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.
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.
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.
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.
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
By Client Type
By Asset Class
By Advisory Mode
By Enterprise Size
By Region
1.1 Objective of the Study
1.2 Market definition
1.3 Market Scope
2.1 Data Mining
2.2 Validation
2.3 Primary Interviews
2.4 List of Data Sources
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
5.1 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
6.1 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
6.3.1Equity
6.3.2 Fixed Income
6.3.3 Alternative Asset
6.3.4 Others
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
7.3.1Human Advisory
7.3.2 Robo Advisory
7.3.3 Hybrid Advisory
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
9.1 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
10.1 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
11.1 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
11.64. Rest of Europe
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
13.1 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
14.1 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
15.1 Competition Dashboard
15.2 Market share Analysis of Top Vendors
15.3 Key Development Strategies
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
16.2.1 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
16.3.1 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
16.4.1 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
16.5.1 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
16.6.1 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
16.7.1 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
16.8.1 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
