Global Wealth Management Market 2021-2025 2021-2025

Global Wealth Management Market 2021-2025

Technavio has been monitoring the wealth management market and it is poised to grow by $ 318.95 bn during 2021-2025, progressing at a CAGR of 8% during the forecast period. Our report on wealth management market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.

The report offers an up-to-date analysis regarding the current global market scenario, latest trends and drivers, and the overall market environment. The market is driven by the rising number of high-net-worth individual (HNWI) globally and rising demand for alternative investments. In addition, rising number of high-net-worth individual (HNWI) globally is anticipated to boost the growth of the market as well.

The wealth management market analysis includes geographical landscapes.

Technavio's wealth management market is segmented as below:

By Geographical Landscapes

  • North America
  • APAC
  • Europe
  • South America
  • MEA
This study identifies the introduction of diversified wealth management services by the vendors as one of the prime reasons driving the wealth management market growth during the next few years.

Technavio presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters. Our report on wealth management market covers the following areas:
  • Wealth management market sizing
  • Wealth management market forecast
  • Wealth management market industry analysis
Technavio's robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading wealth management market vendors that include Allianz Group, Bank of America Corp., BlackRock Inc., CREDIT SUISSE GROUP AG, Fidelity Investments Inc., JPMorgan Chase & Co., Morgan Stanley Co. LLC, State Street Corp., The Vanguard Group Inc., and UBS Group AG. Also, the wealth management market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage on all forthcoming growth opportunities.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to an analysis of the key vendors.


  • Executive Summary
  • Market Landscape
    • Market ecosystem
      • COVID-19 impact on consumer discretionary industry
      • Consumer service industry
        • Table Parent market
    • Market characteristics
      • Table Market characteristics
    • Value chain analysis
      • Table Value chain analysis: Specialized consumer services market
      • Inputs
      • Pitching and profiling
      • Resourcing and communicating
      • Delivery and support
      • Connecting and innovating
      • Marketing and sales
      • Support activities
  • Market Sizing
    • Market definition
      • Table Offerings of vendors included in the market definition
    • Market segment analysis
      • Table Market segments
    • Market size 2020
    • Market outlook: Forecast for 2020 - 2025
      • Table Global - Market size and forecast 2020 - 2025 ($ billion)
      • Table Global market: Year-over-year growth 2020 - 2025 (%)
  • Five Forces Analysis
    • Five forces summary
      • Table Five forces analysis 2020 & 2025
    • Bargaining power of buyers
      • Table Bargaining power of buyers
    • Bargaining power of suppliers
      • Table Bargaining power of suppliers
    • Threat of new entrants
      • Table Threat of new entrants
    • Threat of substitutes
      • Table Threat of substitutes
    • Threat of rivalry
      • Table Threat of rivalry
    • Market condition
      • Table Market condition - Five forces 2020
  • Customer landscape
    • Table Customer landscape
  • Geographic Landscape
    • Geographic segmentation
      • Table Market share by geography 2020-2025 (%)
    • Geographic comparison
      • Table Geographic comparison
    • North America - Market size and forecast 2020- 2025
      • Table North America - Market size and forecast 2020-2025 ($ billion)
      • Table North America - Year-over-year growth 2020-2025 (%)
    • APAC - Market size and forecast 2020-2025
      • Table APAC - Market size and forecast 2020-2025 ($ billion)
      • Table APAC - Year-over-year growth 2020-2025 (%)
    • Europe - Market size and forecast 2020-2025
      • Table Europe - Market size and forecast 2020-2025 ($ billion)
      • Table Europe - Year-over-year growth 2020-2025 (%)
    • South America - Market size and forecast 2020- 2025
      • Table South America - Market size and forecast 2020-2025 ($ billion)
      • Table South America - Year-over-year growth 2020-2025 (%)
    • MEA - Market size and forecast 2020-2025
      • Table MEA - Market size and forecast 2020-2025 ($ billion)
      • Table MEA - Year-over-year growth 2020-2025 (%)
    • Key leading countries
      • Table Key leading countries
    • Market opportunity by geography
      • Table Market opportunity by geography ($ billion)
  • Drivers, Challenges, and Trends
    • Market drivers – Demand led growth
      • Rising number of high-net-worth individuals (HNWIs) globally
      • Introduction of diversified wealth management services by vendors
      • Rising demand for alternative investments
    • Market challenges
      • Impact of COVID-19
      • Pressure on pricing structure of wealth management companies
      • Growth of fintech companies
        • Table Impact of drivers and challenges
    • Market trends
      • Technological advances
      • Trend of sustainable investing
      • Impact of demographic shift
  • Vendor Landscape
    • Competitive scenario
    • Vendor landscape
      • Table Vendor landscape
    • Landscape disruption
      • Table Landscape disruption
    • Industry risks
      • Table Industry risks
  • Vendor Analysis
    • Vendors covered
      • Table Vendors covered
    • Market positioning of vendors
      • Table Market positioning of vendors
    • Allianz Group
      • Table Allianz Group - Overview
      • Table Allianz Group - Business segments
      • Table Allianz Group - Key news
      • Table Allianz Group - Key offerings
      • Table Allianz Group - Segment focus
    • Bank of America Corp.
      • Table Bank of America Corp. - Overview
      • Table Bank of America Corp. – Business segments
      • Table Bank of America Corp. - Key news
      • Table Bank of America Corp. - Key offerings
      • Table Bank of America Corp. - Segment focus
    • BlackRock Inc.
      • Table BlackRock Inc. - Overview
      • Table BlackRock Inc. - Business segments
      • Table BlackRock Inc. - Key news
      • Table BlackRock Inc. - Key offerings
    • CREDIT SUISSE GROUP AG
      • Table CREDIT SUISSE GROUP AG - Overview
      • Table CREDIT SUISSE GROUP AG - Business segments
      • Table CREDIT SUISSE GROUP AG - Key offerings
      • Table CREDIT SUISSE GROUP AG - Segment focus
    • Fidelity Investments Inc.
      • Table Fidelity Investments Inc. - Overview
      • Table Fidelity Investments Inc. - Product and service
      • Table Fidelity Investments Inc. - Key news
      • Table Fidelity Investments Inc. - Key offerings
    • JPMorgan Chase & Co.
      • Table JPMorgan Chase & Co. - Overview
      • Table JPMorgan Chase & Co. – Business segments
      • Table JPMorgan Chase & Co. - Key offerings
      • Table JPMorgan Chase & Co. - Segment focus
    • Morgan Stanley Co. LLC
      • Table Morgan Stanley Co. LLC - Overview
      • Table Morgan Stanley Co. LLC - Business segments
      • Table Morgan Stanley Co. LLC - Key news
      • Table Morgan Stanley Co. LLC - Key offerings
      • Table Morgan Stanley Co. LLC - Segment focus
    • State Street Corp.
      • Table State Street Corp. - Overview
      • Table State Street Corp. - Business segments
      • Table State Street Corp. - Key news
      • Table State Street Corp. - Key offerings
      • Table State Street Corp. - Segment focus
    • The Vanguard Group Inc.
      • Table The Vanguard Group Inc. - Overview
      • Table The Vanguard Group Inc. - Product and service
      • Table The Vanguard Group Inc. - Key news
      • Table The Vanguard Group Inc. - Key offerings
    • UBS Group AG
      • Table UBS Group AG - Overview
      • Table UBS Group AG - Business segments
      • Table UBS Group AG - Key news
      • Table UBS Group AG - Key offerings
      • Table UBS Group AG - Segment focus
  • Appendix
    • Scope of the report
      • Market definition
      • Objectives
      • Notes and Caveats
    • Currency conversion rates for US$
      • Table Currency conversion rates for US$
    • Research methodology
      • Table Research Methodology
      • Table Validation techniques employed for market sizing
      • Table Information sources
    • List of abbreviations
      • Table List of abbreviations

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