served
    Table 21. Key Players Wealth Management Product Solution and Service
    Table 22. Date of Enter into Wealth Management Market
    Table 23. Mergers & Acquisitions, Expansion Plans
    Table 24. Global Wealth Management Market Size by Type (2017-2022) & (US$ Million)
    Table 25. Global Wealth Management Revenue Market Share by Type (2017-2022)
    Table 26. Global Wealth Management Forecasted Market Size by Type (2023-2028) & (US$ Million)
    Table 27. Global Wealth Management Revenue Market Share by Type (2023-2028)
    Table 28. Global Wealth Management Market Size by Application (2017-2022) & (US$ Million)
    Table 29. Global Wealth Management Revenue Market Share by Application (2017-2022)
    Table 30. Global Wealth Management Forecasted Market Size by Application (2023-2028) & (US$ Million)
    Table 31. Global Wealth Management Revenue Market Share by Application (2023-2028)
    Table 32. North America Wealth Management Market Size by Country (2017-2022) & (US$ Million)
    Table 33. North America Wealth Management Market Size by Country (2023-2028) & (US$ Million)
    Table 34. Europe Wealth Management Market Size by Country (2017-2022) & (US$ Million)
    Table 35. Europe Wealth Management Market Size by Country (2023-2028) & (US$ Million)
    Table 36. Asia-Pacific Wealth Management Market Size by Region (2017-2022) & (US$ Million)
    Table 37. Asia-Pacific Wealth Management Market Size by Region (2023-2028) & (US$ Million)
    Table 38. Latin America Wealth Management Market Size by Country (2017-2022) & (US$ Million)
    Table 39. Latin America Wealth Management Market Size by Country (2023-2028) & (US$ Million)
    Table 40. Middle East & Africa Wealth Management Market Size by Country (2017-2022) & (US$ Million)
    Table 41. Middle East & Africa Wealth Management Market Size by Country (2023-2028) & (US$ Million)
    Table 42. BlackRock Company Detail
    Table 43. BlackRock Business Overview
    Table 44. BlackRock Wealth Management Product
    Table 45. BlackRock Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 46. BlackRock Recent Development
    Table 47. UBS Company Detail
    Table 48. UBS Business Overview
    Table 49. UBS Wealth Management Product
    Table 50. UBS Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 51. UBS Recent Development
    Table 52. Allianz Company Detail
    Table 53. Allianz Business Overview
    Table 54. Allianz Wealth Management Product
    Table 55. Allianz Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 56. Allianz Recent Development
    Table 57. Vanguard Group Company Detail
    Table 58. Vanguard Group Business Overview
    Table 59. Vanguard Group Wealth Management Product
    Table 60. Vanguard Group Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 61. Vanguard Group Recent Development
    Table 62. State Street Global Advisors Company Detail
    Table 63. State Street Global Advisors Business Overview
    Table 64. State Street Global Advisors Wealth Management Product
    Table 65. State Street Global Advisors Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 66. State Street Global Advisors Recent Development
    Table 67. PIMCO Company Detail
    Table 68. PIMCO Business Overview
    Table 69. PIMCO Wealth Management Product
    Table 70. PIMCO Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 71. PIMCO Recent Development
    Table 72. Fidelity Investments Company Detail
    Table 73. Fidelity Investments Business Overview
    Table 74. Fidelity Investments Wealth Management Product
    Table 75. Fidelity Investments Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 76. Fidelity Investments Recent Development
    Table 77. AXA Company Detail
    Table 78. AXA Business Overview
    Table 79. AXA Wealth Management Product
    Table 80. AXA Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 81. AXA Recent Development
    Table 82. Credit Suisse Company Detail
    Table 83. Credit Suisse Business Overview
    Table 84. Credit Suisse Wealth Management Product
    Table 85. Credit Suisse Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 86. Credit Suisse Recent Development
    Table 87. BNY Mellon Company Detail
    Table 88. BNY Mellon Business Overview
    Table 89. BNY Mellon Wealth Management Product
    Table 90. BNY Mellon Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 91. BNY Mellon Recent Development
    Table 92. Credit Agricole Company Detail
    Table 93. Credit Agricole Business Overview
    Table 94. Credit Agricole Wealth ManagementProduct
    Table 95. Credit Agricole Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 96. Credit Agricole Recent Development
    Table 97. Capital Company Detail
    Table 98. Capital Business Overview
    Table 99. Capital Wealth ManagementProduct
    Table 100. Capital Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 101. Capital Recent Development
    Table 102. DWS Company Detail
    Table 103. DWS Business Overview
    Table 104. DWS Wealth ManagementProduct
    Table 105. DWS Revenue in Wealth Management Business (2017-2022) & (US$ Million)
    Table 106. DWS Recent Development
    Table 107. Research Programs/Design for This Report
    Table 108. Key Data Information from Secondary Sources
    Table 109. Key Data Information from Primary Sources
List of Figures
    Figure 1. Global Wealth Management Market Share by Type: 2021 VS 2028
    Figure 2. Human Advisory Features
    Figure 3. Robo Advisory Features
    Figure 4. Hybrid Advisory Features
    Figure 5. Global Wealth Management Market Share by Application in 2021 & 2028
    Figure 6. Banks Case Studies
    Figure 7. Investment Management Firms Case Studies
    Figure 8. Trading and Exchange Firms Case Studies
    Figure 9. Brokerage Firms Case Studies
    Figure 10. Others Case Studies
    Figure 11. Wealth Management Report Years Considered
    Figure 12. Global Wealth Management Market Size (US$ Million), Year-over-Year: 2017-2028
    Figure 13. Global Wealth Management Market Size, (US$ Million), 2017 VS 2021 VS 2028
    Figure 14. Global Wealth Management Market Share by Region: 2021 VS 2028
    Figure 15. Global Wealth Management Market Share by Players in 2021
    Figure 16. Global Top Wealth Management Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Wealth Management as of 2021)
    Figure 17. The Top 10 and 5 Players Market Share by Wealth Management Revenue in 2021
    Figure 18. North America Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 19. North America Wealth Management Market Share by Country (2017-2028)
    Figure 20. United States Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 21. Canada Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 22. Europe Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 23. Europe Wealth Management Market Share by Country (2017-2028)
    Figure 24. Germany Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 25. France Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 26. U.K. Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 27. Italy Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 28. Russia Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 29. Nordic Countries Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 30. Asia-Pacific Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 31. Asia-Pacific Wealth Management Market Share by Region (2017-2028)
    Figure 32. China Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 33. Japan Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 34. South Korea Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 35. Southeast Asia Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 36. India Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 37. Australia Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 38. Latin America Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 39. Latin America Wealth Management Market Share by Country (2017-2028)
    Figure 40. Mexico Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 41. Brazil Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 42. Middle East & Africa Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 43. Middle East & Africa Wealth Management Market Share by Country (2017-2028)
    Figure 44. Turkey Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 45. Saudi Arabia Wealth Management Market Size YoY Growth (2017-2028) & (US$ Million)
    Figure 46. BlackRock Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 47. UBS Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 48. Allianz Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 49. Vanguard Group Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 50. State Street Global Advisors Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 51. PIMCO Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 52. Fidelity Investments Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 53. AXA Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 54. Credit Suisse Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 55. BNY Mellon Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 56. Credit Agricole Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 57. Capital Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 58. DWS Revenue Growth Rate in Wealth Management Business (2017-2022)
    Figure 59. Bottom-up and Top-down Approaches for This Report
    Figure 60. Data Triangulation
    Figure 61. Key Executives Interviewed
Please ask for List of Figures. Request Sample Report
Companies Included in Reports:
BlackRock
UBS
Allianz
Vanguard Group
State Street Global Advisors
PIMCO
Fidelity Investments
AXA
Credit Suisse
BNY Mellon
Credit Agricole
Capital
DWS
Frequently Asked Questions
Wealth Management report offers great insights of the market and consumer data and their interpretation through various figures and graphs. Report has embedded global market and regional market deep analysis through various research methodologies. The report also offers great competitor analysis of the industries and highlights the key aspect of their business like success stories, market development and growth rate.
Wealth Management report is categorised based on following features:
  1. Global Market Players
  2. Geopolitical regions
  3. Consumer Insights
  4. Technological advancement
  5. Historic and Future Analysis of the Market
Wealth Management report is designed on the six basic aspects of analysing the market, which covers the SWOT and SWAR analysis like strength, weakness, opportunity, threat, aspirations and results. This methodology helps investors to reach on to the desired and correct decision to put their capital into the market.

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