ウェルス・マネジメントの世界市場 2023-2027

ウェルス・マネジメント市場は2022-2027年に3,255億6,000万米ドル、予測期間中のCAGRは7.02%で成長すると予測されています。

当レポートでは、ウェルス・マネジメント市場の全体的な分析、市場規模・予測、動向、成長促進要因、課題、約25のベンダーを網羅したベンダー分析などを掲載しています。

現在の市場シナリオ、最新動向と促進要因、市場環境全体に関する最新分析を提供しています。世界のHNIの増加、ベンダーによる多様なウェルス・マネジメントサービスのイントロダクション、政府によるオルタナティブ投資支援に対する需要の高まりなどが市場を牽引しています。

本調査では、今後数年間のウェルス・マネジメント市場の成長を促進する主な要因の一つとして、注目される市場の技術的進歩を挙げています。また、持続可能な投資への注目の高まりや、ウェルス・マネジメントの機会を生み出す人口動態の変化も、市場の大きな需要につながると思われます。

目次

第1章 エグゼクティブサマリー

• 市場概要

第2章 市場情勢

• 市場エコシステム

第3章 市場規模

• 市場の定義
• 市場セグメント分析
• 市場規模 2022
• 市場の見通し 2022-2027

第4章 市場規模実績

• ウェルス・マネジメントの世界市場 2017-2021
• 事業セグメント別セグメント分析 2017-2021
• エンドユーザー別セグメント分析 2017-2021
• 地域別セグメント分析 2017-2021
• 国別セグメント分析 2017-2021

第5章 ファイブフォース分析

• ファイブフォースの要約
• 買い手の交渉力
• 供給企業の交渉力
• 新規参入業者の脅威
• 代替品の脅威
• 競争の脅威
• 市況

第6章 市場セグメンテーション：事業セグメント別

• 市場セグメント
• 比較：事業セグメント別
• ヒューマンアドバイザリー：市場規模と予測 2022-2027
• ハイブリッドアドバイザリー：市場規模と予測 2022-2027
• ロボアドバイザリー：市場規模と予測 2022-2027
• 市場機会：事業セグメント別

第7章 市場セグメンテーション：エンドユーザー別

• 市場セグメント
• 比較：エンドユーザー別
• 銀行：市場規模と予測 2022-2027
• 貿易会社や為替会社：市場規模と予測 2022-2027
• 投資運用会社：市場規模と予測 2022-2027
• 証券会社：市場規模と予測 2022-2027
• その他：市場規模と予測 2022-2027
• 市場機会：エンドユーザー別

第8章 顧客情勢

• 顧客情勢の概要

第9章 地域別情勢

• 地域別セグメンテーション
• 地域別比較
• 北米：市場規模と予測 2022-2027
• アジア太平洋：市場規模と予測 2022-2027
• 欧州：市場規模と予測 2022-2027
• 南米：市場規模と予測 2022-2027
• 中東・アフリカ：市場規模と予測 2022-2027
• 米国：市場規模と予測 2022-2027
• 中国：市場規模と予測 2022-2027
• 日本：市場規模と予測 2022-2027
• ドイツ：市場規模と予測 2022-2027
• フランス：市場規模と予測 2022-2027
• 市場機会：地域情勢別

第10章 促進要因、課題、および動向

• 市場促進要因
• 市場の課題
• 促進要因と課題の影響
• 市場動向

第11章 ベンダー情勢

• 概要
• ベンダー情勢
• 混乱の状況
• 業界のリスク

第12章 ベンダー分析

• 対象ベンダー
• ベンダーの市場ポジショニング
• Allianz SE
• Bank of America Corp.
• BlackRock Inc.
• BNP Paribas SA
• Citigroup Inc.
• FMR LLC
• JPMorgan Chase and Co.
• Julius Baer Group Ltd.
• Morgan Stanley
• PricewaterhouseCoopers LLP
• State Street Corp.
• The Charles Schwab Corp.
• The Goldman Sachs Group Inc.
• The Vanguard Group Inc.
• UBS Group AG

第13章 付録

Exhibits:

• Exhibits1: Executive Summary - Chart on Market Overview
• Exhibits2: Executive Summary - Data Table on Market Overview
• Exhibits3: Executive Summary - Chart on Global Market Characteristics
• Exhibits4: Executive Summary - Chart on Market By Geographical Landscape
• Exhibits5: Executive Summary - Chart on Market Segmentation by Business Segment
• Exhibits6: Executive Summary - Chart on Market Segmentation by End-user
• Exhibits7: Executive Summary - Chart on Incremental Growth
• Exhibits8: Executive Summary - Data Table on Incremental Growth
• Exhibits9: Executive Summary - Chart on Vendor Market Positioning
• Exhibits10: Parent market
• Exhibits11: Market Characteristics
• Exhibits12: Offerings of vendors included in the market definition
• Exhibits13: Market segments
• Exhibits14: Chart on Global - Market size and forecast 2022-2027 ($ billion)
• Exhibits15: Data Table on Global - Market size and forecast 2022-2027 ($ billion)
• Exhibits16: Chart on Global Market: Year-over-year growth 2022-2027 (%)
• Exhibits17: Data Table on Global Market: Year-over-year growth 2022-2027 (%)
• Exhibits18: Historic Market Size - Data Table on global wealth management market 2017 - 2021 ($ billion)
• Exhibits19: Historic Market Size - Business Segment Segment 2017 - 2021 ($ billion)
• Exhibits20: Historic Market Size - End-user Segment 2017 - 2021 ($ billion)
• Exhibits21: Historic Market Size - Geography Segment 2017 - 2021 ($ billion)
• Exhibits22: Historic Market Size - Country Segment 2017 - 2021 ($ billion)
• Exhibits23: Five forces analysis - Comparison between 2022 and 2027
• Exhibits24: Chart on Bargaining power of buyers - Impact of key factors 2022 and 2027
• Exhibits25: Bargaining power of suppliers - Impact of key factors in 2022 and 2027
• Exhibits26: Threat of new entrants - Impact of key factors in 2022 and 2027
• Exhibits27: Threat of substitutes - Impact of key factors in 2022 and 2027
• Exhibits28: Threat of rivalry - Impact of key factors in 2022 and 2027
• Exhibits29: Chart on Market condition - Five forces 2022 and 2027
• Exhibits30: Chart on Market Segmentation by Business Segment - Market share 2022-2027 (%)
• Exhibits31: Data Table on Market Segmentation by Business Segment - Market share 2022-2027 (%)
• Exhibits32: Chart on Comparison by Market Segmentation by Business Segment
• Exhibits33: Data Table on Comparison by Market Segmentation by Business Segment
• Exhibits34: Chart on Human advisory - Market size and forecast 2022-2027 ($ billion)
• Exhibits35: Data Table on Human advisory - Market size and forecast 2022-2027 ($ billion)
• Exhibits36: Chart on Human advisory - Year-over-year growth 2022-2027 (%)
• Exhibits37: Data Table on Human advisory - Year-over-year growth 2022-2027 (%)
• Exhibits38: Chart on Hybrid advisory - Market size and forecast 2022-2027 ($ billion)
• Exhibits39: Data Table on Hybrid advisory - Market size and forecast 2022-2027 ($ billion)
• Exhibits40: Chart on Hybrid advisory - Year-over-year growth 2022-2027 (%)
• Exhibits41: Data Table on Hybrid advisory - Year-over-year growth 2022-2027 (%)
• Exhibits42: Chart on Robo advisory - Market size and forecast 2022-2027 ($ billion)
• Exhibits43: Data Table on Robo advisory - Market size and forecast 2022-2027 ($ billion)
• Exhibits44: Chart on Robo advisory - Year-over-year growth 2022-2027 (%)
• Exhibits45: Data Table on Robo advisory - Year-over-year growth 2022-2027 (%)
• Exhibits46: Market opportunity by Market Segmentation by Business Segment ($ billion)
• Exhibits47: Data Table on Market opportunity by Market Segmentation by Business Segment ($ billion)
• Exhibits48: Chart on End-user - Market share 2022-2027 (%)
• Exhibits49: Data Table on End-user - Market share 2022-2027 (%)
• Exhibits50: Chart on Comparison by End-user
• Exhibits51: Data Table on Comparison by End-user
• Exhibits52: Chart on Banks - Market size and forecast 2022-2027 ($ billion)
• Exhibits53: Data Table on Banks - Market size and forecast 2022-2027 ($ billion)
• Exhibits54: Chart on Banks - Year-over-year growth 2022-2027 (%)
• Exhibits55: Data Table on Banks - Year-over-year growth 2022-2027 (%)
• Exhibits56: Chart on Trading and exchange firms - Market size and forecast 2022-2027 ($ billion)
• Exhibits57: Data Table on Trading and exchange firms - Market size and forecast 2022-2027 ($ billion)
• Exhibits58: Chart on Trading and exchange firms - Year-over-year growth 2022-2027 (%)
• Exhibits59: Data Table on Trading and exchange firms - Year-over-year growth 2022-2027 (%)
• Exhibits60: Chart on Investment management firms - Market size and forecast 2022-2027 ($ billion)
• Exhibits61: Data Table on Investment management firms - Market size and forecast 2022-2027 ($ billion)
• Exhibits62: Chart on Investment management firms - Year-over-year growth 2022-2027 (%)
• Exhibits63: Data Table on Investment management firms - Year-over-year growth 2022-2027 (%)
• Exhibits64: Chart on Brokerage firms - Market size and forecast 2022-2027 ($ billion)
• Exhibits65: Data Table on Brokerage firms - Market size and forecast 2022-2027 ($ billion)
• Exhibits66: Chart on Brokerage firms - Year-over-year growth 2022-2027 (%)
• Exhibits67: Data Table on Brokerage firms - Year-over-year growth 2022-2027 (%)
• Exhibits68: Chart on Others - Market size and forecast 2022-2027 ($ billion)
• Exhibits69: Data Table on Others - Market size and forecast 2022-2027 ($ billion)
• Exhibits70: Chart on Others - Year-over-year growth 2022-2027 (%)
• Exhibits71: Data Table on Others - Year-over-year growth 2022-2027 (%)
• Exhibits72: Market opportunity by End-user ($ billion)
• Exhibits73: Data Table on Market opportunity by End-user ($ billion)
• Exhibits74: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
• Exhibits75: Chart on Market share By Geographical Landscape 2022-2027 (%)
• Exhibits76: Data Table on Market share By Geographical Landscape 2022-2027 (%)
• Exhibits77: Chart on Geographic comparison
• Exhibits78: Data Table on Geographic comparison
• Exhibits79: Chart on North America - Market size and forecast 2022-2027 ($ billion)
• Exhibits80: Data Table on North America - Market size and forecast 2022-2027 ($ billion)
• Exhibits81: Chart on North America - Year-over-year growth 2022-2027 (%)
• Exhibits82: Data Table on North America - Year-over-year growth 2022-2027 (%)
• Exhibits83: Chart on APAC - Market size and forecast 2022-2027 ($ billion)
• Exhibits84: Data Table on APAC - Market size and forecast 2022-2027 ($ billion)
• Exhibits85: Chart on APAC - Year-over-year growth 2022-2027 (%)
• Exhibits86: Data Table on APAC - Year-over-year growth 2022-2027 (%)
• Exhibits87: Chart on Europe - Market size and forecast 2022-2027 ($ billion)
• Exhibits88: Data Table on Europe - Market size and forecast 2022-2027 ($ billion)
• Exhibits89: Chart on Europe - Year-over-year growth 2022-2027 (%)
• Exhibits90: Data Table on Europe - Year-over-year growth 2022-2027 (%)
• Exhibits91: Chart on South America - Market size and forecast 2022-2027 ($ billion)
• Exhibits92: Data Table on South America - Market size and forecast 2022-2027 ($ billion)
• Exhibits93: Chart on South America - Year-over-year growth 2022-2027 (%)
• Exhibits94: Data Table on South America - Year-over-year growth 2022-2027 (%)
• Exhibits95: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ billion)
• Exhibits96: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ billion)
• Exhibits97: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%)
• Exhibits98: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%)
• Exhibits99: Chart on US - Market size and forecast 2022-2027 ($ billion)
• Exhibits100: Data Table on US - Market size and forecast 2022-2027 ($ billion)
• Exhibits101: Chart on US - Year-over-year growth 2022-2027 (%)
• Exhibits102: Data Table on US - Year-over-year growth 2022-2027 (%)
• Exhibits103: Chart on China - Market size and forecast 2022-2027 ($ billion)
• Exhibits104: Data Table on China - Market size and forecast 2022-2027 ($ billion)
• Exhibits105: Chart on China - Year-over-year growth 2022-2027 (%)
• Exhibits106: Data Table on China - Year-over-year growth 2022-2027 (%)
• Exhibits107: Chart on Japan - Market size and forecast 2022-2027 ($ billion)
• Exhibits108: Data Table on Japan - Market size and forecast 2022-2027 ($ billion)
• Exhibits109: Chart on Japan - Year-over-year growth 2022-2027 (%)
• Exhibits110: Data Table on Japan - Year-over-year growth 2022-2027 (%)
• Exhibits111: Chart on Germany - Market size and forecast 2022-2027 ($ billion)
• Exhibits112: Data Table on Germany - Market size and forecast 2022-2027 ($ billion)
• Exhibits113: Chart on Germany - Year-over-year growth 2022-2027 (%)
• Exhibits114: Data Table on Germany - Year-over-year growth 2022-2027 (%)
• Exhibits115: Chart on France - Market size and forecast 2022-2027 ($ billion)
• Exhibits116: Data Table on France - Market size and forecast 2022-2027 ($ billion)
• Exhibits117: Chart on France - Year-over-year growth 2022-2027 (%)
• Exhibits118: Data Table on France - Year-over-year growth 2022-2027 (%)
• Exhibits119: Market opportunity By Geographical Landscape ($ billion)
• Exhibits120: Data Tables on Market opportunity By Geographical Landscape ($ billion)
• Exhibits121: Impact of drivers and challenges in 2022 and 2027
• Exhibits122: Overview on Criticality of inputs and Factors of differentiation
• Exhibits123: Overview on factors of disruption
• Exhibits124: Impact of key risks on business
• Exhibits125: Vendors covered
• Exhibits126: Matrix on vendor position and classification
• Exhibits127: Allianz SE - Overview
• Exhibits128: Allianz SE - Business segments
• Exhibits129: Allianz SE - Key news
• Exhibits130: Allianz SE - Key offerings
• Exhibits131: Allianz SE - Segment focus
• Exhibits132: Bank of America Corp. - Overview
• Exhibits133: Bank of America Corp. - Business segments
• Exhibits134: Bank of America Corp. - Key news
• Exhibits135: Bank of America Corp. - Key offerings
• Exhibits136: Bank of America Corp. - Segment focus
• Exhibits137: BlackRock Inc. - Overview
• Exhibits138: BlackRock Inc. - Product / Service
• Exhibits139: BlackRock Inc. - Key offerings
• Exhibits140: BNP Paribas SA - Overview
• Exhibits141: BNP Paribas SA - Business segments
• Exhibits142: BNP Paribas SA - Key offerings
• Exhibits143: BNP Paribas SA - Segment focus
• Exhibits144: Citigroup Inc. - Overview
• Exhibits145: Citigroup Inc. - Business segments
• Exhibits146: Citigroup Inc. - Key offerings
• Exhibits147: Citigroup Inc. - Segment focus
• Exhibits148: FMR LLC - Overview
• Exhibits149: FMR LLC - Product / Service
• Exhibits150: FMR LLC - Key offerings
• Exhibits151: JPMorgan Chase and Co. - Overview
• Exhibits152: JPMorgan Chase and Co. - Business segments
• Exhibits153: JPMorgan Chase and Co. - Key offerings
• Exhibits154: JPMorgan Chase and Co. - Segment focus
• Exhibits155: Julius Baer Group Ltd. - Overview
• Exhibits156: Julius Baer Group Ltd. - Product / Service
• Exhibits157: Julius Baer Group Ltd. - Key offerings
• Exhibits158: Morgan Stanley - Overview
• Exhibits159: Morgan Stanley - Business segments
• Exhibits160: Morgan Stanley - Key offerings
• Exhibits161: Morgan Stanley - Segment focus
• Exhibits162: PricewaterhouseCoopers LLP - Overview
• Exhibits163: PricewaterhouseCoopers LLP - Product / Service
• Exhibits164: PricewaterhouseCoopers LLP - Key offerings
• Exhibits165: State Street Corp. - Overview
• Exhibits166: State Street Corp. - Business segments
• Exhibits167: State Street Corp. - Key offerings
• Exhibits168: State Street Corp. - Segment focus
• Exhibits169: The Charles Schwab Corp. - Overview
• Exhibits170: The Charles Schwab Corp. - Business segments
• Exhibits171: The Charles Schwab Corp. - Key offerings
• Exhibits172: The Charles Schwab Corp. - Segment focus
• Exhibits173: The Goldman Sachs Group Inc. - Overview
• Exhibits174: The Goldman Sachs Group Inc. - Business segments
• Exhibits175: The Goldman Sachs Group Inc. - Key news
• Exhibits176: The Goldman Sachs Group Inc. - Key offerings
• Exhibits177: The Goldman Sachs Group Inc. - Segment focus
• Exhibits178: The Vanguard Group Inc. - Overview
• Exhibits179: The Vanguard Group Inc. - Product / Service
• Exhibits180: The Vanguard Group Inc. - Key offerings
• Exhibits181: UBS Group AG - Overview
• Exhibits182: UBS Group AG - Business segments
• Exhibits183: UBS Group AG - Key offerings
• Exhibits184: UBS Group AG - Segment focus
• Exhibits185: Inclusions checklist
• Exhibits186: Exclusions checklist
• Exhibits187: Currency conversion rates for US$
• Exhibits188: Research methodology
• Exhibits189: Validation techniques employed for market sizing
• Exhibits190: Information sources
• Exhibits191: List of abbreviations

The wealth management market is forecasted to grow by USD 325.56 bn during 2022-2027, accelerating at a CAGR of 7.02% during the forecast period. The report on the wealth management market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.

The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by the rising number of HNIs globally, the introduction of diversified wealth management services by vendors, and the rising demand for alternative investment support of the government.

Technavio's wealth management market is segmented as below:

By Business Segment

• Human advisory
• Hybrid advisory
• Robo advisory

By End-user

• Banks
• Trading and exchange firms
• Investment management firms
• Brokerage firms
• Others

By Geographical Landscape

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

This study identifies the technological advances in the market in focus as one of the prime reasons driving the wealth management market growth during the next few years. Also, growing focus on sustainable investing and change in demographic shift creating wealth management opportunities will lead to sizable demand in the market.

The report on the wealth management market covers the following areas:

• Wealth management market sizing
• Wealth management market forecast
• Wealth management market industry analysis

The robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading wealth management market vendors that include 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.. Also, the wealth management market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage all forthcoming growth opportunities.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to an analysis of the key vendors.

The publisher presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive research - both primary and secondary. The market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast the accurate market growth.

Table of Contents

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 Geographical Landscape
• 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 Geographical Landscape 2022-2027 (%)
• Exhibit 76: Data Table on Market share By Geographical Landscape 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 Geographical Landscape
• Exhibit 119: Market opportunity By Geographical Landscape ($ billion)
• Exhibit 120: Data Tables on Market opportunity By Geographical Landscape ($ 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