How big is the Wealth Management market?

The wealth management market size is estimated to grow at $$ 460.1 bn in 2025-2029. <a href='https://www.technavio.com/report/wealth-management-market-industry-analysis'>Read More</a>

Which segment accounted for the largest Wealth Management market share?

Market segmentation by business segment (Human advisory, Hybrid advisory, Robo advisory, South America, and MEA), end-user (Banks, Trading and exchange firms, Investment management firms, Brokerage .... <a href='https://www.technavio.com/report/wealth-management-market-industry-analysis'>Read More</a>

Who are the key players in the Wealth Management market?

Allianz SE, Bank of America Corp., BlackRock Inc., BNP Paribas SA, Citigroup Inc., FMR LLC, Fiserv Inc., HSBC Holdings Plc, JPMorgan Chase and Co., Julius .... <a href='https://www.technavio.com/report/wealth-management-market-industry-analysis'>Read More</a>

What are the factors driving the Wealth Management market?

The key factors driving the wealth management market growth are: Rising number of HNIs globally Technological advances in market in focus</.... <a href='https://www.technavio.com/report/wealth-management-market-industry-analysis'>Read More</a>

Wealth Management Market Analysis North America, APAC, Europe, South America, Middle East and Africa - US, China, Canada, Japan, Germany, India, France, UK, Italy, Brazil - Size and Forecast 2025-2029

Published: Jan 2025
Pages: 210
SKU: IRTNTR70101

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1 Executive Summary

1.1 Market overview
- Executive Summary - Chart on Market Overview
- Executive Summary - Data Table on Market Overview
- Executive Summary - Chart on Global Market Characteristics
- Executive Summary - Chart on Market by Geography
- Executive Summary - Chart on Market Segmentation by Business Segment
- Executive Summary - Chart on Market Segmentation by End-user
- Executive Summary - Chart on Incremental Growth
- Executive Summary - Data Table on Incremental Growth
- Executive Summary - Chart on Company Market Positioning

2 Technavio Analysis

2.1 Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
- Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria

2.2 Criticality of inputs and Factors of differentiation
- Overview on criticality of inputs and factors of differentiation

2.3 Factors of disruption
- Overview on factors of disruption

2.4 Impact of drivers and challenges
- Impact of drivers and challenges in 2024 and 2029

3 Market Landscape

3.1 Market ecosystem
- Parent Market
- Data Table on - Parent Market

3.2 Market characteristics
- Market characteristics analysis

3.3 Value chain analysis
- Value chain analysis

4 Market Sizing

4.1 Market definition
- Offerings of companies included in the market definition

4.2 Market segment analysis
- Market segments

4.3 Market size 2024

4.4 Market outlook: Forecast for 2024-2029
- Chart on Global - Market size and forecast 2024-2029 ($ billion)
- Data Table on Global - Market size and forecast 2024-2029 ($ billion)
- Chart on Global Market: Year-over-year growth 2024-2029 (%)
- Data Table on Global Market: Year-over-year growth 2024-2029 (%)

5 Historic Market Size

5.1 Global Wealth Management Market 2019 - 2023
- Historic Market Size - Data Table on Global Wealth Management Market 2019 - 2023 ($ billion)

5.2 Business segment analysis 2019 - 2023
- Historic Market Size - Business Segment 2019 - 2023 ($ billion)

5.3 End-user segment analysis 2019 - 2023
- Historic Market Size - End-user Segment 2019 - 2023 ($ billion)

5.4 Geography segment analysis 2019 - 2023
- Historic Market Size - Geography Segment 2019 - 2023 ($ billion)

5.5 Country segment analysis 2019 - 2023
- Historic Market Size - Country Segment 2019 - 2023 ($ billion)

6 Qualitative Analysis

6.1 Impact of AI in global wealth management market

7 Five Forces Analysis

7.1 Five forces summary
- Five forces analysis - Comparison between 2024 and 2029

7.2 Bargaining power of buyers
- Bargaining power of buyers - Impact of key factors 2024 and 2029

7.3 Bargaining power of suppliers
- Bargaining power of suppliers - Impact of key factors in 2024 and 2029

7.4 Threat of new entrants
- Threat of new entrants - Impact of key factors in 2024 and 2029

7.5 Threat of substitutes
- Threat of substitutes - Impact of key factors in 2024 and 2029

7.6 Threat of rivalry
- Threat of rivalry - Impact of key factors in 2024 and 2029

7.7 Market condition
- Chart on Market condition - Five forces 2024 and 2029

8 Market Segmentation by Business Segment

8.1 Market segments
- Chart on Market Segmentation by Business Segment - Market share 2024-2029 (%)
- Data Table on Market Segmentation by Business Segment - Market share 2024-2029 (%)

8.2 Comparison by Market Segmentation by Business Segment
- Chart on Comparison by Market Segmentation by Business Segment
- Data Table on Comparison by Market Segmentation by Business Segment

8.3 Human advisory - Market size and forecast 2024-2029
- Chart on Human advisory - Market size and forecast 2024-2029 ($ billion)
- Data Table on Human advisory - Market size and forecast 2024-2029 ($ billion)
- Chart on Human advisory - Year-over-year growth 2024-2029 (%)
- Data Table on Human advisory - Year-over-year growth 2024-2029 (%)

8.4 Hybrid advisory - Market size and forecast 2024-2029
- Chart on Hybrid advisory - Market size and forecast 2024-2029 ($ billion)
- Data Table on Hybrid advisory - Market size and forecast 2024-2029 ($ billion)
- Chart on Hybrid advisory - Year-over-year growth 2024-2029 (%)
- Data Table on Hybrid advisory - Year-over-year growth 2024-2029 (%)

8.5 Robo advisory - Market size and forecast 2024-2029
- Chart on Robo advisory - Market size and forecast 2024-2029 ($ billion)
- Data Table on Robo advisory - Market size and forecast 2024-2029 ($ billion)
- Chart on Robo advisory - Year-over-year growth 2024-2029 (%)
- Data Table on Robo advisory - Year-over-year growth 2024-2029 (%)

8.6 Market opportunity by Market Segmentation by Business Segment
- Market opportunity by Market Segmentation by Business Segment ($ billion)
- Data Table on Market opportunity by Market Segmentation by Business Segment ($ billion)

9 Market Segmentation by End-user

9.1 Market segments
- Chart on End-user - Market share 2024-2029 (%)
- Data Table on End-user - Market share 2024-2029 (%)

9.2 Comparison by End-user
- Chart on Comparison by End-user
- Data Table on Comparison by End-user

9.3 Banks - Market size and forecast 2024-2029
- Chart on Banks - Market size and forecast 2024-2029 ($ billion)
- Data Table on Banks - Market size and forecast 2024-2029 ($ billion)
- Chart on Banks - Year-over-year growth 2024-2029 (%)
- Data Table on Banks - Year-over-year growth 2024-2029 (%)

9.4 Trading and exchange firms - Market size and forecast 2024-2029
- Chart on Trading and exchange firms - Market size and forecast 2024-2029 ($ billion)
- Data Table on Trading and exchange firms - Market size and forecast 2024-2029 ($ billion)
- Chart on Trading and exchange firms - Year-over-year growth 2024-2029 (%)
- Data Table on Trading and exchange firms - Year-over-year growth 2024-2029 (%)

9.5 Investment management firms - Market size and forecast 2024-2029
- Chart on Investment management firms - Market size and forecast 2024-2029 ($ billion)
- Data Table on Investment management firms - Market size and forecast 2024-2029 ($ billion)
- Chart on Investment management firms - Year-over-year growth 2024-2029 (%)
- Data Table on Investment management firms - Year-over-year growth 2024-2029 (%)

9.6 Brokerage firms - Market size and forecast 2024-2029
- Chart on Brokerage firms - Market size and forecast 2024-2029 ($ billion)
- Data Table on Brokerage firms - Market size and forecast 2024-2029 ($ billion)
- Chart on Brokerage firms - Year-over-year growth 2024-2029 (%)
- Data Table on Brokerage firms - Year-over-year growth 2024-2029 (%)

9.7 Others - Market size and forecast 2024-2029
- Chart on Others - Market size and forecast 2024-2029 ($ billion)
- Data Table on Others - Market size and forecast 2024-2029 ($ billion)
- Chart on Others - Year-over-year growth 2024-2029 (%)
- Data Table on Others - Year-over-year growth 2024-2029 (%)

9.8 Market opportunity by End-user
- Market opportunity by End-user ($ billion)
- Data Table on Market opportunity by End-user ($ billion)

10 Customer Landscape

10.1 Customer landscape overview
- Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria

11 Geographic Landscape

11.1 Geographic segmentation
- Chart on Market share by geography 2024-2029 (%)
- Data Table on Market share by geography 2024-2029 (%)

11.2 Geographic comparison
- Chart on Geographic comparison
- Data Table on Geographic comparison

11.3 North America - Market size and forecast 2024-2029
- Chart on North America - Market size and forecast 2024-2029 ($ billion)
- Data Table on North America - Market size and forecast 2024-2029 ($ billion)
- Chart on North America - Year-over-year growth 2024-2029 (%)
- Data Table on North America - Year-over-year growth 2024-2029 (%)

11.4 APAC - Market size and forecast 2024-2029
- Chart on APAC - Market size and forecast 2024-2029 ($ billion)
- Data Table on APAC - Market size and forecast 2024-2029 ($ billion)
- Chart on APAC - Year-over-year growth 2024-2029 (%)
- Data Table on APAC - Year-over-year growth 2024-2029 (%)

11.5 Europe - Market size and forecast 2024-2029
- Chart on Europe - Market size and forecast 2024-2029 ($ billion)
- Data Table on Europe - Market size and forecast 2024-2029 ($ billion)
- Chart on Europe - Year-over-year growth 2024-2029 (%)
- Data Table on Europe - Year-over-year growth 2024-2029 (%)

11.6 South America - Market size and forecast 2024-2029
- Chart on South America - Market size and forecast 2024-2029 ($ billion)
- Data Table on South America - Market size and forecast 2024-2029 ($ billion)
- Chart on South America - Year-over-year growth 2024-2029 (%)
- Data Table on South America - Year-over-year growth 2024-2029 (%)

11.7 Middle East and Africa - Market size and forecast 2024-2029
- Chart on Middle East and Africa - Market size and forecast 2024-2029 ($ billion)
- Data Table on Middle East and Africa - Market size and forecast 2024-2029 ($ billion)
- Chart on Middle East and Africa - Year-over-year growth 2024-2029 (%)
- Data Table on Middle East and Africa - Year-over-year growth 2024-2029 (%)

11.8 US - Market size and forecast 2024-2029
- Chart on US - Market size and forecast 2024-2029 ($ billion)
- Data Table on US - Market size and forecast 2024-2029 ($ billion)
- Chart on US - Year-over-year growth 2024-2029 (%)
- Data Table on US - Year-over-year growth 2024-2029 (%)

11.9 China - Market size and forecast 2024-2029
- Chart on China - Market size and forecast 2024-2029 ($ billion)
- Data Table on China - Market size and forecast 2024-2029 ($ billion)
- Chart on China - Year-over-year growth 2024-2029 (%)
- Data Table on China - Year-over-year growth 2024-2029 (%)

11.10 Canada - Market size and forecast 2024-2029
- Chart on Canada - Market size and forecast 2024-2029 ($ billion)
- Data Table on Canada - Market size and forecast 2024-2029 ($ billion)
- Chart on Canada - Year-over-year growth 2024-2029 (%)
- Data Table on Canada - Year-over-year growth 2024-2029 (%)

11.11 Japan - Market size and forecast 2024-2029
- Chart on Japan - Market size and forecast 2024-2029 ($ billion)
- Data Table on Japan - Market size and forecast 2024-2029 ($ billion)
- Chart on Japan - Year-over-year growth 2024-2029 (%)
- Data Table on Japan - Year-over-year growth 2024-2029 (%)

11.12 Germany - Market size and forecast 2024-2029
- Chart on Germany - Market size and forecast 2024-2029 ($ billion)
- Data Table on Germany - Market size and forecast 2024-2029 ($ billion)
- Chart on Germany - Year-over-year growth 2024-2029 (%)
- Data Table on Germany - Year-over-year growth 2024-2029 (%)

11.13 India - Market size and forecast 2024-2029
- Chart on India - Market size and forecast 2024-2029 ($ billion)
- Data Table on India - Market size and forecast 2024-2029 ($ billion)
- Chart on India - Year-over-year growth 2024-2029 (%)
- Data Table on India - Year-over-year growth 2024-2029 (%)

11.14 France - Market size and forecast 2024-2029
- Chart on France - Market size and forecast 2024-2029 ($ billion)
- Data Table on France - Market size and forecast 2024-2029 ($ billion)
- Chart on France - Year-over-year growth 2024-2029 (%)
- Data Table on France - Year-over-year growth 2024-2029 (%)

11.15 UK - Market size and forecast 2024-2029
- Chart on UK - Market size and forecast 2024-2029 ($ billion)
- Data Table on UK - Market size and forecast 2024-2029 ($ billion)
- Chart on UK - Year-over-year growth 2024-2029 (%)
- Data Table on UK - Year-over-year growth 2024-2029 (%)

11.16 Italy - Market size and forecast 2024-2029
- Chart on Italy - Market size and forecast 2024-2029 ($ billion)
- Data Table on Italy - Market size and forecast 2024-2029 ($ billion)
- Chart on Italy - Year-over-year growth 2024-2029 (%)
- Data Table on Italy - Year-over-year growth 2024-2029 (%)

11.17 Brazil - Market size and forecast 2024-2029
- Chart on Brazil - Market size and forecast 2024-2029 ($ billion)
- Data Table on Brazil - Market size and forecast 2024-2029 ($ billion)
- Chart on Brazil - Year-over-year growth 2024-2029 (%)
- Data Table on Brazil - Year-over-year growth 2024-2029 (%)

11.18 Market opportunity by geography
- Market opportunity by geography ($ billion)
- Data Tables on Market opportunity by geography ($ billion)

12 Drivers, Challenges, and Opportunity/Restraints

12.1 Market drivers

12.2 Market challenges

12.3 Impact of drivers and challenges
- Impact of drivers and challenges in 2024 and 2029

12.4 Market opportunities/restraints

13 Competitive Landscape

13.1 Overview

13.2 Competitive Landscape
- Overview on criticality of inputs and factors of differentiation

13.3 Landscape disruption
- Overview on factors of disruption

13.4 Industry risks
- Impact of key risks on business

14 Competitive Analysis

14.1 Companies profiled
- Companies covered

14.2 Company ranking index
- Company ranking index

14.3 Market positioning of companies
- Matrix on companies position and classification

14.4 Allianz SE
- Allianz SE - Overview
- Allianz SE - Business segments
- Allianz SE - Key news
- Allianz SE - Key offerings
- Allianz SE - Segment focus
- SWOT

14.5 Bank of America Corp.
- Bank of America Corp. - Overview
- Bank of America Corp. - Business segments
- Bank of America Corp. - Key news
- Bank of America Corp. - Key offerings
- Bank of America Corp. - Segment focus
- SWOT

14.6 BlackRock Inc.
- BlackRock Inc. - Overview
- BlackRock Inc. - Product / Service
- BlackRock Inc. - Key news
- BlackRock Inc. - Key offerings
- SWOT

14.7 BNP Paribas SA
- BNP Paribas SA - Overview
- BNP Paribas SA - Business segments
- BNP Paribas SA - Key news
- BNP Paribas SA - Key offerings
- BNP Paribas SA - Segment focus
- SWOT

14.8 Citigroup Inc.
- Citigroup Inc. - Overview
- Citigroup Inc. - Business segments
- Citigroup Inc. - Key news
- Citigroup Inc. - Key offerings
- Citigroup Inc. - Segment focus
- SWOT

14.9 FMR LLC
- FMR LLC - Overview
- FMR LLC - Product / Service
- FMR LLC - Key offerings
- SWOT

14.10 JPMorgan Chase and Co.
- JPMorgan Chase and Co. - Overview
- JPMorgan Chase and Co. - Business segments
- JPMorgan Chase and Co. - Key offerings
- JPMorgan Chase and Co. - Segment focus
- SWOT

14.11 Julius Baer Group Ltd.
- Julius Baer Group Ltd. - Overview
- Julius Baer Group Ltd. - Product / Service
- Julius Baer Group Ltd. - Key offerings
- SWOT

14.12 Morgan Stanley
- Morgan Stanley - Overview
- Morgan Stanley - Business segments
- Morgan Stanley - Key offerings
- Morgan Stanley - Segment focus
- SWOT

14.13 PricewaterhouseCoopers LLP
- PricewaterhouseCoopers LLP - Overview
- PricewaterhouseCoopers LLP - Product / Service
- PricewaterhouseCoopers LLP - Key offerings
- SWOT

14.14 State Street Corp.
- State Street Corp. - Overview
- State Street Corp. - Business segments
- State Street Corp. - Key offerings
- State Street Corp. - Segment focus
- SWOT

14.15 The Charles Schwab Corp.
- The Charles Schwab Corp. - Overview
- The Charles Schwab Corp. - Business segments
- The Charles Schwab Corp. - Key offerings
- The Charles Schwab Corp. - Segment focus
- SWOT

14.16 The Goldman Sachs Group Inc.
- The Goldman Sachs Group Inc. - Overview
- The Goldman Sachs Group Inc. - Business segments
- The Goldman Sachs Group Inc. - Key news
- The Goldman Sachs Group Inc. - Key offerings
- The Goldman Sachs Group Inc. - Segment focus
- SWOT

14.17 The Vanguard Group Inc.
- The Vanguard Group Inc. - Overview
- The Vanguard Group Inc. - Product / Service
- The Vanguard Group Inc. - Key offerings
- SWOT