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Global Wealth Management Market Size & Share to 2027

Publisher QualiKet Research
Published Apr 29, 2022
Length 145 Pages
SKU # QUA17148495

Description

Global Wealth Management Market Size & Share to 2027

Global Wealth Management Market Size, Trends & Growth Opportunity, By Client Type (Private Health Management, and Institutional Wealth Management), By Asset Class (Equity, Fixed Income, and Alternative Asset, and Others), By Advisory Mode (Human Advisory, Robo Advisory, and Hybrid Advisory), By Region and Forecast till 2027

Global Wealth Management Market

Wealth management is defined as sales of wealth management services by entities which plan, advice on and manage various kinds of assets belonging to ultra high net worth, and high net worth individuals, corporations and government and private institutions. This is an investment advisory service that addresses the client’s needs. It can provide their clients with a comprehensive service to sustain and grow their wealth.

Market Drivers

Increase in demand for alternative investment is the key driving factor which is expected to boost the global wealth management market growth. Alternative investments are financial assets which do not fail into category of conventional financial assets like bonds, stocks, and cash. Examples of alternative investments include private equity, hedge property, mineral rights, commodities, art and antiquities, and real estate investment trusts. Furthermore, increase in interest of investors in alternative investments due to its benefits such as reduction in portfolio risk, diversification, and availability in private market less regulation, low correlation with other assets, and relatively high return which is expected to propel the global wealth management market growth. Moreover, high competition in wealth management is another driving factor which is expected to fuel the market growth. Private Banks, warehouse, independent advisors, and broker and dealers are putting best efforts in customer acquisition strategies as all of them compete to capture clients in the High Net Worth, and Ultra High Net Worth segments.

Market Restraints

However, trust is the major challenging factor as the recent economic crises significantly reduce the client trust in wealth management. Recently, many organizations are opting for new operational models to complete effectively in the changing scenario and recover their losses instead of using traditional methods of wealth management which is expected to hinder the global wealth management market growth.

Market Segmentation

Global Wealth Management Market is segmented into client type such as Private Health Management, and Institutional Wealth Management, by asset class such as Equity, Fixed Income, and Alternative Asset, and Others, by advisory mode such as Human Advisory, Robo Advisory, and Hybrid Advisory. Further, market is segmented into enterprise size such as Large Enterprise, and Small and Medium Enterprises.

Also, Global Wealth Management Market is segmented into five regions such as North America, Latin America, Europe, Asia Pacific, and Middle East & Africa.

Market Key Players

Various key players are discussed in this report such as Wells Fargo & Company, JPMorgan Chase & Co., Bank of America Corporation, Morgan Stanley, UBS Group AG, HSBC Holdings plc, Credit Suisse Group AG, and The Goldman Sachs Group, Inc

Market Taxonomy

By Client Type
  • Private Health Management
  • Institutional Wealth Management
By Asset Class
  • Equity
  • Fixed Income
  • Alternative Asset
  • Others
By Advisory Mode
  • Human Advisory
  • Robo Advisory
  • Hybrid Advisory
By Enterprise Size
  • Large Enterprise
  • Small and Medium Enterprises
By Region
  • North America
  • Latin America
  • Europe
  • Asia Pacific
  • Middle East & Africa
Key Questions Addressed by the Report
  • What are the Key Opportunities in Global Wealth Management Market?
  • What will be the growth rate from 2019 to 2027?
  • Which segment/region will have highest growth?
  • What are the factors that will impact/drive the Market?
  • What is the competitive Landscape in the Industry?
  • What is the role of key players in the value chain?
  • What are the strategies adopted by key players?
Wealth Management Market,Wealth Management Industry,Wealth Management Market Size,Wealth Management Market Share,Wealth Management Market Trend,Wealth Management Market Growth

Table of Contents

145 Pages
1 Introduction
1.1 Objective of the Study
1.2 Market Definition
1.3 Market Scope
2 Research Methodology
2.1 Data Mining
2.2 Validation
2.3 Primary Interviews
2.4 List of Data Sources
3 Executive Summary
4 Global Wealth Management Market Outlook
4.1 Overview
4.2 Market Dynamics
4.2.1 Drivers
4.2.2 Restraints
4.2.3 Opportunities
4.3 Porters Five Force Model
4.4 Value Chain Analysis
5 Global Wealth Management Market, By Client Type
5.1 Y-o-Y Growth Comparison, By Client Type
5.2 Global Wealth Management Market Share Analysis, By Client Type
5.3 Global Wealth Management Market Size and Forecast, By Client Type
5.3.1 Private Health Management
5.3.2 Institutional Health Management
6 Global Wealth Management Market, By Asset Class
6.1 Y-o-Y Growth Comparison, By Asset Class
6.2 Global Wealth Management Market Share Analysis, By Asset Class
6.3 Global Wealth Management Market Size and Forecast, By Asset Class
6.3.1 Equity
6.3.2 Fixed Income
6.3.3 Alternative Asset
6.3.4 Others
7 Global Wealth Management Market, By Advisory Mode
7.1 Y-o-Y Growth Comparison, By Advisory Mode
7.2 Global Wealth Management Market Share Analysis, By Advisory Mode
7.3 Global Wealth Management Market Size and Forecast, By Advisory Mode
7.3.1 Human Advisory
7.3.2 Robo Advisory
7.3.3 Hybrid Advisory
8 Global Wealth Management Market, By Enterprise Size
8.1 Y-o-Y Growth Comparison, By Enterprise Size
8.2 Global Wealth Management Market Share Analysis, By Enterprise Size
8.3 Global Wealth Management Market Size and Forecast, By Enterprise Size
8.3.1 Large Enterprise
8.3.2 Small & Medium Enterprise
9 Global Wealth Management Market, By Region
9.1 Global Wealth Management Market Share Analysis, By Region
9.2 Global Wealth Management Market Share Analysis, By Region
9.3 Global Wealth Management Market Size and Forecast, By Region
10 North America Wealth Management Analysis and Forecast (2020 – 2027)
10.1 Introduction
10.2 North America Wealth Management Product Market Share Analysis, By Client Type
10.3 North America Wealth Management Product Market Size and Forecast, By Asset Class
10.4 North America Wealth Management Product Market Size and Forecast, By Advisory Mode
10.5 North America Wealth Management Product Market Size and Forecast, By Enterprise Size
10.6 North America Wealth Management Product Market Size and Forecast, By Country
10.6.1 U.S.
10.6.2 Canada
10.6.3 Mexico
11 Europe Wealth Management Market Analysis and Forecast (2020 – 2027)
11.1 Introduction
11.2 Europe Wealth Management Product Market Share Analysis, By Client Type
11.3 Europe Wealth Management Product Market Size and Forecast, By Asset Class
11.4 Europe Wealth Management Product Market Size and Forecast, By Advisory Mode
11.5 Europe Wealth Management Product Market Size and Forecast, By Enterprise Size
11.6 Europe Wealth Management Product Market Size and Forecast, By Country
11.6.1 Germany
11.6.2 France
11.6.3 UK
11.6.4 Rest of Europe
12 Asia Pacific Wealth Management Market Analysis and Forecast (2020 – 2027)
12.1 Introduction
12.2 Asia Pacific Wealth Management Product Market Share Analysis, By Client Type
12.3 Asia Pacific Wealth Management Product Market Size and Forecast, By Asset Class
12.4 Asia Pacific Wealth Management Product Market Size and Forecast, By Advisory Mode
12.5 Asia Pacific Wealth Management Product Market Size and Forecast, By Enterprise Size
12.6 Asia Pacific Wealth Management Product Market Size and Forecast, By Country
12.6.1 China
12.6.2 Japan
12.6.3 India
12.6.4 Rest of Asia Pacific
13 Latin America Wealth Management Market Analysis and Forecast (2020 – 2027)
13.1 Introduction
13.2 Latin America Wealth Management Product Market Share Analysis, By Client Type
13.3 Latin America Wealth Management Product Market Size and Forecast, By Asset Class
13.4 Latin America Wealth Management Product Market Size and Forecast, By Advisory Mode
13.5 Latin America Wealth Management Product Market Size and Forecast, By Enterprise Size
13.6 Latin America Wealth Management Product Market Size and Forecast, By Country
14 Middle East Wealth Management Market Analysis and Forecast (2020 – 2027)
14.1 Introduction
14.2 Middle East Wealth Management Product Market Share Analysis, By Client Type
14.3 Middle East Wealth Management Product Market Size and Forecast, By Asset Class
14.4 Middle East Wealth Management Product Market Size and Forecast, By Advisory Mode
14.5 Middle East Wealth Management Product Market Size and Forecast, By Enterprise Size
14.6 Middle East Wealth Management Product Market Size and Forecast, By Country
15 Competitive Analysis
15.1 Competition Dashboard
15.2 Market share Analysis of Top Vendors
15.3 Key Development Strategies
16 Company Profiles
16.1 Wells Fargo & Company
16.1.1 Overview
16.1.2 Offerings
16.1.3 Key Financials
16.1.4 Business Segment & Geographic Overview
16.1.5 Key Market Developments
16.1.6 Key Strategies
16.2 JPMorgan Chase & Co
16.2.1 Overview
16.2.2 Offerings
16.2.3 Key Financials
16.2.4 Business Segment & Geographic Overview
16.2.5 Key Market Developments
16.2.6 Key Strategies
16.3 Bank of America Corporation
16.3.1 Overview
16.3.2 Offerings
16.3.3 Key Financials
16.3.4 Business Segment & Geographic Overview
16.3.5 Key Market Developments
16.3.6 Key Strategies
16.4 Morgan Stanley
16.4.1 Overview
16.4.2 Offerings
16.4.3 Key Financials
16.4.4 Business Segment & Geographic Overview
16.4.5 Key Market Developments
16.4.6 Key Strategies
16.5 UBS Group AG
16.5.1 Overview
16.5.2 Offerings
16.5.3 Key Financials
16.5.4 Business Segment & Geographic Overview
16.5.5 Key Market Developments
16.5.6 Key Strategies
16.6 HSBC Holdings plc
16.6.1 Overview
16.6.2 Offerings
16.6.3 Key Financials
16.6.4 Business Segment & Geographic Overview
16.6.5 Key Market Developments
16.6.6 Key Strategies
16.7 Credit Suisse Group AG
16.7.1 Overview
16.7.2 Offerings
16.7.3 Key Financials
16.7.4 Business Segment & Geographic Overview
16.7.5 Key Market Developments
16.7.6 Key Strategies
16.8 The Goldman Sachs Group, Inc
16.8.1 Overview
16.8.2 Offerings
16.8.3 Key Financials
16.8.4 Business Segment & Geographic Overview
16.8.5 Key Market Developments
16.8.6 Key Strategies

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