Global Wealth Management Market Overview

Global Wealth Management Market size was valued at USD 1050.45 Billion in 2021, and is projected to reach USD 1907.97 Billion by 2028, growing at a CAGR of 8.9% from 2022 to 2028

Wealth management can be characterized as an investment advisory service that combines several financial services which are used to accomplish the needs of affluent clients. Wealth management is much more than just investment advice, it holds the function to encompass all parts of a person’s financial life. Wealth Management helps high net worth individuals benefit from an integrated approach instead of collecting several different advices and various products from multiple professionals. In this method, a wealth manager manages their clients’ assets using the needed services, along with creating a strategic plan for their current and future needs, whether may be will and trust services or business succession plans. A wealth manager or a wealth management advisor is a high-level professional who manages a wealthy client’s wealth holistically and who may work as part of either a small-scale business or a larger firm, generally associated with the finance industry. The Consultative process is involved in the process where the advisor accumulates information about the client’s wants and specific situation, then tailors a personalized strategy that uses a range of financial products and services. This service is usually appropriate for wealthy individuals with diverse needs and so is chose by such affluent clients making the market for such services to flourish.

Market Dynamics and Factors of the Wealth Management Market

Drivers:

• Providing Comprehensive Benefits Like Helping With Financial Stress and The Creation of Financial Plans, Along With The Introduction and Rapid Adoption of Financial Technology (Fintech)
• Other Technological Breakthroughs in Blockchain And Artificial Intelligence (AI) For Process Automation

Restraints:

• Lack of Understanding Regarding Need for Wealth Management and The Benefits Among The Target Audience
• Proceeding to Develop and Deliver The Information To The Wealth Manager Takes A Long Time Due To Lack Of Trust

Opportunities:

• Rise in Demand of Greater Operational Efficiency and Transparency in Wealth Management by High Net Worth and Ultra-High Net Worth Individuals

Regional Analysis Of Wealth Management Market

Asia Pacific will remain the dominating region with help of its prodigious technological advancements in advisory service, digitization of advisory platform and software services in private wealth management. Adoption of ingenious technologies such as robo advisors, chatbots, IoT, and artificial intelligence (AI) in countries like China, India, etc. are driving the growth of wealth management market in the region. Emerging economies of Asia Pacific offer significant opportunities for companies in the wealth management market with high demand for wealth management service from High Net Worth Individuals (HNI’s). Also, the increase in number of wealth management software companies in Asia Pacific will result in increased regional market share during the forecast period.

COVID-19 Impact on the Wealth Management Market

As the entire world had to face the COVID-19 pandemic, challenges quickly became apparent, shaking the world globally in all economic, social, and political terms. The spread of the virus rattled the global economy and affected both investors and wealth management firms. Investors saw direct impacts on their portfolios, due to market drops and historic levels of volatility. Firms’ overall net interest income and fees tied to assets under management (AUM) declined with market performance.

However, the market seeks to recuperate the losses caused by the pandemic through increased investments in financial sector plus, many existing wealth management trends have been accelerated, and firm strategies have quickly pivoted to respond to client needs in a new environment of downfall. All this will aid in the development of products and services on a global scale, attracting the requirement and interest of the target audience to overcome the financial losses caused due to the pandemic. The market showed a steady growth rate of 11.0% in 2021 as compared to 10.5% in 2020. Also, the increasing adoption of cloud-based solutions in the industry is likely to grow the market towards a higher trajectory in upcoming years.

Top Key Players Covered In the Wealth Management Market

• UBS Group AG (Switzerland)
• Morgan Stanley Wealth Management (USA)
• SBERBANK (Russia)
• Credit Suisse(Switzerland)
• State Bank of India (India)
• Bank of America Global Wealth and Investment Management (USA)
• J.P. Morgan Private Bank (USA)
• Citi Private Bank (USA)
• BNP Paribas Wealth Management (France)
• Goldman Sachs (USA)
• Charles Schwab (USA) and Other Key Players

Key Industry Developments in the Wealth Management Market

In November 2022, UBS AG launches the world’s first digital bond that is publicly traded and settled on both blockchain-based and traditional exchanges. This digital bond holds the same instrument structure, legal status and rating as that of traditional UBS AG senior unsecured note but this newly launched bond is the first ever digital bond by a banking institution globally that will be listed, traded and settled on a regulated digital exchange.

Chapter 1: Introduction
 1.1 Research Objectives
 1.2 Research Methodology
 1.3 Research Process
 1.4 Scope and Coverage
  1.4.1 Market Definition
  1.4.2 Key Questions Answered
 1.5 Market Segmentation

Chapter 2:Executive Summary

Chapter 3:Growth Opportunities By Segment
 3.1 By Service
 3.2 By Advisory Type
 3.3 By Provider
 3.4 By End User

Chapter 4: Market Landscape
 4.1 Porter's Five Forces Analysis
  4.1.1 Bargaining Power of Supplier
  4.1.2 Threat of New Entrants
  4.1.3 Threat of Substitutes
  4.1.4 Competitive Rivalry
  4.1.5 Bargaining Power Among Buyers
 4.2 Industry Value Chain Analysis
 4.3 Market Dynamics
  4.3.1 Drivers
  4.3.2 Restraints
  4.3.3 Opportunities
  4.5.4 Challenges
 4.4 Pestle Analysis
 4.5 Technological Roadmap
 4.6 Regulatory Landscape
 4.7 SWOT Analysis
 4.8 Price Trend Analysis
 4.9 Patent Analysis
 4.10 Analysis of the Impact of Covid-19
  4.10.1 Impact on the Overall Market
  4.10.2 Impact on the Supply Chain
  4.10.3 Impact on the Key Manufacturers
  4.10.4 Impact on the Pricing

Chapter 5: Wealth Management Market by Service
 5.1 Wealth Management Market Overview Snapshot and Growth Engine
 5.2 Wealth Management Market Overview
 5.3 Financial Planning
  5.3.1 Introduction and Market Overview
  5.3.2 Historic and Forecasted Market Size (2016-2028F)
  5.3.3 Key Market Trends, Growth Factors and Opportunities
  5.3.4 Financial Planning: Geographic Segmentation
 5.4 Asset Allocation
  5.4.1 Introduction and Market Overview
  5.4.2 Historic and Forecasted Market Size (2016-2028F)
  5.4.3 Key Market Trends, Growth Factors and Opportunities
  5.4.4 Asset Allocation: Geographic Segmentation
 5.5 Asset Management
  5.5.1 Introduction and Market Overview
  5.5.2 Historic and Forecasted Market Size (2016-2028F)
  5.5.3 Key Market Trends, Growth Factors and Opportunities
  5.5.4 Asset Management: Geographic Segmentation
 5.6 Estate Planning
  5.6.1 Introduction and Market Overview
  5.6.2 Historic and Forecasted Market Size (2016-2028F)
  5.6.3 Key Market Trends, Growth Factors and Opportunities
  5.6.4 Estate Planning: Geographic Segmentation
 5.7 Tax Accounting
  5.7.1 Introduction and Market Overview
  5.7.2 Historic and Forecasted Market Size (2016-2028F)
  5.7.3 Key Market Trends, Growth Factors and Opportunities
  5.7.4 Tax Accounting: Geographic Segmentation

Chapter 6: Wealth Management Market by Advisory Type
 6.1 Wealth Management Market Overview Snapshot and Growth Engine
 6.2 Wealth Management Market Overview
 6.3 Human Advisory
  6.3.1 Introduction and Market Overview
  6.3.2 Historic and Forecasted Market Size (2016-2028F)
  6.3.3 Key Market Trends, Growth Factors and Opportunities
  6.3.4 Human Advisory: Geographic Segmentation
 6.4 Robo Advisory
  6.4.1 Introduction and Market Overview
  6.4.2 Historic and Forecasted Market Size (2016-2028F)
  6.4.3 Key Market Trends, Growth Factors and Opportunities
  6.4.4 Robo Advisory: Geographic Segmentation
 6.5 Hybrid Advisory
  6.5.1 Introduction and Market Overview
  6.5.2 Historic and Forecasted Market Size (2016-2028F)
  6.5.3 Key Market Trends, Growth Factors and Opportunities
  6.5.4 Hybrid Advisory: Geographic Segmentation

Chapter 7: Wealth Management Market by Provider
 7.1 Wealth Management Market Overview Snapshot and Growth Engine
 7.2 Wealth Management Market Overview
 7.3 Banks
  7.3.1 Introduction and Market Overview
  7.3.2 Historic and Forecasted Market Size (2016-2028F)
  7.3.3 Key Market Trends, Growth Factors and Opportunities
  7.3.4 Banks: Geographic Segmentation
 7.4 Investment Management Firms
  7.4.1 Introduction and Market Overview
  7.4.2 Historic and Forecasted Market Size (2016-2028F)
  7.4.3 Key Market Trends, Growth Factors and Opportunities
  7.4.4 Investment Management Firms: Geographic Segmentation
 7.5 FinTech Advisors
  7.5.1 Introduction and Market Overview
  7.5.2 Historic and Forecasted Market Size (2016-2028F)
  7.5.3 Key Market Trends, Growth Factors and Opportunities
  7.5.4 FinTech Advisors: Geographic Segmentation
 7.6 Others
  7.6.1 Introduction and Market Overview
  7.6.2 Historic and Forecasted Market Size (2016-2028F)
  7.6.3 Key Market Trends, Growth Factors and Opportunities
  7.6.4 Others: Geographic Segmentation

Chapter 8: Wealth Management Market by End User
 8.1 Wealth Management Market Overview Snapshot and Growth Engine
 8.2 Wealth Management Market Overview
 8.3 High Net Worth Individuals (HNI’s)
  8.3.1 Introduction and Market Overview
  8.3.2 Historic and Forecasted Market Size (2016-2028F)
  8.3.3 Key Market Trends, Growth Factors and Opportunities
  8.3.4 High Net Worth Individuals (HNI’s): Geographic Segmentation
 8.4 Business Institutions
  8.4.1 Introduction and Market Overview
  8.4.2 Historic and Forecasted Market Size (2016-2028F)
  8.4.3 Key Market Trends, Growth Factors and Opportunities
  8.4.4 Business Institutions: Geographic Segmentation
 8.5 Other End Users
  8.5.1 Introduction and Market Overview
  8.5.2 Historic and Forecasted Market Size (2016-2028F)
  8.5.3 Key Market Trends, Growth Factors and Opportunities
  8.5.4 Other End Users: Geographic Segmentation

Chapter 9: Company Profiles and Competitive Analysis
 9.1 Competitive Landscape
  9.1.1 Competitive Positioning
  9.1.2 Wealth Management Sales and Market Share By Players
  9.1.3 Industry BCG Matrix
  9.1.4 Heat Map Analysis
  9.1.5 Wealth Management Industry Concentration Ratio (CR5 and HHI)
  9.1.6 Top 5 Wealth Management Players Market Share
  9.1.7 Mergers and Acquisitions
  9.1.8 Business Strategies By Top Players
 9.2 UBS GROUP AG (SWITZERLAND)
  9.2.1 Company Overview
  9.2.2 Key Executives
  9.2.3 Company Snapshot
  9.2.4 Operating Business Segments
  9.2.5 Product Portfolio
  9.2.6 Business Performance
  9.2.7 Key Strategic Moves and Recent Developments
  9.2.8 SWOT Analysis
 9.3 MORGAN STANLEY WEALTH MANAGEMENT (USA)
 9.4 SBERBANK (RUSSIA)
 9.5 CREDIT SUISSE (SWITZERLAND)
 9.6 STATE BANK OF INDIA (INDIA)
 9.7 BANK OF AMERICA GLOBAL WEALTH AND INVESTMENT MANAGEMENT (USA)
 9.8 J.P. MORGAN PRIVATE BANK (USA)
 9.9 CITI PRIVATE BANK (USA)
 9.10 BNP PARIBAS WEALTH MANAGEMENT (FRANCE)
 9.11 GOLDMAN SACHS (USA)
 9.12 CHARLES SCHWAB (USA)
 9.13 OTHER MAJOR PLAYERS

Chapter 10: Global Wealth Management Market Analysis, Insights and Forecast, 2016-2028
 10.1 Market Overview
 10.2 Historic and Forecasted Market Size By Service
  10.2.1 Financial Planning
  10.2.2 Asset Allocation
  10.2.3 Asset Management
  10.2.4 Estate Planning
  10.2.5 Tax Accounting
 10.3 Historic and Forecasted Market Size By Advisory Type
  10.3.1 Human Advisory
  10.3.2 Robo Advisory
  10.3.3 Hybrid Advisory
 10.4 Historic and Forecasted Market Size By Provider
  10.4.1 Banks
  10.4.2 Investment Management Firms
  10.4.3 FinTech Advisors
  10.4.4 Others
 10.5 Historic and Forecasted Market Size By End User
  10.5.1 High Net Worth Individuals (HNI’s)
  10.5.2 Business Institutions
  10.5.3 Other End Users

Chapter 11: North America Wealth Management Market Analysis, Insights and Forecast, 2016-2028
 11.1 Key Market Trends, Growth Factors and Opportunities
 11.2 Impact of Covid-19
 11.3 Key Players
 11.4 Key Market Trends, Growth Factors and Opportunities
 11.4 Historic and Forecasted Market Size By Service
  11.4.1 Financial Planning
  11.4.2 Asset Allocation
  11.4.3 Asset Management
  11.4.4 Estate Planning
  11.4.5 Tax Accounting
 11.5 Historic and Forecasted Market Size By Advisory Type
  11.5.1 Human Advisory
  11.5.2 Robo Advisory
  11.5.3 Hybrid Advisory
 11.6 Historic and Forecasted Market Size By Provider
  11.6.1 Banks
  11.6.2 Investment Management Firms
  11.6.3 FinTech Advisors
  11.6.4 Others
 11.7 Historic and Forecasted Market Size By End User
  11.7.1 High Net Worth Individuals (HNI’s)
  11.7.2 Business Institutions
  11.7.3 Other End Users
 11.8 Historic and Forecast Market Size by Country
  11.8.1 U.S.
  11.8.2 Canada
  11.8.3 Mexico

Chapter 12: Europe Wealth Management Market Analysis, Insights and Forecast, 2016-2028
 12.1 Key Market Trends, Growth Factors and Opportunities
 12.2 Impact of Covid-19
 12.3 Key Players
 12.4 Key Market Trends, Growth Factors and Opportunities
 12.4 Historic and Forecasted Market Size By Service
  12.4.1 Financial Planning
  12.4.2 Asset Allocation
  12.4.3 Asset Management
  12.4.4 Estate Planning
  12.4.5 Tax Accounting
 12.5 Historic and Forecasted Market Size By Advisory Type
  12.5.1 Human Advisory
  12.5.2 Robo Advisory
  12.5.3 Hybrid Advisory
 12.6 Historic and Forecasted Market Size By Provider
  12.6.1 Banks
  12.6.2 Investment Management Firms
  12.6.3 FinTech Advisors
  12.6.4 Others
 12.7 Historic and Forecasted Market Size By End User
  12.7.1 High Net Worth Individuals (HNI’s)
  12.7.2 Business Institutions
  12.7.3 Other End Users
 12.8 Historic and Forecast Market Size by Country
  12.8.1 Germany
  12.8.2 U.K.
  12.8.3 France
  12.8.4 Italy
  12.8.5 Russia
  12.8.6 Spain
  12.8.7 Rest of Europe

Chapter 13: Asia-Pacific Wealth Management Market Analysis, Insights and Forecast, 2016-2028
 13.1 Key Market Trends, Growth Factors and Opportunities
 13.2 Impact of Covid-19
 13.3 Key Players
 13.4 Key Market Trends, Growth Factors and Opportunities
 13.4 Historic and Forecasted Market Size By Service
  13.4.1 Financial Planning
  13.4.2 Asset Allocation
  13.4.3 Asset Management
  13.4.4 Estate Planning
  13.4.5 Tax Accounting
 13.5 Historic and Forecasted Market Size By Advisory Type
  13.5.1 Human Advisory
  13.5.2 Robo Advisory
  13.5.3 Hybrid Advisory
 13.6 Historic and Forecasted Market Size By Provider
  13.6.1 Banks
  13.6.2 Investment Management Firms
  13.6.3 FinTech Advisors
  13.6.4 Others
 13.7 Historic and Forecasted Market Size By End User
  13.7.1 High Net Worth Individuals (HNI’s)
  13.7.2 Business Institutions
  13.7.3 Other End Users
 13.8 Historic and Forecast Market Size by Country
  13.8.1 China
  13.8.2 India
  13.8.3 Japan
  13.8.4 Singapore
  13.8.5 Australia
  13.8.6 New Zealand
  13.8.7 Rest of APAC

Chapter 14: Middle East & Africa Wealth Management Market Analysis, Insights and Forecast, 2016-2028
 14.1 Key Market Trends, Growth Factors and Opportunities
 14.2 Impact of Covid-19
 14.3 Key Players
 14.4 Key Market Trends, Growth Factors and Opportunities
 14.4 Historic and Forecasted Market Size By Service
  14.4.1 Financial Planning
  14.4.2 Asset Allocation
  14.4.3 Asset Management
  14.4.4 Estate Planning
  14.4.5 Tax Accounting
 14.5 Historic and Forecasted Market Size By Advisory Type
  14.5.1 Human Advisory
  14.5.2 Robo Advisory
  14.5.3 Hybrid Advisory
 14.6 Historic and Forecasted Market Size By Provider
  14.6.1 Banks
  14.6.2 Investment Management Firms
  14.6.3 FinTech Advisors
  14.6.4 Others
 14.7 Historic and Forecasted Market Size By End User
  14.7.1 High Net Worth Individuals (HNI’s)
  14.7.2 Business Institutions
  14.7.3 Other End Users
 14.8 Historic and Forecast Market Size by Country
  14.8.1 Turkey
  14.8.2 Saudi Arabia
  14.8.3 Iran
  14.8.4 UAE
  14.8.5 Africa
  14.8.6 Rest of MEA

Chapter 15: South America Wealth Management Market Analysis, Insights and Forecast, 2016-2028
 15.1 Key Market Trends, Growth Factors and Opportunities
 15.2 Impact of Covid-19
 15.3 Key Players
 15.4 Key Market Trends, Growth Factors and Opportunities
 15.4 Historic and Forecasted Market Size By Service
  15.4.1 Financial Planning
  15.4.2 Asset Allocation
  15.4.3 Asset Management
  15.4.4 Estate Planning
  15.4.5 Tax Accounting
 15.5 Historic and Forecasted Market Size By Advisory Type
  15.5.1 Human Advisory
  15.5.2 Robo Advisory
  15.5.3 Hybrid Advisory
 15.6 Historic and Forecasted Market Size By Provider
  15.6.1 Banks
  15.6.2 Investment Management Firms
  15.6.3 FinTech Advisors
  15.6.4 Others
 15.7 Historic and Forecasted Market Size By End User
  15.7.1 High Net Worth Individuals (HNI’s)
  15.7.2 Business Institutions
  15.7.3 Other End Users
 15.8 Historic and Forecast Market Size by Country
  15.8.1 Brazil
  15.8.2 Argentina
  15.8.3 Rest of SA

Chapter 16 Investment Analysis

Chapter 17 Analyst Viewpoint and Conclusion

LIST OF TABLES

TABLE 001. EXECUTIVE SUMMARY
TABLE 002. WEALTH MANAGEMENT MARKET BARGAINING POWER OF SUPPLIERS
TABLE 003. WEALTH MANAGEMENT MARKET BARGAINING POWER OF CUSTOMERS
TABLE 004. WEALTH MANAGEMENT MARKET COMPETITIVE RIVALRY
TABLE 005. WEALTH MANAGEMENT MARKET THREAT OF NEW ENTRANTS
TABLE 006. WEALTH MANAGEMENT MARKET THREAT OF SUBSTITUTES
TABLE 007. WEALTH MANAGEMENT MARKET BY SERVICE
TABLE 008. FINANCIAL PLANNING MARKET OVERVIEW (2016-2028)
TABLE 009. ASSET ALLOCATION MARKET OVERVIEW (2016-2028)
TABLE 010. ASSET MANAGEMENT MARKET OVERVIEW (2016-2028)
TABLE 011. ESTATE PLANNING MARKET OVERVIEW (2016-2028)
TABLE 012. TAX ACCOUNTING MARKET OVERVIEW (2016-2028)
TABLE 013. WEALTH MANAGEMENT MARKET BY ADVISORY TYPE
TABLE 014. HUMAN ADVISORY MARKET OVERVIEW (2016-2028)
TABLE 015. ROBO ADVISORY MARKET OVERVIEW (2016-2028)
TABLE 016. HYBRID ADVISORY MARKET OVERVIEW (2016-2028)
TABLE 017. WEALTH MANAGEMENT MARKET BY PROVIDER
TABLE 018. BANKS MARKET OVERVIEW (2016-2028)
TABLE 019. INVESTMENT MANAGEMENT FIRMS MARKET OVERVIEW (2016-2028)
TABLE 020. FINTECH ADVISORS MARKET OVERVIEW (2016-2028)
TABLE 021. OTHERS MARKET OVERVIEW (2016-2028)
TABLE 022. WEALTH MANAGEMENT MARKET BY END USER
TABLE 023. HIGH NET WORTH INDIVIDUALS (HNI’S) MARKET OVERVIEW (2016-2028)
TABLE 024. BUSINESS INSTITUTIONS MARKET OVERVIEW (2016-2028)
TABLE 025. OTHER END USERS MARKET OVERVIEW (2016-2028)
TABLE 026. NORTH AMERICA WEALTH MANAGEMENT MARKET, BY SERVICE (2016-2028)
TABLE 027. NORTH AMERICA WEALTH MANAGEMENT MARKET, BY ADVISORY TYPE (2016-2028)
TABLE 028. NORTH AMERICA WEALTH MANAGEMENT MARKET, BY PROVIDER (2016-2028)
TABLE 029. NORTH AMERICA WEALTH MANAGEMENT MARKET, BY END USER (2016-2028)
TABLE 030. N WEALTH MANAGEMENT MARKET, BY COUNTRY (2016-2028)
TABLE 031. EUROPE WEALTH MANAGEMENT MARKET, BY SERVICE (2016-2028)
TABLE 032. EUROPE WEALTH MANAGEMENT MARKET, BY ADVISORY TYPE (2016-2028)
TABLE 033. EUROPE WEALTH MANAGEMENT MARKET, BY PROVIDER (2016-2028)
TABLE 034. EUROPE WEALTH MANAGEMENT MARKET, BY END USER (2016-2028)
TABLE 035. WEALTH MANAGEMENT MARKET, BY COUNTRY (2016-2028)
TABLE 036. ASIA PACIFIC WEALTH MANAGEMENT MARKET, BY SERVICE (2016-2028)
TABLE 037. ASIA PACIFIC WEALTH MANAGEMENT MARKET, BY ADVISORY TYPE (2016-2028)
TABLE 038. ASIA PACIFIC WEALTH MANAGEMENT MARKET, BY PROVIDER (2016-2028)
TABLE 039. ASIA PACIFIC WEALTH MANAGEMENT MARKET, BY END USER (2016-2028)
TABLE 040. WEALTH MANAGEMENT MARKET, BY COUNTRY (2016-2028)
TABLE 041. MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET, BY SERVICE (2016-2028)
TABLE 042. MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET, BY ADVISORY TYPE (2016-2028)
TABLE 043. MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET, BY PROVIDER (2016-2028)
TABLE 044. MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET, BY END USER (2016-2028)
TABLE 045. WEALTH MANAGEMENT MARKET, BY COUNTRY (2016-2028)
TABLE 046. SOUTH AMERICA WEALTH MANAGEMENT MARKET, BY SERVICE (2016-2028)
TABLE 047. SOUTH AMERICA WEALTH MANAGEMENT MARKET, BY ADVISORY TYPE (2016-2028)
TABLE 048. SOUTH AMERICA WEALTH MANAGEMENT MARKET, BY PROVIDER (2016-2028)
TABLE 049. SOUTH AMERICA WEALTH MANAGEMENT MARKET, BY END USER (2016-2028)
TABLE 050. WEALTH MANAGEMENT MARKET, BY COUNTRY (2016-2028)
TABLE 051. UBS GROUP AG (SWITZERLAND): SNAPSHOT
TABLE 052. UBS GROUP AG (SWITZERLAND): BUSINESS PERFORMANCE
TABLE 053. UBS GROUP AG (SWITZERLAND): PRODUCT PORTFOLIO
TABLE 054. UBS GROUP AG (SWITZERLAND): KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 054. MORGAN STANLEY WEALTH MANAGEMENT (USA): SNAPSHOT
TABLE 055. MORGAN STANLEY WEALTH MANAGEMENT (USA): BUSINESS PERFORMANCE
TABLE 056. MORGAN STANLEY WEALTH MANAGEMENT (USA): PRODUCT PORTFOLIO
TABLE 057. MORGAN STANLEY WEALTH MANAGEMENT (USA): KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 057. SBERBANK (RUSSIA): SNAPSHOT
TABLE 058. SBERBANK (RUSSIA): BUSINESS PERFORMANCE
TABLE 059. SBERBANK (RUSSIA): PRODUCT PORTFOLIO
TABLE 060. SBERBANK (RUSSIA): KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 060. CREDIT SUISSE (SWITZERLAND): SNAPSHOT
TABLE 061. CREDIT SUISSE (SWITZERLAND): BUSINESS PERFORMANCE
TABLE 062. CREDIT SUISSE (SWITZERLAND): PRODUCT PORTFOLIO
TABLE 063. CREDIT SUISSE (SWITZERLAND): KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 063. STATE BANK OF INDIA (INDIA): SNAPSHOT
TABLE 064. STATE BANK OF INDIA (INDIA): BUSINESS PERFORMANCE
TABLE 065. STATE BANK OF INDIA (INDIA): PRODUCT PORTFOLIO
TABLE 066. STATE BANK OF INDIA (INDIA): KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 066. BANK OF AMERICA GLOBAL WEALTH AND INVESTMENT MANAGEMENT (USA): SNAPSHOT
TABLE 067. BANK OF AMERICA GLOBAL WEALTH AND INVESTMENT MANAGEMENT (USA): BUSINESS PERFORMANCE
TABLE 068. BANK OF AMERICA GLOBAL WEALTH AND INVESTMENT MANAGEMENT (USA): PRODUCT PORTFOLIO
TABLE 069. BANK OF AMERICA GLOBAL WEALTH AND INVESTMENT MANAGEMENT (USA): KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 069. J.P. MORGAN PRIVATE BANK (USA): SNAPSHOT
TABLE 070. J.P. MORGAN PRIVATE BANK (USA): BUSINESS PERFORMANCE
TABLE 071. J.P. MORGAN PRIVATE BANK (USA): PRODUCT PORTFOLIO
TABLE 072. J.P. MORGAN PRIVATE BANK (USA): KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 072. CITI PRIVATE BANK (USA): SNAPSHOT
TABLE 073. CITI PRIVATE BANK (USA): BUSINESS PERFORMANCE
TABLE 074. CITI PRIVATE BANK (USA): PRODUCT PORTFOLIO
TABLE 075. CITI PRIVATE BANK (USA): KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 075. BNP PARIBAS WEALTH MANAGEMENT (FRANCE): SNAPSHOT
TABLE 076. BNP PARIBAS WEALTH MANAGEMENT (FRANCE): BUSINESS PERFORMANCE
TABLE 077. BNP PARIBAS WEALTH MANAGEMENT (FRANCE): PRODUCT PORTFOLIO
TABLE 078. BNP PARIBAS WEALTH MANAGEMENT (FRANCE): KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 078. GOLDMAN SACHS (USA): SNAPSHOT
TABLE 079. GOLDMAN SACHS (USA): BUSINESS PERFORMANCE
TABLE 080. GOLDMAN SACHS (USA): PRODUCT PORTFOLIO
TABLE 081. GOLDMAN SACHS (USA): KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 081. CHARLES SCHWAB (USA): SNAPSHOT
TABLE 082. CHARLES SCHWAB (USA): BUSINESS PERFORMANCE
TABLE 083. CHARLES SCHWAB (USA): PRODUCT PORTFOLIO
TABLE 084. CHARLES SCHWAB (USA): KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 084. OTHER MAJOR PLAYERS: SNAPSHOT
TABLE 085. OTHER MAJOR PLAYERS: BUSINESS PERFORMANCE
TABLE 086. OTHER MAJOR PLAYERS: PRODUCT PORTFOLIO
TABLE 087. OTHER MAJOR PLAYERS: KEY STRATEGIC MOVES AND DEVELOPMENTS

LIST OF FIGURES

FIGURE 001. YEARS CONSIDERED FOR ANALYSIS
FIGURE 002. SCOPE OF THE STUDY
FIGURE 003. WEALTH MANAGEMENT MARKET OVERVIEW BY REGIONS
FIGURE 004. PORTER'S FIVE FORCES ANALYSIS
FIGURE 005. BARGAINING POWER OF SUPPLIERS
FIGURE 006. COMPETITIVE RIVALRYFIGURE 007. THREAT OF NEW ENTRANTS
FIGURE 008. THREAT OF SUBSTITUTES
FIGURE 009. VALUE CHAIN ANALYSIS
FIGURE 010. PESTLE ANALYSIS
FIGURE 011. WEALTH MANAGEMENT MARKET OVERVIEW BY SERVICE
FIGURE 012. FINANCIAL PLANNING MARKET OVERVIEW (2016-2028)
FIGURE 013. ASSET ALLOCATION MARKET OVERVIEW (2016-2028)
FIGURE 014. ASSET MANAGEMENT MARKET OVERVIEW (2016-2028)
FIGURE 015. ESTATE PLANNING MARKET OVERVIEW (2016-2028)
FIGURE 016. TAX ACCOUNTING MARKET OVERVIEW (2016-2028)
FIGURE 017. WEALTH MANAGEMENT MARKET OVERVIEW BY ADVISORY TYPE
FIGURE 018. HUMAN ADVISORY MARKET OVERVIEW (2016-2028)
FIGURE 019. ROBO ADVISORY MARKET OVERVIEW (2016-2028)
FIGURE 020. HYBRID ADVISORY MARKET OVERVIEW (2016-2028)
FIGURE 021. WEALTH MANAGEMENT MARKET OVERVIEW BY PROVIDER
FIGURE 022. BANKS MARKET OVERVIEW (2016-2028)
FIGURE 023. INVESTMENT MANAGEMENT FIRMS MARKET OVERVIEW (2016-2028)
FIGURE 024. FINTECH ADVISORS MARKET OVERVIEW (2016-2028)
FIGURE 025. OTHERS MARKET OVERVIEW (2016-2028)
FIGURE 026. WEALTH MANAGEMENT MARKET OVERVIEW BY END USER
FIGURE 027. HIGH NET WORTH INDIVIDUALS (HNI’S) MARKET OVERVIEW (2016-2028)
FIGURE 028. BUSINESS INSTITUTIONS MARKET OVERVIEW (2016-2028)
FIGURE 029. OTHER END USERS MARKET OVERVIEW (2016-2028)
FIGURE 030. NORTH AMERICA WEALTH MANAGEMENT MARKET OVERVIEW BY COUNTRY (2016-2028)
FIGURE 031. EUROPE WEALTH MANAGEMENT MARKET OVERVIEW BY COUNTRY (2016-2028)
FIGURE 032. ASIA PACIFIC WEALTH MANAGEMENT MARKET OVERVIEW BY COUNTRY (2016-2028)
FIGURE 033. MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET OVERVIEW BY COUNTRY (2016-2028)
FIGURE 034. SOUTH AMERICA WEALTH MANAGEMENT MARKET OVERVIEW BY COUNTRY (2016-2028)