Table of Content

1. Executive Summary


2. Introduction
2.1 Wealth Management: An Overview
2.1.1 Introduction to Wealth Management
2.1.2 Types of Financial Advisors/Wealth Managers

2.2 Wealth Management Segmentation: An Overview


3. Global Market Analysis

3.1 Global Wealth Management Market: An Analysis

3.1.1 Global Wealth Management Market: An Overview
3.1.2 Global Wealth Management Market by Value
3.1.3 Global Wealth Management Market by Advisory Mode
3.1.4 Global Wealth Management Market by Channel
3.1.5 Global Wealth Management Market by Enterprise Size
3.1.6 Global Wealth Management Market by Region

3.2 Global Wealth Management Market: Advisory Mode Analysis

3.2.1 Global Wealth Management Market by Advisory Mode: An Overview
3.2.2 Global Human Advisory Wealth Management Market by Value
3.2.3 Global Hybrid Advisory Wealth Management Market by Value
3.2.4 Global Robo Advisory Wealth Management Market by Value

3.3 Global Wealth Management Market: Channel Analysis

3.3.1 Global Wealth Management Market by Channel: An Overview
3.3.2 Global Wealth Management Wirehouses Market by Value
3.3.3 Global Wealth Management RIA Market by Value
3.3.4 Global Wealth Management National/Regional Broker Dealer Market by Value
3.3.5 Global Wealth Management Independent Broker Dealer Market by Value
3.3.6 Global Wealth Management Banks/Trusts Market by Value
3.3.7 Global Wealth Management Others Market by Value

3.4 Global Wealth Management Market: Enterprise Size Analysis

3.4.1 Global Wealth Management Market by Enterprise Size: An Overview
3.4.2 Global Large Enterprises Wealth Management Market by Value
3.4.3 Global Small & Medium Enterprises (SMEs) Wealth Management Market by Value


4. Regional Market Analysis

4.1 North America Wealth Management Market: An Analysis

4.1.1 North America Wealth Management Market: An Overview
4.1.2 North America Wealth Management Market by Value
4.1.3 North America Wealth Management Market by Region
4.1.4 The US Wealth Management Market by Value
4.1.5 Canada Wealth Management Market by Value
4.1.6 Mexico Wealth Management Market by Value

4.2 Europe Wealth Management Market: An Analysis

4.2.1 Europe Wealth Management Market: An Overview
4.2.2 Europe Wealth Management Market by Value
4.2.3 Europe Wealth Management Market by Region
4.2.4 The UK Wealth Management Market by Value
4.2.5 Germany Wealth Management Market by Value
4.2.6 France Wealth Management Market by Value
4.2.7 Italy Wealth Management Market by Value
4.2.8 Spain Wealth Management Market by Value
4.2.9 Rest of Europe Wealth Management Market by Value

4.3 Asia Pacific Wealth Management Market: An Analysis

4.3.1 Asia Pacific Wealth Management Market: An Overview
4.3.2 Asia Pacific Wealth Management Market by Value
4.3.3 Asia Pacific Wealth Management Market by Region
4.3.4 China Wealth Management Market by Value
4.3.5 Japan Wealth Management Market by Value
4.3.6 India Wealth Management Market by Value
4.3.7 Rest of Asia Pacific Wealth Management Market by Value

4.4 Rest of World Wealth Management Market: An Analysis

4.4.1 Rest of World Wealth Management Market: An Overview
4.4.2 Rest of World Wealth Management Market by Value


5. Impact of COVID-19

5.1 Impact of COVID-19 on Global Wealth Management Market
5.2 Post COVID-19 Impact on Global Wealth Management Market


6. Market Dynamics

6.1 Growth Drivers
6.1.1 Increasing Number of Ultra-High-Net-Worth Individuals
6.1.2 Accelerating Shift Towards RIA Channel
6.1.3 Increasing Alternative Assets Under Management
6.1.4 Growing Internet Penetration Rate
6.1.5 Economic Expansion
6.1.6 Growing Customization
6.1.7 Accelerating Growth in Wealth Management Loans

6.2 Challenges
6.2.1 Regulatory Compliance
6.2.2 Cybersecurity Risks
6.2.3 Market Volatility

6.3 Market Trends
6.3.1 ESG as a Method of Investing
6.3.2 Consolidation Amongst RIAs
6.3.3 Growing Shift Towards Robo-Advisors
6.3.4 Growing Intergenerational Wealth Transfer
6.2.5 Increasing Demand for Outsourcing
6.3.6 Embracing Wealth-as-a-Service Infrastructures
6.3.7 Increasing Investment in Big Data Analytics
6.3.8 Recent Technological Advancements
6.3.9 Integration of AI, Machine Learning, and Automation


7. Competitive Landscape

7.1 Global Wealth Management Market: Competitive Landscape
7.2 Global Wealth Management Market Players: Advisor Net Wins/(Losses)
7.3 Global Wealth Management Market: Advisory vs. Brokerage Assets
7.4 Global Wealth Management Players by Market Share
7.5 The US Retail Wealth Management Players by Market Share
7.6 The US RIA Custodians Players by Market Share
7.7 The US Robo Advisors Players by Market Share


8. Company Profiles

8.1 UBS Group
8.1.1 Business Overview
8.1.2 Operating Segments
8.1.3 Business Strategy

8.2 Morgan Stanley
8.2.1 Business Overview
8.2.2 Operating Segments
8.2.3 Business Strategy

8.3 Bank of America
8.3.1 Business Overview
8.3.2 Operating Segments
8.3.3 Business Strategy

8.4 JPMorgan Chase & Co.
8.4.1 Business Overview
8.4.2 Operating Segments
8.4.3 Business Strategy

8.5 The Goldman Sachs Group, Inc.
8.5.1 Business Overview
8.5.2 Operating Segments
8.5.3 Business Strategy

8.6 Wells Fargo & Company
8.6.1 Business Overview
8.6.2 Operating Segments
8.6.3 Business Strategy

8.7 Citigroup Inc.
8.7.1 Business Overview
8.7.2 Operating Segments
8.7.3 Business Strategy

8.8 BNP Paribas Group
8.8.1 Business Overview
8.8.2 Revenues by Business Segment
8.8.3 Business Strategy

8.9 BlackRock, Inc.
8.9.1 Business Overview
8.9.2 Operating Regions
8.9.3 Business Strategy

8.10 The Charles Schwab Corporation
8.10.1 Business Overview
8.10.2 Operating Segments
8.10.3 Business Strategy

8.11 Northern Trust Corporation
8.11.1 Business Overview
8.11.2 Operating Segments
8.11.3 Business Strategy

8.12 Julius Baer Group
8.12.1 Business Overview
8.12.2 Business Strategy

List of Figures

Figure 1: Benefits of Wealth Management
Figure 2: Wealth Management Segmentation
Figure 3: Global Wealth Management Market by Value; 2019-2023 (US$ Trillion)
Figure 4: Global Wealth Management Market by Value; 2024-2029 (US$ Trillion)
Figure 5: Global Wealth Management Market by Advisory Mode; 2023 (Percentage, %)
Figure 6: Global Wealth Management Market by Channel; 2023 (Percentage, %)
Figure 7: Global Wealth Management Market by Enterprise Size; 2023 (Percentage, %)
Figure 8: Global Wealth Management Market by Region; 2023 (Percentage, %)
Figure 9: Global Human Advisory Wealth Management Market by Value; 2019-2023 (US$ Trillion)
Figure 10: Global Human Advisory Wealth Management Market by Value; 2024-2029 (US$ Trillion)
Figure 11: Global Hybrid Advisory Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 12: Global Hybrid Advisory Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 13: Global Robo Advisory Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 14: Global Robo Advisory Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 15: Global Wealth Management Wirehouses Market by Value; 2019-2023 (US$ Billion)
Figure 16: Global Wealth Management Wirehouses Market by Value; 2024-2029 (US$ Billion)
Figure 17: Global Wealth Management RIA Market by Value; 2019-2023 (US$ Billion)
Figure 18: Global Wealth Management RIA Market by Value; 2024-2029 (US$ Billion)
Figure 19: Global Wealth Management National/Regional Broker Dealer Market by Value; 2019-2023 (US$ Billion)
Figure 20: Global Wealth Management National/Regional Broker Dealer Market by Value; 2024-2029 (US$ Billion)
Figure 21: Global Wealth Management Independent Broker Dealer Market by Value; 2019-2023 (US$ Billion)
Figure 22: Global Wealth Management Independent Broker Dealer Market by Value; 2024-2029 (US$ Billion)
Figure 23: Global Wealth Management Banks/Trusts Market by Value; 2019-2023 (US$ Billion)
Figure 24: Global Wealth Management Banks/Trusts Market by Value; 2024-2029 (US$ Billion)
Figure 25: Global Wealth Management Others Market by Value; 2019-2023 (US$ Billion)
Figure 26: Global Wealth Management Others Market by Value; 2024-2029 (US$ Billion)
Figure 27: Global Large Enterprises Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 28: Global Large Enterprises Wealth Management Market by Value; 2024-2029 (US$ Trillion)
Figure 29: Global Small & Medium Enterprises (SMEs) Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 30: Global Small & Medium Enterprises (SMEs) Wealth Management Market by Value; 2024-2029 (US$ Trillion)
Figure 31: North America Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 32: North America Wealth Management Market by Value; 2024-2029 (US$ Trillion)
Figure 33: North America Wealth Management Market by Region; 2023 (Percentage, %)
Figure 34: The US Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 35: The US Wealth Management Market by Value; 2024-2029 (US$ Trillion)
Figure 36: Canada Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 37: Canada Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 38: Mexico Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 39: Mexico Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 40: Europe Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 41: Europe Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 42: Europe Wealth Management Market by Region; 2023 (Percentage, %)
Figure 43: The UK Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 44: The UK Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 45: Germany Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 46: Germany Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 47: France Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 48: France Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 49: Italy Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 50: Italy Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 51: Spain Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 52: Spain Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 53: Rest of Europe Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 54: Rest of Europe Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 55: Asia Pacific Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 56: Asia Pacific Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 57: Asia Pacific Wealth Management Market by Region; 2023 (Percentage, %)
Figure 58: China Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 59: China Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 60: Japan Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 61: Japan Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 62: India Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 63: India Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 64: Rest of Asia Pacific Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 65: Rest of Asia Pacific Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 66: Rest of World Wealth Management Market by Value; 2019-2023 (US$ Billion)
Figure 67: Rest of World Wealth Management Market by Value; 2024-2029 (US$ Billion)
Figure 68: Global Number of UHNWI; 2022-2028 (Thousands)
Figure 69: The US Assets Managed by RIAs; 2015-2021 (US$ Trillion)
Figure 70: The US Number of RIAs Employed; 2015-2022 (Thousand)
Figure 71: Global Alternative Assets Under Management; 2020-2026 (US$ Trillion)
Figure 72: Global Number of Individuals using Internet; 2018-2024 (Billion)
Figure 73: Global Gross Domestic Product at Current Price; 2018-2027 (US$ Billion)
Figure 74: Global ESG and Non-ESG Mandated Assets Under Professional Management; 2020-2025 (US$ Trillion)
Figure 75: Global Established Wealth Management Merger & Acquisition (M&A) Activities; 2018-2023 (Number of Transactions)
Figure 76: Global AUM of Robo-Advisors; 2017-2027 (US$ Trillion)
Figure 77: The US Net Worth by Generation; Q1 2023 (US$ Trillion)
Figure 78: The US Net Worth Share by Generation; 2015 and 2030 (Percentage, %)
Figure 79: Global Wealth Management Market Players by Advisor Net Wins/(Losses); 2020-2023 (Units)
Figure 80: Global Wealth Management Market by Fee-Based AUM as a % of Total Client Assets; 2018-2022 (Percentage, %)
Figure 81: Global Fee-Based Revenues and Asset as Percentage of Total Advisor Revenues and AUM; 2016-2021 (Percentage, %)
Figure 82: Global Wealth Management Players by Market Share; 2023 (Percentage, %)
Figure 83: The US Retail Wealth Management Players Market Share by Asset Under Management; 2023 (Percentage, %)
Figure 84: The US RIA Custodians Players Market Share by Asset Under Management; 2023 (Percentage, %)
Figure 85: The US Robo Advisors Players Market Share by Asset Under Management; 2023 (Percentage, %)
Figure 86: UBS Group Revenues by Operating Segment; 2023 (Percentage, %)
Figure 87: Morgan Stanley Net Revenues by Segment; 2023 (Percentage, %)
Figure 88: Bank of America Revenue by Segment; 2023 (Percentage, %)
Figure 89: JPMorgan Chase & Co. Net Revenue by Segment; 2023 (Percentage, %)
Figure 90: The Goldman Sachs Group, Inc. Net Revenues by Segment; 2023 (Percentage, %)
Figure 91: Wells Fargo & Company Revenue by Segment; 2023 (Percentage, %)
Figure 92: Citigroup Inc. Net Revenues by Segment; 2023 (Percentage, %)
Figure 93: BNP Paribas Group Revenues by Business Segment; 2023 (Percentage, %)
Figure 94: BlackRock, Inc. Revenue by Region; 2023 (Percentage, %)
Figure 95: The Charles Schwab Corporation Net Revenues by Segment; 2023 (Percentage, %)
Figure 96: Northern Trust Corporation Revenue by Segment; 2023 (Percentage, %)
Table 1: Types of Financial Advisors/Wealth Managers
Table 2: Global Wealth Management Market: Competitive Landscape
Table 3: Global Wealth Management Market: Advisor Net Wins/(Losses)