ウェルスマネジメント市場：ビジネスモデル別、プロバイダー別、エンドユーザー別（個人向け、富裕層向け）：世界の機会分析・業界予測（2021年-2030年）

ウェルスマネジメントとは、富裕層のお客様の投資運用ニーズに応える専門的なアドバイザリーサービスを提供することです。

財務計画やアドバイザリーサービスの過程で得たお客様の情報の機密性を保持します。ウェルスアドバイザーは、財務・会計、法律、不動産計画、退職金設計、税務サービス、投資アドバイスなど、多様な財務分野を活用します。

ポートフォリオのリスク低減、分散化、他の資産との相関性の低さ、規制の緩さなどの利点があるため、オルタナティブ投資の需要は市場で増加し続けています。また、ウェルスマネージャーは、人工知能（AI）、ロボティック・プロセス・オートメーション、ロボ・アドバイザー、デジタル・アイデンティティ（ID）などの新技術に投資し、顧客体験の向上、財務パフォーマンスの強化、業務効率の改善を図っています。このように、先進技術に関連する複数のメリットが、世界のウェルスマネジメント市場の成長に大きく貢献しています。

しかし、政府によるウェルスマネジメント企業に対する厳しい規制や、価格の透明性の欠如、手数料の高さなどが、市場の成長を妨げる要因となっています。一方で、高度にカスタマイズされたウェルスマネジメントソリューションを求める富裕層（HNWI）の増加や、技術の進歩は、ウェルスマネジメント企業が競争力を維持し、市場で提供される製品やサービスに関する深い洞察を得る有利な機会を提供すると予想されます。

当レポートでは、ウェルスマネジメント市場を調査し、市場概要、市場の成長要因と抑制要因、競合情勢、主要企業のプロファイル、ビジネスモデル別・プロバイダー別・エンドユーザー別・地域別の市場分析などの情報を提供しています。

目次

第1章 イントロダクション

第2章 エグゼクティブサマリー

第3章 市場概要

• 市場の定義と範囲
• 市場の推進力
• プロセス
• 標準化・カスタマイズの選択肢
• 業界規模
• 市場力学
  • 促進要因
    • ウェルスマネジメント商品・サービスに対する需要の高まり
    • FinTechの出現
    • オルタナティブ投資の需要の増加
  • 抑制要因
    • 価格の透明性と競争価格の欠如
    • 異なる管轄区域間でのさまざまな規制の矛盾
  • 市場機会
    • 技術の進歩
    • 新興経済国の未開拓の可能性
• ウェルスマネジメント市場におけるCOVID-19の影響分析
  • 市場規模への影響
  • COVID-19による消費者の動向・好み・予算への影響の変化
  • 市場の課題：ウェルスマネジメントプロバイダー別
  • プロバイダーへの経済的影響
  • 業界への悪影響に取り組む主要企業の戦略
  • プロバイダーの機会分析

第4章 ウェルスマネジメント市場：ビジネスモデル別

• ヒューマンアドバイザリー
• ロボアドバイザリー
• ハイブリッドアドバイザリー

第5章 ウェルスマネジメント市場：プロバイダー別

• FinTechアドバイザー
• 銀行
• 従来のウェルスマネージャー
• その他

第6章 ウェルスマネジメント市場：エンドユーザータイプ別

• 小売
• 富裕層（HNI）

第7章 ウェルスマネジメント市場：地域別

• 北米
  • 米国
  • カナダ

• 欧州
  • 英国
  • ドイツ
  • フランス
  • スイス
  • イタリア
  • スペイン
  • その他

• アジア太平洋
  • 中国
  • インド
  • 日本
  • オーストラリア
  • シンガポール
  • その他

• ラテンアメリカ・中東・アフリカ
  • ラテンアメリカ
  • 中東
  • アフリカ

第8章 競合情勢

• イントロダクション
  • 市場参加企業のポジショニング（2020年）
• 競争力のあるダッシュボード
  • 主な成功戦略

第9章 企業プロファイル

• BANK OF AMERICA CORPORATION
• BNP Paribas
• Charles Schwab & Co., Inc.
• CITIGROUP, INC.
• CREDIT SUISSE GROUP AG
• Goldman Sachs
• JP MORGAN CHASE & CO.
• Julius Baer Group
• MORGAN STANLEY
• UBS

LIST OF TABLES

• TABLE 01.GLOBAL WEALTH MANAGEMENT MARKET, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 02.WEALTH MANAGEMENT MARKET REVENUE FOR HUMAN ADVISORY, BY REGION, 2020-2030 ($MILLION)
• TABLE 03.WEALTH MANAGEMENT MARKET FOR ROBO ADVISORY, BY REGION, 2020-2030 ($MILLION)
• TABLE 04.WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 05.ROBO ADVISORS MARKET FOR DIRECT PLAN-BASED/GOAL-BASED, BY REGION, 2020-2030 ($MILLION)
• TABLE 06.ROBO ADVISORS MARKET FOR COMPREHENSIVE WEALTH ADVISORY, BY REGION, 2020-2030 ($MILLION)
• TABLE 07.WEALTH MANAGEMENT MARKET REVENUE FOR HYBRID ADVISORY, BY REGION, 2020-2030 ($MILLION)
• TABLE 08.GLOBAL WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 09.WEALTH MANAGEMENT MARKET FOR FINTECH ADVISORS, BY REGION, 2020-2030 ($MILLION)
• TABLE 10.WEALTH MANAGEMENT MARKET FOR BANKS, BY REGION, 2020-2030 ($MILLION)
• TABLE 11.WEALTH MANAGEMENT MARKET FOR TRADITIONAL WEALTH MANAGERS, BY REGION, 2020-2030 ($MILLION)
• TABLE 12.WEALTH MANAGEMENT MARKET FOR OTHERS, BY REGION, 2020-2030 ($MILLION)
• TABLE 13.GLOBAL WEALTH MANAGEMENT MARKET, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 14.WEALTH MANAGEMENT MARKET REVENUE FOR RETAIL, BY REGION, 2020-2030 ($MILLION)
• TABLE 15.WEALTH MANAGEMENT MARKET FOR HIGH NET WORTH INDIVIDUALS (HNIS), BY REGION, 2020-2030 ($MILLION)
• TABLE 16.WEALTH MANAGEMENT MARKET, BY REGION, 2020-2030 ($MILLION)
• TABLE 17.NORTH AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 18.NORTH AMERICA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 19.NORTH AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 20.NORTH AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 21.NORTH AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY COUNTRY, 2020-2030 ($MILLION)
• TABLE 22.U.S. WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 23.U.S. WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 24.U.S. WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 25.U.S. WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 26.CANADA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 27.CANADA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 28.CANADA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 29.CANADA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 30.EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 31.EUROPE WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 32.EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 33.EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 34.EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY COUNTRY, 2020-2030 ($MILLION)
• TABLE 35.UK WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 36.UK WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 37.UK WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 38.UK WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 39.GERMANY WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 40.GERMANY WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 41.GERMANY WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 42.GERMANY WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 43.FRANCE WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 44.FRANCE WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 45.FRANCE WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 46.FRANCE WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 47.SWITZERLAND WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 48.SWITZERLAND WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 49.SWITZERLAND WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 50.SWITZERLAND WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 51.ITALY WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 52.ITALY WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 53.ITALY WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 54.ITALY WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 55.SPAIN WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 56.SPAIN WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 57.SPAIN WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 58.SPAIN WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 59.REST OF EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 60.REST OF EUROPE WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 61.REST OF EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 62.REST OF EUROPE WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 63.ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 64.ASIA-PACIFIC WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 65.ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 66.ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 67.ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY COUNTRY, 2020-2030 ($MILLION)
• TABLE 68.CHINA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 69.CHINA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 70.CHINA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 71.CHINA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 72.INDIA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 73.INDIA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 74.INDIA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 75.INDIA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 76.JAPAN WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 77.JAPAN WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 78.JAPAN WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 79.JAPAN WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 80.AUSTRALIA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 81.AUSTRALIA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 82.AUSTRALIA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 83.AUSTRALIA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 84.SINGAPORE WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 85.SINGAPORE WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 86.SINGAPORE WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 87.SINGAPORE WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 88.REST OF ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 89.REST OF ASIA-PACIFIC WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 90.REST OF ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 91.REST OF ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 92.LAMEA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 93.LAMEA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 94.LAMEA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 95.LAMEA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 96.LAMEA WEALTH MANAGEMENT MARKET REVENUE, BY COUNTRY, 2020-2030 ($MILLION)
• TABLE 97.LATIN AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 98.LATIN AMERICA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 99.LATIN AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 100.LATIN AMERICA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 101.MIDDLE EAST WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 102.MIDDLE EAST WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 103.MIDDLE EAST WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 104.MIDDLE EAST WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 105.AFRICA WEALTH MANAGEMENT MARKET REVENUE, BY BUSINESS MODEL, 2020-2030 ($MILLION)
• TABLE 106.AFRICA WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030 ($MILLION)
• TABLE 107.AFRICA WEALTH MANAGEMENT MARKET REVENUE, BY PROVIDER, 2020-2030 ($MILLION)
• TABLE 108.AFRICA WEALTH MANAGEMENT MARKET REVENUE, BY END-USER TYPE, 2020-2030 ($MILLION)
• TABLE 109.BANK OF AMERICA CORPORATION: COMPANY SNAPSHOT
• TABLE 110.BANK OF AMERICA CORPORATION: OPERATING SEGMENTS
• TABLE 111.BANK OF AMERICA CORPORATION: PRODUCT PORTFOLIO
• TABLE 112.BNP PARIBAS: COMPANY SNAPSHOT
• TABLE 113.BNP PARIBAS: PRODUCT PORTFOLIO
• TABLE 114.CHARLES SCHWAB & CO., INC.: COMPANY SNAPSHOT
• TABLE 115.CHARLES SCHWAB & CO., INC.: PRODUCT PORTFOLIO
• TABLE 116.CITIGROUP, INC.: COMPANY SNAPSHOT
• TABLE 117.CITIGROUP, INC.: OPERATING SEGMENTS
• TABLE 118.CITIGROUP, INC.: PRODUCT PORTFOLIO
• TABLE 119.CREDIT SUISSE GROUP AG: COMPANY SNAPSHOT
• TABLE 120.CREDIT SUISSE GROUP AG: OPERATING SEGMENTS
• TABLE 121.CREDIT SUISSE GROUP AG: PRODUCT PORTFOLIO
• TABLE 122.GOLDMAN SACHS: COMPANY SNAPSHOT
• TABLE 123.GOLDMAN SACHS: PRODUCT PORTFOLIO
• TABLE 124.JPMORGAN CHASE & CO.: COMPANY SNAPSHOT
• TABLE 125.JP MORGAN CHASE & CO.: PRODUCT PORTFOLIO
• TABLE 126.JULIUS BAER GROUP: COMPANY SNAPSHOT
• TABLE 127.JULIUS BAER GROUP: PRODUCT PORTFOLIO
• TABLE 128.MORGAN STANLEY: COMPANY SNAPSHOT
• TABLE 129.MORGAN STANLEY: PRODUCT PORTFOLIO
• TABLE 130.UBS: COMPANY SNAPSHOT
• TABLE 131.UBS: OPERATING SEGMENTS
• TABLE 132.UBS: PRODUCT PORTFOLIO

LIST OF FIGURES

• FIGURE 01.KEY MARKET SEGMENTS
• FIGURE 02.GLOBAL WEALTH MANAGEMENT MARKET SNAPSHOT, BY SEGMENTATION, 2021-2030
• FIGURE 03.WEALTH MANAGEMENT MARKET SNAPSHOT, BY REGION, 2021-2030
• FIGURE 04.WEALTH MANAGEMENT MARKET: TOP IMPACTING FACTOR
• FIGURE 05.TOP INVESTMENT POCKETS
• FIGURE 06.LOW BARGAINING POWER OF SUPPLIERS
• FIGURE 07.HIGH BARGAINING POWER OF BUYER
• FIGURE 08.HIGH THREAT OF SUBSTITUTES
• FIGURE 09.MODERATELY HIGH THREAT OF NEW ENTRANTS
• FIGURE 10.HIGH COMPETITIVE RIVALRY
• FIGURE 11.THE WEALTH MANAGEMENT PROCESS
• FIGURE 12.STANDARDIZATION/CUSTOMIZATION ALTERNATIVES IN THE WEALTH MANAGEMENT INDUSTRY
• FIGURE 13.DIMENSIONS OF WEALTH MANAGEMENT INDUSTRY
• FIGURE 14.MARKET DYNAMICS: WEALTH MANAGEMENT MARKET
• FIGURE 15.GLOBAL WEALTH MANAGEMENT MARKET, BY BUSINESS MODEL, 2020-2030
• FIGURE 16.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR HUMAN ADVISORY, 2020 & 2030 (%)
• FIGURE 17.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR ROBO ADVISORY, 2020 & 2030 (%)
• FIGURE 18.WEALTH MANAGEMENT MARKET, BY ROBO ADVISORY, 2020-2030
• FIGURE 19.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR HYBRID ADVISORY, 2020 & 2030 (%)
• FIGURE 20.GLOBAL WEALTH MANAGEMENT MARKET, BY PROVIDER, 2020-2030
• FIGURE 21.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR FINTECH ADVISORS, 2020 & 2030 (%)
• FIGURE 22.COMPARATIVE ANALYSIS OF WEALTH MANAGEMENT MARKET FOR BANKS, 2020 & 2030 (%)
• FIGURE 23.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR TRADITIONAL WEALTH MANAGERS, 2020 & 2030 (%)
• FIGURE 24.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR OTHERS, 2020 & 2030 (%)
• FIGURE 25.GLOBAL WEALTH MANAGEMENT MARKET, BY END-USER TYPE, 2020-2030
• FIGURE 26.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR RETAIL, 2020 & 2030 (%)
• FIGURE 27.COMPARATIVE COUNTRY ANALYSIS OF WEALTH MANAGEMENT MARKET FOR HIGH NET WORTH INDIVIDUALS (HNIS), 2020 & 2030 (%)
• FIGURE 28.U.S. WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 29.CANADA WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 30.UK WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 31.GERMANY WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 32.FRANCE WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 33.SWITZERLAND WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 34.ITALY WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 35.SPAIN WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 36.REST OF EUROPE WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 37.CHINA WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 38.INDIA WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 39.JAPAN WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 40.AUSTRALIA WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 41.SINGAPORE WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 42.REST OF ASIA-PACIFIC WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 43.LATIN AMERICA WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 44.MIDDLE EAST WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 45.AFRICA WEALTH MANAGEMENT MARKET REVENUE, 2020-2030 ($MILLION)
• FIGURE 46.MARKET PLAYER POSITIONING, 2020
• FIGURE 47.COMPETITIVE DASHBOARD
• FIGURE 48.COMPETITIVE DASHBOARD
• FIGURE 49.COMPETITIVE HEATMAP OF KEY PLAYERS
• FIGURE 50.TOP WINNING STRATEGIES, BY YEAR, 2019-2021
• FIGURE 51.TOP WINNING STRATEGIES, BY DEVELOPMENT, 2019-2021
• FIGURE 52.TOP WINNING STRATEGIES, BY COMPANY, 2019-2021
• FIGURE 53.BANK OF AMERICA CORPORATION: REVENUE, 2018-2020 ($MILLION)
• FIGURE 54.BANK OF AMERICA CORPORATION: REVENUE SHARE, BY SEGMENT, 2020 (%)
• FIGURE 55.BANK OF AMERICA CORPORATION: REVENUE SHARE, BY REGION, 2020 (%)
• FIGURE 56.BNP PARIBAS: REVENUE, 2018-2020 ($MILLION)
• FIGURE 57.CHARLES SCHWAB & CO., INC.: NET REVENUE, 2018-2020 ($MILLION)
• FIGURE 58.CHARLES SCHWAB & CO., INC.: REVENUE SHARE, BY SEGMENT (2020)
• FIGURE 59.CITIGROUP, INC.: NET REVENUE, 2018-2020 ($MILLION)
• FIGURE 60.CREDIT SUISSE GROUP AG: REVENUE, 2018-2020 ($MILLION)
• FIGURE 61.CREDIT SUISSE GROUP AG: REVENUE SHARE, BY SEGMENT, 2020 (%)
• FIGURE 62.CREDIT SUISSE GROUP AG: REVENUE SHARE, BY REGION, 2020 (%)
• FIGURE 63.GOLDMAN SACHS: NET REVENUE, 2018-2020 ($MILLION)
• FIGURE 64.GOLDMAN SACHS: REVENUE SHARE, BY SEGMENT (2020)
• FIGURE 65.GOLDMAN SACHS: REVENUE SHARE, BY REGION (2020)
• FIGURE 66.JPMORGAN CHASE & CO.: NET REVENUE, 2018-2020 ($MILLION)
• FIGURE 67.JPMORGAN CHASE & CO.: REVENUE SHARE, BY SEGMENT (2020)
• FIGURE 68.JPMORGAN CHASE & CO.: REVENUE SHARE, BY REGION (2020)
• FIGURE 69.JULIUS BAER GROUP: NET REVENUE, 2018-2020 ($MILLION)
• FIGURE 70.MORGAN STANLEY: NET REVENUE, 2018-2020 ($MILLION)
• FIGURE 71.MORGAN STANLEY: REVENUE SHARE, BY SEGMENT (2020)
• FIGURE 72.MORGAN STANLEY: REVENUE SHARE, BY REGION (2020)
• FIGURE 73.UBS: NET REVENUE, 2018-2020 ($MILLION)
• FIGURE 74.UBS: REVENUE SHARE, BY SEGMENT (2020)
• FIGURE 75.UBS: REVENUE SHARE, BY REGION (2020)

Wealth management is involved in providing specialized advisory services catering to the investment management needs of affluent clients. It maintains the confidentiality of information of the customers obtained during the course of financial planning and advisory services. Wealth management advisor utilizes the diverse financial disciplines such as financial & accounting, legal or estate planning, retirement planning, tax services, investment advice, and others.

With providing several benefits such as reduction in portfolio risk, diversification, low correlation with other assets, and less regulation, demand for alternative investment continue to rise in the market. In addition, wealth managers are investing in new technologies such as artificial intelligence (AI), robotic process automation, robo-advisor, and digital identification (ID) for improving customer experience, enhance financial performances, and improve operational efficiency. Thus, multiple benefits associated with advance technologies significantly contribute toward the growth of the global wealth management market. However, strict rules & regulations of the government for wealth management firms and lack of pricing transparency & higher fees are some of the factors that hamper the market growth. On the contrary, increasing number of high-net-worth individuals (HNWIs) population demanding highly customized wealth management solutions and growing technological advancements are expected to provide lucrative opportunities for wealth managers to remain competitive, and achieve deep insights into the products & services offered in the market.

The wealth management market is segmented into business model, provider, end-user type, and region. By business model, the market is segregated into human advisory, robo advisory, and hybrid advisory. The robo advisory segment is further bifurcated into direct plan-based/goal-based and comprehensive wealth advisory. Depending on provider, it is segmented into FinTech advisors, banks, traditional wealth managers, and others. Based on end-user type, the market is divided into retail and high net worth individuals (HNIs). Region wise, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

The report analyses the profiles of key players operating in the wealth management market such as Bank of America Corporation, BNP Paribas, Charles Schwab & Co., Inc., Citigroup Inc., CREDIT SUISSE GROUP AG, Goldman Sachs, JPMorgan Chase & Co., Julius Baer Group, Morgan Stanley, and UBS. These players have adopted various strategies to increase their market penetration and strengthen their position in the wealth management industry.

Key benefits for stakeholders

The study provides in-depth analysis of the global wealth management market along with the current trends and future estimations to illustrate the imminent investment pockets.

Information about key drivers, restrains, & opportunities and their impact analysis on the global wealth management market size are provided in the report.

Porter's five forces analysis illustrates the potency of buyers and suppliers operating in the industry.

The quantitative analysis of the global wealth management market from 2021 to 2030 is provided to determine the market potential.

Key Market Segments

By Business Model

• Human Advisory
• Robo Advisory
• Direct Plan-Based/Goal-Based
• Comprehensive Wealth Advisory
• Hybrid Advisory

By Provider

• FinTech Advisors
• Banks
• Traditional Wealth Managers
• Others

By End-user Type

• Retail
• High Net Worth Individuals (HNIs)

By Region

• North America
• U.S.
• Canada
• Europe
• UK
• Germany
• France
• Switzerland
• Italy
• Spain
• Rest of Europe
• Asia-Pacific
• China
• India
• Japan
• Australia
• Singapore
• Rest of Asia-Pacific
• LAMEA
• Latin America
• Middle East
• Africa
• Key market players
• Bank of America Corporation
• BNP Paribas
• Charles Schwab & Co., Inc.
• Citigroup Inc.
• CREDIT SUISSE GROUP AG
• Goldman Sachs
• JPMorgan Chase & Co.
• Julius Baer Group
• Morgan Stanley
• UBS

TABLE OF CONTENTS

CHAPTER 1:INTRODUCTION

• 1.1.Report description
• 1.2.Key benefits for stakeholders
• 1.3.Key market segments
• 1.4.Research methodology
  • 1.4.1.Secondary research
  • 1.4.2.Primary research
  • 1.4.3.Analyst tools and models

CHAPTER 2:EXECUTIVE SUMMARY

• 2.1.Key findings
  • 2.1.1.Top impacting factors
  • 2.1.2.Top investment pockets
• 2.2.CXO perspective

CHAPTER 3:MARKET OVERVIEW

• 3.1.Market definition and scope
• 3.2.Key forces shaping global wealth management market
• 3.3.The Wealth Management Process
• 3.4.Standardization/customization alternatives in the wealth management industry
• 3.5.Dimensions of wealth management industry
• 3.6.Market dynamics
  • 3.6.1.Drivers
    • 3.6.1.1.Growing demand for wealth management products & services
    • 3.6.1.2.Emergence of FinTechs
    • 3.6.1.3.Increasing demand for alternative investments
  • 3.6.2.Restraint
    • 3.6.2.1.Lack of pricing transparency and competitive fees
    • 3.6.2.2.Varied & conflicting regulations across different jurisdictions
  • 3.6.3.Opportunities
    • 3.6.3.1.Technological advancements
    • 3.6.3.2.Untapped potential of emerging economies
• 3.7.COVID-19 impact analysis on wealth management market
  • 3.7.1.Impact on wealth management market size
  • 3.7.2.Change in consumer trends, preferences, and budget impact, owing to COVID-19
  • 3.7.3.Framework for market challenges faced by wealth management providers
  • 3.7.4.Economic impact on wealth management providers
  • 3.7.5.Key player strategies to tackle negative impact on the industry
  • 3.7.6.Opportunity analysis for wealth management providers

CHAPTER 4:WEALTH MANAGEMENT MARKET, BY BUSINESS MODEL

• 4.1.Overview
• 4.2.Human Advisory
  • 4.2.1.Key market trends, growth factors, and opportunities
  • 4.2.2.Market size and forecast, by region
  • 4.2.3.Market analysis, by country
• 4.3.Robo Advisory
  • 4.3.1.Key market trends, growth factors, and opportunities
  • 4.3.2.Market size and forecast, by region
  • 4.3.3.Market analysis, by country
  • 4.3.4.Wealth Management market, by robo advisory
    • 4.3.4.1.Direct Plan-Based/Goal-Based
    • 4.3.4.1.1.Market size and forecast, by region
    • 4.3.4.2.Comprehensive Wealth Advisory
    • 4.3.4.2.1.Market size and forecast, by region
• 4.4.Hybrid Advisory
  • 4.4.1.Key market trends, growth factors, and opportunities
  • 4.4.2.Market size and forecast, by region
  • 4.4.3.Market analysis, by country

CHAPTER 5:WEALTH MANAGEMENT MARKET, BY PROVIDER

• 5.1.Overview
• 5.2.FinTech Advisors
  • 5.2.1.Market size and forecast, by region
  • 5.2.2.Market size and forecast, by region
  • 5.2.3.Market analysis, by country
• 5.3.Banks
  • 5.3.1.Market size and forecast, by region
  • 5.3.2.Market size and forecast, by region
  • 5.3.3.Market analysis, by country
• 5.4.Traditional Wealth Managers
  • 5.4.1.Market size and forecast, by region
  • 5.4.2.Market size and forecast, by region
  • 5.4.3.Market analysis, by country
• 5.5.Others
  • 5.5.1.Market size and forecast, by region
  • 5.5.2.Market size and forecast, by region
  • 5.5.3.Market analysis, by country

CHAPTER 6:WEALTH MANAGEMENT MARKET, BY END-USER TYPE

• 6.1.Overview
• 6.2.Retail
  • 6.2.1.Key market trends, growth factors, and opportunities
  • 6.2.2.Market size and forecast, by region
  • 6.2.3.Market analysis, by country
• 6.3.High Net Worth Individuals (HNIs)
  • 6.3.1.Key market trends, growth factors, and opportunities
  • 6.3.2.Market size and forecast, by region
  • 6.3.3.Market analysis, by country

CHAPTER 7:WEALTH MANAGEMENT MARKET, BY REGION

• 7.1.Overview
  • 7.1.1.Market size and forecast
• 7.2.North America
  • 7.2.1.Key market trends, growth factors, and opportunities
  • 7.2.2.Market size and forecast, by business model
  • 7.2.3.Market size and forecast, by robo advisory
  • 7.2.4.Market size and forecast, by provider
  • 7.2.5.Market size and forecast, by end-user type
  • 7.2.7.Market analysis, by country
    • 7.2.7.1.U.S.
    • 7.2.7.1.1.Market size and forecast, by business model
    • 7.2.7.1.2.Market size and forecast, by robo advisory
    • 7.2.7.1.3.Market size and forecast, by provider
    • 7.2.7.1.4.Market size and forecast, by end-user type
    • 7.2.7.2.Canada
    • 7.2.7.2.1.Market size and forecast, by business model
    • 7.2.7.2.2.Market size and forecast, by robo advisory
    • 7.2.7.2.3.Market size and forecast, by provider
    • 7.2.7.2.4.Market size and forecast, by end-user type
• 7.3.Europe
  • 7.3.1.Key market trends, growth factors, and opportunities
  • 7.3.2.Market size and forecast, by business model
  • 7.3.3.Market size and forecast, by robo advisory
  • 7.3.4.Market size and forecast, by provider
  • 7.3.5.Market size and forecast, by end-user type
  • 7.3.7.Market analysis, by country
    • 7.3.7.1.UK
    • 7.3.7.1.1.Market size and forecast, by business model
    • 7.3.7.1.2.Market size and forecast, by robo advisory
    • 7.3.7.1.3.Market size and forecast, by provider
    • 7.3.7.1.4.Market size and forecast, by end-user type
    • 7.3.7.2.Germany
    • 7.3.7.2.1.Market size and forecast, by business model
    • 7.3.7.2.2.Market size and forecast, by robo advisory
    • 7.3.7.2.3.Market size and forecast, by provider
    • 7.3.7.2.4.Market size and forecast, by end-user type
    • 7.3.7.3.France
    • 7.3.7.3.1.Market size and forecast, by business model
    • 7.3.7.3.2.Market size and forecast, by robo advisory
    • 7.3.7.3.3.Market size and forecast, by provider
    • 7.3.7.3.4.Market size and forecast, by end-user type
    • 7.3.7.4.Switzerland
    • 7.3.7.4.1.Market size and forecast, by business model
    • 7.3.7.4.2.Market size and forecast, by robo advisory
    • 7.3.7.4.3.Market size and forecast, by provider
    • 7.3.7.4.4.Market size and forecast, by end-user type
    • 7.3.7.5.Italy
    • 7.3.7.5.1.Market size and forecast, by business model
    • 7.3.7.5.2.Market size and forecast, by robo advisory
    • 7.3.7.5.3.Market size and forecast, by provider
    • 7.3.7.5.4.Market size and forecast, by end-user type
    • 7.3.7.6.Spain
    • 7.3.7.6.1.Market size and forecast, by business model
    • 7.3.7.6.2.Market size and forecast, by robo advisory
    • 7.3.7.6.3.Market size and forecast, by provider
    • 7.3.7.6.4.Market size and forecast, by end-user type
    • 7.3.7.7.Rest of Europe
    • 7.3.7.7.1.Market size and forecast, by business model
    • 7.3.7.7.2.Market size and forecast, by robo advisory
    • 7.3.7.7.3.Market size and forecast, by provider
    • 7.3.7.7.4.Market size and forecast, by end-user type
• 7.4.Asia-Pacific
  • 7.4.1.Key market trends, growth factors, and opportunities
  • 7.4.2.Market size and forecast, by business model
  • 7.4.3.Market size and forecast, by robo advisory
  • 7.4.4.Market size and forecast, by provider
  • 7.4.5.Market size and forecast, by end-user type
  • 7.4.6.Market analysis, by country
    • 7.4.6.1.China
    • 7.4.6.1.1.Market size and forecast, by business model
    • 7.4.6.1.2.Market size and forecast, by robo advisory
    • 7.4.6.1.3.Market size and forecast, by provider
    • 7.4.6.1.4.Market size and forecast, by end-user type
    • 7.4.6.2.India
    • 7.4.6.2.1.Market size and forecast, by business model
    • 7.4.6.2.2.Market size and forecast, by robo advisory
    • 7.4.6.2.3.Market size and forecast, by provider
    • 7.4.6.2.4.Market size and forecast, by end-user type
    • 7.4.6.3.Japan
    • 7.4.6.3.1.Market size and forecast, by business model
    • 7.4.6.3.2.Market size and forecast, by robo advisory
    • 7.4.6.3.3.Market size and forecast, by provider
    • 7.4.6.3.4.Market size and forecast, by end-user type
    • 7.4.6.4.Australia
    • 7.4.6.4.1.Market size and forecast, by business model
    • 7.4.6.4.2.Market size and forecast, by robo advisory
    • 7.4.6.4.3.Market size and forecast, by provider
    • 7.4.6.4.4.Market size and forecast, by end-user type
    • 7.4.6.5.Singapore
    • 7.4.6.5.1.Market size and forecast, by business model
    • 7.4.6.5.2.Market size and forecast, by robo advisory
    • 7.4.6.5.3.Market size and forecast, by provider
    • 7.4.6.5.4.Market size and forecast, by end-user type
    • 7.4.6.6.Rest of Asia-Pacific
    • 7.4.6.6.1.Market size and forecast, by business model
    • 7.4.6.6.2.Market size and forecast, by robo advisory
    • 7.4.6.6.3.Market size and forecast, by provider
    • 7.4.6.6.4.Market size and forecast, by end-user type
• 7.5.LAMEA
  • 7.5.1.Key market trends, growth factors, and opportunities
  • 7.5.2.Market size and forecast, by business model
  • 7.5.3.Market size and forecast, by robo advisory
  • 7.5.4.Market size and forecast, by provider
  • 7.5.5.Market size and forecast, by end-user type
  • 7.5.7.Market analysis, by country
    • 7.5.7.1.Latin America
    • 7.5.7.1.1.Market size and forecast, by business model
    • 7.5.7.1.2.Market size and forecast, by robo advisory
    • 7.5.7.1.3.Market size and forecast, by provider
    • 7.5.7.1.4.Market size and forecast, by end-user type
    • 7.5.7.2.Middle East
    • 7.5.7.2.1.Market size and forecast, by business model
    • 7.5.7.2.2.Market size and forecast, by robo advisory
    • 7.5.7.2.3.Market size and forecast, by provider
    • 7.5.7.2.4.Market size and forecast, by end-user type
    • 7.5.7.3.Africa
    • 7.5.7.3.1.Market size and forecast, by business model
    • 7.5.7.3.2.Market size and forecast, by robo advisory
    • 7.5.7.3.3.Market size and forecast, by provider
    • 7.5.7.3.4.Market size and forecast, by end-user type

CHAPTER 8:COMPETITIVE LANDSCAPE

• 8.1.Introduction
  • 8.1.1.Market player positioning, 2020
• 8.2.Competitive dashboard
  • 8.2.1.Top winning strategies

CHAPTER 9:COMPANY PROFILES

• 9.1.BANK OF AMERICA CORPORATION
  • 9.1.1.Company overview
  • 9.1.2.Company snapshot
  • 9.1.3.Operating business segments
  • 9.1.4.Product portfolio
  • 9.1.5.Business performance
• 9.2.BNP Paribas
  • 9.2.1.Company overview
  • 9.2.2.Company snapshot
  • 9.2.4.Product portfolio
  • 9.2.5.Business performance
  • 9.2.6.Key strategic moves and developments
• 9.3.Charles Schwab & Co., Inc.
  • 9.3.1.Company overview
  • 9.3.2.Company snapshot
  • 9.3.3.Product portfolio
  • 9.3.4.Business performance
  • 9.3.5.Key strategic moves and developments
• 9.4.CITIGROUP, INC.
  • 9.4.1.Company overview
  • 9.4.2.Company snapshot
  • 9.4.3.Operating business segments
  • 9.4.4.Product portfolio
  • 9.4.5.Business performance
  • 9.4.6.Key strategic moves and developments
• 9.5.CREDIT SUISSE GROUP AG
  • 9.5.1.Company overview
  • 9.5.2.Company snapshot
  • 9.5.3.Operating business segments
  • 9.5.4.Product portfolio
  • 9.5.5.Business performance
• 9.6.Goldman Sachs
  • 9.6.1.Company overview
  • 9.6.2.Company snapshot
  • 9.6.3.Product portfolio
  • 9.6.4.Business performance
  • 9.6.5.Key strategic moves and developments
• 9.7.JP MORGAN CHASE & CO.
  • 9.7.1.Company overview
  • 9.7.2.Company snapshot
  • 9.7.3.Product portfolio
  • 9.7.4.Business performance
  • 9.7.5.Key strategic moves and developments
• 9.8.Julius Baer Group
  • 9.8.1.Company overview
  • 9.8.2.Company snapshot
  • 9.8.3.Product portfolio Business performance
  • 9.8.4.Key strategic moves and developments
• 9.9.MORGAN STANLEY
  • 9.9.1.Company overview
  • 9.9.2.Company snapshot
  • 9.9.3.Product portfolio
  • 9.9.4.Business performance
  • 9.9.5.Key strategic moves and developments
• 9.10.UBS
  • 9.10.1.Company overview
  • 9.10.2.Company snapshot
  • 9.10.3.Operating business segments
  • 9.10.4.Product portfolio Business performance
  • 9.10.5.Key strategic moves and developments