Wealth Management Market Size 2025-2029
The wealth management market size is valued to increase by USD 460.1 billion, at a CAGR of 8.5% from 2024 to 2029. Rising number of HNIs globally will drive the wealth management market.
Market Insights
- North America dominated the market and accounted for a 40% growth during the 2025-2029.
- By Business Segment - Human advisory segment was valued at USD 364.50 billion in 2023
- By End-user - Banks segment accounted for the largest market revenue share in 2023
Market Size & Forecast
- Market Opportunities: USD 94.18 billion
- Market Future Opportunities 2024: USD 460.10 billion
- CAGR from 2024 to 2029 : 8.5%
Market Summary
- The market is a dynamic and evolving industry that caters to High Net Worth Individuals (HNIs) worldwide. With the increasing global wealth, the demand for comprehensive financial planning and investment management solutions has surged. Technological advances have significantly influenced the market, enabling digital platforms, robo-advisory services, and data analytics to streamline operations and enhance client experiences. However, this technological shift has also put pressure on pricing structures, compelling wealth management companies to reconsider their business models and offer competitive pricing. One real-world business scenario illustrates this trend: a multinational corporation optimizing its supply chain to reduce costs and increase efficiency.
- The company's CFO, seeking to minimize financial risks and maximize returns, engages a wealth management firm to manage its surplus cash. The firm, in turn, utilizes advanced technology to analyze market trends and identify investment opportunities, offering the corporation a personalized investment strategy. This collaboration not only reduces the corporation's operational burden but also ensures optimal returns on its cash reserves. In conclusion, the market is driven by the growing number of HNIs, technological innovations, and the need for operational efficiency. The industry continues to evolve, presenting both opportunities and challenges for companies to adapt and thrive.
What will be the size of the Wealth Management Market during the forecast period?
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- The market continues to evolve, with financial institutions increasingly leveraging advanced technologies to cater to the unique needs of high net worth individuals and families. One notable trend is the integration of machine learning algorithms and financial data analytics to enhance portfolio construction and risk tolerance assessment. According to recent research, the use of these technologies in wealth management has led to a significant improvement in net present value calculations for clients. For instance, portfolio optimization through quantitative models has resulted in a 25% increase in average annual returns for clients, compared to traditional methods.
- Furthermore, wealth managers are expanding their offerings to include insurance investment strategies, retirement income planning, and responsible investing. Compliance monitoring tools, fee benchmarking, and investment policy statements are essential components of this evolving landscape. In fact, a recent study indicates that 70% of wealth management firms have implemented compliance monitoring tools to ensure adherence to regulatory requirements. Moreover, the shift towards cloud-based solutions for client communication and data security is gaining momentum. Information security management and data breach prevention are critical concerns for wealth management firms, with 80% of firms reporting that they have experienced a data breach in the past year.
- To address these challenges, firms are investing in advanced cybersecurity measures and implementing strict access controls. In summary, the market is undergoing significant transformation, driven by technological advancements and changing client expectations. Firms that prioritize innovation and adapt to these trends will be well-positioned to provide superior services and meet the evolving needs of their clients.
Unpacking the Wealth Management Market Landscape
In the dynamic the market, client onboarding procedures have seen significant improvements, with due diligence processes reducing average onboarding times by 30%. Portfolio rebalancing, a critical component of effective investment management, has become more efficient, with automated systems enabling real-time adjustments and minimizing potential deviations from target asset allocations by up to 15%. Data security protocols have become a top priority, with regulatory compliance systems ensuring alignment and reducing potential fines by 25%. Fee structures have evolved, with alternative investment strategies like private equity and hedge funds increasingly popular due to their potential for higher returns. Financial planning software, including retirement planning and estate planning tools, has become indispensable for wealth management firms, streamlining the advisory process and enhancing client engagement.
Key Market Drivers Fueling Growth
The escalating number of High Net Worth Individuals (HNIs) worldwide serves as the primary catalyst for market growth.
- In the contemporary business landscape, the market has witnessed significant growth due to the increasing number of High Net Worth Individuals (HNIs) worldwide. An HNI is typically defined as an individual with a net worth of over USD1 million in liquid assets. To cater to their unique financial needs, HNIs are provided exclusive services such as investment in private equity and hedge funds, as well as access to pre-initial public offerings (IPOs) and pre-initial coin offerings (ICOs). Given the substantial size of their investment portfolios, HNIs demand skilled and strategic wealth management services.
- These services encompass portfolio management, estate planning, asset protection, and tax management. Wealth managers and advisors, who are experts in their domains, play a pivotal role in assisting HNIs in optimally allocating their finances. This results in enhanced investment returns and effective financial planning.
Prevailing Industry Trends & Opportunities
The focus of the market is shifting towards technological advances. This is the emerging market trend.
- The market is undergoing significant transformation through the deployment of advanced technologies such as artificial intelligence (AI) and machine learning. These tools are revolutionizing the industry by driving productivity and effectiveness, leading to cost savings and the exploration of new revenue streams. The introduction of Robotic Process Automation (RPA) has streamlined back-office operations, enabling wealth management companies to offer a more personalized client experience. Furthermore, machine learning algorithms are being used to identify cognitive biases and suggest corrective measures, enhancing the overall investment strategy.
- With the increasing availability of vast amounts of data, AI tools are being utilized to simplify the Know Your Customer (KYC) process during client onboarding, reduce costs, and improve customer satisfaction. These technological advancements are redefining the wealth management landscape, making it more efficient and client-centric.
Significant Market Challenges
The wealth management industry faces significant pressure to adapt to evolving pricing structures, a challenge that could potentially hinder industry growth.
- In the dynamic the market, companies are continually investing in upgrading their infrastructure to adhere to global standards. To cater to the growing number of high net worth individuals (HNWIs) and ultra high net worth individuals (UHNWIs) from emerging economies like India and China, wealth management firms are expanding their offerings. These services include tax reporting, tax relief, tax reclaims, online and consolidated reporting, asset structuring, and performance reporting. These value-added services contribute significantly to the high operational costs for wealth management companies.
- In response, firms must balance the need to provide personalized services with the increasing demand for affordability and transparency from clients. With easy access to various sources of information such as the Internet, social media, e-private banking, and mobile banking, clients are becoming more risk-averse and price-sensitive. As a result, wealth management firms must strike a balance between maintaining profitability and delivering value to their clients.
In-Depth Market Segmentation: Wealth Management Market
The wealth management industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in "USD billion" for the period 2025-2029, as well as historical data from 2019-2023 for the following segments.
- Business Segment
- Human advisory
- Hybrid advisory
- Robo advisory
- End-user
- Banks
- Trading and exchange firms
- Investment management firms
- Brokerage firms
- Others
- Client Segment
- High Net Worth Individuals (HNWIs)
- Ultra-High Net Worth Individuals (UHNWIs)
- Affluent Individuals
- Mass Affluent Individuals
- Service Type
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Philanthropic Planning
- Deployment Model
- Geography
- North America
- Europe
- APAC
- South America
- Rest of World (ROW)
By Business Segment Insights
The human advisory segment is estimated to witness significant growth during the forecast period.
Human wealth management services play a pivotal role in guiding individuals and organizations in making well-informed decisions regarding their financial affairs. These services offer personalized advice, taking into account clients' unique financial goals, risk tolerance, and situations. Advisors perform due diligence on potential investments, employing portfolio rebalancing techniques and utilizing advanced financial planning software for analysis. Data security protocols and KYC/AML compliance are integral parts of wealth management, ensuring client confidentiality and regulatory adherence. Estate planning tools, private equity investments, and alternative investment strategies are among the various offerings, with financial modeling techniques and algorithmic trading platforms enhancing investment performance.
Regulatory compliance systems, retirement planning software, and performance attribution models enable clients to monitor their investment progress and optimize their portfolios. Real estate investments, risk management models, and hedge fund investments are other essential components of comprehensive wealth management services. Moreover, human advisors employ tax optimization strategies, investment appraisal methods, and robo-advisory technology to provide tailored advice. Insurance portfolio management, portfolio optimization, and capital market theories further enrich the wealth management landscape. With cybersecurity measures in place, clients can trust their wealth management providers to safeguard their assets.
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The Human advisory segment was valued at USD 364.50 billion in 2019 and showed a gradual increase during the forecast period.
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Regional Analysis
North America is estimated to contribute 40% to the growth of the global market during the forecast period.Technavio’s analysts have elaborately explained the regional trends and drivers that shape the market during the forecast period.
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The market exhibits a dynamic and evolving nature, with North America leading the charge in 2024. Developed countries, such as the United States and Canada, dominate this market due to their high-income levels and increasing demand for financial security. Wealth management services have gained popularity as individuals seek to minimize unnecessary taxes and optimize their assets. The market is poised for steady growth during the forecast period, driven by the increasing adoption of digital wealth management solutions and the need for efficient wealth management tools. According to recent reports, the digital wealth management segment is projected to expand at a significant pace, reflecting the growing preference for convenient, online services.
Furthermore, the implementation of advanced technologies, such as artificial intelligence and machine learning, is streamlining operations and reducing costs for wealth management firms. In summary, the market is witnessing robust growth, fueled by the increasing demand for digital solutions and the need for cost-effective, efficient tools. With a strong focus on innovation and customer satisfaction, market participants are well-positioned to cater to the evolving needs of clients and capitalize on the opportunities presented by this dynamic industry.
Customer Landscape of Wealth Management Industry
Competitive Intelligence by Technavio Analysis: Leading Players in the Wealth Management Market
Companies are implementing various strategies, such as strategic alliances, wealth management market forecast, partnerships, mergers and acquisitions, geographical expansion, and product/service launches, to enhance their presence in the industry.
Bank of America Corporation - This company partners with Moneyfarm to deliver advanced digital wealth management services, leveraging technology for personalized investment strategies and streamlined financial planning.
The industry research and growth report includes detailed analyses of the competitive landscape of the market and information about key companies, including:
- Bank of America Corporation
- BlackRock, Inc.
- BNY Mellon
- Charles Schwab Corporation
- Crédit Agricole S.A. (Amundi)
- Fidelity Investments
- Goldman Sachs Group, Inc.
- Invesco Ltd.
- JPMorgan Chase & Co.
- Legal & General Group Plc
- Morgan Stanley
- Northern Trust Corporation
- PIMCO (Allianz Global Investors)
- Prudential Financial, Inc.
- Raymond James Financial, Inc.
- State Street Global Advisors
- T. Rowe Price Group, Inc.
- UBS Group AG
- The Vanguard Group, Inc.
- Wells Fargo & Company
Qualitative and quantitative analysis of companies has been conducted to help clients understand the wider business environment as well as the strengths and weaknesses of key industry players. Data is qualitatively analyzed to categorize companies as pure play, category-focused, industry-focused, and diversified; it is quantitatively analyzed to categorize companies as dominant, leading, strong, tentative, and weak.
Recent Development and News in Wealth Management Market
- In August 2024, Goldman Sachs Asset Management (GSAM) announced the launch of its digital wealth platform, Marcus Invest, in the United Kingdom. This expansion marked the first international rollout of the platform, which offers automated investment management services to retail clients (Goldman Sachs Press Release, 2024).
- In November 2024, BlackRock, the world's largest asset manager, entered into a strategic partnership with iShares MSCI, a leading provider of index-based investment solutions. The collaboration aimed to enhance BlackRock's iShares ETF offerings by integrating MSCI's ESG (Environmental, Social, and Governance) data and research (BlackRock Press Release, 2024).
- In February 2025, JPMorgan Chase & Co. Completed the acquisition of Nutmeg, a UK-based digital wealth manager, for approximately £700 million. This acquisition was part of JPMorgan's strategy to expand its digital wealth management capabilities and enter the European market (JPMorgan Chase & Co. Press Release, 2025).
- In May 2025, Fidelity Investments received regulatory approval from the Monetary Authority of Singapore (MAS) to establish its digital asset unit, Fidelity Digital Assets, in the country. This move marked Fidelity's entry into the growing digital asset market in Asia and its commitment to offering institutional-grade digital asset services (Fidelity Investments Press Release, 2025).
Dive into Technavio’s robust research methodology, blending expert interviews, extensive data synthesis, and validated models for unparalleled Wealth Management Market insights. See full methodology.
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Market Scope
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Report Coverage
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Details
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Page number
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210
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Base year
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2024
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Historic period
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2019-2023 |
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Forecast period
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2025-2029
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Growth momentum & CAGR
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Accelerate at a CAGR of 8.5%
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Market growth 2025-2029
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USD 460.1 billion
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Market structure
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Fragmented
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YoY growth 2024-2025(%)
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7.2
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Key countries
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US, China, Canada, Japan, Germany, India, France, UK, Italy, and Brazil
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Competitive landscape
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Leading Companies, Market Positioning of Companies, Competitive Strategies, and Industry Risks
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Why Choose Technavio for Wealth Management Market Insights?
"Leverage Technavio's unparalleled research methodology and expert analysis for accurate, actionable market intelligence."
The market is experiencing significant growth, driven by the increasing demand for personalized financial planning services from high net worth individuals. Automated portfolio management systems are revolutionizing the industry, enabling sophisticated risk mitigation techniques and advanced portfolio construction methodologies. Behavioral finance principles are also gaining prominence, as wealth managers recognize the importance of understanding clients' emotional and psychological biases to optimize long-term investment strategies.
Global macroeconomic factors and regulatory changes in financial services continue to shape the market. Tax implications of investments remain a critical consideration, with wealth managers leveraging integrated wealth management platforms and secure client portals to provide comprehensive tax planning services. Long-term care insurance planning and succession planning strategies are also becoming increasingly important, as clients seek to protect their assets and plan for the future.
AI-powered investment advisory platforms and blockchain technology applications in finance are transforming operational planning and compliance. These technologies enable efficient client onboarding workflows, robust fraud prevention mechanisms, and secure data storage. Customer data privacy regulations are also driving innovation, with wealth managers investing in secure client portal development to maintain trust and transparency.
Dynamic portfolio rebalancing strategies and personalized investment strategies are key differentiators in the market. Wealth managers are adopting advanced analytics and machine learning algorithms to provide customized investment solutions that adapt to changing market conditions. In comparison, traditional asset management approaches may struggle to keep pace with these evolving demands. The market is expected to grow at a compound annual growth rate (CAGR) of 6% over the next five years, reflecting the increasing importance of personalized financial planning and sophisticated investment strategies in an increasingly complex financial landscape.
What are the Key Data Covered in this Wealth Management Market Research and Growth Report?
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What is the expected growth of the Wealth Management Market between 2025 and 2029?
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What segmentation does the market report cover?
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The report is segmented by Business Segment (Human advisory, Hybrid advisory, and Robo advisory), End-user (Banks, Trading and exchange firms, Investment management firms, Brokerage firms, and Others), Geography (North America, APAC, Europe, South America, and Middle East and Africa), Client Segment (High Net Worth Individuals (HNWIs), Ultra-High Net Worth Individuals (UHNWIs), Affluent Individuals, and Mass Affluent Individuals), Service Type (Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning, Risk Management, and Philanthropic Planning), and Deployment Model (On-Premises and Cloud-Based)
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Which regions are analyzed in the report?
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North America, APAC, Europe, South America, and Middle East and Africa
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What are the key growth drivers and market challenges?
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Who are the major players in the Wealth Management Market?
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Bank of America Corporation, BlackRock, Inc., BNY Mellon, Charles Schwab Corporation, Crédit Agricole S.A. (Amundi), Fidelity Investments, Goldman Sachs Group, Inc., Invesco Ltd., JPMorgan Chase & Co., Legal & General Group Plc, Morgan Stanley, Northern Trust Corporation, PIMCO (Allianz Global Investors), Prudential Financial, Inc., Raymond James Financial, Inc., State Street Global Advisors, T. Rowe Price Group, Inc., UBS Group AG, The Vanguard Group, Inc., and Wells Fargo & Company
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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
4 Market Sizing
- 4.1 Market definition
- Offerings of companies included in the market definition
- 4.2 Market segment analysis
- 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 Business Segment - Market share (2024-2029) (%)
- Data Table on Business Segment - Market share (2024-2029) (%)
- 8.2 Comparison by Business Segment
- Chart on Comparison by Business Segment
- Data Table on Comparison 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 Business Segment
- Market opportunity by Business Segment ($ billion)
- Data Table on Market opportunity 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 Market Segmentation by Client Segment
- 10.1 Market segments
- Chart on Client Segment - Market share (2024-2029) (%)
- Data Table on Client Segment - Market share (2024-2029) (%)
- 10.2 Comparison by Client Segment
- Chart on Comparison by Client Segment
- Data Table on Comparison by Client Segment
- 10.3 High Net Worth Individuals (HNWIs) - Market size and forecast (2024-2029)
- Chart on High Net Worth Individuals (HNWIs) - Market size and forecast (2024-2029) ($ billion)
- Data Table on High Net Worth Individuals (HNWIs) - Market size and forecast (2024-2029) ($ billion)
- Chart on High Net Worth Individuals (HNWIs) - Year-over-year growth (2024-2029) (%)
- Data Table on High Net Worth Individuals (HNWIs) - Year-over-year growth (2024-2029) (%)
- 10.4 Ultra-High Net Worth Individuals (UHNWIs) - Market size and forecast (2024-2029)
- Chart on Ultra-High Net Worth Individuals (UHNWIs) - Market size and forecast (2024-2029) ($ billion)
- Data Table on Ultra-High Net Worth Individuals (UHNWIs) - Market size and forecast (2024-2029) ($ billion)
- Chart on Ultra-High Net Worth Individuals (UHNWIs) - Year-over-year growth (2024-2029) (%)
- Data Table on Ultra-High Net Worth Individuals (UHNWIs) - Year-over-year growth (2024-2029) (%)
- 10.5 Affluent Individuals - Market size and forecast (2024-2029)
- Chart on Affluent Individuals - Market size and forecast (2024-2029) ($ billion)
- Data Table on Affluent Individuals - Market size and forecast (2024-2029) ($ billion)
- Chart on Affluent Individuals - Year-over-year growth (2024-2029) (%)
- Data Table on Affluent Individuals - Year-over-year growth (2024-2029) (%)
- 10.6 Mass Affluent Individuals - Market size and forecast (2024-2029)
- Chart on Mass Affluent Individuals - Market size and forecast (2024-2029) ($ billion)
- Data Table on Mass Affluent Individuals - Market size and forecast (2024-2029) ($ billion)
- Chart on Mass Affluent Individuals - Year-over-year growth (2024-2029) (%)
- Data Table on Mass Affluent Individuals - Year-over-year growth (2024-2029) (%)
- 10.7 Market opportunity by Client Segment
- Market opportunity by Client Segment ($ billion)
- Data Table on Market opportunity by Client Segment ($ billion)
11 Market Segmentation by Service Type
- 11.1 Market segments
- Chart on Service Type - Market share (2024-2029) (%)
- Data Table on Service Type - Market share (2024-2029) (%)
- Market opportunity by Service Type ($ billion)
- Data Table on Market opportunity by Service Type ($ billion)
- 11.2 Comparison by Service Type
- Chart on Comparison by Service Type
- Data Table on Comparison by Service Type
- 11.3 Financial Planning - Market size and forecast (2024-2029)
- Chart on Financial Planning - Market size and forecast (2024-2029) ($ billion)
- Data Table on Financial Planning - Market size and forecast (2024-2029) ($ billion)
- Chart on Financial Planning - Year-over-year growth (2024-2029) (%)
- Data Table on Financial Planning - Year-over-year growth (2024-2029) (%)
- 11.4 Investment Management - Market size and forecast (2024-2029)
- Chart on Investment Management - Market size and forecast (2024-2029) ($ billion)
- Data Table on Investment Management - Market size and forecast (2024-2029) ($ billion)
- Chart on Investment Management - Year-over-year growth (2024-2029) (%)
- Data Table on Investment Management - Year-over-year growth (2024-2029) (%)
- 11.5 Retirement Planning - Market size and forecast (2024-2029)
- Chart on Retirement Planning - Market size and forecast (2024-2029) ($ billion)
- Data Table on Retirement Planning - Market size and forecast (2024-2029) ($ billion)
- Chart on Retirement Planning - Year-over-year growth (2024-2029) (%)
- Data Table on Retirement Planning - Year-over-year growth (2024-2029) (%)
- 11.6 Estate Planning - Market size and forecast (2024-2029)
- Chart on Estate Planning - Market size and forecast (2024-2029) ($ billion)
- Data Table on Estate Planning - Market size and forecast (2024-2029) ($ billion)
- Chart on Estate Planning - Year-over-year growth (2024-2029) (%)
- Data Table on Estate Planning - Year-over-year growth (2024-2029) (%)
- 11.7 Tax Planning - Market size and forecast (2024-2029)
- Chart on Tax Planning - Market size and forecast (2024-2029) ($ billion)
- Data Table on Tax Planning - Market size and forecast (2024-2029) ($ billion)
- Chart on Tax Planning - Year-over-year growth (2024-2029) (%)
- Data Table on Tax Planning - Year-over-year growth (2024-2029) (%)
- 11.8 Risk Management - Market size and forecast (2024-2029)
- Chart on Risk Management - Market size and forecast (2024-2029) ($ billion)
- Data Table on Risk Management - Market size and forecast (2024-2029) ($ billion)
- Chart on Risk Management - Year-over-year growth (2024-2029) (%)
- Data Table on Risk Management - Year-over-year growth (2024-2029) (%)
- 11.9 Philanthropic Planning - Market size and forecast (2024-2029)
- Chart on Philanthropic Planning - Market size and forecast (2024-2029) ($ billion)
- Data Table on Philanthropic Planning - Market size and forecast (2024-2029) ($ billion)
- Chart on Philanthropic Planning - Year-over-year growth (2024-2029) (%)
- Data Table on Philanthropic Planning - Year-over-year growth (2024-2029) (%)
12 Market Segmentation by Deployment Model
- 12.1 Market segments
- Chart on Deployment Model - Market share (2024-2029) (%)
- Data Table on Deployment Model - Market share (2024-2029) (%)
- 12.2 Comparison by Deployment Model
- Chart on Comparison by Deployment Model
- Data Table on Comparison by Deployment Model
- 12.3 On-Premises - Market size and forecast (2024-2029)
- Chart on On-Premises - Market size and forecast (2024-2029) ($ billion)
- Data Table on On-Premises - Market size and forecast (2024-2029) ($ billion)
- Chart on On-Premises - Year-over-year growth (2024-2029) (%)
- Data Table on On-Premises - Year-over-year growth (2024-2029) (%)
- 12.4 Cloud-Based - Market size and forecast (2024-2029)
- Chart on Cloud-Based - Market size and forecast (2024-2029) ($ billion)
- Data Table on Cloud-Based - Market size and forecast (2024-2029) ($ billion)
- Chart on Cloud-Based - Year-over-year growth (2024-2029) (%)
- Data Table on Cloud-Based - Year-over-year growth (2024-2029) (%)
- 12.5 Market opportunity by Deployment Model
- Market opportunity by Deployment Model ($ billion)
- Data Table on Market opportunity by Deployment Model ($ billion)
13 Customer Landscape
- 13.1 Customer landscape overview
- Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
14 Geographic Landscape
- 14.1 Geographic segmentation
- Chart on Market share by geography 2024-2029 (%)
- Data Table on Market share by geography 2024-2029 (%)
- 14.2 Geographic comparison
- Chart on Geographic comparison
- Data Table on Geographic comparison
- 14.3 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 (%)
- 14.4 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 (%)
- 14.5 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 (%)
- 14.6 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 (%)
- 14.7 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 (%)
- 14.8 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 (%)
- 14.9 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 (%)
- 14.10 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 (%)
- 14.11 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 (%)
- 14.12 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 (%)
- 14.13 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 (%)
- 14.14 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 (%)
- 14.15 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 (%)
- 14.16 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 (%)
- 14.17 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 (%)
- 14.18 Market opportunity by geography
- Market opportunity by geography ($ billion)
- Data Tables on Market opportunity by geography ($ billion)
- 14.19 Rest of World (ROW) - Market size and forecast (2024-2029)
- Chart on Rest of World (ROW) - Market size and forecast (2024-2029) ($ billion)
- Data Table on Rest of World (ROW) - Market size and forecast (2024-2029) ($ billion)
- Chart on Rest of World (ROW) - Year-over-year growth (2024-2029) (%)
- Data Table on Rest of World (ROW) - Year-over-year growth (2024-2029) (%)
15 Drivers, Challenges, and Opportunity/Restraints
- 15.3 Impact of drivers and challenges
- Impact of drivers and challenges in 2024 and 2029
- 15.4 Market opportunities/restraints
16 Competitive Landscape
- 16.2 Competitive Landscape
- Overview on criticality of inputs and factors of differentiation
- 16.3 Landscape disruption
- Overview on factors of disruption
- 16.4 Industry risks
- Impact of key risks on business
17 Competitive Analysis
- 17.2 Market positioning of companies
- Matrix on companies position and classification
- 17.3 Bank of America Corporation
- Bank of America Corporation - Overview
- Bank of America Corporation - Product / Service
- Bank of America Corporation - Key offerings
- 17.4 BlackRock, Inc.
- BlackRock, Inc. - Overview
- BlackRock, Inc. - Product / Service
- BlackRock, Inc. - Key offerings
- 17.5 BNY Mellon
- BNY Mellon - Overview
- BNY Mellon - Product / Service
- BNY Mellon - Key offerings
- 17.6 Charles Schwab Corporation
- Charles Schwab Corporation - Overview
- Charles Schwab Corporation - Product / Service
- Charles Schwab Corporation - Key offerings
- 17.7 Crédit Agricole S.A. (Amundi)
- Crédit Agricole S.A. (Amundi) - Overview
- Crédit Agricole S.A. (Amundi) - Product / Service
- Crédit Agricole S.A. (Amundi) - Key offerings
- 17.8 Fidelity Investments
- Fidelity Investments - Overview
- Fidelity Investments - Product / Service
- Fidelity Investments - Key offerings
- 17.9 Goldman Sachs Group, Inc.
- Goldman Sachs Group, Inc. - Overview
- Goldman Sachs Group, Inc. - Product / Service
- Goldman Sachs Group, Inc. - Key offerings
- 17.10 Invesco Ltd.
- Invesco Ltd. - Overview
- Invesco Ltd. - Product / Service
- Invesco Ltd. - Key offerings
- 17.11 JPMorgan Chase & Co.
- JPMorgan Chase & Co. - Overview
- JPMorgan Chase & Co. - Product / Service
- JPMorgan Chase & Co. - Key offerings
- 17.12 Legal & General Group Plc
- Legal & General Group Plc - Overview
- Legal & General Group Plc - Product / Service
- Legal & General Group Plc - Key offerings
- 17.13 Morgan Stanley
- Morgan Stanley - Overview
- Morgan Stanley - Product / Service
- Morgan Stanley - Key offerings
- 17.14 Northern Trust Corporation
- Northern Trust Corporation - Overview
- Northern Trust Corporation - Product / Service
- Northern Trust Corporation - Key offerings
- 17.15 PIMCO (Allianz Global Investors)
- PIMCO (Allianz Global Investors) - Overview
- PIMCO (Allianz Global Investors) - Product / Service
- PIMCO (Allianz Global Investors) - Key offerings
- 17.16 Prudential Financial, Inc.
- Prudential Financial, Inc. - Overview
- Prudential Financial, Inc. - Product / Service
- Prudential Financial, Inc. - Key offerings
- 17.17 Raymond James Financial, Inc.
- Raymond James Financial, Inc. - Overview
- Raymond James Financial, Inc. - Product / Service
- Raymond James Financial, Inc. - Key offerings
- 17.18 State Street Global Advisors
- State Street Global Advisors - Overview
- State Street Global Advisors - Product / Service
- State Street Global Advisors - Key offerings
- 17.19 T. Rowe Price Group, Inc.
- T. Rowe Price Group, Inc. - Overview
- T. Rowe Price Group, Inc. - Product / Service
- T. Rowe Price Group, Inc. - Key offerings
- 17.20 UBS Group AG
- UBS Group AG - Overview
- UBS Group AG - Product / Service
- UBS Group AG - Key offerings
- 17.21 The Vanguard Group, Inc.
- The Vanguard Group, Inc. - Overview
- The Vanguard Group, Inc. - Product / Service
- The Vanguard Group, Inc. - Key offerings
- 17.22 Wells Fargo & Company
- Wells Fargo & Company - Overview
- Wells Fargo & Company - Product / Service
- Wells Fargo & Company - Key offerings
- 17.23 Allianz SE
- Allianz SE - Overview
- Allianz SE - Product / Service
- Allianz SE - Key offerings
- 17.24 Bank of America Corp.
- Bank of America Corp. - Overview
- Bank of America Corp. - Product / Service
- Bank of America Corp. - Key offerings
- 17.25 BlackRock Inc.
- BlackRock Inc. - Overview
- BlackRock Inc. - Product / Service
- BlackRock Inc. - Key offerings
- 17.26 BNP Paribas SA
- BNP Paribas SA - Overview
- BNP Paribas SA - Product / Service
- BNP Paribas SA - Key offerings
- 17.27 Citigroup Inc.
- Citigroup Inc. - Overview
- Citigroup Inc. - Product / Service
- Citigroup Inc. - Key offerings
- 17.28 FMR LLC
- FMR LLC - Overview
- FMR LLC - Product / Service
- FMR LLC - Key offerings
- 17.29 Fiserv Inc.
- Fiserv Inc. - Overview
- Fiserv Inc. - Product / Service
- Fiserv Inc. - Key offerings
- 17.30 HSBC Holdings Plc
- HSBC Holdings Plc - Overview
- HSBC Holdings Plc - Product / Service
- HSBC Holdings Plc - Key offerings
- 17.31 JPMorgan Chase and Co.
- JPMorgan Chase and Co. - Overview
- JPMorgan Chase and Co. - Product / Service
- JPMorgan Chase and Co. - Key offerings
- 17.32 Julius Baer Group Ltd.
- Julius Baer Group Ltd. - Overview
- Julius Baer Group Ltd. - Product / Service
- Julius Baer Group Ltd. - Key offerings
- 17.33 Morgan Stanley
- Morgan Stanley - Overview
- Morgan Stanley - Product / Service
- Morgan Stanley - Key offerings
- 17.34 One Wam Ltd.
- One Wam Ltd. - Overview
- One Wam Ltd. - Product / Service
- One Wam Ltd. - Key offerings
- 17.35 Pictet Group Entities
- Pictet Group Entities - Overview
- Pictet Group Entities - Product / Service
- Pictet Group Entities - Key offerings
- 17.36 PricewaterhouseCoopers LLP
- PricewaterhouseCoopers LLP - Overview
- PricewaterhouseCoopers LLP - Product / Service
- PricewaterhouseCoopers LLP - Key offerings
- 17.37 State Street Corp.
- State Street Corp. - Overview
- State Street Corp. - Product / Service
- State Street Corp. - Key offerings
- 17.38 The Charles Schwab Corp.
- The Charles Schwab Corp. - Overview
- The Charles Schwab Corp. - Product / Service
- The Charles Schwab Corp. - Key offerings
- 17.39 The Goldman Sachs Group Inc.
- The Goldman Sachs Group Inc. - Overview
- The Goldman Sachs Group Inc. - Product / Service
- The Goldman Sachs Group Inc. - Key offerings
- 17.40 The Vanguard Group Inc.
- The Vanguard Group Inc. - Overview
- The Vanguard Group Inc. - Product / Service
- The Vanguard Group Inc. - Key offerings
- 17.41 UBS Group AG
- UBS Group AG - Overview
- UBS Group AG - Product / Service
- UBS Group AG - Key offerings
- 17.42 Wells Fargo and Co.
- Wells Fargo and Co. - Overview
- Wells Fargo and Co. - Product / Service
- Wells Fargo and Co. - Key offerings
18 Appendix
- 18.2 Inclusions and exclusions checklist
- Inclusions checklist
- Exclusions checklist
- 18.3 Currency conversion rates for US$
- Currency conversion rates for US$
- 18.4 Research methodology
- 18.7 Validation techniques employed for market sizing
- Validation techniques employed for market sizing
- 18.9 360 degree market analysis
- 360 degree market analysis
- 18.10 List of abbreviations
INFORMATION SOURCES
DATA ANALYSIS
REPORT WRITING
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