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Global Wealth Management Market 2015-2019

Global Wealth Management Market 2015-2019

Covering: This industry research report covers the growth prospects of the global wealth management market with segmentations based on the geography (North America, Asia-Pacific, Europe, Latin America, Middle East, and Africa). It also includes an insightful analysis of the leading vendors in this market such as BlackRock, UBS, Allianz, Vanguard Group, State Street Global Advisors, PIMCO, Fidelity Investments, AXA, and Credit Suisse.

Market overview of global wealth management market

Technavios market research analyst has envisaged the global wealth management market to grow at a rapid CAGR of nearly 10% by 2019. The increasing use of SWIFT (Society for Worldwide Interbank Financial Telecommunication) services is expected to lead to process automation across the globe, which in turn would facilitate the systematic transfer plan by cutting the costs and risks associated with it. This will help in increasing client protection and the stability of the financial system; thus, leading to market growth.

The rising need for customer analytics is the key driver for the growth of this market. Analytics helps to understand the different customer segments and their investment pattern in different asset classes. Since customer analytics is an important tool to understand the relationship-based pricing strategies, their augmented usage during the forecast period will aid in understanding the banking needs of customers.

Geographical segmentation of the global wealth management market
North America
Asia Pacific
Europe
Latin America
Middle East
Africa

In this market research report, analysts estimate the North American region to be the largest market for wealth management solutions during the forecast period. At present, this region accounts for a market share of nearly 32% and is envisaged to retain its dominating hold over the market by the end of 2019 due to the development of a new client service model by multi-family offices (MFOs).

Competitive landscape and key vendors
This market is highly competitive and fragmented due to the presence of many large firms like Allianz and Vanguard group. The top vendors in this market are trying to leverage the technology so that they can provide customized solutions to the clients. This will help vendors to increase their market revenue generating capacity and will also allow them to gain a competitive edge over their rivals.

The leading vendors of the market include -
BlackRock
UBS
Allianz
Vanguard Group
State Street Global Advisors
PIMCO
Fidelity Investments
AXA
Credit Suisse

The other prominent vendors of the market include BNY Mellon, Credit Agricole, Capital Group and Deutsche Asset & Wealth Management.

Key questions answered in the report
What will the market size and the growth rate be in 2019
What are the key factors driving the global wealth management market
What are the key market trends impacting the growth of the global wealth management market
What are the challenges to market growth
Who are the key vendors in this market space
What are the market opportunities and threats faced by the vendors in the global wealth management market
What are the factors influencing the market shares of the North America, Asia-Pacific, Europe, Latin America, Middle East, and Africa
What are the key outcomes of the five forces analysis of the global wealth management market

Technavio also offers customization on reports based on specific client requirement.

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Press Release

Technavio Announces the Publication of its Research Report Global Wealth Management Market 2015-2019

Technavio recognizes the following companies as the key players in the Global Wealth Management Market: BlackRock, UBS, Allianz, Vanguard Group, State Street Global Advisors, PIMCO, Fidelity Investments, AXA and Credit Suisse

Other Prominent Vendors in the market are: BNY Mellon, Credit Agricole, Capital Group and Deutsche Asset & Wealth Management.

Commenting on the report, an analyst from Technavios team said: There is an increased complexity in the investment pattern that is giving rise to unique risk requirements. Therefore, the wealth management industry must always focus on the AUM by constantly monitoring and redesigning different strategies. Thereby, a new master risk framework is being developed that will avoid different kinds of risks like cyber and fraud risks in the industry.

According to the report, wealth advisors play a very important role in providing a service to the HNWI clients. With globalization there has been a lot of digitalization strategies that have strengthened customer engagement and the client relationship. This will enhance the services through risk management and shift the focus to the estate and trust.

Further, the report states that lack of proper due diligence is the most important challenge that is faced by the wealth management industry.

Companies Mentioned

BlackRock, UBS, Allianz, Vanguard Group, State Street Global Advisors, PIMCO, Fidelity Investments, AXA, Credit Suisse, BNY Mellon, Credit Agricole, Capital Group, Deutsche Asset & Wealth Management.

  • Executive summary
    • Highlights
  • Scope of the report
    • Market overview
    • Top-vendor offerings
      • Table Product offerings
  • Market research methodology
    • Research methodology
    • Economic indicators
  • Introduction
    • Key market highlights
      • Table Key concerns of wealth managers
  • Market landscape
    • Market overview
      • Table Six dimensions of wealth management
      • Table Comprehensive wealth planning
      • Table Global high net worth investments 2014
      • Table Global asset allocation 2014
    • Market size and forecast
      • Table Global wealth management market 2015-2019 ($ trillions)
    • Five forces analysis
      • Table Five forces analysis
  • Geographical segmentation
    • Table Market share of wealth population in different geographies 2014
    • Table Market share of wealth revenue in different geographies 2019
    • North America
      • Table Wealth management market in North America 2015-2019 ($ trillions)
    • Asia Pacific
      • Table Wealth management market in Asia Pacific 2015-2019 ($ trillions)
    • Europe
      • Table Wealth management market in Europe 2015-2019 ($ trillions)
    • Latin America
      • Table Wealth management market in Latin America 2015-2019 ($ trillions)
    • Middle East
      • Table Wealth management market in Middle East 2015-2019 ($ trillions)
    • Africa
      • Table Wealth management market in Africa 2015-2019 ($ trillions)
  • Market drivers
  • Impact of drivers
    • Table Impact of drivers
  • Market challenges
    • Table Heavy impact of regulatory changes
  • Impact of drivers and challenges
    • Table Impact of drivers and challenges
  • Market trends
  • Vendor landscape
    • Competitive landscape
      • Table Top ten wealth management firms' AUM ($ trillions)
      • Table Market share of top ten wealth management firms 2014 (AUM)
    • Other prominent vendors
  • Key vendor analysis
    • Allianz
      • Table Allianz: Business segmentation by revenue 2014
      • Table Allianz: Business segmentation by revenue 2013 and 2014 ($ billions)
    • AXA
      • Table AXA: Business segmentation 2014 by revenue
      • Table AXA: Business segmentation by revenue 2013 and 2014 ($ billions)
    • BlackRock
      • Table BlackRock: Geographical segmentation by revenue 2014
    • Credit Suisse
      • Table Credit Suisse: Business segmentation 2014 by revenue
      • Table Credit Suisse: Business segmentation by revenue 2013 and 2014 ($ billions)
      • Table Credit Suisse: Geographical segmentation by revenue 2014
    • Fidelity Investments
      • Table Fidelity Investments: Product segmentation
    • J.P. Morgan Asset Management
      • Table JPMorgan Chase: Business segmentation
      • Table JPMorgan Chase: Business segmentation by revenue 2013 and 2014 ($ billions)
    • PIMCO
      • Table PIMCO: Product segmentation
    • State Street Global Advisors
      • Table State Street Global Advisors: Business offerings
    • UBS
      • Table UBS: Business segmentation 2014 by revenue
      • Table UBS: Business segmentation by revenue 2013 and 2014 ($ billions)
      • Table UBS: Geographical segmentation by revenue 2014
    • Vanguard
      • Table Vanguard: Business offerings
  • Appendix
    • List of abbreviation
  • Explore Technavio

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