Wealth Management Market Analysis North America, APAC, Europe, South America, Middle East and Africa - US, China, Japan, Germany, France - Size and Forecast 2023-2027

Published: Oct 2023 Pages: 176 SKU: IRTNTR70101

Wealth Management Market Size Report and Forecast 2023 to 2027

The Global Wealth Management Market is estimated to be worth USD 1131.47 billion in 2027 with a CAGR of 7.02% between 2022 and 2027. The wealth management industry refers to the financial services industry that focuses on providing investment advice and services to high-net-worth individuals. It includes a range of services such as asset management, financial planning, estate planning, tax planning, and risk management. The market is driven by increasing global wealth accumulation and the need for professional assistance in managing and growing funds.

Market Overview

The market overview involves a comprehensive examination of market trends and analysis, incorporating insights from market research and growth strategies. Professionals engage in forecasting to anticipate market growth and trends, ensuring a proactive approach to meet evolving client needs and capitalize on emerging opportunities.

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Wealth Management Market Dynamics

Wealth management firms typically cater to affluent clients and offer personalized solutions tailored to their financial goals and risk appetite. With the rise of digital technology, online platforms have emerged as a popular channel for wealth management services, offering convenience and accessibility to clients.

Key Market Driver

One of the key factors driving the market growth is the rising demand for alternative investment support from the government. There is an increasing shift in preference from alternative investments to conventional forms of investments by HNIs and UHNWIs.  An alternative investment refers to an investment in any asset class, excluding stocks, bonds, and cash. This comprises private equity or venture capital, hedge funds, real property, commodities, and tangible assets.

Moreover, some of the key advantages offered by these investments include diversification, a reduction in portfolio-related risks, and low transaction costs. However, these kinds of investments have an expensive fee structure when compared to other investments such as mutual funds and exchange-traded funds (ETFs). Thus, there is an increase in demand for market services among investors which is driving the market growth during the forecast period.

Key Market Trends

A key factor shaping the market growth is the change in demographic shift creating capital management opportunities. There has been a significant increase in the Gen Y population and the number of women billionaires across the world. As a result, it has become essential for funds management firms to strategically introduce portfolio management to gain a competitive advantage.

Moreover, there is an increasing focus on women HNIs by several funds management firms which are promoting many initiatives. For example, JPMorgan Chase and Co. launched the Women on the Move initiative that focuses on women-run businesses, right from startups to large corporations. Hence, such factors are expected to drive market growth during the forecast period.

Key Challenges and Risks Market

Transaction risks are one of the key challenges hindering the market development. Transaction risks can be referred to as the risks faced by a corporation while performing financial transactions between countries. These kinds of risks mainly happen when a corporation conducts financial transactions or keeps financial records in a currency other than the one on which it is based. 

Moreover, the main source of transaction risk is the duration between a transaction and a settlement. Some of the methods that are used to minimize transaction risks are forward contracts and options. However, such kinds of transaction risks can negatively impact the market, which will hinder the market growth during the forecast period.

Wealth Management Market Segmentation 

The human advisory segment is estimated to witness significant growth during the forecast period. Human advisory plays an essential role in assisting individuals and organizations to make informed decisions about their asset management. The main advantage of this segment is that it provides personalized recommendations and guidance concerning individual financial goals, risk tolerance, and financial situation.

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The human advisory segment was the largest segment and was valued at USD 329.73 billion in 2017.  Some of the key factors that are considered by this segment in order to offer personalized wealth managers and strategies include income, expenses, assets, liabilities, and investment preferences. Furthermore, the human advisory segment offers suggestions for budgeting and expense tracking and enables users to create budgets, categorize expenses, and monitor their spending habits. Other features of this segment include offering insights into investment options, asset allocation strategies, and risk analysis. Therefore, such advantages are expected to fuel the growth of this segment which in turn will drive the market growth during the forecast period.

Regional Market

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North America is estimated to contribute 42% 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. Some of the main countries that are significantly contributing to the global market are the US and Canada. There is an increasing popularity in the US due to its high-income levels. Factors such as the requirement to minimize unnecessary taxes and strengthen financial security have fuelled the demand for financial advisors.

Additionally, rapid technological advances and evolving customer segments are also expected to contribute to the market growth in North America significantly. Furthermore, the presence of the management services sector, such as banks, wealth management firms, investment advisors, and insurance companies is expected to drive the market growth in the region during the forecast period.

Key Players in the Industry

Companies are implementing various market analyses and report a variety of strategies, such as strategic alliances, partnerships, mergers and acquisitions, geographical expansion, and product/service launches, to enhance their presence in the market.

Allianz SE: The company offers digital wealth management in collaboration with Moneyfarm.

The market growth and forecasting report also includes detailed analyses of the competitive landscape of the market and information about 20 market companies, including:

  • Bank of America Corp.
  • BlackRock Inc.
  • BNP Paribas SA
  • Citigroup Inc.
  • FMR LLC
  • Fiserv Inc.
  • HSBC Holdings Plc
  • JPMorgan Chase and Co.
  • Julius Baer Group Ltd.
  • Morgan Stanley
  • One Wam Ltd.
  • Pictet Group Entities
  • PricewaterhouseCoopers LLP
  • State Street Corp.
  • The Charles Schwab Corp.
  • The Goldman Sachs Group Inc.
  • The Vanguard Group Inc.
  • UBS Group AG
  • Wells Fargo and Co.

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 market players. This market report also offers data that 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.

Market Analysis

Wealth management and strategic portfolio management is crucial for optimizing returns. Savvy wealth advisors play a pivotal role in retirement planning for high-net-worth individuals, integrating diverse assets like real estate and ensuring tax-efficient solutions. The wealth industry thrives on adept professionals managing savings and banking, aligning with client goals. Successful core lies in comprehensive estate planning, adeptly navigating markets, and transparent fee structures. 

Market Scope

Report Coverage

Details

Page number

176

Base year

2022

Historic period

2017-2021

Forecast period

2023-2027

Growth momentum & CAGR

Accelerate at a CAGR of 7.02%

Market growth 2023-2027

USD 325.56 billion

Market structure

Fragmented

YoY growth 2022-2023(%)

6.52

Regional analysis

North America, APAC, Europe, South America, and Middle East and Africa

Performing market contribution

North America at 42%

Key countries

US, China, Japan, Germany, and France

Competitive landscape

 Leading Companies, Market Positioning of Companies, Competitive Strategies, and Industry Risks

Key companies profiled

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 Baer Group Ltd., Morgan Stanley, One Wam Ltd., Pictet Group Entities, PricewaterhouseCoopers LLP, State Street Corp., The Charles Schwab Corp., The Goldman Sachs Group Inc., The Vanguard Group Inc., UBS Group AG, and Wells Fargo and Co.

Market dynamics

Parent market analysis, Market growth inducers and obstacles, Fast-growing and slow-growing segment analysis, COVID-19 impact and recovery analysis and future consumer dynamics, and Market condition analysis for the forecast period.

Customization purview

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Analyst Review:

In response to a rising demand for personalized wealth management catering to the unique goals and needs of high net worth individuals, wealth management firms are grappling with the task of adequately tailoring their offerings. Despite the push to enhance immediate focus on seamless client communications and the adoption of digital advisor tools, these firms still find themselves playing catch-up in the realm of personalization.

Furthermore, to meet the evolving needs of consumers, wealth management entities are diversifying their services beyond the traditional scope, expanding into areas such as banking and insurance. The onset of the COVID-19 health crisis compelled a shift from face-to-face meetings to virtual calls, as physical lockdowns forced firms to adapt to new methods ie virtual business practice of addressing client needs. "The global repercussions of the COVID-19 pandemic include a decline in GDP growth, increased market volatility, and substantial losses in capital markets, impacting the operational landscape of wealth-management firms. Despite these challenges, the adoption of virtual business practices has spurred wealth managers to actively connect with their clients via phone, aiming to enhance goodwill through a more personalized, human touch."

Amidst these changes, traditional wealth management firms faced formidable challenges in keeping pace with digital adoption trends set by competitors. Nevertheless, the ongoing advancements in technologies serve as a catalyst, urging wealth executives to prioritize digital transformation within their existing business models.

What are the Key Data Covered in this Market Research Report?

  • CAGR of the market during the forecast period
  • Detailed information on factors that will drive the growth of the market between 2023 and 2027
  • Precise estimation of the market size and its contribution to the market in focus on the parent market
  • Accurate predictions about upcoming trends and changes in consumer behavior
  • Growth of the market across North America, APAC, Europe, South America, and the Middle East and Africa
  • A thorough analysis of the market’s competitive landscape and detailed information about companies
  • Comprehensive analysis of factors that will challenge the growth of market companies

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1 Executive Summary

  • 1.1 Market overview
    • Exhibit 01: Executive Summary – Chart on Market Overview
    • Exhibit 02: Executive Summary – Data Table on Market Overview
    • Exhibit 03: Executive Summary – Chart on Global Market Characteristics
    • Exhibit 04: Executive Summary – Chart on Market by Geography
    • Exhibit 05: Executive Summary – Chart on Market Segmentation by Business Segment
    • Exhibit 06: Executive Summary – Chart on Market Segmentation by End-user
    • Exhibit 07: Executive Summary – Chart on Incremental Growth
    • Exhibit 08: Executive Summary – Data Table on Incremental Growth
    • Exhibit 09: Executive Summary – Chart on Vendor Market Positioning

2 Market Landscape

  • 2.1 Market ecosystem
    • Exhibit 10: Parent market
    • Exhibit 11: Market Characteristics

3 Market Sizing

  • 3.1 Market definition
    • Exhibit 12: Offerings of vendors included in the market definition
  • 3.2 Market segment analysis
    • Exhibit 13: Market segments
  • 3.3 Market size 2022
    • 3.4 Market outlook: Forecast for 2022-2027
      • Exhibit 14: Chart on Global - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 15: Data Table on Global - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 16: Chart on Global Market: Year-over-year growth 2022-2027 (%)
      • Exhibit 17: Data Table on Global Market: Year-over-year growth 2022-2027 (%)

    4 Historic Market Size

    • 4.1 Global wealth management market 2017 - 2021
      • Exhibit 18: Historic Market Size – Data Table on global wealth management market 2017 - 2021 ($ billion)
    • 4.2 Business Segment Segment Analysis 2017 - 2021
      • Exhibit 19: Historic Market Size – Business Segment Segment 2017 - 2021 ($ billion)
    • 4.3 End-user Segment Analysis 2017 - 2021
      • Exhibit 20: Historic Market Size – End-user Segment 2017 - 2021 ($ billion)
    • 4.4 Geography Segment Analysis 2017 - 2021
      • Exhibit 21: Historic Market Size – Geography Segment 2017 - 2021 ($ billion)
    • 4.5 Country Segment Analysis 2017 - 2021
      • Exhibit 22: Historic Market Size – Country Segment 2017 - 2021 ($ billion)

    5 Five Forces Analysis

    • 5.1 Five forces summary
      • Exhibit 23: Five forces analysis - Comparison between 2022 and 2027
    • 5.2 Bargaining power of buyers
      • Exhibit 24: Chart on Bargaining power of buyers – Impact of key factors 2022 and 2027
    • 5.3 Bargaining power of suppliers
      • Exhibit 25: Bargaining power of suppliers – Impact of key factors in 2022 and 2027
    • 5.4 Threat of new entrants
      • Exhibit 26: Threat of new entrants – Impact of key factors in 2022 and 2027
    • 5.5 Threat of substitutes
      • Exhibit 27: Threat of substitutes – Impact of key factors in 2022 and 2027
    • 5.6 Threat of rivalry
      • Exhibit 28: Threat of rivalry – Impact of key factors in 2022 and 2027
    • 5.7 Market condition
      • Exhibit 29: Chart on Market condition - Five forces 2022 and 2027

    6 Market Segmentation by Business Segment

    • 6.1 Market segments
      • Exhibit 30: Chart on Market Segmentation by Business Segment - Market share 2022-2027 (%)
      • Exhibit 31: Data Table on Market Segmentation by Business Segment - Market share 2022-2027 (%)
    • 6.2 Comparison by Market Segmentation by Business Segment
      • Exhibit 32: Chart on Comparison by Market Segmentation by Business Segment
      • Exhibit 33: Data Table on Comparison by Market Segmentation by Business Segment
    • 6.3 Human advisory - Market size and forecast 2022-2027
      • Exhibit 34: Chart on Human advisory - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 35: Data Table on Human advisory - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 36: Chart on Human advisory - Year-over-year growth 2022-2027 (%)
      • Exhibit 37: Data Table on Human advisory - Year-over-year growth 2022-2027 (%)
    • 6.4 Hybrid advisory - Market size and forecast 2022-2027
      • Exhibit 38: Chart on Hybrid advisory - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 39: Data Table on Hybrid advisory - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 40: Chart on Hybrid advisory - Year-over-year growth 2022-2027 (%)
      • Exhibit 41: Data Table on Hybrid advisory - Year-over-year growth 2022-2027 (%)
    • 6.5 Robo advisory - Market size and forecast 2022-2027
      • Exhibit 42: Chart on Robo advisory - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 43: Data Table on Robo advisory - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 44: Chart on Robo advisory - Year-over-year growth 2022-2027 (%)
      • Exhibit 45: Data Table on Robo advisory - Year-over-year growth 2022-2027 (%)
    • 6.6 Market opportunity by Market Segmentation by Business Segment
      • Exhibit 46: Market opportunity by Market Segmentation by Business Segment ($ billion)
      • Exhibit 47: Data Table on Market opportunity by Market Segmentation by Business Segment ($ billion)

    7 Market Segmentation by End-user

    • 7.1 Market segments
      • Exhibit 48: Chart on End-user - Market share 2022-2027 (%)
      • Exhibit 49: Data Table on End-user - Market share 2022-2027 (%)
    • 7.2 Comparison by End-user
      • Exhibit 50: Chart on Comparison by End-user
      • Exhibit 51: Data Table on Comparison by End-user
    • 7.3 Banks - Market size and forecast 2022-2027
      • Exhibit 52: Chart on Banks - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 53: Data Table on Banks - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 54: Chart on Banks - Year-over-year growth 2022-2027 (%)
      • Exhibit 55: Data Table on Banks - Year-over-year growth 2022-2027 (%)
    • 7.4 Trading and exchange firms - Market size and forecast 2022-2027
      • Exhibit 56: Chart on Trading and exchange firms - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 57: Data Table on Trading and exchange firms - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 58: Chart on Trading and exchange firms - Year-over-year growth 2022-2027 (%)
      • Exhibit 59: Data Table on Trading and exchange firms - Year-over-year growth 2022-2027 (%)
    • 7.5 Investment management firms - Market size and forecast 2022-2027
      • Exhibit 60: Chart on Investment management firms - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 61: Data Table on Investment management firms - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 62: Chart on Investment management firms - Year-over-year growth 2022-2027 (%)
      • Exhibit 63: Data Table on Investment management firms - Year-over-year growth 2022-2027 (%)
    • 7.6 Brokerage firms - Market size and forecast 2022-2027
      • Exhibit 64: Chart on Brokerage firms - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 65: Data Table on Brokerage firms - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 66: Chart on Brokerage firms - Year-over-year growth 2022-2027 (%)
      • Exhibit 67: Data Table on Brokerage firms - Year-over-year growth 2022-2027 (%)
    • 7.7 Others - Market size and forecast 2022-2027
      • Exhibit 68: Chart on Others - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 69: Data Table on Others - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 70: Chart on Others - Year-over-year growth 2022-2027 (%)
      • Exhibit 71: Data Table on Others - Year-over-year growth 2022-2027 (%)
    • 7.8 Market opportunity by End-user
      • Exhibit 72: Market opportunity by End-user ($ billion)
      • Exhibit 73: Data Table on Market opportunity by End-user ($ billion)

    8 Customer Landscape

    • 8.1 Customer landscape overview
      • Exhibit 74: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria

    9 Geographic Landscape

    • 9.1 Geographic segmentation
      • Exhibit 75: Chart on Market share by geography 2022-2027 (%)
      • Exhibit 76: Data Table on Market share by geography 2022-2027 (%)
    • 9.2 Geographic comparison
      • Exhibit 77: Chart on Geographic comparison
      • Exhibit 78: Data Table on Geographic comparison
    • 9.3 North America - Market size and forecast 2022-2027
      • Exhibit 79: Chart on North America - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 80: Data Table on North America - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 81: Chart on North America - Year-over-year growth 2022-2027 (%)
      • Exhibit 82: Data Table on North America - Year-over-year growth 2022-2027 (%)
    • 9.4 APAC - Market size and forecast 2022-2027
      • Exhibit 83: Chart on APAC - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 84: Data Table on APAC - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 85: Chart on APAC - Year-over-year growth 2022-2027 (%)
      • Exhibit 86: Data Table on APAC - Year-over-year growth 2022-2027 (%)
    • 9.5 Europe - Market size and forecast 2022-2027
      • Exhibit 87: Chart on Europe - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 88: Data Table on Europe - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 89: Chart on Europe - Year-over-year growth 2022-2027 (%)
      • Exhibit 90: Data Table on Europe - Year-over-year growth 2022-2027 (%)
    • 9.6 South America - Market size and forecast 2022-2027
      • Exhibit 91: Chart on South America - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 92: Data Table on South America - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 93: Chart on South America - Year-over-year growth 2022-2027 (%)
      • Exhibit 94: Data Table on South America - Year-over-year growth 2022-2027 (%)
    • 9.7 Middle East and Africa - Market size and forecast 2022-2027
      • Exhibit 95: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 96: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 97: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%)
      • Exhibit 98: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%)
    • 9.8 US - Market size and forecast 2022-2027
      • Exhibit 99: Chart on US - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 100: Data Table on US - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 101: Chart on US - Year-over-year growth 2022-2027 (%)
      • Exhibit 102: Data Table on US - Year-over-year growth 2022-2027 (%)
    • 9.9 China - Market size and forecast 2022-2027
      • Exhibit 103: Chart on China - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 104: Data Table on China - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 105: Chart on China - Year-over-year growth 2022-2027 (%)
      • Exhibit 106: Data Table on China - Year-over-year growth 2022-2027 (%)
    • 9.10 Japan - Market size and forecast 2022-2027
      • Exhibit 107: Chart on Japan - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 108: Data Table on Japan - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 109: Chart on Japan - Year-over-year growth 2022-2027 (%)
      • Exhibit 110: Data Table on Japan - Year-over-year growth 2022-2027 (%)
    • 9.11 Germany - Market size and forecast 2022-2027
      • Exhibit 111: Chart on Germany - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 112: Data Table on Germany - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 113: Chart on Germany - Year-over-year growth 2022-2027 (%)
      • Exhibit 114: Data Table on Germany - Year-over-year growth 2022-2027 (%)
    • 9.12 France - Market size and forecast 2022-2027
      • Exhibit 115: Chart on France - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 116: Data Table on France - Market size and forecast 2022-2027 ($ billion)
      • Exhibit 117: Chart on France - Year-over-year growth 2022-2027 (%)
      • Exhibit 118: Data Table on France - Year-over-year growth 2022-2027 (%)
    • 9.13 Market opportunity by geography
      • Exhibit 119: Market opportunity by geography ($ billion)
      • Exhibit 120: Data Tables on Market opportunity by geography ($ billion)

    10 Drivers, Challenges, and Trends

    • 10.1 Market drivers
      • 10.2 Market challenges
        • 10.3 Impact of drivers and challenges
          • Exhibit 121: Impact of drivers and challenges in 2022 and 2027
        • 10.4 Market trends

          11 Vendor Landscape

          • 11.1 Overview
            • 11.2 Vendor landscape
              • Exhibit 122: Overview on Criticality of inputs and Factors of differentiation
            • 11.3 Landscape disruption
              • Exhibit 123: Overview on factors of disruption
            • 11.4 Industry risks
              • Exhibit 124: Impact of key risks on business

            12 Vendor Analysis

            • 12.1 Vendors covered
              • Exhibit 125: Vendors covered
            • 12.2 Market positioning of vendors
              • Exhibit 126: Matrix on vendor position and classification
            • 12.3 Allianz SE
              • Exhibit 127: Allianz SE - Overview
              • Exhibit 128: Allianz SE - Business segments
              • Exhibit 129: Allianz SE - Key news
              • Exhibit 130: Allianz SE - Key offerings
              • Exhibit 131: Allianz SE - Segment focus
            • 12.4 Bank of America Corp.
              • Exhibit 132: Bank of America Corp. - Overview
              • Exhibit 133: Bank of America Corp. - Business segments
              • Exhibit 134: Bank of America Corp. - Key news
              • Exhibit 135: Bank of America Corp. - Key offerings
              • Exhibit 136: Bank of America Corp. - Segment focus
            • 12.5 BlackRock Inc.
              • Exhibit 137: BlackRock Inc. - Overview
              • Exhibit 138: BlackRock Inc. - Product / Service
              • Exhibit 139: BlackRock Inc. - Key offerings
            • 12.6 BNP Paribas SA
              • Exhibit 140: BNP Paribas SA - Overview
              • Exhibit 141: BNP Paribas SA - Business segments
              • Exhibit 142: BNP Paribas SA - Key offerings
              • Exhibit 143: BNP Paribas SA - Segment focus
            • 12.7 Citigroup Inc.
              • Exhibit 144: Citigroup Inc. - Overview
              • Exhibit 145: Citigroup Inc. - Business segments
              • Exhibit 146: Citigroup Inc. - Key offerings
              • Exhibit 147: Citigroup Inc. - Segment focus
            • 12.8 FMR LLC
              • Exhibit 148: FMR LLC - Overview
              • Exhibit 149: FMR LLC - Product / Service
              • Exhibit 150: FMR LLC - Key offerings
            • 12.9 JPMorgan Chase and Co.
              • Exhibit 151: JPMorgan Chase and Co. - Overview
              • Exhibit 152: JPMorgan Chase and Co. - Business segments
              • Exhibit 153: JPMorgan Chase and Co. - Key offerings
              • Exhibit 154: JPMorgan Chase and Co. - Segment focus
            • 12.10 Julius Baer Group Ltd.
              • Exhibit 155: Julius Baer Group Ltd. - Overview
              • Exhibit 156: Julius Baer Group Ltd. - Product / Service
              • Exhibit 157: Julius Baer Group Ltd. - Key offerings
            • 12.11 Morgan Stanley
              • Exhibit 158: Morgan Stanley - Overview
              • Exhibit 159: Morgan Stanley - Business segments
              • Exhibit 160: Morgan Stanley - Key offerings
              • Exhibit 161: Morgan Stanley - Segment focus
            • 12.12 PricewaterhouseCoopers LLP
              • Exhibit 162: PricewaterhouseCoopers LLP - Overview
              • Exhibit 163: PricewaterhouseCoopers LLP - Product / Service
              • Exhibit 164: PricewaterhouseCoopers LLP - Key offerings
            • 12.13 State Street Corp.
              • Exhibit 165: State Street Corp. - Overview
              • Exhibit 166: State Street Corp. - Business segments
              • Exhibit 167: State Street Corp. - Key offerings
              • Exhibit 168: State Street Corp. - Segment focus
            • 12.14 The Charles Schwab Corp.
              • Exhibit 169: The Charles Schwab Corp. - Overview
              • Exhibit 170: The Charles Schwab Corp. - Business segments
              • Exhibit 171: The Charles Schwab Corp. - Key offerings
              • Exhibit 172: The Charles Schwab Corp. - Segment focus
            • 12.15 The Goldman Sachs Group Inc.
              • Exhibit 173: The Goldman Sachs Group Inc. - Overview
              • Exhibit 174: The Goldman Sachs Group Inc. - Business segments
              • Exhibit 175: The Goldman Sachs Group Inc. - Key news
              • Exhibit 176: The Goldman Sachs Group Inc. - Key offerings
              • Exhibit 177: The Goldman Sachs Group Inc. - Segment focus
            • 12.16 The Vanguard Group Inc.
              • Exhibit 178: The Vanguard Group Inc. - Overview
              • Exhibit 179: The Vanguard Group Inc. - Product / Service
              • Exhibit 180: The Vanguard Group Inc. - Key offerings
            • 12.17 UBS Group AG
              • Exhibit 181: UBS Group AG - Overview
              • Exhibit 182: UBS Group AG - Business segments
              • Exhibit 183: UBS Group AG - Key offerings
              • Exhibit 184: UBS Group AG - Segment focus

            13 Appendix

            • 13.1 Scope of the report
              • 13.2 Inclusions and exclusions checklist
                • Exhibit 185: Inclusions checklist
                • Exhibit 186: Exclusions checklist
              • 13.3 Currency conversion rates for US$
                • Exhibit 187: Currency conversion rates for US$
              • 13.4 Research methodology
                • Exhibit 188: Research methodology
                • Exhibit 189: Validation techniques employed for market sizing
                • Exhibit 190: Information sources
              • 13.5 List of abbreviations
                • Exhibit 191: List of abbreviations

              Research Framework

              Technavio presents a detailed picture of the market by way of study, synthesis, and summation of data from multiple sources. The analysts have presented the various facets of the market with a particular focus on identifying the key industry influencers. The data thus presented is comprehensive, reliable, and the result of extensive research, both primary and secondary.

              INFORMATION SOURCES

              Primary sources

              • Manufacturers and suppliers
              • Channel partners
              • Industry experts
              • Strategic decision makers

              Secondary sources

              • Industry journals and periodicals
              • Government data
              • Financial reports of key industry players
              • Historical data
              • Press releases

              DATA ANALYSIS

              Data Synthesis

              • Collation of data
              • Estimation of key figures
              • Analysis of derived insights

              Data Validation

              • Triangulation with data models
              • Reference against proprietary databases
              • Corroboration with industry experts

              REPORT WRITING

              Qualitative

              • Market drivers
              • Market challenges
              • Market trends
              • Five forces analysis

              Quantitative

              • Market size and forecast
              • Market segmentation
              • Geographical insights
              • Competitive landscape

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              Key Questions Answered

              • What are the key global market and the regional market share?
              • What are the revenue-generating key market segments?
              • What are the key factors driving and challenging this market’s growth?
              • Who are the key market vendors and their growth strategies?
              • What are the latest trends influencing the growth of this market?
              • What are the variables influencing the market growth in the primary regions?
              • What are the factors influencing the growth of the parent market?

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