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Wealth Management Market By Business Model (Human Advisory, Robo Advisory, and Hybrid Advisory), Provider (FinTech Advisors, Banks, Traditional Wealth Managers, and Others), and End-user Type (Retail and High Net Worth Individuals (HNIs): Global Opportunity Analysis and Industry Forecast, 2021–2030
Published Date: January 2022
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Report Code: ALLI-Manu-0S76
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Wealth Management Market
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Wealth Management Market By Business Model (Human Advisory, Robo Advisory, and Hybrid Advisory), Provider (FinTech Advisors, Banks, Traditional Wealth Managers, and Others), and End-user Type (Retail and High Net Worth Individuals (HNIs): Global Opportunity Analysis and Industry Forecast, 2021–2030

Code: ALLI-Manu-0S76
Report
January 2022
Pages:349
Allied Market Research
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DESCRIPTION
TABLE OF CONTENT
TABLES & FIGURES

Wealth Management Market Statistics 2030

The global wealth management market size was valued at US$ 1.25 trillion in 2020 and is projected to reach US$ 3.43 trillion by 2030 growing at a CAGR of 10.7% from 2021 to 2030. Key drivers of the wealth management market include the growing demand for alternative investment options and the emergence of fintech technology. Moreover, the introduction of advanced technologies such as chatbots, IoT, AI, big data analytics, and rapid digitization is expected to expand the growth of the wealth management market during the forecast period. On the other hand, lack of transparent pricing and high fees will restrict market growth but developing economies such as China, India, etc will provide lucrative opportunities for the growth of the market in the coming years.

Wealth Management Market

Trends Influencing the Growth of the Wealth Management Market

Growing demand for alternative investment options and emergence of fintech technology

There is a growing demand for alternative investment options such as private equity, hedge funds, real estate investment trusts(REITs), and intellectual property. A new generation of investors has emerged who think differently and have new attitudes regarding the purchase and consumption of wealth services. Wealth managers are investing in Fintech, Robo-advisor technology in order to automate the delivery of financial services and provide customized portfolio management services to various customers. Fintech also ensures transparency and efficiency in wealth management business operations, reduces financial stress, and makes personalized financial plans. Thus growing popularity of alternative investment options and the emergence of fintech will spur the growth of the wealth management market during the forecast period.

Introduciton of advanced technologies and rapid digitization

Advanced technologies such as big data analytics, AI, chatbots, IoT are all contributing to the growth of the market. Along with rapid digitalization, wealth management providers are investing in client engagement through digital and voice-enabled assistants and chatbots which conducts online chat conversation for providing a more personalized and user-friendly experience. These chatbots answer questions, monitor transactions, and place orders through NLP(Natural language processing) and machine learning. These technologies provide deep insights and improve operational efficiency. In addition to it, AI models use science and human-based advisory models to serve consumers efficiently. Thus the growth of advanced technologies, rapid digitization, and widespread application will augment the growth of the wealth management market during the forecast period.

Lack of transparent price, high fees, and developing economies

The lack of a transparent pricing structure and high fees charged by wealth managers is expected to discourage consumers thereby restraining the market growth. On the other hand developing economies like China, India, Indonesia, Malaysia, etc are expected to provide huge growth potential as high net worth and ultra-high net worth, individuals in the region are demanding newer wealth management product lines providing opportunities to wealth management companies to expand their product base. Thus high pricing will hamper market growth but huge potential from developing economies will provide lucrative opportunities for the growth of the wealth management market during the forecast period. 

Wealth Management Market Share Analysis

Based on region, North America is expected to provide lucrative opportunities for growth in the wealth management market share due to the presence of high net worth individuals and huge competition among banks such as UBS, Morgan Stanley, etc for providing benefits to clients. However, Asia-pacific would grow at the fastest CAGR of 12.7% during the forecast period due to a surge in demand for customized advisory among high net worth and ultra-high net worth individuals in the region.

Based on providers, the Fintech advisors segment is expected to provide lucrative opportunities for growth in the wealth management market share and will grow at the highest CAGR of 16.8% during 2020-2030.

Based on the business model, the human advisory segment is expected to provide lucrative opportunities for growth in the wealth management market share as these advisors serve a rapidly changing client base in a variety of demographics along with fluidity in approach. On the other hand, the Robo advisory segment is expected to grow the fastest at a CAGR of 26.4% during 2021-2030.

Key Market Segments

By Business Model

  • Human Advisory
  • Robo Advisory
    • Direct Plan-Based/Goal-Based
    • Comprehensive Wealth Advisory
  • Hybrid Advisory

By Provider

  • FinTech Advisors
  • Banks
  • Traditional Wealth Managers
  • Others  

By End-User Type

  • Retail
  • High Net Worth Individuals (HNIs)

By Region

  • North America
    • U.S.
    • Canada
  • Europe
    • UK
    • Germany
    • France
    • Switzerland
    • Italy
    • Spain
    • Rest of Europe 
  • Asia-Pacific 
    • China
    • India
    • Japan
    • Australia
    • Singapore
    • Rest of Asia-Pacific   
  • LAMEA
    • Latin America 
    • Middle East
    • Africa

By Key Market Players

  • Bank of America Corporation
  • BNP Paribas
  • Charles Schwab & Co., Inc.
  • Citigroup Inc.
  • CREDIT SUISSE GROUP AG
  • Goldman Sachs
  • JPMorgan Chase & Co.
  • Julius Baer Group
  • Morgan Stanley
  • UBS     

Scope of the Wealth Management Market Report

Report Metric

Details

Report Name

The global wealth management market size was valued at $1.25 trillion in 2020, and is projected to reach $3.43 trillion by 2030, growing at a CAGR of 10.7% from 2021 to 2030. 

The market size in 2020

USD 1.25 Trillion 

The revenue forecast in 2030

USD 3.43 Trillion

Growth Rate

Compound Annual Growth Rate (CAGR) of 10.7% from 2021 to 2030

Market size available for years

2021-2030

Forecast units

Value (USD)

Segments covered

By End User, Application, and Region

Report coverage

Revenue & volume forecast, company share, competitive landscape, growth factors, and trends

Geographic regions covered

North America, Europe, Asia Pacific, Latin America, Middle East & Africa

Frequently Asked Questions About This Report

1. How Big is the Wealth Management Market?

Ans.  The global wealth management market size was valued at $1.25 trillion in 2020, and is projected to reach $3.43 trillion by 2030.

2. What is the Wealth Management Market Growth?

Ans. The global wealth management market is expected to grow at a compound annual growth rate of 10.7% from 2021 to 2030.

3. Who are the major key players of the Wealth Management Market?

Ans. Some of the major companies are Bank of America Corporation, BNP Paribas, Charles Schwab & Co., Inc., Citigroup Inc., CREDIT SUISSE GROUP AG, Goldman Sachs, JPMorgan Chase & Co., Julius Baer Group, Morgan Stanley, and UBS.

CHAPTER 1:INTRODUCTION

1.1.Report description

1.2.Key benefits for stakeholders

1.3.Key market segments

1.4.Research methodology

1.4.1.Secondary research

1.4.2.Primary research

1.4.3.Analyst tools and models

 

CHAPTER 2:EXECUTIVE SUMMARY

2.1.Key findings

2.1.1.Top impacting factors

2.1.2.Top investment pockets

2.2.CXO perspective

 

CHAPTER 3:MARKET OVERVIEW

3.1.Market definition and scope

3.2.Key forces shaping global wealth management market

3.3.The Wealth Management Process

3.4.Standardization/customization alternatives in the wealth management industry

3.5.Dimensions of wealth management industry

3.6.Market dynamics

3.6.1.Drivers

3.6.1.1.Growing demand for wealth management products & services

3.6.1.2.Emergence of FinTechs

3.6.1.3.Increasing demand for alternative investments

3.6.2.Restraint

3.6.2.1.Lack of pricing transparency and competitive fees

3.6.2.2.Varied & conflicting regulations across different jurisdictions

3.6.3.Opportunities

3.6.3.1.Technological advancements

3.6.3.2.Untapped potential of emerging economies

3.7.COVID-19 impact analysis on wealth management market

3.7.1.Impact on wealth management market size

3.7.2.Change in consumer trends, preferences, and budget impact, owing to COVID-19

3.7.3.Framework for market challenges faced by wealth management providers

3.7.4.Economic impact on wealth management providers

3.7.5.Key player strategies to tackle negative impact on the industry

3.7.6.Opportunity analysis for wealth management providers

 

CHAPTER 4:WEALTH MANAGEMENT MARKET, BY BUSINESS MODEL

4.1.Overview

4.2.Human Advisory

4.2.1.Key market trends, growth factors, and opportunities

4.2.2.Market size and forecast, by region

4.2.3.Market analysis, by country

4.3.Robo Advisory

4.3.1.Key market trends, growth factors, and opportunities

4.3.2.Market size and forecast, by region

4.3.3.Market analysis, by country

4.3.4.Wealth Management market, by robo advisory

4.3.4.1.Direct Plan-Based/Goal-Based

4.3.4.1.1.Market size and forecast, by region

4.3.4.2.Comprehensive Wealth Advisory

4.3.4.2.1.Market size and forecast, by region

4.4.Hybrid Advisory

4.4.1.Key market trends, growth factors, and opportunities

4.4.2.Market size and forecast, by region

4.4.3.Market analysis, by country

 

CHAPTER 5:WEALTH MANAGEMENT MARKET, BY PROVIDER

5.1.Overview

5.2.FinTech Advisors

5.2.1.Market size and forecast, by region

5.2.2.Market size and forecast, by region

5.2.3.Market analysis, by country

5.3.Banks

5.3.1.Market size and forecast, by region

5.3.2.Market size and forecast, by region

5.3.3.Market analysis, by country

5.4.Traditional Wealth Managers

5.4.1.Market size and forecast, by region

5.4.2.Market size and forecast, by region

5.4.3.Market analysis, by country

5.5.Others

5.5.1.Market size and forecast, by region

5.5.2.Market size and forecast, by region

5.5.3.Market analysis, by country

 

CHAPTER 6:WEALTH MANAGEMENT MARKET, BY END-USER TYPE

6.1.Overview

6.2.Retail

6.2.1.Key market trends, growth factors, and opportunities

6.2.2.Market size and forecast, by region

6.2.3.Market analysis, by country

6.3.High Net Worth Individuals (HNIs)

6.3.1.Key market trends, growth factors, and opportunities

6.3.2.Market size and forecast, by region

6.3.3.Market analysis, by country

 

CHAPTER 7:WEALTH MANAGEMENT MARKET, BY REGION

7.1.Overview

7.1.1.Market size and forecast

7.2.North America

7.2.1.Key market trends, growth factors, and opportunities

7.2.2.Market size and forecast, by business model

7.2.3.Market size and forecast, by robo advisory

7.2.4.Market size and forecast, by provider

7.2.5.Market size and forecast, by end-user type

7.2.7.Market analysis, by country

7.2.7.1.U.S.

7.2.7.1.1.Market size and forecast, by business model

7.2.7.1.2.Market size and forecast, by robo advisory

7.2.7.1.3.Market size and forecast, by provider

7.2.7.1.4.Market size and forecast, by end-user type

7.2.7.2.Canada

7.2.7.2.1.Market size and forecast, by business model

7.2.7.2.2.Market size and forecast, by robo advisory

7.2.7.2.3.Market size and forecast, by provider

7.2.7.2.4.Market size and forecast, by end-user type

7.3.Europe

7.3.1.Key market trends, growth factors, and opportunities

7.3.2.Market size and forecast, by business model

7.3.3.Market size and forecast, by robo advisory

7.3.4.Market size and forecast, by provider

7.3.5.Market size and forecast, by end-user type

7.3.7.Market analysis, by country

7.3.7.1.UK

7.3.7.1.1.Market size and forecast, by business model

7.3.7.1.2.Market size and forecast, by robo advisory

7.3.7.1.3.Market size and forecast, by provider

7.3.7.1.4.Market size and forecast, by end-user type

7.3.7.2.Germany

7.3.7.2.1.Market size and forecast, by business model

7.3.7.2.2.Market size and forecast, by robo advisory

7.3.7.2.3.Market size and forecast, by provider

7.3.7.2.4.Market size and forecast, by end-user type

7.3.7.3.France

7.3.7.3.1.Market size and forecast, by business model

7.3.7.3.2.Market size and forecast, by robo advisory

7.3.7.3.3.Market size and forecast, by provider

7.3.7.3.4.Market size and forecast, by end-user type

7.3.7.4.Switzerland

7.3.7.4.1.Market size and forecast, by business model

7.3.7.4.2.Market size and forecast, by robo advisory

7.3.7.4.3.Market size and forecast, by provider

7.3.7.4.4.Market size and forecast, by end-user type

7.3.7.5.Italy

7.3.7.5.1.Market size and forecast, by business model

7.3.7.5.2.Market size and forecast, by robo advisory

7.3.7.5.3.Market size and forecast, by provider

7.3.7.5.4.Market size and forecast, by end-user type

7.3.7.6.Spain

7.3.7.6.1.Market size and forecast, by business model

7.3.7.6.2.Market size and forecast, by robo advisory

7.3.7.6.3.Market size and forecast, by provider

7.3.7.6.4.Market size and forecast, by end-user type

7.3.7.7.Rest of Europe

7.3.7.7.1.Market size and forecast, by business model

7.3.7.7.2.Market size and forecast, by robo advisory

7.3.7.7.3.Market size and forecast, by provider

7.3.7.7.4.Market size and forecast, by end-user type

7.4.Asia-Pacific

7.4.1.Key market trends, growth factors, and opportunities

7.4.2.Market size and forecast, by business model

7.4.3.Market size and forecast, by robo advisory

7.4.4.Market size and forecast, by provider

7.4.5.Market size and forecast, by end-user type

7.4.6.Market analysis, by country

7.4.6.1.China

7.4.6.1.1.Market size and forecast, by business model

7.4.6.1.2.Market size and forecast, by robo advisory

7.4.6.1.3.Market size and forecast, by provider

7.4.6.1.4.Market size and forecast, by end-user type

7.4.6.2.India

7.4.6.2.1.Market size and forecast, by business model

7.4.6.2.2.Market size and forecast, by robo advisory

7.4.6.2.3.Market size and forecast, by provider

7.4.6.2.4.Market size and forecast, by end-user type

7.4.6.3.Japan

7.4.6.3.1.Market size and forecast, by business model

7.4.6.3.2.Market size and forecast, by robo advisory

7.4.6.3.3.Market size and forecast, by provider

7.4.6.3.4.Market size and forecast, by end-user type

7.4.6.4.Australia

7.4.6.4.1.Market size and forecast, by business model

7.4.6.4.2.Market size and forecast, by robo advisory

7.4.6.4.3.Market size and forecast, by provider

7.4.6.4.4.Market size and forecast, by end-user type

7.4.6.5.Singapore

7.4.6.5.1.Market size and forecast, by business model

7.4.6.5.2.Market size and forecast, by robo advisory

7.4.6.5.3.Market size and forecast, by provider

7.4.6.5.4.Market size and forecast, by end-user type

7.4.6.6.Rest of Asia-Pacific

7.4.6.6.1.Market size and forecast, by business model

7.4.6.6.2.Market size and forecast, by robo advisory

7.4.6.6.3.Market size and forecast, by provider

7.4.6.6.4.Market size and forecast, by end-user type

7.5.LAMEA

7.5.1.Key market trends, growth factors, and opportunities

7.5.2.Market size and forecast, by business model

7.5.3.Market size and forecast, by robo advisory

7.5.4.Market size and forecast, by provider

7.5.5.Market size and forecast, by end-user type

7.5.7.Market analysis, by country

7.5.7.1.Latin America

7.5.7.1.1.Market size and forecast, by business model

7.5.7.1.2.Market size and forecast, by robo advisory

7.5.7.1.3.Market size and forecast, by provider

7.5.7.1.4.Market size and forecast, by end-user type

7.5.7.2.Middle East

7.5.7.2.1.Market size and forecast, by business model

7.5.7.2.2.Market size and forecast, by robo advisory

7.5.7.2.3.Market size and forecast, by provider

7.5.7.2.4.Market size and forecast, by end-user type

7.5.7.3.Africa

7.5.7.3.1.Market size and forecast, by business model

7.5.7.3.2.Market size and forecast, by robo advisory

7.5.7.3.3.Market size and forecast, by provider

7.5.7.3.4.Market size and forecast, by end-user type

 

CHAPTER 8:COMPETITIVE LANDSCAPE

8.1.Introduction

8.1.1.Market player positioning, 2020

8.2.Competitive dashboard

8.2.1.Top winning strategies

 

CHAPTER 9:COMPANY PROFILES

9.1.BANK OF AMERICA CORPORATION

9.1.1.Company overview

9.1.2.Company snapshot

9.1.3.Operating business segments

9.1.4.Product portfolio

9.1.5.Business performance

9.2.BNP Paribas

9.2.1.Company overview

9.2.2.Company snapshot

9.2.4.Product portfolio

9.2.5.Business performance

9.2.6.Key strategic moves and developments

9.3.Charles Schwab & Co., Inc.

9.3.1.Company overview

9.3.2.Company snapshot

9.3.3.Product portfolio

9.3.4.Business performance

9.3.5.Key strategic moves and developments

9.4.CITIGROUP, INC.

9.4.1.Company overview

9.4.2.Company snapshot

9.4.3.Operating business segments

9.4.4.Product portfolio

9.4.5.Business performance

9.4.6.Key strategic moves and developments

9.5.CREDIT SUISSE GROUP AG

9.5.1.Company overview

9.5.2.Company snapshot

9.5.3.Operating business segments

9.5.4.Product portfolio

9.5.5.Business performance

9.6.Goldman Sachs

9.6.1.Company overview

9.6.2.Company snapshot

9.6.3.Product portfolio

9.6.4.Business performance

9.6.5.Key strategic moves and developments

9.7.JP MORGAN CHASE & CO.

9.7.1.Company overview

9.7.2.Company snapshot

9.7.3.Product portfolio

9.7.4.Business performance

9.7.5.Key strategic moves and developments

9.8.Julius Baer Group

9.8.1.Company overview

9.8.2.Company snapshot

9.8.3.Product portfolio Business performance

9.8.4.Key strategic moves and developments

9.9.MORGAN STANLEY

9.9.1.Company overview

9.9.2.Company snapshot

9.9.3.Product portfolio

9.9.4.Business performance

9.9.5.Key strategic moves and developments

9.10.UBS

9.10.1.Company overview

9.10.2.Company snapshot

9.10.3.Operating business segments

9.10.4.Product portfolio Business performance

9.10.5.Key strategic moves and developments

LIST OF TABLES

TABLE 01.GLOBAL WEALTH MANAGEMENT MARKET, BY BUSINESS MODEL, 2020-2030 ($MILLION)

TABLE 02.WEALTH MANAGEMENT MARKET REVENUE FOR HUMAN ADVISORY, BY REGION, 2020-2030 ($MILLION)

TABLE 03.WEALTH MANAGEMENT MARKET FOR ROBO ADVISORY, BY REGION, 2020-2030 ($MILLION)

TABLE 04.WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)

TABLE 05.ROBO ADVISORS MARKET FOR DIRECT PLAN-BASED/GOAL-BASED, BY REGION, 2020–2030 ($MILLION)

TABLE 06.ROBO ADVISORS MARKET FOR COMPREHENSIVE WEALTH ADVISORY, BY REGION, 2020–2030 ($MILLION)

TABLE 07.WEALTH MANAGEMENT MARKET REVENUE FOR HYBRID ADVISORY, BY REGION, 2020-2030 ($MILLION)

TABLE 08.GLOBAL WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)

TABLE 09.WEALTH MANAGEMENT MARKET FOR FINTECH ADVISORS, BY REGION, 2020-2030 ($MILLION)

TABLE 10.WEALTH MANAGEMENT MARKET FOR BANKS, BY REGION, 2020-2030 ($MILLION)

TABLE 11.WEALTH MANAGEMENT MARKET FOR TRADITIONAL WEALTH MANAGERS, BY REGION, 2020-2030 ($MILLION)

TABLE 12.WEALTH MANAGEMENT MARKET FOR OTHERS, BY REGION, 2020-2030 ($MILLION)

TABLE 13.GLOBAL WEALTH MANAGEMENT MARKET, BY END-USER TYPE, 2020-2030 ($MILLION)

TABLE 14.WEALTH MANAGEMENT MARKET REVENUE FOR RETAIL, BY REGION, 2020-2030 ($MILLION)

TABLE 15.WEALTH MANAGEMENT MARKET FOR HIGH NET WORTH INDIVIDUALS (HNIS), BY REGION, 2020-2030 ($MILLION)

TABLE 16.WEALTH MANAGEMENT MARKET, BY REGION, 2020-2030 ($MILLION)

TABLE 17.NORTH AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 18.NORTH AMERICA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 19.NORTH AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 20.NORTH AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 21.NORTH AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY COUNTRY, 2020–2030 ($MILLION)

TABLE 22.U.S. WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 23.U.S. WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 24.U.S. WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 25.U.S. WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 26.CANADA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 27.CANADA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 28.CANADA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 29.CANADA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 30.EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 31.EUROPE WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 32.EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 33.EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 34.EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY COUNTRY, 2020–2030 ($MILLION)

TABLE 35.UK WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 36.UK WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 37.UK WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 38.UK WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 39.GERMANY WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 40.GERMANY WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 41.GERMANY WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 42.GERMANY WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 43.FRANCE WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 44.FRANCE WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 45.FRANCE WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 46.FRANCE WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 47.SWITZERLAND WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 48.SWITZERLAND WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 49.SWITZERLAND WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 50.SWITZERLAND WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 51.ITALY WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 52.ITALY WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 53.ITALY WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 54.ITALY WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 55.SPAIN WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 56.SPAIN WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 57.SPAIN WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 58.SPAIN WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 59.REST OF EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 60.REST OF EUROPE WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 61.REST OF EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 62.REST OF EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 63.ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 64.ASIA-PACIFIC WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 65.ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 66.ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 67.ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY COUNTRY, 2020–2030 ($MILLION)

TABLE 68.CHINA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 69.CHINA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 70.CHINA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 71.CHINA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 72.INDIA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 73.INDIA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 74.INDIA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 75.INDIA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 76.JAPAN WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 77.JAPAN WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 78.JAPAN WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 79.JAPAN WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 80.AUSTRALIA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 81.AUSTRALIA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 82.AUSTRALIA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 83.AUSTRALIA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 84.SINGAPORE WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 85.SINGAPORE WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 86.SINGAPORE WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 87.SINGAPORE WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 88.REST OF ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 89.REST OF ASIA-PACIFIC WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 90.REST OF ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 91.REST OF ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 92.LAMEA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 93.LAMEA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 94.LAMEA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 95.LAMEA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 96.LAMEA WEALTH MANAGEMENT MARKET REVENUE, BY COUNTRY, 2020–2030 ($MILLION)

TABLE 97.LATIN AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 98.LATIN AMERICA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 99.LATIN AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 100.LATIN AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 101.MIDDLE EAST WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 102.MIDDLE EAST WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 103.MIDDLE EAST WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 104.MIDDLE EAST WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 105.AFRICA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020–2030 ($MILLION)

TABLE 106.AFRICA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020–2030 ($MILLION)

TABLE 107.AFRICA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020–2030 ($MILLION)

TABLE 108.AFRICA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020–2030 ($MILLION)

TABLE 109.BANK OF AMERICA CORPORATION: COMPANY SNAPSHOT

TABLE 110.BANK OF AMERICA CORPORATION: OPERATING SEGMENTS

TABLE 111.BANK OF AMERICA CORPORATION: PRODUCT PORTFOLIO

TABLE 112.BNP PARIBAS: COMPANY SNAPSHOT

TABLE 113.BNP PARIBAS: PRODUCT PORTFOLIO

TABLE 114.CHARLES SCHWAB & CO., INC.: COMPANY SNAPSHOT

TABLE 115.CHARLES SCHWAB & CO., INC.: PRODUCT PORTFOLIO

TABLE 116.CITIGROUP, INC.: COMPANY SNAPSHOT

TABLE 117.CITIGROUP, INC.: OPERATING SEGMENTS

TABLE 118.CITIGROUP, INC.: PRODUCT PORTFOLIO

TABLE 119.CREDIT SUISSE GROUP AG: COMPANY SNAPSHOT

TABLE 120.CREDIT SUISSE GROUP AG: OPERATING SEGMENTS

TABLE 121.CREDIT SUISSE GROUP AG: PRODUCT PORTFOLIO

TABLE 122.GOLDMAN SACHS: COMPANY SNAPSHOT

TABLE 123.GOLDMAN SACHS: PRODUCT PORTFOLIO

TABLE 124.JPMORGAN CHASE & CO.: COMPANY SNAPSHOT

TABLE 125.JP MORGAN CHASE & CO.: PRODUCT PORTFOLIO

TABLE 126.JULIUS BAER GROUP: COMPANY SNAPSHOT

TABLE 127.JULIUS BAER GROUP: PRODUCT PORTFOLIO

TABLE 128.MORGAN STANLEY: COMPANY SNAPSHOT

TABLE 129.MORGAN STANLEY: PRODUCT PORTFOLIO

TABLE 130.UBS: COMPANY SNAPSHOT

TABLE 131.UBS: OPERATING SEGMENTS

TABLE 132.UBS: PRODUCT PORTFOLIO

LIST OF FIGURES

FIGURE 01.KEY MARKET SEGMENTS

FIGURE 02.GLOBAL WEALTH MANAGEMENT MARKET SNAPSHOT, BY SEGMENTATION, 2021–2030

FIGURE 03.WEALTH MANAGEMENT MARKET SNAPSHOT, BY REGION, 2021–2030

FIGURE 04.WEALTH MANAGEMENT MARKET: TOP IMPACTING FACTOR

FIGURE 05.TOP INVESTMENT POCKETS

FIGURE 06.LOW BARGAINING POWER OF SUPPLIERS

FIGURE 07.HIGH BARGAINING POWER OF BUYER

FIGURE 08.HIGH THREAT OF SUBSTITUTES

FIGURE 09.MODERATELY HIGH THREAT OF NEW ENTRANTS

FIGURE 10.HIGH COMPETITIVE RIVALRY

FIGURE 11.THE WEALTH MANAGEMENT PROCESS

FIGURE 12.STANDARDIZATION/CUSTOMIZATION ALTERNATIVES IN THE WEALTH MANAGEMENT INDUSTRY

FIGURE 13.DIMENSIONS OF WEALTH MANAGEMENT INDUSTRY

FIGURE 14.MARKET DYNAMICS: WEALTH MANAGEMENT MARKET

FIGURE 15.GLOBAL WEALTH MANAGEMENT MARKET, BY BUSINESS MODEL, 2020-2030

FIGURE 16.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR HUMAN ADVISORY, 2020 & 2030 (%)

FIGURE 17.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR ROBO ADVISORY, 2020 & 2030 (%)

FIGURE 18.WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030

FIGURE 19.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR HYBRID ADVISORY, 2020 & 2030 (%)

FIGURE 20.GLOBAL WEALTH MANAGEMENT MARKET, BY PROVIDER, 2020-2030

FIGURE 21.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR FINTECH ADVISORS, 2020 & 2030 (%)

FIGURE 22.COMPARATIVE ANALYSIS OF WEALTH MANAGEMENT MARKET FOR BANKS, 2020 & 2030 (%)

FIGURE 23.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR TRADITIONAL WEALTH MANAGERS, 2020 & 2030 (%)

FIGURE 24.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR OTHERS, 2020 & 2030 (%)

FIGURE 25.GLOBAL WEALTH MANAGEMENT MARKET, BY END-USER TYPE, 2020-2030

FIGURE 26.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR RETAIL, 2020 & 2030 (%)

FIGURE 27.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR HIGH NET WORTH INDIVIDUALS (HNIS), 2020 & 2030 (%)

FIGURE 28.U.S. WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 29.CANADA WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 30.UK WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 31.GERMANY WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 32.FRANCE WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 33.SWITZERLAND WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 34.ITALY WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 35.SPAIN WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 36.REST OF EUROPE WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 37.CHINA WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 38.INDIA WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 39.JAPAN WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 40.AUSTRALIA WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 41.SINGAPORE WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 42.REST OF ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 43.LATIN AMERICA WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 44.MIDDLE EAST WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 45.AFRICA WEALTH MANAGEMENT MARKET REVENUE, 2020–2030 ($MILLION)

FIGURE 46.MARKET PLAYER POSITIONING, 2020

FIGURE 47.COMPETITIVE DASHBOARD

FIGURE 48.COMPETITIVE DASHBOARD

FIGURE 49.COMPETITIVE HEATMAP OF KEY PLAYERS

FIGURE 50.TOP WINNING STRATEGIES, BY YEAR, 2019–2021

FIGURE 51.TOP WINNING STRATEGIES, BY DEVELOPMENT, 2019–2021

FIGURE 52.TOP WINNING STRATEGIES, BY COMPANY, 2019–2021

FIGURE 53.BANK OF AMERICA CORPORATION: REVENUE, 2018–2020 ($MILLION)

FIGURE 54.BANK OF AMERICA CORPORATION: REVENUE SHARE, BY SEGMENT, 2020 (%)

FIGURE 55.BANK OF AMERICA CORPORATION: REVENUE SHARE, BY REGION, 2020 (%)

FIGURE 56.BNP PARIBAS: REVENUE, 2018–2020 ($MILLION)

FIGURE 57.CHARLES SCHWAB & CO., INC.: NET REVENUE, 2018–2020 ($MILLION)

FIGURE 58.CHARLES SCHWAB & CO., INC.: REVENUE SHARE, BY SEGMENT (2020)

FIGURE 59.CITIGROUP, INC.: NET REVENUE, 2018–2020 ($MILLION)

FIGURE 60.CREDIT SUISSE GROUP AG: REVENUE, 2018–2020 ($MILLION)

FIGURE 61.CREDIT SUISSE GROUP AG: REVENUE SHARE, BY SEGMENT, 2020 (%)

FIGURE 62.CREDIT SUISSE GROUP AG: REVENUE SHARE, BY REGION, 2020 (%)

FIGURE 63.GOLDMAN SACHS: NET REVENUE, 2018–2020 ($MILLION)

FIGURE 64.GOLDMAN SACHS: REVENUE SHARE, BY SEGMENT (2020)

FIGURE 65.GOLDMAN SACHS: REVENUE SHARE, BY REGION (2020)

FIGURE 66.JPMORGAN CHASE & CO.: NET REVENUE, 2018–2020 ($MILLION)

FIGURE 67.JPMORGAN CHASE & CO.: REVENUE SHARE, BY SEGMENT (2020)

FIGURE 68.JPMORGAN CHASE & CO.: REVENUE SHARE, BY REGION (2020)

FIGURE 69.JULIUS BAER GROUP: NET REVENUE, 2018–2020 ($MILLION)

FIGURE 70.MORGAN STANLEY: NET REVENUE, 2018–2020 ($MILLION)

FIGURE 71.MORGAN STANLEY: REVENUE SHARE, BY SEGMENT (2020)

FIGURE 72.MORGAN STANLEY: REVENUE SHARE, BY REGION (2020)

FIGURE 73.UBS: NET REVENUE, 2018–2020 ($MILLION)

FIGURE 74.UBS: REVENUE SHARE, BY SEGMENT (2020)

FIGURE 75.UBS: REVENUE SHARE, BY REGION (2020)

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