Wealth Management Global Market Opportunities And Strategies To 2033

Description

Wealth management is an investment advisory service that addresses the needs of clients. Wealth management services provide their clients with a comprehensive service to sustain and grow their wealth. It provides comprehensive research-based advisory along with convenient and personalized investment execution. The creation of wealth is through a team of experts who examine the financial needs of the client and suggest the appropriate financial products. The wealth management process includes the protection of wealth, management of risk, assembling of wealth, proper positioning of wealth and later wealth distribution. The primary motive of wealth management is long term wealth creation.

The wealth management market consists of sales of wealth management services by entities (organizations, sole traders and partnerships) that plan, advise on and manage various kinds of assets primarily belonging to high net worth and ultra-high net worth individuals, corporations and government and non-government institutions. The market includes establishments that offer financial and investment advice, retirement planning and legal or estate planning.

The global wealth management market was valued a $1,044.56 billion in 2018 which grew till 2023 at a compound annual growth rate (CAGR) of more than 11.00%.

Rise In The Number Of High Net Worth Individuals

Growth in the number of high-net-worth individuals contributed to the development of the wealth management market during the historic period. With the increasing population of high-net-worth individuals (HNWIs), the demand for advanced financial planning and investment management services also rose. These individuals sought tailored solutions to manage their expanding wealth, such as estate planning, tax optimization and asset protection, driving a significant increase in demand for wealth management firms. For example, in 2020, according to the Guardian a British daily newspaper, as the world's wealthiest people profited from "almost an explosion of money," the ranks of "ultra-high net worth" (UHNW) people increased by 46,000 to a record 218,200. In 2021, according to Bankrate, a US-based consumer financial services, HNWIs numbered 62.5 million, up 5.2 million from the year before. HNWIs comprise only around 1.2% of the population, yet they control about half of the world's wealth (48%). Eighty-seven percent of HNWIs have assets worth between $1 million and $5 million. The rising number of high-net-worth individuals boosted the demand, which supported the growth of the wealth management market.

New Technology Solutions To Transform Small And Mid-Sized RIAs

Major companies operating in the wealth management market are launching new technology solutions to transform small and mid-sized registered investment advisors (RIAs). This eliminates the need for multiple standalone tools, streamlining processes and reducing operational complexity. For instance, in August 2024, Fidelity Investments, a US-based financial services provider, announced new technology solutions designed specifically for small and mid-sized registered investment advisors (RIAs). These solutions include an integrated technology platform and an advisory bundle featuring FMAX Essentials, aimed at addressing common challenges related to limited resources and cost constraints. The all-in-one platform consolidates tools from Wealthscape, eMoney and Advyzon, enhancing operational efficiency and streamlining processes. Additionally, the advisory bundle offers a cost-effective platform for advanced managed account solutions, enabling firms to expand their investment advisory and financial planning services. These initiatives are designed to help smaller firms build a scalable technology infrastructure, positioning them for growth in a competitive marketplace.

The global wealth management market is fairly fragmented, with a large number of players operating in the market. The top ten competitors in the market made up to 12.93% of the total market in 2023.

Wealth Management Global Market Opportunities And Strategies To 2033 from The Business Research Company provides the strategists; marketers and senior management with the critical information they need to assess the global wealth management market as it emerges from the COVID-19 shut down.

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Where is the largest and fastest-growing market for wealth management? How does the market relate to the overall economy; demography and other similar markets? What forces will shape the market going forward? The wealth management market global report from The Business Research Company answers all these questions and many more.

The report covers market characteristics; size and growth; segmentation; regional and country breakdowns; competitive landscape; market shares; trends and strategies for this market. It traces the market's history and forecasts market growth by geography. It places the market within the context of the wider wealth management market; and compares it with other markets.

The report covers the following chapters

Introduction and Market Characteristics- Brief introduction to the segmentations covered in the market, definitions and explanations about the segment by type of asset class, by type of wealth manager, by enterprise size and by advisory mode.
Product Analysis- The product analysis section of the report describes the leading products in the industrial machinery market, along with key features and differentiators for those products.
Supply Chain- The supply chain section of the report defines and explains the key players in the wealth management industry supply chain.
Customer Information- The chapter covers recent customer trends/preferences in the global wealth management market.
Key Trends- Highlights the major trends shaping the global market. This section also highlights likely future developments in the market.
Macro-Economic Scenario- The report provides an analysis of the impact of the COVID-19 pandemic, impact of the Russia-Ukraine war and impact of rising inflation on global and regional markets, providing strategic insights for businesses in the wealth management market.
Global Market Size And Growth- Global historic (2018-2023) and forecast (2023-2028, 2033F) market values and drivers and restraints that support and control the growth of the market in the historic and forecast periods.
Regional And Country Analysis- Historic (2018-2023) and forecast (2023-2028, 2033F) market values and growth and market share comparison by region and country.
Market Segmentation- Contains the market values (2018-2023) (2023-2028, 2033F) and analysis for each segment type of asset class, by type of wealth manager, by enterprise size and by advisory mode in the market. Historic (2018-2023) and forecast (2023-2028) and (2028-2033) market values and growth and market share comparison by region market.
Regional Market Size and Growth- Regional market size (2023), historic (2018-2023) and forecast (2023-2028, 2033F) market values and growth and market share comparison of countries within the region. This report includes information on all the regions Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East and Africa and major countries within each region.
Competitive Landscape- Details on the competitive landscape of the market, estimated market shares and company profiles of the leading players.
Other Major And Innovative Companies- Details on the company profiles of other major and innovative companies in the market.
Competitive Benchmarking- Briefs on the financials comparison between major players in the market.
Competitive Dashboard- Briefs on competitive dashboard of major players.
Market Opportunities And Strategies- Describes market opportunities and strategies based on findings of the research, with information on growth opportunities across countries, segments and strategies to be followed in those markets.
Conclusions And Recommendations- This section includes recommendations for wealth management providers in terms of product/service offerings geographic expansion, marketing strategies and target groups.
Appendix- This section includes details on the NAICS codes covered, abbreviations and currencies codes used in this report.

Markets Covered:

1) By Type Of Asset Class: Equities; Fixed Income; Alternative Assets And Others
2) By Type Of Wealth Manager: Private Banks; Investment Managers; Full-Service Wealth Managers; Stockbrokers; Other Type Of Wealth Manager
3) By Enterprise Size: Large Enterprises; Medium And Small Enterprises
4) By Advisory Mode: Human Advisory; Robo Advisory; Hybrid Advisory
Companies Mentioned: Industrial and Commercial Bank of China; CNP Assurances S.A.; Japan Post Group; Morgan Stanley; UBS Group AG
Countries: China; Australia; India; Indonesia; Japan; South Korea; Bangladesh; Thailand; Vietnam, Malaysia; Singapore; Philippines; Hong Kong; New Zealand; USA; Canada; Brazil; Mexico; France; Germany; UK; Austria; Belgium; Denmark; Finland; Ireland; Italy; Netherlands; Norway; Portugal; Spain; Sweden; Switzerland; Russia; Czech Republic; Poland; Romania; Ukraine; Chile; Argentina; Colombia; Peru; Saudi Arabia; Israel; Iran; Turkey; UAE; Egypt; Nigeria; South Africa
Regions: Asia-Pacific; Western Europe; Eastern Europe; North America; South America; Middle East; Africa
Time-series: Five years historic and ten years forecast.
Data: Ratios of market size and growth to related markets; GDP proportions; expenditure per capita; wealth management indicators comparison.
Data segmentations: country and regional historic and forecast data; market share of competitors; market segments.
Sourcing and Referencing: Data and analysis throughout the report is sourced using end notes.

Product Code: o&s1384

1 Executive Summary

1.1 Wealth Management - Market Attractiveness And Macro Economic Landscape

2 Table Of Contents

3 List Of Tables

4 List Of Figures

5 Report Structure

6 Market Characteristics

6.1 General Market Definition
6.2 Summary
6.3 Wealth Management Market Definition And Segmentations
6.4 Market Segmentation By Type Of Asset Class
- 6.4.1 Equities
- 6.4.2 Fixed Income
- 6.4.3 Alternative Assets And Others
6.5 Market Segmentation By Type Of Wealth Manager
- 6.5.1 Private Banks
- 6.5.2 Investment Managers
- 6.5.3 Full-Service Wealth Managers
- 6.5.4 Stockbrokers
- 6.5.5 Other Type Of Wealth Manager
6.6 Market Segmentation By Enterprise Size
- 6.6.1 Large Enterprises
- 6.6.2 Medium And Small Enterprises
6.7 Market Segmentation By Advisory Mode
- 6.7.1 Human Advisory
- 6.7.2 Robo Advisory
- 6.7.3 Hybrid Advisory

7 Product/Service Analysis -Product/Service Examples

8 Wealth Management Market, Supply Chain Analysis

8.1 Resources
- 8.1.1 Real Estate, Building And Infrastructure Developers
- 8.1.2 Office Equipment And Utilities Suppliers
- 8.1.3 Hardware And Software Suppliers
- 8.1.4 Human Resources
8.2 Wealth Management Service Providers
8.3 Other Service Providers
8.4 End-Users

9 Customer Information

9.1 Digital Channels And Robo-Advisors Reshape Wealth Management Preferences
9.2 Importance Of Operational Efficiency, Tax-Smart Investing, Model Portfolios and Technological Advancements in Wealth Management
9.3 Importance Of Referrals, Client Engagement, Technology Adoption and Compliance Challenges in Wealth Management
9.4 Digital Tools Drive Wealth Management Client Satisfaction
9.5 Role of Digital Engagement and Mobile Apps in Enhancing Client Satisfaction for Wealth Management Firms
9.6 Role Of Personalization In Retail Wealth Management
9.7 Marketing Strategies Among Financial Advisors
9.8 Consumer Willingness To Consume Financial Services Propositions Through Financial Or Non-Financial Channels/Brands
9.9 Wealthy Millennials Have High Degree of Trust in Advisors
9.10 Change In Client Beliefs Due To COVID-19
9.11 Changing Consumer Perceptions In Financial Services
9.12 Switching Behavior Among Wealth Management Clients
9.13 Banks Transformation For A New Generation Of Customers
9.14 Wealth Managers Expanding Investments In Different Asset Classes
9.15 Clients Preferences On Types And Ways Of Advice For Wealth Management

10 Major Market Trends

10.1 Innovative Wealth Management Platforms To Enhance Client Engagement And Experience
10.2 New Technology Solutions To Transform Small And Mid-Sized RIAs
10.3 Launch Of New ERP Platforms For Family Office Wealth Management
10.4 Focus On Blending Traditional And Modern Investment Strategies
10.5 New AI Tools Enhance Efficiency In Financial Advisory Meetings
10.6 Integration Of Life Insurance And Financial Planning Tools

11 Wealth Management Market - Macro Economic Scenario

11.1 COVID-19 Impact On The Wealth Management Market
11.2 Impact Of The War In Ukraine On The Wealth Management Market
11.3 Impact Of High Inflation On The Wealth Management Market

12 Global Market Size And Growth

12.1 Market Size
12.2 Historic Market Growth, 2018 - 2023, Value ($ Billion)
- 12.2.1 Market Drivers 2018 - 2023
- 12.2.2 Market Restraints 2018 - 2023
12.3 Forecast Market Growth, 2023 - 2028, 2033F Value ($ Billion)
- 12.3.1 Market Drivers 2023 - 2028
- 12.3.2 Market Restraints 2023 - 2028

13 Global Wealth Management Market Segmentation

13.1 Global Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
13.2 Global Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
13.3 Global Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
13.4 Global Wealth Management Market, Segmentation By Advisory Mode, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)

14 Wealth Management Market, Regional and Country Analysis

14.1 Global Wealth Management Market, By Region, Historic and Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
14.2 Global Wealth Management Market, By Country, Historic and Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)

15 Asia-Pacific Market

15.1 Summary
15.2 Market Overview
- 15.2.1 Region Information
- 15.2.2 Market Information
- 15.2.3 Background Information
- 15.2.4 Government Initiatives
- 15.2.5 Regulations
- 15.2.6 Regulatory Bodies
- 15.2.7 Major Associations
- 15.2.8 Taxes Levied
- 15.2.9 Corporate Tax Structure
- 15.2.10 Investments
- 15.2.11 Major Companies
15.3 Asia Pacific Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.4 Asia Pacific Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.5 Asia Pacific Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.6 Asia-Pacific Wealth Management Market: Country Analysis
15.7 Australia Market
15.8 Australia Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.9 Australia Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.10 Australia Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.11 Bangladesh Market
15.12 Bangladesh Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.13 China Market
15.14 Summary
15.15 Market Overview
- 15.15.1 Country Information
- 15.15.2 Market Information
- 15.15.3 Background Information
- 15.15.4 Government Initiatives
- 15.15.5 Regulations
- 15.15.6 Regulatory Bodies
- 15.15.7 Major Associations
- 15.15.8 Taxes Levied
- 15.15.9 Corporate Tax Structure
- 15.15.10 Investments
- 15.15.11 Major Companies
15.16 China Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.17 China Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.18 China Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.19 Hong Kong Market
15.20 Hong Kong Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.21 India Market
15.22 India Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.23 India Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.24 India Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.25 Indonesia Market
15.26 Indonesia Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.27 Indonesia Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.28 Indonesia Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.29 Japan Market
15.30 Japan Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.31 Japan Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.32 Japan Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.33 Malaysia Market
15.34 Malaysia Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.35 New Zealand Market
15.36 New Zealand Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.37 Philippines Market
15.38 Philippines Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.39 Singapore Market
15.40 Singapore Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.41 South Korea Market
15.42 South Korea Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.43 South Korea Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.44 South Korea Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.45 Thailand Market
15.46 Thailand Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
15.47 Vietnam Market
15.48 Vietnam Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)

16 Western Europe Market

16.1 Summary
16.2 Market Overview
- 16.2.1 Region Information
- 16.2.2 Market Information
- 16.2.3 Background Information
- 16.2.4 Government Initiatives
- 16.2.5 Regulations
- 16.2.6 Regulatory Bodies
- 16.2.7 Major Associations
- 16.2.8 Taxes Levied
- 16.2.9 Corporate Tax Structure
- 16.2.10 Investments
- 16.2.11 Major Companies
16.3 Western Europe Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.4 Western Europe Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.5 Western Europe Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.6 Western Europe Wealth Management Market: Country Analysis
16.7 Austria Market
16.8 Austria Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.9 Belgium Market
16.10 Belgium Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.11 Denmark Market
16.12 Denmark Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.13 Finland Market
16.14 Finland Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.15 France Market
16.16 France Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.17 France Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.18 France Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.19 Germany Market
16.20 Germany Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.21 Germany Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.22 Germany Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.23 Ireland Market
16.24 Ireland Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.25 Italy Market
16.26 Italy Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.27 Italy Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.28 Italy Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.29 Netherlands Market
16.30 Netherlands Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.31 Norway Market
16.32 Norway Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.33 Portugal Market
16.34 Portugal Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.35 Spain Market
16.36 Spain Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.37 Spain Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.38 Spain Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.39 Sweden Market
16.40 Sweden Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.41 Switzerland Market
16.42 Switzerland Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.43 UK Market
16.44 UK Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.45 UK Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
16.46 UK Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)

17 Eastern Europe Market

17.1 Summary
17.2 Market Overview
- 17.2.1 Region Information
- 17.2.2 Market Information
- 17.2.3 Background Information
- 17.2.4 Government Initiatives
- 17.2.5 Regulations
- 17.2.6 Regulatory Bodies
- 17.2.7 Major Associations
- 17.2.8 Taxes Levied
- 17.2.9 Corporate Tax Structure
- 17.2.10 Investments
- 17.2.11 Major Companies
17.3 Eastern Europe Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
17.4 Eastern Europe Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
17.5 Eastern Europe Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
17.6 Eastern Europe Wealth Management Market: Country Analysis
17.7 Czech Republic Market
17.8 Czech Republic Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
17.9 Poland Market
17.10 Poland Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
17.11 Romania Market
17.12 Romania Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
17.13 Russia Market
17.14 Russia Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
17.15 Russia Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
17.16 Russia Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
17.17 Ukraine Market
17.18 Ukraine Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)

18 North America Market

18.1 Summary
18.2 Market Overview
- 18.2.1 Region Information
- 18.2.2 Market Information
- 18.2.3 Background Information
- 18.2.4 Government Initiatives
- 18.2.5 Regulations
- 18.2.6 Regulatory Bodies
- 18.2.7 Major Associations
- 18.2.8 Taxes Levied
- 18.2.9 Corporate Tax Structure
- 18.2.10 Investments
- 18.2.11 Major Companies
18.3 North America Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
18.4 North America Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
18.5 North America Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
18.6 North America Wealth Management Market: Country Analysis
18.7 Canada Market
18.8 Canada Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
18.9 Canada Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
18.10 Canada Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
18.11 Mexico Market
18.12 Mexico Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
18.13 USA Market
18.14 Summary
18.15 Market Overview
- 18.15.1 Country Information
- 18.15.2 Market Information
- 18.15.3 Background Information
- 18.15.4 Government Initiatives
- 18.15.5 Regulations
- 18.15.6 Regulatory Bodies
- 18.15.7 Major Associations
- 18.15.8 Taxes Levied
- 18.15.9 Corporate Tax Structure
- 18.15.10 Investments
- 18.15.11 Major Companies
18.16 USA Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
18.17 USA Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
18.18 USA Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)

19 South America Market

19.1 Summary
19.2 Market Overview
- 19.2.1 Region Information
- 19.2.2 Market Information
- 19.2.3 Background Information
- 19.2.4 Government Initiatives
- 19.2.5 Regulations
- 19.2.6 Regulatory Bodies
- 19.2.7 Major Associations
- 19.2.8 Taxes Levied
- 19.2.9 Corporate Tax Structure
- 19.2.10 Investments
- 19.2.11 Major Companies
19.3 South America Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
19.4 South America Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
19.5 South America Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
19.6 South America Wealth Management Market: Country Analysis
19.7 Argentina Market
19.8 Argentina Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
19.9 Brazil Market
19.10 Brazil Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
19.11 Brazil Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
19.12 Brazil Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
19.13 Chile Market
19.14 Chile Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
19.15 Colombia Market
19.16 Colombia Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
19.17 Peru Market
19.18 Peru Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)

20 Middle East Market

20.1 Summary
20.2 Market Overview
- 20.2.1 Region Information
- 20.2.2 Market Information
- 20.2.3 Background Information
- 20.2.4 Government Initiatives
- 20.2.5 Regulations
- 20.2.6 Regulatory Bodies
- 20.2.7 Major Associations
- 20.2.8 Taxes Levied
- 20.2.9 Corporate Tax Structure
- 20.2.10 Investments
- 20.2.11 Major Companies
20.3 Middle East Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
20.4 Middle East Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
20.5 Middle East Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
20.6 Middle East Wealth Management Market: Country Analysis
20.7 Iran Market
20.8 Iran Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
20.9 Israel Market
20.10 Israel Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
20.11 Saudi Arabia Market
20.12 Saudi Arabia Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
20.13 Turkey Market
20.14 Turkey Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
20.15 UAE Market
20.16 UAE Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)

21 Africa Market

21.1 Summary
21.2 Market Overview
- 21.2.1 Region Information
- 21.2.2 Market Information
- 21.2.3 Background Information
- 21.2.4 Government Initiatives
- 21.2.5 Regulations
- 21.2.6 Regulatory Bodies
- 21.2.7 Major Associations
- 21.2.8 Taxes Levied
- 21.2.9 Corporate Tax Structure
- 21.2.10 Investments
- 21.2.11 Major Companies
21.3 Africa Wealth Management Market, Segmentation By Type Of Asset Class, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
21.4 Africa Wealth Management Market, Segmentation By Type Of Wealth Manager, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
21.5 Africa Wealth Management Market, Segmentation By Enterprise Size, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
21.6 Africa Wealth Management Market: Country Analysis
21.7 Egypt Market
21.8 Egypt Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
21.9 Nigeria Market
21.10 Nigeria Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)
21.11 South Africa Market
21.12 South Africa Wealth Management Market, Historic And Forecast, 2018 - 2023, 2028F, 2033F, Value ($ Billion)

22 Competitive Landscape And Company Profiles

22.1 Company Profiles
22.2 Industrial and Commercial Bank of China
- 22.2.1 Company Overview
- 22.2.2 Products And Services
- 22.2.3 Business Strategy
- 22.2.4 Financial Overview
22.3 CNP Assurances S.A.
- 22.3.1 Company Overview
- 22.3.2 Products And Services:
- 22.3.3 Financial Overview
22.4 Japan Post Group
- 22.4.1 Company Overview
- 22.4.2 Products And Services
- 22.4.3 Financial Overview
22.5 Morgan Stanley
- 22.5.1 Company Overview
- 22.5.2 Products And Services
- 22.5.3 Business Strategy
- 22.5.4 Financial Overview
22.6 UBS Group AG
- 22.6.1 Company Overview
- 22.6.2 Products And Services
- 22.6.3 Business Strategy
- 22.6.4 Financial Overview

23 Other Major And Innovative Companies

23.1 JPMorgan Chase
- 23.1.1 Company Overview
- 23.1.2 Products And Services
23.2 BlackRock Inc
- 23.2.1 Company Overview
- 23.2.2 Products And Services
23.3 Great-West Lifeco Inc.
- 23.3.1 Company Overview
- 23.3.2 Products And Services
23.4 Wells Fargo & Co.
- 23.4.1 Company Overview
- 23.4.2 Products And Services
23.5 Goldman Sachs Group Inc.
- 23.5.1 Company Overview
- 23.5.2 Products And Services
23.6 Bank of America Corporation
- 23.6.1 Company Overview
- 23.6.2 Products And Services
23.7 HSBC Holdings plc
- 23.7.1 Company Overview
- 23.7.2 Products And Services
23.8 Citi Group Inc.
- 23.8.1 Company Overview
- 23.8.2 Products And Services
23.9 Julius Bar Group AG
- 23.9.1 Company Overview
- 23.9.2 Products And Services
23.10 Ameriprise Financial, Inc.
- 23.10.1 Company Overview
- 23.10.2 Products And Services
23.11 Barclays plc
- 23.11.1 Company Overview
- 23.11.2 Products And Services
23.12 CREDIT SUISSE GROUP AG
- 23.12.1 Company Overview
- 23.12.2 Products And Services
23.13 The Charles Schwab Corporation
- 23.13.1 Company Overview
- 23.13.2 Products And Services
23.14 Fidelity Investments
- 23.14.1 Company Overview
- 23.14.2 Products And Services
23.15 Legal & General Group plc
- 23.15.1 Company Overview
- 23.15.2 Products And Services

24 Competitive Benchmarking

25 Competitive Dashboard

26 Key Mergers And Acquisitions

26.1 Wealth Enhancement Group Acquired Levy Wealth Management Group
26.2 Bank of New York Mellon Acquired Archer
26.3 Modern Wealth Management Acquired C&J Wealth Advisors
26.4 Waverly Advisors Acquired River Capital Advisors
26.5 HSBC Group Acquired Citigroup Inc
26.6 360 ONE WAM Acquired 360 ONE WAM
26.7 Progeny Acquired Chartered Wealth Management
26.8 Choreo LLC Acquired BDO USA
26.9 Advisor360° Acquired Wealth Management Assets Technology Of Agreement Express
26.10 Mercer Global Advisors Acquired Empyrion Wealth Management
26.11 Waverly Advisors Acquired Wall Advisors, Inc.
26.12 Manulife Financial Acquired Manulife TEDA Fund Management
26.13 OneDigital Acquired JFL Total Wealth Management (JFL)
26.14 Choreo Acquired Enso Wealth Management
26.15 Julius Bar Acquired GROW
26.16 MAI Capital Management Acquired Pareto Wealth Management
26.17 WA Asset Management Acquired BT Wealth Management
26.18 Morningstar Acquired Praemium Limited
26.19 APRIL Group Acquired Magnacarta
26.20 Wealth Enhancement Group Acquired Kings Point Capital Management
26.21 Royal Bank of Canada Acquired Brewin Dolphin Holdings
26.22 Prudential Financial Acquire A Minority Stake In Alexander Forbes
26.23 Blackstone Acquired ASK Investment Managers
26.24 HSBC Holdings Acquired L&T Investment Management

27 Opportunities And Strategies

27.1 Global Wealth Management Market In 2028 - Countries Offering Most New Opportunities
27.2 Global Wealth Management Market In 2028 - Segments Offering Most New Opportunities
27.3 Global Wealth Management Market In 2028 - Growth Strategies
- 27.3.1 Market Trend Based Strategies
- 27.3.2 Competitor Strategies

28 Wealth Management Market, Conclusions And Recommendations

28.1 Conclusions
28.2 Recommendations
- 28.2.1 Product
- 28.2.2 Place
- 28.2.3 Price
- 28.2.4 Promotion
- 28.2.5 People

29 Appendix

29.1 Geographies Covered
29.2 Market Data Sources
29.3 Research Methodology
29.4 Currencies
29.5 The Business Research Company
29.6 Copyright and Disclaimer