Wealth Management Market: Global Market Size, Forecast, Insights, Segmentation, and Competitive Landscape with Impact of COVID-19 & Russia-Ukraine War
The global wealth management market is expected to grow at a CAGR of around 7.4% during 2024-2033. This report on global wealth management market report provides holistic understanding of the market along with market sizing, forecast, drivers, challenges, and competitive landscape. The report presents a clear picture of the global wealth management market by segmenting the market based on advisory type, provider, services and region. Also, detailed profiles of companies operating in the wealth management market are provided in this report. We believe that this report will aid the professionals and industry stakeholders in making informed decision.
Market Drivers
• Growing Advancements in Technology
• Focus on Hybrid Advisory
Market Challenges
• Lack of Pricing Transparency
Historical & Forecast Period
Base Year: 2023
Historical Period: 2019-2023
Forecast Period: 2024-2033
Market by Advisory Type
• Human Advisory
• Robo Advisory
• Hybrid Advisory
Market by Provider
• Banks
• Investment Management Firms
• Brokerage Firms
Market by Services
• Asset Management
• Financial Planning
• Tax Planning
• Estate Planning
• Other Services
Market by Region
• Europe
Germany
United Kingdom
France
Italy
Spain
Russia
Netherlands
Rest of Europe
• North America
United States
Canada
• Asia Pacific
China
Japan
India
South Korea
Australia
Indonesia
Rest of Asia Pacific
• Latin America
Mexico
Brazil
Argentina
Rest of Latin America
• Middle East & Africa
Saudi Arabia
Turkey
Iran
United Arab Emirates
Rest of Middle East & Africa
- 1. Preface
- 1.1 Objective
- 1.2 Target Audience & Key Offerings
- 1.3 Report’s Scope
- 1.4 Research Methodology
- 1.4.1 Phase I
- 1.4.2 Phase II
- 1.4.3 Phase III
- 1.5 Assumptions
- 2. Key Insights
- 3. Global Wealth Management Market
- 3.1. Introduction
- 3.2. Market Drivers
- 3.3. Market Challenges
- 4. Global Wealth Management Market Analysis
- 4.1. Market Portraiture
- 4.2. Market Product
- 4.3. Market Forecast
- 4.4. Impact of COVID-19
- 4.5. Impact of Russia-Ukraine War
- 5. Global Wealth Management Market by Advisory Type
- 5.1. Introduction
- 5.2. Human Advisory
- 5.3. Robo Advisory
- 5.4. Hybrid Advisory
- 6. Global Wealth Management Market by Provider
- 6.1. Introduction
- 6.2. Banks
- 6.3. Investment Management Firms
- 6.4. Brokerage Firms
- 7. Global Wealth Management Market by Services
- 7.1. Introduction
- 7.2. Asset Management
- 7.3. Financial Planning
- 7.4. Tax Planning
- 7.5. Estate Planning
- 7.6. Other Services
- 8. Global Wealth Management Market by Region
- 8.1. Introduction
- 8.2. Europe
- 8.2.1. Germany
- 8.2.2. United Kingdom
- 8.2.3. France
- 8.2.4. Italy
- 8.2.5. Spain
- 8.2.6. Russia
- 8.2.7. Netherlands
- 8.2.8. Rest of the Europe
- 8.3. North America
- 8.3.1. United States
- 8.3.2. Canada
- 8.4. Asia Pacific
- 8.4.1. China
- 8.4.2. Japan
- 8.4.3. India
- 8.4.4. South Korea
- 8.4.5. Australia
- 8.4.6. Indonesia
- 8.4.7. Rest of the Asia Pacific
- 8.5. Latin America
- 8.5.1. Mexico
- 8.5.2. Brazil
- 8.5.3. Argentina
- 8.5.4. Rest of Latin America
- 8.6. Middle East & Africa
- 8.6.1. Saudi Arabia
- 8.6.2. Turkey
- 8.6.3. Iran
- 8.6.4. United Arab Emirates
- 8.6.5. Rest of Middle East & Africa
- 9. SWOT Analysis
- 10. Porter’s Five Forces
- 11. Market Value Chain Analysis
- 12. Competitive Landscape
- 12.1. Competitive Scenario
- 12.2. Company Profiles
- 12.2.1. Bank of America Corporation
- 12.2.2. BNP Paribas
- 12.2.3. Charles Schwab & Co., Inc.
- 12.2.4. Citigroup Inc.
- 12.2.5. CREDIT SUISSE GROUP AG
- 12.2.6. Goldman Sachs
- 12.2.7. JPMorgan Chase & Co.
- 12.2.8. Julius Baer Group
- 12.2.9. Morgan Stanley
- 12.2.10. UBS
- List of Figures
- Figure 1: Global Wealth Management Market (in US$ Million), 2019-2023
- Figure 2: Global Wealth Management Market by Advisory Type, 2023
- Figure 3: Global Wealth Management Market by Provider, 2023
- Figure 4: Global Wealth Management Market by Services, 2023
- Figure 5: Global Wealth Management Market by Region, 2023
- Figure 6: Global Wealth Management Market (in US$ Million), 2024-2033
- Figure 7: Global Wealth Management Market by Advisory Type (in %), 2023 & 2033
- Figure 8: Global Human Advisory Wealth Management Market (in US$ Million), 2019-2023
- Figure 9: Global Human Advisory Wealth Management Market (in US$ Million), 2024-2033
- Figure 10: Global Robo Advisory Wealth Management Market (in US$ Million), 2019-2023
- Figure 11: Global Robo Advisory Wealth Management Market (in US$ Million), 2024-2033
- Figure 12: Global Hybrid Advisory Wealth Management Market (in US$ Million), 2019-2023
- Figure 13: Global Hybrid Advisory Wealth Management Market (in US$ Million), 2024-2033
- Figure 14: Global Wealth Management Market by Provider (in %), 2023 & 2033
- Figure 15: Global Banks Wealth Management Market (in US$ Million), 2019-2023
- Figure 16: Global Banks Wealth Management Market (in US$ Million), 2024-2033
- Figure 17: Global Investment Management Firms Wealth Management Market (in US$ Million), 2019-2023
- Figure 18: Global Investment Management Firms Wealth Management Market (in US$ Million), 2024-2033
- Figure 19: Global Brokerage Firms Wealth Management Market (in US$ Million), 2019-2023
- Figure 20: Global Brokerage Firms Wealth Management Market (in US$ Million), 2024-2033
- Figure 21: Global Wealth Management Market by Services (in %), 2023 & 2033
- Figure 22: Global Asset Management Wealth Management Market (in US$ Million), 2019-2023
- Figure 23: Global Asset Management Wealth Management Market (in US$ Million), 2024-2033
- Figure 24: Global Financial Planning Wealth Management Market (in US$ Million), 2019-2023
- Figure 25: Global Financial Planning Wealth Management Market (in US$ Million), 2024-2033
- Figure 26: Global Tax Planning Wealth Management Market (in US$ Million), 2019-2023
- Figure 27: Global Tax Planning Wealth Management Market (in US$ Million), 2024-2033
- Figure 28: Global Estate Planning Wealth Management Market (in US$ Million), 2019-2023
- Figure 29: Global Estate Planning Wealth Management Market (in US$ Million), 2024-2033
- Figure 30: Global Other Services Wealth Management Market (in US$ Million), 2019-2023
- Figure 31: Global Other Services Wealth Management Market (in US$ Million), 2024-2033
- Figure 32: Global Wealth Management Market by Region (in %), 2023 & 2033
- Figure 33: Europe Wealth Management Market (in US$ Million), 2019-2023
- Figure 34: Europe Wealth Management Market (in US$ Million), 2024-2033
- Figure 35: Europe Wealth Management Market by Country (in %), 2023 & 2033
- Figure 36: Germany Wealth Management Market (in US$ Million), 2019-2033
- Figure 37: United Kingdom Wealth Management Market (in US$ Million), 2019-2033
- Figure 38: France Wealth Management Market (in US$ Million), 2019-2033
- Figure 39: Italy Wealth Management Market (in US$ Million), 2019-2033
- Figure 40: Spain Wealth Management Market (in US$ Million), 2019-2033
- Figure 41: Russia Wealth Management Market (in US$ Million), 2019-2033
- Figure 42: Netherlands Wealth Management Market (in US$ Million), 2019-2033
- Figure 43: North America Wealth Management Market (in US$ Million), 2019-2023
- Figure 44: North America Wealth Management Market (in US$ Million), 2024-2033
- Figure 45: North America Wealth Management Market by Country (in %), 2023 & 2033
- Figure 46: United States Wealth Management Market (in US$ Million), 2019-2033
- Figure 47: Canada Wealth Management Market (in US$ Million), 2019-2033
- Figure 48: Asia Pacific Wealth Management Market (in US$ Million), 2019-2023
- Figure 49: Asia Pacific Wealth Management Market (in US$ Million), 2024-2033
- Figure 50: Asia Pacific Wealth Management Market by Country (in %), 2023 & 2033
- Figure 51: China Wealth Management Market (in US$ Million), 2019-2033
- Figure 52: Japan Wealth Management Market (in US$ Million), 2019-2033
- Figure 53: India Wealth Management Market (in US$ Million), 2019-2033
- Figure 54: South Korea Wealth Management Market (in US$ Million), 2019-2033
- Figure 55: Australia Wealth Management Market (in US$ Million), 2019-2033
- Figure 56: Indonesia Wealth Management Market (in US$ Million), 2019-2033
- Figure 57: Latin America Wealth Management Market (in US$ Million), 2019-2023
- Figure 58: Latin America Wealth Management Market (in US$ Million), 2024-2033
- Figure 59: Latin America Wealth Management Market by Country (in %), 2023 & 2033
- Figure 60: Mexico Wealth Management Market (in US$ Million), 2019-2033
- Figure 61: Brazil Wealth Management Market (in US$ Million), 2019-2033
- Figure 62: Argentina Wealth Management Market (in US$ Million), 2019-2033
- Figure 63: Middle East & Africa Wealth Management Market (in US$ Million), 2019-2023
- Figure 64: Middle East & Africa Wealth Management Market (in US$ Million), 2024-2033
- Figure 65: Middle East & Africa Wealth Management Market by Country (in %), 2023 & 2033
- Figure 66: Saudi Arabia Wealth Management Market (in US$ Million), 2019-2033
- Figure 67: Turkey Wealth Management Market (in US$ Million), 2019-2033
- Figure 68: Iran Wealth Management Market (in US$ Million), 2019-2033
- Figure 69: UAE Wealth Management Market (in US$ Million), 2019-2033
- Figure 70: Market Value Chain
- List of Tables
- Table 1: Global Wealth Management Market Portraiture
- Table 2: Global Wealth Management Market by Advisory Type (in US$ Million), 2023 & 2033
- Table 3: Global Wealth Management Market by Provider (in US$ Million), 2023 & 2033
- Table 4: Global Wealth Management Market by Services (in US$ Million), 2023 & 2033
- Table 5: Global Wealth Management Market by Region (in US$ Million), 2023 & 2033
- Table 6: Europe Wealth Management Market by Country (in US$ Million), 2023 & 2033
- Table 7: North America Wealth Management Market by Country (in US$ Million), 2023 & 2033
- Table 8: Asia Pacific Wealth Management Market by Country (in US$ Million), 2023 & 2033
- Table 9: Latin America Wealth Management Market by Country (in US$ Million), 2023 & 2033
- Table 10: Middle East & Africa Wealth Management Market by Country (in US$ Million),
- 2023 & 2033
- Table 11: List of Key Players
Research Assistance
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