ウェルス・マネジメント市場：アドバイザリーモデル、ビジネス機能、展開モデル、アプリケーション、エンドユーザー産業別-2024-2030年世界予測

ウェルス・マネジメント市場規模は2023年に1,346億米ドルと推計され、2024年には1,491億米ドルに達し、CAGR 11.34％で2030年には2,855億9,000万米ドルに達すると予測されます。

ウェルス・マネジメントは、富裕層の顧客のニーズに対応するため、様々な金融分野とサービスを組み合わせた総合的な金融サービスです。高度にカスタマイズされたサービスであり、投資管理、ファイナンシャル・プランニング、相続プランニング、退職プランニングなどが含まれます。ウェルス・マネジメントの目的は、長期的な富を維持・成長させ、お客様の財務状況を管理する戦略的アプローチを提供することです。ウェルス・マネジメント市場は、世界中の金融資産の急増と多様性の高まりによって牽引されています。持続可能で責任ある投資（SRI）の人気もかなりの伸びを示しており、資産運用会社が投資戦略に環境・社会・ガバナンス（ESG）基準を取り入れるように影響を与えています。しかし、ウェルス・マネジメントの詐欺行為や投資詐欺の事例が、潜在的な顧客がウェルス・マネジメントのサービスを利用することを躊躇させています。さらに、熟練した知識豊富な専門家の不足や、顧客に提供される投資オプションが限られていることも、ウェルス・マネジメントの好感度を下げています。しかし、大手プロバイダーは、ウェルス・マネジメントの範囲と効率を拡大するために、AI、ML、ビッグデータ分析ソリューションなどの先進技術を統合する方法を常に模索しています。Fintechテクノロジーは、アクセシビリティの向上、分析機能の強化、パーソナライズされた体験による顧客エンゲージメントの向上を実現するデジタルソリューションを組み込んでおり、ウェルス・マネジメントプロバイダーに新たな成長の道を提供しています。

アドバイザリーモデルロボアドバイザリーサービスを低価格で顧客に提供するための進化が拡大

ウェルス・マネジメントにおける伝統的な人間によるアドバイザリーモデルは、人間との直接対話を核としたパーソナライズされたサービスが特徴です。このモデルは、定期的な対面ミーティングや複雑な財務状況の深い理解など、最もパーソナライズされた経験を提供します。しかし、人間によるアドバイザリー・サービスは通常、手数料が高く、最低口座残高があるため、ポートフォリオが少ない投資家には利用しにくいです。ロボ・アドバイザリーは、ウェルス・マネジメントのデジタル革命を象徴するもので、高度なアルゴリズムとデータ分析を活用し、人間の介入を最小限に抑えて自動化された投資アドバイスを提供します。顧客は、非常に効率的なオンボーディング・プロセス、一貫した規律あるポートフォリオのリバランス、税金の最適化戦略を期待することができます。さらに、ロボアドバイザリープラットフォームは最低投資金額が低いことが多く、ウェルス・マネジメントのサービスをより多くの人々が利用しやすくなっています。ハイブリッド・アドバイザリー・モデルは、テクノロジーの利便性と、人間による指導のパーソナライズされた性質を融合させたものです。このようなモデルは、個人的なアドバイスの要素を維持しながら、柔軟性とコスト効率を提供するため、ますます人気が高まっています。

ビジネス機能：ファイナンシャル・プランニングに対する顧客の多様な要求に応えるファイナンシャル・アドバイス・マネジメントへの需要の高まり

ファイナンシャル・アドバイス・マネジメントの機能には、個人のウェルス・マネジメントの目標に合わせた包括的なファイナンシャル・プランニングとアドバイスを提供することが含まれます。これには、顧客の財務状況の評価、リスク・プロファイルの把握、富の拡大、税金管理、退職後の生活設計、将来の世代への富の保全などの戦略策定が含まれます。パフォーマンス・マネジメントとは、目標を設定し、進捗状況を評価し、財務目標が達成されるよう継続的にコーチングやフィードバックを提供する継続的なプロセスを指します。これには、ベンチマーク、顧客の期待、および市場基準に照らして投資ポートフォリオのリターンを監視することが含まれます。ポートフォリオ、会計、取引管理では、お客様の投資ポートフォリオの作成、モニタリング、リバランスを行います。また、取引の会計処理、キャッシュフローの管理、投資戦略や顧客の指示に沿った取引注文の迅速な執行も含まれます。レポーティングは、お客様の投資ポートフォリオ、取引、パフォーマンスについて、明確かつ包括的で正確なレポートを作成する重要な機能です。ウェルス・マネジメントにおけるリスク・コンプライアンス管理は、当社およびその顧客に影響を与えうる様々な財務上および業務上のリスクを特定し、管理することを含みます。適用される法律、規制、倫理基準の遵守もこの業務機能の一部です。

展開モデル：オンラインBFSIサービスには、クラウドベースのSaaS（Software-as-a-Service）が適しています。

ウェルス・マネジメント業界では、展開モデルは金融サービスや商品がどのように顧客に提供されるかを意味します。このモデルは、業務効率、コスト、セキュリティ、顧客体験、拡張性、将来の変化への適応性などに大きな影響を与えます。ウェルス・マネジメントの文脈における2つの主要なモデルは、オンプレミス型展開とクラウド型展開です。オンプレミスモデルでは、ウェルス・マネジメントソフトウェアは自社のサーバーにインストール、ホスティングされ、IT部門によって管理されます。このモデルは、システム、データプライバシー、セキュリティに対するコントロールがより高いという特徴がありますが、より高い初期費用、専用のITインフラ、スタッフを必要とします。一方、クラウドベースのモデルは、SaaS（Software-as-a-Service）としても知られ、インターネット経由でウェルス・マネジメントサービスを提供します。SaaSプロバイダーは、すべてのハードウェアとソフトウェアをホストし、保守し、定期的なアップデートと強固なセキュリティを保証します。このモデルは、柔軟性、費用対効果、拡張性を提供しますが、データ・プライバシーやベンダー依存に対する懸念があります。

エンドユーザー：銀行、取引所、為替会社がウェルス・マネジメントのソリューションとサービスを活用し、顧客の維持と満足度を拡大しています。

ウェルス・マネジメントは、個人、法人、機関投資家、ファミリーオフィスなど様々な顧客に対して、幅広いサービスを提供しています。個人顧客は、しばしば富裕層であり、自分の資産を確保し、増やすために、個人個人に合ったアドバイザーを求めています。一方、法人顧客はその規模も様々で、より良い資金管理、投資計画、従業員福利厚生制度のための戦略的財務指導を必要としています。年金基金や非営利団体などで構成される機関投資家セグメントは、業界特有のニーズに沿った専門的なウェルス・マネジメントサービスを求め、複雑なビジネスサイクルや厳しい法的環境に対応しています。ファミリー・オフィスは、複数世代にわたる富の維持、ガバナンス、遺産計画に重点を置いています。最後に、市場力学の変化により、ミレニアル世代や女性投資家など、それぞれ独自の財務目標やリスク閾値を持つ人口統計学的セグメンテーションが台頭しています。ウェルス・マネジメント企業が成功するためには、これらの異なるセグメントを理解し、彼ら独自の嗜好に合わせてサービスをカスタマイズすることで、顧客満足度を高め、顧客維持を確保し、業界の成長を促進することができます。

地域別インサイト

南北アメリカ地域、特に米国とカナダは、金融リテラシーの高さと銀行・金融インフラの充実が特徴です。また、米国には多数の富裕層（HNWI）が存在し、大手世界金融機関のプレゼンスが高く、規制の枠組みもしっかりしています。この地域では、ロボアドバイザーやパーソナライズされたウェルス・マネジメントサービスなどの技術的進歩が人気を集めています。欧州のウェルス・マネジメント業界は、顧客基盤の多様性と保守的な投資戦略への強い傾向を特徴としています。さらに、欧州のウェルス・マネージャーは、世代間の資産移転計画やサービスに注力しています。業界はまた、透明性の向上と投資家保護を目的とした欧州連合の規制からも大きな影響を受けています。アジア太平洋地域は、特に中国やインドなどの国々において、富裕な中間層が存在し、成長しているため、最も急成長しているウェルス・マネジメント市場の一つです。さらに、この地域は金融インフラが急速に拡大しており、いくつかの国営銀行や地方銀行が中間所得層の顧客にウェルス・マネジメントサービスを提供しています。

FPNVポジショニング・マトリックス

FPNVポジショニングマトリックスはウェルス・マネジメント市場を評価する上で極めて重要です。事業戦略や製品満足度に関連する主要指標を調査し、ベンダーの包括的な評価を提供します。この綿密な分析により、ユーザーは各自の要件に沿った十分な情報に基づいた意思決定を行うことができます。評価に基づき、ベンダーは成功の度合いが異なる4つの象限に分類されます：フォアフロント（F）、パスファインダー（P）、ニッチ（N）、バイタル（V）です。

市場シェア分析

市場シェア分析は、ウェルス・マネジメント市場におけるベンダーの現状について、洞察に満ちた詳細な調査を提供する包括的なツールです。全体的な収益、顧客基盤、その他の主要指標についてベンダーの貢献度を綿密に比較・分析することで、企業の業績や市場シェア争いの際に直面する課題について理解を深めることができます。さらに、この分析により、調査対象基準年に観察された累積、断片化の優位性、合併の特徴などの要因を含む、この分野の競合特性に関する貴重な考察が得られます。このような詳細レベルの拡大により、ベンダーはより多くの情報に基づいた意思決定を行い、市場で競争優位に立つための効果的な戦略を考案することができます。

本レポートは、以下の側面に関する貴重な洞察を提供しています：

1.市場の浸透度：主要企業が提供する市場に関する包括的な情報を提示しています。

2.市場の開拓度：有利な新興市場を深く掘り下げ、成熟市場セグメントにおける浸透度を分析しています。

3.市場の多様化：新製品の発売、未開拓の地域、最近の開発、投資に関する詳細な情報を提供します。

4.競合の評価と情報：市場シェア、戦略、製品、認証、規制状況、特許状況、主要企業の製造能力について徹底的な評価を行います。

5.製品開発およびイノベーション：将来の技術、研究開発活動、画期的な製品開発に関する知的洞察を提供します。

本レポートは、以下のような主要な質問に対応しています：

1.ウェルス・マネジメント市場の市場規模および予測は？

2.ウェルス・マネジメント市場の予測期間中に投資を検討すべき製品、セグメント、用途、分野は何か？

3.ウェルス・マネジメント市場の技術動向と規制枠組みは？

4.ウェルス・マネジメント市場における主要ベンダーの市場シェアは？

5.ウェルス・マネジメント市場への参入に適した形態や戦略的手段は？

目次

第1章 序文

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 市場の概要

第5章 市場洞察

• 市場力学
  • 促進要因
    • 世界中で金融資産の多様化が進み、持続可能な投資が好まれる
    • 世界中の銀行や金融機関の拡大
    • 金融リテラシーの向上と適切な財務計画の重要性に関する意識の向上
  • 抑制要因
    • ウェルス・マネジメントにおける不正行為の可能性
  • 機会
    • フィンテック技術の実践と採用を改善するための進歩
    • 戦略的な財務計画戦略を必要とする中小企業や新興企業の出現
  • 課題
    • 技術的および法的専門知識の欠如と投資オプションの制限
• 市場セグメンテーション分析
  • アドバイザリーモデル：ロボアドバイザーサービスを低価格で顧客に提供するための進歩を拡大
  • 業務内容：財務計画に関する多様なクライアントの要件を満たすための財務アドバイス管理の需要の高まり
  • 導入モデル：クラウドベースのSoftware-as-a-Serviceは、オンラインBFSIサービスに最適な選択肢です。
  • 最終用途：銀行、取引会社、為替会社は、拡大可能な顧客維持と満足度のためにウェルス・マネジメントソリューションとサービスを利用しています。
• 市場ディスラプション分析
• ポーターのファイブフォース分析
• バリューチェーンとクリティカルパス分析
• 価格分析
• 技術分析
• 特許分析
• 貿易分析
• 規制枠組みの分析

第6章 ウェルス・マネジメント市場アドバイザリーモデル

• ヒューマンアドバイザリー
• ハイブリッド
• ロボアドバイザー

第7章 ウェルス・マネジメント市場業務機能別

• 財務アドバイス管理
• パフォーマンス管理
• ポートフォリオ、会計、取引管理
• 報告
• リスクとコンプライアンス管理

第8章 ウェルス・マネジメント市場導入モデル別

• クラウド
• オンプレミス

第9章 ウェルス・マネジメント市場：用途別

• 保険プランニング
• 個人財務管理
• 退職計画
• 税務管理

第10章 ウェルス・マネジメント市場：エンドユーザー業界別

• 銀行
• 証券会社
• 投資運用会社
• 取引・為替会社

第11章 南北アメリカのウェルス・マネジメント市場

• アルゼンチン
• ブラジル
• カナダ
• メキシコ
• 米国

第12章 アジア太平洋地域のウェルス・マネジメント市場

• オーストラリア
• 中国
• インド
• インドネシア
• 日本
• マレーシア
• フィリピン
• シンガポール
• 韓国
• 台湾
• タイ
• ベトナム

第13章 欧州・中東・アフリカのウェルス・マネジメント市場

• デンマーク
• エジプト
• フィンランド
• フランス
• ドイツ
• イスラエル
• イタリア
• オランダ
• ナイジェリア
• ノルウェー
• ポーランド
• カタール
• ロシア
• サウジアラビア
• 南アフリカ
• スペイン
• スウェーデン
• スイス
• トルコ
• アラブ首長国連邦
• 英国

第14章 競合情勢

• 市場シェア分析2023
• FPNVポジショニングマトリックス、2023
• 競合シナリオ分析
  • Choreo、BDOからウェルス・マネジメント事業の買収を発表
  • 大手ウェルス・マネジメント企業の合併によりウェリントン・ウェルス・ストラテジーズが発足
  • クレストウッド・アドバイザーズ、エンデュランスとの合併を完了ウェルス・マネジメント
• 戦略分析と提言

第15章 競合ポートフォリオ

• 主要企業プロファイル
• 主要製品ポートフォリオ

LIST OF FIGURES

• FIGURE 1. WEALTH MANAGEMENT MARKET RESEARCH PROCESS
• FIGURE 2. WEALTH MANAGEMENT MARKET SIZE, 2023 VS 2030
• FIGURE 3. GLOBAL WEALTH MANAGEMENT MARKET SIZE, 2018-2030 (USD MILLION)
• FIGURE 4. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY REGION, 2023 VS 2030 (%)
• FIGURE 5. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY REGION, 2023 VS 2024 VS 2030 (USD MILLION)
• FIGURE 6. WEALTH MANAGEMENT MARKET DYNAMICS
• FIGURE 7. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2023 VS 2030 (%)
• FIGURE 8. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2023 VS 2024 VS 2030 (USD MILLION)
• FIGURE 9. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2023 VS 2030 (%)
• FIGURE 10. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2023 VS 2024 VS 2030 (USD MILLION)
• FIGURE 11. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2023 VS 2030 (%)
• FIGURE 12. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2023 VS 2024 VS 2030 (USD MILLION)
• FIGURE 13. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2023 VS 2030 (%)
• FIGURE 14. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2023 VS 2024 VS 2030 (USD MILLION)
• FIGURE 15. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2023 VS 2030 (%)
• FIGURE 16. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2023 VS 2024 VS 2030 (USD MILLION)
• FIGURE 17. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY COUNTRY, 2023 VS 2030 (%)
• FIGURE 18. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY COUNTRY, 2023 VS 2024 VS 2030 (USD MILLION)
• FIGURE 19. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY STATE, 2023 VS 2030 (%)
• FIGURE 20. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY STATE, 2023 VS 2024 VS 2030 (USD MILLION)
• FIGURE 21. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY COUNTRY, 2023 VS 2030 (%)
• FIGURE 22. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY COUNTRY, 2023 VS 2024 VS 2030 (USD MILLION)
• FIGURE 23. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY COUNTRY, 2023 VS 2030 (%)
• FIGURE 24. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY COUNTRY, 2023 VS 2024 VS 2030 (USD MILLION)
• FIGURE 25. WEALTH MANAGEMENT MARKET SHARE, BY KEY PLAYER, 2023
• FIGURE 26. WEALTH MANAGEMENT MARKET, FPNV POSITIONING MATRIX, 2023

LIST OF TABLES

• TABLE 1. WEALTH MANAGEMENT MARKET SEGMENTATION & COVERAGE
• TABLE 2. UNITED STATES DOLLAR EXCHANGE RATE, 2018-2023
• TABLE 3. GLOBAL WEALTH MANAGEMENT MARKET SIZE, 2018-2023 (USD MILLION)
• TABLE 4. GLOBAL WEALTH MANAGEMENT MARKET SIZE, 2024-2030 (USD MILLION)
• TABLE 5. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY REGION, 2018-2023 (USD MILLION)
• TABLE 6. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY REGION, 2024-2030 (USD MILLION)
• TABLE 7. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 8. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 9. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY HUMAN ADVISORY, BY REGION, 2018-2023 (USD MILLION)
• TABLE 10. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY HUMAN ADVISORY, BY REGION, 2024-2030 (USD MILLION)
• TABLE 11. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY HYBRID, BY REGION, 2018-2023 (USD MILLION)
• TABLE 12. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY HYBRID, BY REGION, 2024-2030 (USD MILLION)
• TABLE 13. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY ROBO ADVISORY, BY REGION, 2018-2023 (USD MILLION)
• TABLE 14. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY ROBO ADVISORY, BY REGION, 2024-2030 (USD MILLION)
• TABLE 15. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 16. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 17. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY FINANCIAL ADVICE MANAGEMENT, BY REGION, 2018-2023 (USD MILLION)
• TABLE 18. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY FINANCIAL ADVICE MANAGEMENT, BY REGION, 2024-2030 (USD MILLION)
• TABLE 19. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY PERFORMANCE MANAGEMENT, BY REGION, 2018-2023 (USD MILLION)
• TABLE 20. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY PERFORMANCE MANAGEMENT, BY REGION, 2024-2030 (USD MILLION)
• TABLE 21. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY PORTFOLIO, ACCOUNTING, & TRADING MANAGEMENT, BY REGION, 2018-2023 (USD MILLION)
• TABLE 22. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY PORTFOLIO, ACCOUNTING, & TRADING MANAGEMENT, BY REGION, 2024-2030 (USD MILLION)
• TABLE 23. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY REPORTING, BY REGION, 2018-2023 (USD MILLION)
• TABLE 24. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY REPORTING, BY REGION, 2024-2030 (USD MILLION)
• TABLE 25. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY RISK & COMPLIANCE MANAGEMENT, BY REGION, 2018-2023 (USD MILLION)
• TABLE 26. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY RISK & COMPLIANCE MANAGEMENT, BY REGION, 2024-2030 (USD MILLION)
• TABLE 27. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 28. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 29. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY CLOUD, BY REGION, 2018-2023 (USD MILLION)
• TABLE 30. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY CLOUD, BY REGION, 2024-2030 (USD MILLION)
• TABLE 31. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY ON-PREMISES, BY REGION, 2018-2023 (USD MILLION)
• TABLE 32. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY ON-PREMISES, BY REGION, 2024-2030 (USD MILLION)
• TABLE 33. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 34. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 35. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY INSURANCE PLANNING, BY REGION, 2018-2023 (USD MILLION)
• TABLE 36. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY INSURANCE PLANNING, BY REGION, 2024-2030 (USD MILLION)
• TABLE 37. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY PERSONAL FINANCE MANAGEMENT, BY REGION, 2018-2023 (USD MILLION)
• TABLE 38. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY PERSONAL FINANCE MANAGEMENT, BY REGION, 2024-2030 (USD MILLION)
• TABLE 39. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY RETIREMENT PLANNING, BY REGION, 2018-2023 (USD MILLION)
• TABLE 40. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY RETIREMENT PLANNING, BY REGION, 2024-2030 (USD MILLION)
• TABLE 41. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY TAX MANAGEMENT, BY REGION, 2018-2023 (USD MILLION)
• TABLE 42. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY TAX MANAGEMENT, BY REGION, 2024-2030 (USD MILLION)
• TABLE 43. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 44. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 45. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY BANKS, BY REGION, 2018-2023 (USD MILLION)
• TABLE 46. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY BANKS, BY REGION, 2024-2030 (USD MILLION)
• TABLE 47. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY BROKERAGE FIRMS, BY REGION, 2018-2023 (USD MILLION)
• TABLE 48. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY BROKERAGE FIRMS, BY REGION, 2024-2030 (USD MILLION)
• TABLE 49. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY INVESTMENT MANAGEMENT FIRMS, BY REGION, 2018-2023 (USD MILLION)
• TABLE 50. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY INVESTMENT MANAGEMENT FIRMS, BY REGION, 2024-2030 (USD MILLION)
• TABLE 51. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY TRADING & EXCHANGE FIRMS, BY REGION, 2018-2023 (USD MILLION)
• TABLE 52. GLOBAL WEALTH MANAGEMENT MARKET SIZE, BY TRADING & EXCHANGE FIRMS, BY REGION, 2024-2030 (USD MILLION)
• TABLE 53. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 54. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 55. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 56. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 57. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 58. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 59. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 60. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 61. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 62. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 63. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY COUNTRY, 2018-2023 (USD MILLION)
• TABLE 64. AMERICAS WEALTH MANAGEMENT MARKET SIZE, BY COUNTRY, 2024-2030 (USD MILLION)
• TABLE 65. ARGENTINA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 66. ARGENTINA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 67. ARGENTINA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 68. ARGENTINA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 69. ARGENTINA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 70. ARGENTINA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 71. ARGENTINA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 72. ARGENTINA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 73. ARGENTINA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 74. ARGENTINA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 75. BRAZIL WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 76. BRAZIL WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 77. BRAZIL WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 78. BRAZIL WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 79. BRAZIL WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 80. BRAZIL WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 81. BRAZIL WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 82. BRAZIL WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 83. BRAZIL WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 84. BRAZIL WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 85. CANADA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 86. CANADA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 87. CANADA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 88. CANADA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 89. CANADA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 90. CANADA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 91. CANADA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 92. CANADA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 93. CANADA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 94. CANADA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 95. MEXICO WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 96. MEXICO WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 97. MEXICO WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 98. MEXICO WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 99. MEXICO WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 100. MEXICO WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 101. MEXICO WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 102. MEXICO WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 103. MEXICO WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 104. MEXICO WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 105. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 106. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 107. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 108. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 109. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 110. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 111. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 112. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 113. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 114. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 115. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY STATE, 2018-2023 (USD MILLION)
• TABLE 116. UNITED STATES WEALTH MANAGEMENT MARKET SIZE, BY STATE, 2024-2030 (USD MILLION)
• TABLE 117. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 118. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 119. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 120. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 121. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 122. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 123. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 124. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 125. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 126. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 127. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY COUNTRY, 2018-2023 (USD MILLION)
• TABLE 128. ASIA-PACIFIC WEALTH MANAGEMENT MARKET SIZE, BY COUNTRY, 2024-2030 (USD MILLION)
• TABLE 129. AUSTRALIA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 130. AUSTRALIA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 131. AUSTRALIA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 132. AUSTRALIA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 133. AUSTRALIA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 134. AUSTRALIA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 135. AUSTRALIA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 136. AUSTRALIA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 137. AUSTRALIA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 138. AUSTRALIA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 139. CHINA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 140. CHINA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 141. CHINA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 142. CHINA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 143. CHINA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 144. CHINA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 145. CHINA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 146. CHINA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 147. CHINA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 148. CHINA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 149. INDIA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 150. INDIA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 151. INDIA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 152. INDIA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 153. INDIA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 154. INDIA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 155. INDIA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 156. INDIA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 157. INDIA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 158. INDIA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 159. INDONESIA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 160. INDONESIA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 161. INDONESIA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 162. INDONESIA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 163. INDONESIA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 164. INDONESIA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 165. INDONESIA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 166. INDONESIA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 167. INDONESIA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 168. INDONESIA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 169. JAPAN WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 170. JAPAN WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 171. JAPAN WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 172. JAPAN WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 173. JAPAN WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 174. JAPAN WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 175. JAPAN WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 176. JAPAN WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 177. JAPAN WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 178. JAPAN WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 179. MALAYSIA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 180. MALAYSIA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 181. MALAYSIA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 182. MALAYSIA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 183. MALAYSIA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 184. MALAYSIA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 185. MALAYSIA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 186. MALAYSIA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 187. MALAYSIA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 188. MALAYSIA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 189. PHILIPPINES WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 190. PHILIPPINES WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 191. PHILIPPINES WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 192. PHILIPPINES WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 193. PHILIPPINES WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 194. PHILIPPINES WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 195. PHILIPPINES WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 196. PHILIPPINES WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 197. PHILIPPINES WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 198. PHILIPPINES WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 199. SINGAPORE WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 200. SINGAPORE WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 201. SINGAPORE WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 202. SINGAPORE WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 203. SINGAPORE WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 204. SINGAPORE WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 205. SINGAPORE WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 206. SINGAPORE WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 207. SINGAPORE WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 208. SINGAPORE WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 209. SOUTH KOREA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 210. SOUTH KOREA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 211. SOUTH KOREA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 212. SOUTH KOREA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 213. SOUTH KOREA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 214. SOUTH KOREA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 215. SOUTH KOREA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 216. SOUTH KOREA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 217. SOUTH KOREA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 218. SOUTH KOREA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 219. TAIWAN WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 220. TAIWAN WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 221. TAIWAN WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 222. TAIWAN WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 223. TAIWAN WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 224. TAIWAN WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 225. TAIWAN WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 226. TAIWAN WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 227. TAIWAN WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 228. TAIWAN WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 229. THAILAND WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 230. THAILAND WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 231. THAILAND WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 232. THAILAND WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 233. THAILAND WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 234. THAILAND WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 235. THAILAND WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 236. THAILAND WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 237. THAILAND WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 238. THAILAND WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 239. VIETNAM WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 240. VIETNAM WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 241. VIETNAM WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 242. VIETNAM WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 243. VIETNAM WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 244. VIETNAM WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 245. VIETNAM WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 246. VIETNAM WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 247. VIETNAM WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 248. VIETNAM WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 249. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 250. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 251. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 252. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 253. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 254. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 255. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 256. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 257. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 258. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 259. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY COUNTRY, 2018-2023 (USD MILLION)
• TABLE 260. EUROPE, MIDDLE EAST & AFRICA WEALTH MANAGEMENT MARKET SIZE, BY COUNTRY, 2024-2030 (USD MILLION)
• TABLE 261. DENMARK WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 262. DENMARK WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 263. DENMARK WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 264. DENMARK WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 265. DENMARK WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 266. DENMARK WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 267. DENMARK WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 268. DENMARK WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 269. DENMARK WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 270. DENMARK WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 271. EGYPT WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 272. EGYPT WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 273. EGYPT WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 274. EGYPT WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 275. EGYPT WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 276. EGYPT WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 277. EGYPT WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 278. EGYPT WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 279. EGYPT WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 280. EGYPT WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 281. FINLAND WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 282. FINLAND WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 283. FINLAND WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 284. FINLAND WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 285. FINLAND WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 286. FINLAND WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 287. FINLAND WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 288. FINLAND WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 289. FINLAND WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 290. FINLAND WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 291. FRANCE WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 292. FRANCE WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 293. FRANCE WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 294. FRANCE WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 295. FRANCE WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 296. FRANCE WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 297. FRANCE WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 298. FRANCE WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 299. FRANCE WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 300. FRANCE WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 301. GERMANY WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 302. GERMANY WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 303. GERMANY WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 304. GERMANY WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 305. GERMANY WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 306. GERMANY WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 307. GERMANY WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 308. GERMANY WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 309. GERMANY WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 310. GERMANY WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 311. ISRAEL WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 312. ISRAEL WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 313. ISRAEL WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 314. ISRAEL WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 315. ISRAEL WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 316. ISRAEL WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 317. ISRAEL WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 318. ISRAEL WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 319. ISRAEL WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 320. ISRAEL WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 321. ITALY WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 322. ITALY WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 323. ITALY WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 324. ITALY WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 325. ITALY WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 326. ITALY WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 327. ITALY WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 328. ITALY WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 329. ITALY WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 330. ITALY WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 331. NETHERLANDS WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 332. NETHERLANDS WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)
• TABLE 333. NETHERLANDS WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2018-2023 (USD MILLION)
• TABLE 334. NETHERLANDS WEALTH MANAGEMENT MARKET SIZE, BY BUSINESS FUNCTION, 2024-2030 (USD MILLION)
• TABLE 335. NETHERLANDS WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2018-2023 (USD MILLION)
• TABLE 336. NETHERLANDS WEALTH MANAGEMENT MARKET SIZE, BY DEPLOYMENT MODEL, 2024-2030 (USD MILLION)
• TABLE 337. NETHERLANDS WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2018-2023 (USD MILLION)
• TABLE 338. NETHERLANDS WEALTH MANAGEMENT MARKET SIZE, BY APPLICATION, 2024-2030 (USD MILLION)
• TABLE 339. NETHERLANDS WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2018-2023 (USD MILLION)
• TABLE 340. NETHERLANDS WEALTH MANAGEMENT MARKET SIZE, BY END-USER INDUSTRY, 2024-2030 (USD MILLION)
• TABLE 341. NIGERIA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2018-2023 (USD MILLION)
• TABLE 342. NIGERIA WEALTH MANAGEMENT MARKET SIZE, BY ADVISORY MODEL, 2024-2030 (USD MILLION)

TABLE 34

[195 Pages Report] The Wealth Management Market size was estimated at USD 134.60 billion in 2023 and expected to reach USD 149.10 billion in 2024, at a CAGR 11.34% to reach USD 285.59 billion by 2030.

Wealth management is a comprehensive financial service that combines various financial disciplines and services to address the needs of affluent clients. A highly customized service, it includes investment management, financial planning, estate planning, and retirement planning. The purpose of wealth management is to sustain and grow long-term wealth and offer a strategic approach to managing clients' financial situations. The wealth management market is driven by the proliferation and rising diversity of financial assets across the world. The popularity of sustainable and responsible investing (SRI) has also seen considerable growth, influencing wealth managers to incorporate environmental, social, and governance (ESG) criteria in their investment strategies. However, instances of fraudulent wealth management practices and investment scams deter potential clients from availing of the services of wealth management. Additionally, the lack of skilled, knowledgeable professionals and limited investment options provided to clients reduces the favourability of wealth management. However, major providers are constantly exploring ways to integrate advanced technologies such as AI, ML, and big data analytics solutions to expand the scope and efficiency of wealth management. Fintech technologies incorporate digital solutions that increase accessibility, offer enhanced analytics, and improve client engagement through personalized experiences, thereby offering new avenues of growth for wealth management providers.

Advisory Model: Expanding advancements to provide robo-advisory services to clients at lower prices

The traditional human advisory model in wealth management is characterized by personalized service with direct human interaction at its core. This model offers the most personalized experience, with regular face-to-face meetings and a deep understanding of complex financial situations. However, human advisory services typically come with higher fees and minimum account balances, making them less accessible to investors with smaller portfolios. Robo advisory represents the digital revolution in wealth management, utilizing sophisticated algorithms and data analytics to provide automated investment advice with minimal human intervention. Clients can expect a highly efficient onboarding process, consistent and disciplined portfolio rebalancing, and tax optimization strategies. Moreover, robo-advisory platforms often have low minimum investment requirements, making wealth management services accessible to a wider audience. The hybrid advisory model merges the convenience of technology with the personalized nature of human guidance. Such models are becoming increasingly popular, as they offer flexibility and cost-efficiency while maintaining an element of personal advice.

Business Function: Growing demand for financial advice management to cater to diverse client requirements for financial planning

The function of financial advice management involves providing comprehensive financial planning and advice tailored to an individual's wealth management goals. This includes assessing the client's financial situation, understanding their risk profile, and developing strategies to grow their wealth, manage taxes, plan for retirement, and preserve the wealth for future generations. Performance management refers to the continuous process of setting objectives, assessing progress, and providing ongoing coaching and feedback to ensure that financial goals are met. This entails monitoring the returns of investment portfolios against benchmarks, client expectations, and market standards. Portfolio, accounting, & trading management involves the creation, monitoring, and rebalancing of client investment portfolios. It includes accounting for transactions, managing cash flows, and executing trade orders promptly to align with investment strategies and client directives. Reporting is a critical function responsible for creating clear, comprehensive, and accurate reports detailing client's investment holdings, transactions, and performance. Risk & compliance management in wealth management involves identifying and controlling the various financial and operational risks that can impact the firm and its clients. Compliance with applicable laws, regulations, and ethical standards is also part of this business function.

Deployment Model: Cloud based Software-as-a-Service are preferred choice for online BFSI services

In the wealth management industry, the deployment model signifies how financial services and products are delivered to customers. This model presents substantial implications for operational efficiency, costs, security, customer experience, scalability, and adaptability for future changes. The two primary models in the context of wealth management are on-premises deployment and cloud-based deployment. In the on-premises model, the wealth management software is installed and hosted on the firm's own servers and maintained by its IT department. This model is often characterized by greater control over the systems, data privacy, and security but requires higher upfront costs, dedicated IT infrastructures, and staff. On the other hand, the cloud-based model, also known as Software-as-a-Service (SaaS), involves the delivery of wealth management services over the internet. The SaaS provider hosts and maintains all hardware and software, ensuring regular updates and robust security. This model offers flexibility, cost-effectiveness, and scalability but raises concerns over data privacy and vendor dependencies.

End-Use: Bank, trading & exchange firms are utilizing wealth management solutions and services for expandable client retention and satisfaction

The wealth management arena, with its wide spectrum of services, caters to diverse customers including individual, corporate, institutional and family offices. Individual clientele, often high-net-worth figures, seek personalized advisors to secure and multiply their wealth. On the other hand, corporations, varying in size, necessitate strategic financial guidance for better cash management, investment planning, and employee benefit schemes. The institutional segment, comprising pension funds and nonprofit organizations among others, demand expert wealth management services keeping in line with industry-specific needs, handling complex business cycles and stringent legal environments. Family offices focus on multi-generational wealth maintenance, governance and estate planning. Lastly, changing market dynamics have seen the rise of demographic segmentation such as millennials, women investors, each having unique financial objectives and risk thresholds. For wealth management firms to thrive, understanding these distinct segments and customizing services, in accordance with their unique preferences enhances customer satisfaction, ensuring client retention and driving industry growth.

Regional Insights

The Americas region, particularly the US and Canada, is characterized by high financial literacy and robust banking and financial infrastructure. Additionally, the US consists of a large number of high-net-worth individuals (HNWIs) and has a strong presence of major global financial institutions and a robust regulatory framework. Technological advancements such as robo-advisors and personalized wealth management services are gaining traction in this region. Europe's wealth management industry is marked by diversity in its client base and a strong inclination towards conservative investment strategies. Additionally, wealth managers in Europe are focusing on intergenerational wealth transfer planning and services. The industry is also significantly influenced by the European Union's regulations aimed at increasing transparency and investor protection. The Asia-Pacific region is one of the fastest-growing wealth management markets due to the presence of a substantial and growing affluent middle class, especially in countries such as China and India. Furthermore, the region is associated with a rapidly expanding financial infrastructure, with several national and regional banks providing wealth management services to middle-income clients.

FPNV Positioning Matrix

The FPNV Positioning Matrix is pivotal in evaluating the Wealth Management Market. It offers a comprehensive assessment of vendors, examining key metrics related to Business Strategy and Product Satisfaction. This in-depth analysis empowers users to make well-informed decisions aligned with their requirements. Based on the evaluation, the vendors are then categorized into four distinct quadrants representing varying levels of success: Forefront (F), Pathfinder (P), Niche (N), or Vital (V).

Market Share Analysis

The Market Share Analysis is a comprehensive tool that provides an insightful and in-depth examination of the current state of vendors in the Wealth Management Market. By meticulously comparing and analyzing vendor contributions in terms of overall revenue, customer base, and other key metrics, we can offer companies a greater understanding of their performance and the challenges they face when competing for market share. Additionally, this analysis provides valuable insights into the competitive nature of the sector, including factors such as accumulation, fragmentation dominance, and amalgamation traits observed over the base year period studied. With this expanded level of detail, vendors can make more informed decisions and devise effective strategies to gain a competitive edge in the market.

Key Company Profiles

The report delves into recent significant developments in the Wealth Management Market, highlighting leading vendors and their innovative profiles. These include Allianz SE, Ameriprise Financial, Inc., Amundi, Angel One Limited, Beacon Pointe Advisors, LLC, BlackRock, Inc., BNP Paribas Wealth Management, Capital Group, CargoMetrics Technologies Inc., Chevy Chase Trust Company, Comprehensive Financial Management, LLC, Credit Suisse Group AG by UBS Group AG, Edward Jones, Fidelity, Finacrest Wealth Pvt Ltd, Fiserv, Inc., Goldman Sachs Group, Inc., Hightower Advisors, LLC, JPMorgan Chase & Co., Morgan Stanley, Northern Trust Corporation, Oxford Financial Group, Ltd., SEI Investments Company, The Bank of America Corporation, The Bank of New York Mellon Corporation, The Charles Schwab Corporation, The Vanguard Group, Inc., and Wells Fargo & Co..

Market Segmentation & Coverage

This research report categorizes the Wealth Management Market to forecast the revenues and analyze trends in each of the following sub-markets:

• Advisory Model
  • Human Advisory
  • Hybrid
  • Robo Advisory

• Business Function
  • Financial Advice Management
  • Performance Management
  • Portfolio, Accounting, & Trading Management
  • Reporting
  • Risk & Compliance Management

• Deployment Model
  • Cloud
  • On-Premises

• Application
  • Insurance Planning
  • Personal Finance Management
  • Retirement Planning
  • Tax Management

• End-User Industry
  • Banks
  • Brokerage Firms
  • Investment Management Firms
  • Trading & Exchange Firms

• Region
  • Americas
    • Argentina
    • Brazil
    • Canada
    • Mexico
    • United States
      • California
      • Florida
      • Illinois
      • New York
      • Ohio
      • Pennsylvania
      • Texas
  • Asia-Pacific
    • Australia
    • China
    • India
    • Indonesia
    • Japan
    • Malaysia
    • Philippines
    • Singapore
    • South Korea
    • Taiwan
    • Thailand
    • Vietnam

• Europe, Middle East & Africa
  • Denmark
  • Egypt
  • Finland
  • France
  • Germany
  • Israel
  • Italy
  • Netherlands
  • Nigeria
  • Norway
  • Poland
  • Qatar
  • Russia
  • Saudi Arabia
  • South Africa
  • Spain
  • Sweden
  • Switzerland
  • Turkey
  • United Arab Emirates
  • United Kingdom

The report offers valuable insights on the following aspects:

1. Market Penetration: It presents comprehensive information on the market provided by key players.

2. Market Development: It delves deep into lucrative emerging markets and analyzes the penetration across mature market segments.

3. Market Diversification: It provides detailed information on new product launches, untapped geographic regions, recent developments, and investments.

4. Competitive Assessment & Intelligence: It conducts an exhaustive assessment of market shares, strategies, products, certifications, regulatory approvals, patent landscape, and manufacturing capabilities of the leading players.

5. Product Development & Innovation: It offers intelligent insights on future technologies, R&D activities, and breakthrough product developments.

The report addresses key questions such as:

1. What is the market size and forecast of the Wealth Management Market?

2. Which products, segments, applications, and areas should one consider investing in over the forecast period in the Wealth Management Market?

3. What are the technology trends and regulatory frameworks in the Wealth Management Market?

4. What is the market share of the leading vendors in the Wealth Management Market?

5. Which modes and strategic moves are suitable for entering the Wealth Management Market?

Table of Contents

1. Preface

• 1.1. Objectives of the Study
• 1.2. Market Segmentation & Coverage
• 1.3. Years Considered for the Study
• 1.4. Currency & Pricing
• 1.5. Language
• 1.6. Stakeholders

2. Research Methodology

• 2.1. Define: Research Objective
• 2.2. Determine: Research Design
• 2.3. Prepare: Research Instrument
• 2.4. Collect: Data Source
• 2.5. Analyze: Data Interpretation
• 2.6. Formulate: Data Verification
• 2.7. Publish: Research Report
• 2.8. Repeat: Report Update

3. Executive Summary

4. Market Overview

5. Market Insights

• 5.1. Market Dynamics
  • 5.1.1. Drivers
    • 5.1.1.1. Growing diversity of financial assets across the world and preference for sustainable investing
    • 5.1.1.2. Expansion of banks and financial institutions across the world
    • 5.1.1.3. Rising financial literacy and awareness about the importance of proper finance planning
  • 5.1.2. Restraints
    • 5.1.2.1. Chances of fraudulent practices in wealth management
  • 5.1.3. Opportunities
    • 5.1.3.1. Advancements to improve wealth management practices and adoption of fintech technologies
    • 5.1.3.2. Emergence of small businesses and start-ups requiring strategic financial planning strategies
  • 5.1.4. Challenges
    • 5.1.4.1. Lack of technical and legal expertise and limited investment options
• 5.2. Market Segmentation Analysis
  • 5.2.1. Advisory Model: Expanding advancements to provide robo-advisory services to clients at lower prices
  • 5.2.2. Business Function: Growing demand for financial advice management to cater to diverse client requirements for financial planning
  • 5.2.3. Deployment Model: Cloud based Software-as-a-Service are preferred choice for online BFSI services
  • 5.2.4. End-Use: Bank, trading & exchange firms are utilizing wealth management solutions and services for expandable client retention and satisfaction
• 5.3. Market Disruption Analysis
• 5.4. Porter's Five Forces Analysis
  • 5.4.1. Threat of New Entrants
  • 5.4.2. Threat of Substitutes
  • 5.4.3. Bargaining Power of Customers
  • 5.4.4. Bargaining Power of Suppliers
  • 5.4.5. Industry Rivalry
• 5.5. Value Chain & Critical Path Analysis
• 5.6. Pricing Analysis
• 5.7. Technology Analysis
• 5.8. Patent Analysis
• 5.9. Trade Analysis
• 5.10. Regulatory Framework Analysis

6. Wealth Management Market, by Advisory Model

• 6.1. Introduction
• 6.2. Human Advisory
• 6.3. Hybrid
• 6.4. Robo Advisory

7. Wealth Management Market, by Business Function

• 7.1. Introduction
• 7.2. Financial Advice Management
• 7.3. Performance Management
• 7.4. Portfolio, Accounting, & Trading Management
• 7.5. Reporting
• 7.6. Risk & Compliance Management

8. Wealth Management Market, by Deployment Model

• 8.1. Introduction
• 8.2. Cloud
• 8.3. On-Premises

9. Wealth Management Market, by Application

• 9.1. Introduction
• 9.2. Insurance Planning
• 9.3. Personal Finance Management
• 9.4. Retirement Planning
• 9.5. Tax Management

10. Wealth Management Market, by End-User Industry

• 10.1. Introduction
• 10.2. Banks
• 10.3. Brokerage Firms
• 10.4. Investment Management Firms
• 10.5. Trading & Exchange Firms

11. Americas Wealth Management Market

• 11.1. Introduction
• 11.2. Argentina
• 11.3. Brazil
• 11.4. Canada
• 11.5. Mexico
• 11.6. United States

12. Asia-Pacific Wealth Management Market

• 12.1. Introduction
• 12.2. Australia
• 12.3. China
• 12.4. India
• 12.5. Indonesia
• 12.6. Japan
• 12.7. Malaysia
• 12.8. Philippines
• 12.9. Singapore
• 12.10. South Korea
• 12.11. Taiwan
• 12.12. Thailand
• 12.13. Vietnam

13. Europe, Middle East & Africa Wealth Management Market

• 13.1. Introduction
• 13.2. Denmark
• 13.3. Egypt
• 13.4. Finland
• 13.5. France
• 13.6. Germany
• 13.7. Israel
• 13.8. Italy
• 13.9. Netherlands
• 13.10. Nigeria
• 13.11. Norway
• 13.12. Poland
• 13.13. Qatar
• 13.14. Russia
• 13.15. Saudi Arabia
• 13.16. South Africa
• 13.17. Spain
• 13.18. Sweden
• 13.19. Switzerland
• 13.20. Turkey
• 13.21. United Arab Emirates
• 13.22. United Kingdom

14. Competitive Landscape

• 14.1. Market Share Analysis, 2023
• 14.2. FPNV Positioning Matrix, 2023
• 14.3. Competitive Scenario Analysis
  • 14.3.1. Choreo Announces Acquisition of Wealth Management Business from BDO
  • 14.3.2. Merger of Leading Wealth Management Firms Launches Wellington Wealth Strategies
  • 14.3.3. Crestwood Advisors Completes Merger with Endurance Wealth Management
• 14.4. Strategy Analysis & Recommendation

15. Competitive Portfolio

• 15.1. Key Company Profiles
• 15.2. Key Product Portfolio