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Global Wealth Management Market: Size, Trends & Forecasts (2018-2022)

Publish Date:June 2018
No. of Pages:59

Format : Adobe Reader (PDF) Instant delivery

US$ 800.00

Scope of the Report

The report entitled “Global Wealth Management Market: Size, Trends & Forecasts (2018-2022)”, provides analysis of the global wealth management, with detailed analysis of market size and growth. The analysis includes the market by value and by regions. The report also provides the detailed analysis of the global wealth management market value of North America, Europe, Asia Pacific, Latin America and Middle East & Africa regions.

Moreover, the report also assesses the key opportunities in the market and outlines the factors that are and will be driving the growth of the industry. Growth of the overall global wealth management has also been forecasted for the years 2018-2022, taking into consideration the previous growth patterns, the growth drivers and the current and future trends.

Wells Fargo & Company, UBS Group AG, BlackRock, Inc. and Morgan Stanley are some of the key players operating in the global wealth management, whose company profiling has been done in the report. In this segment of the report, business overview, financial overview and business strategies of the companies are provided.

Country Coverage

North America
Europe
Asia Pacific
Latin America
Middle East & Africa

Company Coverage

Wells Fargo & Company
UBS Group AG
BlackRock, Inc.
Morgan Stanley

Executive Summary

Wealth management is defined as procedures, which provides financial planning by a designated wealth advisor/managers. The wealth management procedures involve financial services such as investment advice, assets management, accounting, tax services, retirement planning and legal or estate planning. The total market value of assets and investments managed by a wealth management organization is known as assets under management (AUMs).

The wealth management industry structure is divided into six different categories such as retail, direct, broker-dealer independent RIA, full service firms/ wirehoue, private banks, regional banks with trust companies and multi-family offices.

The different types of wealth management products and services are structure investment products, which offers a fixed investment outcome; private banking and services, which provide more personalized financial services to HNWIs; traditional investment products, which includes bond shares, real estate, banking, etc; estate or retirement planning, which includes management of assets in the event of death or planning for regular income after paid work ends; and private wealth management or personal wealth management, which incorporates financial planning portfolio and other aggregated financial services.

The global wealth management market is expected to increase at high growth rates during the forecasted period (2018-2022). The global wealth management market is supported by various growth drivers, such as, increasing high net worth individuals (HNWIs) population, budding global GDP, upsurge in global urban population, etc. Whereas, come challenges such as resistance to accept technology in wealth management, stringent regulations, etc. obstruct the market growth.

1. Executive Summary

2. Introduction

2.1 Wealth Management: An Overview
2.2 Types of Wealth Management Products and Services: An Overview 
2.3 Wealth Management Products with Potential Return: An Overview 
2.4 Advantages and Disadvantages of Wealth Management

3. Global Market Analysis

3.1 Global Wealth Management Market: An Analysis

3.1.1 Global Wealth Management Market by Assets Under Management (AUMs)
3.1.2 Global Wealth Management (AUMs) Market by Region (North America, Europe, Asia Pacific, Latin America, Middle East & Africa)
3.1.3 Global Wealth Management Market by Revenue

4. Regional Market Analysis

4.1 North America Wealth Management Market: An Analysis
4.1.1 North America Wealth Management Market by Assets Under Management (AUMs)

4.2 Europe Wealth Management Market: An Analysis
4.2.1 Europe Wealth Management Market by Assets Under Management (AUMs)

4.3 Asia Pacific Wealth Management Market: An Analysis
4.3.1 Asia Pacific Wealth Management Market by Assets Under Management (AUMs)

4.4 Latin America Wealth Management Market: An Analysis
4.4.1 Latin America Wealth Management Market by Assets Under Management (AUMs)

4.5 Middle East & Africa Wealth Management Market: An Analysis
4.5.1 Middle East & Africa Wealth Management Market by Assets Under Management (AUMs)

5. Market Dynamics

5.1 Growth Drivers
5.1.1 Increasing High Net Worth Individuals (HNWIs) Population
5.1.2 Budding Global GDP 
5.1.3 Rising Number of Social Media Users
5.1.4 Upsurge in Global Urban Population
5.1.5 Budding Internet Penetration

5.2 Challenges
5.2.1 Resistance to Accept Technology
5.2.2 Stringent Regulatory Issues
5.3 Market Trends
5.3.1 Robo-Advisors
5.3.2 Blockchain Technology

6. Competitive Landscape

6.1 Global Wealth Management Market Players: A Financial Comparison

7. Company Profiles

7.1 Wells Fargo & Company 
7.1.1 Business Overview
7.1.2 Financial Overview
7.1.3 Business Strategy

7.2 UBS Group AG
7.2.1 Business Overview
7.2.2 Financial Overview
7.2.3 Business Strategy

7.3 BlackRock, Inc.
7.3.1 Business Overview
7.3.2 Financial Overview
7.3.3 Business Strategy

7.4 Morgan Stanley 
7.4.1 Business Overview
7.4.2 Financial Overview
7.4.3 Business Strategy
Figure 1: Wealth Management Industry Structure
Figure 2: Types of Wealth Management Products and Services
Figure 3: Wealth Management Products with Potential Return
Figure 4: Advantages and Disadvantages of Wealth Management
Figure 5: Global Wealth Management Market by Assets Under Management (AUMs); 2013-2017 (US$ Trillion)
Figure 6: Global Wealth Management Market by Assets Under Management (AUMs); 2018-2022 (US$ Trillion)
Figure 7: Global Assets Under Management (AUMs) Market by Region; 2017
Figure 8: Global Wealth Management Market by Revenue; 2013-2017 (US$ Billion)
Figure 9: Global Wealth Management Market by Revenue; 2018-2022 (US$ Billion)
Figure 10: North America Wealth Management Market by Assets Under Management AUMs); 2013-2017(US$ Trillion)
Figure 11: North America Wealth Management Market by Assets Under Management (AUMs); 2018-2022 (US$ Trillion)
Figure 12: Europe Wealth Management Market by Assets Under Management (AUMs); 2013-2017 (US$ Trillion)
Figure 13: Europe Wealth Management Market by Assets Under Management (AUMs); 2018-2022 (US$ Trillion)
Figure 14: Asia Pacific Wealth Management Market by Assets Under Management (AUMs); 2013-2017 (US$ Trillion)
Figure 15: Asia Pacific Wealth Management Market by Assets Under Management (AUMs); 2018-2022 (US$ Trillion)
Figure 16: Latin America Wealth Management Market by Assets Under Management (AUMs); 2013-2017 (US$ Trillion)
Figure 17: Latin America Wealth Management Market by Assets Under Management (AUMs); 2018-2022 (US$ Trillion)
Figure 18: Middle East & Africa Wealth Management Market by Assets Under Management (AUMs); 2013-2017 (US$ Billion)
Figure 19: Middle East & Africa Wealth Management Market by Assets Under Management (AUMs); 2018-2022 (US$ Trillion)
Figure 20: High Net Worth Individuals (HNWIs) Population; 2012-2016 (Million)
Figure 21: Global GDP; 2012-2016 (US$ Trillion)
Figure 22: Developed and Developing Economies GDP Growth Rate; 2017-2019 (Percentage, %)
Figure 23: Global Number of Social Media Users; 2014-2020 (Billion)
Figure 24: Global Urban Population; 2012-2016 (Billion)
Figure 25: Global Urban Population Rate; 2015-2025 (Percentage, %)
Figure 26: Internet Penetration by Regions; 2012-2016 (Billion)
Figure 27: Global Preference Rate for Physical Advisor and Digital Advisor; 2016
Figure 28: Global Assets Under Management by Robo-Advisors; 2015-2020 (US$ Trillion)
Figure 29: Wells Fargo & Company Revenue; 2013-2017 (US$ Billion)
Figure 30: Wells Fargo & Company Revenue by Segment; 2017
Figure 31: UBS Group AG Total Operating Income; 2013-2017 (US$ Billion)
Figure 32: UBS Group AG Total Operating Income by Segment; 2017)
Figure 33: UBS Group AG Total Operating Income by Region; 2017
Figure 34: BlackRock, Inc. Total Revenue; 2013-2017 (US$ Billion)
Figure 35: BlackRock, Inc. Total Revenue by Segment; 2017
Figure 36: BlackRock, Inc. Total Revenue by Region; 2017
Figure 37: Morgan Stanley Net Revenue; 2013-2017 (US$ Billion)
Figure 38: Morgan Stanley Net Revenue by Segment; 2017
Figure 39: Morgan Stanley Net Revenue by Region; 2017
Table 1: Global Wealth Management Market Players: A Financial Comparison; 2017