Global Personal Wealth Management Services Market Growth (Status and Outlook) 2025-2031

The global Personal Wealth Management Services market size is predicted to grow from US$ 241 million in 2025 to US$ 311 million in 2031; it is expected to grow at a CAGR of 4.4% from 2025 to 2031.

Personal wealth management service is a comprehensive financial service designed to help individual customers effectively manage, increase value and protect their wealth. Personal wealth management service can ensure that customers' assets can achieve steady growth under the premise of controlling risks, meet customers' financial needs at different stages of life, and achieve long-term preservation and appreciation of wealth.

United States market for Personal Wealth Management Services is estimated to increase from US$ million in 2024 to US$ million by 2031, at a CAGR of % from 2025 through 2031.

China market for Personal Wealth Management Services is estimated to increase from US$ million in 2024 to US$ million by 2031, at a CAGR of % from 2025 through 2031.

Europe market for Personal Wealth Management Services is estimated to increase from US$ million in 2024 to US$ million by 2031, at a CAGR of % from 2025 through 2031.

Global key Personal Wealth Management Services players cover BNY, Mariner, FNZ, Vanguard, Glenmede, etc. In terms of revenue, the global two largest companies occupied for a share nearly % in 2024.

LPI (LP Information)' newest research report, the “Personal Wealth Management Services Industry Forecast” looks at past sales and reviews total world Personal Wealth Management Services sales in 2024, providing a comprehensive analysis by region and market sector of projected Personal Wealth Management Services sales for 2025 through 2031. With Personal Wealth Management Services sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world Personal Wealth Management Services industry.

This Insight Report provides a comprehensive analysis of the global Personal Wealth Management Services landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyses the strategies of leading global companies with a focus on Personal Wealth Management Services portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms’ unique position in an accelerating global Personal Wealth Management Services market.

This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for Personal Wealth Management Services and breaks down the forecast by Type, by Application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global Personal Wealth Management Services.

This report presents a comprehensive overview, market shares, and growth opportunities of Personal Wealth Management Services market by product type, application, key players and key regions and countries.

Segmentation by Type:
Financial Planning
Investment Management
Asset Management
Asset Allocation
Estate Planning
Tax Planning
Retirement Planning
Others

Segmentation by Application:
Employees
Business Owners
Retirees
Others

This report also splits the market by region:
Americas
United States
Canada
Mexico
Brazil
APAC
China
Japan
Korea
Southeast Asia
India
Australia
Europe
Germany
France
UK
Italy
Russia
Middle East & Africa
Egypt
South Africa
Israel
Turkey
GCC Countries

The below companies that are profiled have been selected based on inputs gathered from primary experts and analyzing the company's coverage, product portfolio, its market penetration.
BNY
Mariner
FNZ
Vanguard
Glenmede
Bernstein Private Wealth Management
Fidelity
Empower
Merrill Lynch
William Blair
Raymond James
Charles Schwab
Wealthspire Advisors
Cresset
RBC Wealth Management
Wellsfargo
Northwestern Mutual
LPL Financial
Edelman Financial Engines
Evelyn Partners
EP Wealth Advisors
Coutts

Please note: The report will take approximately 2 business days to prepare and deliver.