Insights on the Wealth Management Global Market to 2030 - Identify Growth Segments for Investment


Dublin, Aug. 10, 2020 (GLOBE NEWSWIRE) -- The "Wealth Management Global Market Opportunities and Strategies to 2030: COVID-19 Impact and Recovery" report has been added to's offering.

This report provides the strategists, marketers and senior management with the critical information they need to assess the global wealth management market.

This report describes and evaluates the global wealth management market. It covers two five-year periods, one three-year period, and one six-year period including, 2015 to 2019, termed the historic period, 2019 through 2023, the forecast period, 2023-2025 forecast period, and 2025-2030 the forecast period. The global wealth management market reached a value of nearly $486.78 billion in 2019, having increased at a compound annual growth rate (CAGR) of 6.6% since 2015.

The market is expected to decline from $486.78 billion in 2019 to $446.73 billion in 2020 at a rate of -8.2%. The decline is mainly due to lockdown and social distancing norms imposed by various countries and economic slowdown across countries owing to the COVID-19 outbreak and the measures to contain it. The market is then expected to recover and grow at a CAGR of 9.4% from 2021 ad reach $584.99 billion in 2023.

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Where is the largest and fastest-growing market for the wealth management market? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward? The global wealth management market report to 2030 report answers all these questions and many more.

Going forward, increasing retiree population, increasing wealth of high net worth individuals, and rising demand for alternative investments will drive the growth. Factors that could hinder the growth of the wealth management market in the future include COVID-19, Fintech firms, a wide range of services offered by asset managers, and passive investments.

North America was the largest region in the global wealth management market, accounting for 53.7% of the total in 2019. It was followed by Western Europe, Asia Pacific and then the other regions. Going forward, the fastest-growing regions in the wealth management market will be Western Europe, and the Asia Pacific, where growth will be at CAGRs of 5.3% and 5.2% respectively. These will be followed by Africa, and North America, where the markets are expected to grow at CAGRs of 5.1% and 4.4% respectively.

The global wealth management market is highly fragmented, with a large number of small players. The top ten competitors in the market made up to 11.9% of the total market in 2019. Major players in the market include Wells Fargo & Company, JPMorgan Chase & Co., Bank of America Corporation, Morgan Stanley, and UBS Group AG.

The top opportunities in the wealth management market segmented by type will arise in the fixed income segment, which will gain $56.7 billion of global annual sales by 2023. The top opportunities in the wealth management market segmented by type of advisor will arise in the human advisory segment, which will gain $87.62 billion of global annual sales by 2023. The top opportunities in the wealth management market segmented by enterprise size will arise in the large enterprises segment, which will gain $56.07 billion of global annual sales by 2023. The top opportunities in the wealth management market segmented by type of wealth manager will arise in the full-service wealth managers segment, which will gain $33.36 billion of global annual sales by 2023.

Key Topics Covered:

1. Wealth Management Market Executive Summary

2. Table of Contents

3. List of Figures

4. List of Tables

5. Report Structure

6. Introduction
6.1.1. Segmentation By Geography
6.1.2. Segmentation By Type Of Asset Class
6.1.3. Segmentation By Advisory Mode
6.1.4. Segmentation By Type Of Wealth Manager
6.1.5. Segmentation By Enterprise Size
6.1.6. Segmentation By Type Of Client
6.1.7. Segmentation By Service Element

7. Wealth Management Market Characteristics
7.1. Market Segmentation By Type Of Asset Class
7.1.1. Equity
7.1.2. Fixed Income
7.1.3. Alternative Assets And Others
7.2. Market Segmentation By Advisory Mode
7.2.1. Human Advisory
7.2.2. Robo Advisory
7.2.3. Hybrid Advisory
7.3. Market Segmentation By Type Of Wealth Manager
7.3.1. Private Banks
7.3.2. Investment Managers
7.3.3. Full Service Wealth Managers
7.3.4. Stockbrokers
7.3.5. Others
7.4. Market Segmentation By Enterprise Size
7.4.1. Large Enterprises
7.4.2. Medium And Small Enterprises
7.5. Segmentation By Type Of Client
7.5.1. Pension Funds
7.5.2. Insurance Companies
7.5.3. Sovereign Wealth Fund (SWF)
7.5.4. High-Net-Worth Individual (HNWI)
7.5.5. Mass Affluent
7.6. Market Segmentation By Service Element
7.6.1. Asset Management
7.6.2. Portfolio Management And Investment Advisory
7.6.3. Funds, Trusts And Other Financial Vehicles

8. Wealth Management Market, Supply Chain Analysis
8.1. Resources
8.1.1. Real Estate, Building And Infrastructure Developers
8.1.2. Office Equipment And Utilities Suppliers
8.1.3. Hardware And Software Suppliers
8.1.4. Human Resources
8.2. Wealth Management Service Providers
8.3. Other Service Providers
8.4. End-Users

9. Wealth Management Market, Product/Service Analysis - Product/Service Examples

10. Wealth Management Market Customer Information
10.1. Switching Behavior Among Wealth Management Clients
10.2. Investing Attitudes Among Women
10.3. Use Of Digital Technology By Wealth Management Companies In Hong Kong
10.4. Role Of Research In Wealth Management

11. Wealth Management Market Trends And Strategies
11.1. Artificial Intelligence In Wealth Management
11.2. Cybersecurity
11.3. Focus On Hybrid Wealth Management Services
11.4. Growing Popularity Of Automated Advice
11.5. Wealth Management Companies Investing In Big Data Analytics
11.6. Impact Of Changing Demographics On Wealth Management
11.7. Ethical Investing
11.8. Personalized Services

12. Impact Of COVID-19 On Wealth Management Market
12.1.1. Impact On Wealth Management Companies And Investors
12.1.2. Survey On COVID-19 Concerns Affecting The Wealth And Asset Management Industry

13. Global Wealth Management Market Size And Growth
13.1. Market Size
13.2. Historic Market Growth, 2015 - 2019, Value ($ Billion)
13.2.1. Drivers Of The Market 2015 - 2019
13.2.2. Restraints On The Market 2015 - 2019
13.3. Forecast Market Growth, 2019 - 2023, 2025F, 2030F Value ($ Billion)
13.3.1. Drivers Of The Market 2019 - 2023
13.3.2. Restraints On The Market 2019 - 2023

14. Wealth Management Market, Regional Analysis
14.1. Global Wealth Management Market, By Region, Historic and Forecast, 2015 - 2019, 2023F, 2025F, 2030F, Value ($ Billion)
14.2. Global Wealth Management Market, 2015 - 2023, Historic And Forecast, By Region
14.3. Global Wealth Management Market, 2019-2023, Growth And Market Share Comparison, By Region

15. Global Wealth Management Market Segmentation

16. Global Wealth Management Market Comparison with Macro Economic Factors
16.1. Wealth Management Market Size, Percentage Of GDP, Global
16.2. Per Capita Average Wealth Management Market Expenditure, Global

17. Asia-Pacific Wealth Management Market

18. Western Europe Wealth Management Market

19. Eastern Europe Wealth Management Market

20. North America Wealth Management Market

21. South America Wealth Management Market

22. Middle East Wealth Management Market

23. Africa Wealth Management Market

24. Global Wealth Management Market Competitive Landscape

25. Key Mergers And Acquisitions In The Wealth Management Market
25.1. Kingswood Group acquired 85% stake in Chalice
25.2. Forza Wealth Management, LLC merged with K-Mack Financial
25.3. IIFL Wealth Management Ltd. acquired L & T Capital Markets
25.4. IPS Capital merged with Prospect Wealth Management
25.5. Cerity Partners merged with EWM Wealth
25.6. Mercer Advisors Inc acquired Republic Wealth Advisors, LLC
25.7. Canaccord Genuity Wealth Management Acquired Hargreave Hale
25.8. Canadian Imperial Bank of Commerce Acquired Geneva Advisors
25.9. HighTower Acquired WealthTrust

26. Market Background: Investments Market

27. Recommendations

28. Appendix

Companies Mentioned

  • ABK-Egypt
  • AFH Wealth Management
  • Aiva
  • Akbank
  • Al Rajhi Capital
  • Alexander House Financial Services
  • Angel Broking
  • Arab African International Bank
  • Arbah Capital
  • Arcano Partners
  • Asset One
  • AtaInvest
  • ATON
  • AUM Capital
  • Avendus
  • AVIC Trust
  • Axis Bank Wealth Management
  • Bank Central Asia
  • Bank of America Corporation
  • Barclays Wealth Management
  • Bessemer Trust
  • BMO Global Asset Management
  • BNP Paribas Wealth Management
  • BNY Mellon Wealth Management
  • BTG Pactual
  • Canaccord Genuity Wealth Management
  • Charles Schwab
  • China Huarong Asset Management Company Limited
  • China International Capital Corporation
  • Citadel
  • Citigroup Inc.
  • Commerzbank
  • Credit Suisse Group AG
  • CreditEase
  • Deutsche Bank
  • Devonshire Wealth Management
  • Dolfin
  • Edelweiss Wealth Management
  • Fidelity
  • Fosun International Limited
  • GFM Wealth Advisory
  • Hamilton Wealth Management
  • HSBC Holdings plc
  • IIFL Wealth Management
  • Indosuez Wealth Management
  • Industrial and Commercial Bank of China Limited
  • ING-DiBa
  • Intesa Sanpaolo
  • Investec Wealth Management
  • Jadwa Investment
  • JP Morgan Chase & Co.
  • Kingswood Group
  • Kotak Wealth Management
  • KW Wealth Advisors
  • Lloyds Banking Group
  • Longview Wealth Management
  • Macquarie Asset Management
  • Middle East Financial Investment Company
  • Minchin Moore
  • Monet Investimentos
  • Morgan Stanley
  • NBK Wealth Management
  • Nedbank Wealth
  • NFB Private Wealth Management
  • Nicola Wealth
  • Noah Holdings
  • Noble Wealth Management (Pty) Ltd
  • NOMW Capital
  • Northern Trust
  • Pioneer Wealth Management
  • Private Clients Holdings
  • Professional Wealth
  • PSG Wealth
  • Quilter
  • Quilvest Wealth Management
  • Raymond James Financial
  • RBC Wealth Management
  • Rockfin Wealth Management
  • Samsung Asset Management
  • Sanlam Private Wealth
  • Santander
  • Sberbank
  • Societe Generale
  • Sparkassen
  • St James's Place Wealth Management
  • Steadyhand Investment management
  • Stone Wealth Management
  • The Goldman Sachs Group, Inc
  • Triasima Portfolio Management
  • UBS Group AG
  • UniCredit
  • Vanguard
  • VISIS Private Wealth
  • WealthBar
  • Wells Fargo & Company

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