市場調査レポート

商品コード

1647559

ウェルスマネジメント市場規模、シェア、成長分析：モード別、展開別、規模別、用途別、最終用途別、地域別 - 産業予測 2025年～2032年

Wealth Management Market Size, Share, and Growth Analysis, By Mode (Human Advisory, Robo Advisory), By Deployment (Cloud, On-premise), By Size, By Application, By End Use, By Region - Industry Forecast 2025-2032

出版日: 2025年01月28日
発行: SkyQuest
ページ情報: 英文 157 Pages
納期: 3～5営業日

価格

PDF & Excel (Single User License)

USD 5,300 760,921円

レポートPDF・Excelを1 名様のみがご利用頂けるライセンスです。PDF・Excell内のテキスト等のコピーは可能です。PDF・Excelの印刷は可能ですが、印刷したもののご利用はPDF・Excelのご利用範囲に準拠します

PDF & Excel (Multiple User License)

USD 6,200 890,134円

レポートPDF・Excel2-5名様までがご利用頂けるライセンスです。PDF・Excel内のテキスト等のコピーは可能です。PDF・Excelの印刷は可能ですが、印刷したもののご利用はPDF・Excelのご利用範囲に準拠します。

PDF & Excel (Enterprise License)

USD 7,100 1,019,347円

レポートPDF・Excelを同一企業に所属の全世界の方にご使用頂けるライセンスです。PDF・Excel内のテキスト等のコピーは可能です。PDF・Excelの印刷は可能ですが、印刷したもののご利用はPDF・Excelのご利用範囲に準拠します。

価格表記: USDを日本円(税抜)に換算

本日の銀行送金レート: 1USD=143.57円

全表示
概要
目次

概要

サンプル依頼リストに入れる

ウェルスマネジメント市場規模は2023年に1兆6,800億米ドルと評価され、2024年の1兆8,300億米ドルから2032年には3兆6,200億米ドルに成長し、予測期間（2025年～2032年）のCAGRは14.0%で成長する見通しです。

ウェルスマネジメント富裕層向けサービスでは、ファイナンシャルカウンセリングに加え、顧客に合わせた投資アドバイスを提供します。この包括的なポートフォリオには、退職後の生活設計、税務サービス、財産設計、特定の財務目標の達成に合わせた戦略などが含まれます。プライベートエクイティや知的財産のようなオルタナティブ資産への需要が急増する中、世界のウェルスマネジメント市場は大きな成長を遂げています。FinTechディスラプターの台頭は業界に革命をもたらし、金融戦略や技術ソリューションの魅力を高めています。しかし、価格の透明性の欠如、コストのかかるオペレーション、厳しい規制といった課題が市場拡大の妨げとなっています。とはいえ、新興経済諸国は絶好の機会を提供しています。富裕層は一定の基準額以下の投資について専門的な運用を求めることが多く、企業はこの潜在的な成長に対応してサービス提供の幅を広げるよう促しています。

北米
- 米国
- カナダ
欧州
- ドイツ
- スペイン
- フランス
- 英国
- イタリア
- その他欧州地域
アジア太平洋地域
- 中国
- インド
- 日本
- 韓国
- その他アジア太平洋地域
ラテンアメリカ
- ブラジル
- その他ラテンアメリカ地域
中東・アフリカ
- GCC諸国
- 南アフリカ
- その他中東・アフリカ

競合情報

上位5社の比較
主要企業の市場ポジショニング（2024年）
主な市場企業が採用した戦略
市場の最近の動向
企業の市場シェア分析（2024年）
主要企業の企業プロファイル
- 会社概要
- 製品ポートフォリオ分析
- セグメント別シェア分析
- 収益の前年比比較（2022-2024）

主要企業プロファイル

UBS Group AG（Switzerland）
Morgan Stanley（US）
Goldman Sachs（US）
Bank of America（US）
JPMorgan Chase & Co.（US）
BNP Paribas（France）
HSBC Holdings plc（UK）
Citigroup（US）
Wells Fargo & Company（US）
Deutsche Bank（Germany）
Julius Baer Group Ltd.（Switzerland）
Pictet Group（Switzerland）
LGT Group（Liechtenstein）
Northern Trust（US）
State Street Corporation（US）
Fidelity Investments（US）
BlackRock, Inc.（US）
Raymond James Financial（US）
Ameriprise Financial（US）

結論と推奨事項

Product Code: SQMIG45E2090

Wealth Management Market size was valued at USD 1.68 Trillion in 2023 and is poised to grow from USD 1.83 Trillion in 2024 to USD 3.62 Trillion by 2032, growing at a CAGR of 14.0% during the forecast period (2025-2032).

Wealth management services cater to affluent clients by providing tailored investment advice alongside financial counseling. This comprehensive portfolio encompasses retirement planning, tax services, estate planning, and strategies tailored to achieving specific financial objectives. As demand surges for alternative assets like private equity and intellectual property, the global wealth management market is experiencing significant growth. The rise of FinTech disruptors is revolutionizing the industry, enhancing the appeal of financial strategies and technological solutions. However, challenges such as lack of pricing transparency, costly operations, and stringent regulations hinder market expansion. Nonetheless, developing economies present ripe opportunities, as high-net-worth individuals often seek professional management for investments below certain thresholds, encouraging firms to broaden their service offerings in response to this potential growth.

Top-down and bottom-up approaches were used to estimate and validate the size of the Wealth Management market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Wealth Management Market Segments Analysis

Global Wealth Management Market is segmented by Mode, Deployment, Size, Application, End Use and region. Based on Mode, the market is segmented into Human Advisory,Robo Advisoryand Hybrid. Based on Deployment, the market is segmented into Cloud and On-premise. Based on Size, the market is segmented into Large Enterprises and Small & Medium Enterprises. Based on Application, the market is segmented into Financial Advice & Management, Portfolio, Accounting, & Trading Management, Performance Management, Risk & Compliance Management, Reporting and Others. Based on End Use, the market is segmented into Banks, Investment Management Firms, Trading & Exchange Firms, Brokerage Firms and Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Wealth Management Market

The wealth management market is significantly driven by the rising population of global high net worth (HNW) individuals. As individuals accumulate wealth, they often reach a point where they require sophisticated financial assistance to manage their assets effectively. This growing demand compels wealth managers to deliver tailored solutions, prompting an increase in competition and fostering innovation within the industry. Consequently, the expansion of the wealth management market is closely tied to these dynamics, as the need for advanced financial services continues to rise alongside the flourishing population of affluent clients seeking expert guidance in managing their financial portfolios.

Restraints in the Wealth Management Market

Regulatory challenges represent a significant obstacle in the global wealth management market. Financial institutions face numerous compliance obligations that can be costly and inefficient to implement. Furthermore, stringent regulations hinder innovative practices, making it challenging for wealth managers to adapt swiftly to the changing market landscape. This limitation can stifle creativity and responsiveness, ultimately affecting the ability of these institutions to meet client needs and capitalize on emerging opportunities. Consequently, navigating these regulatory complexities remains a critical concern for wealth management firms aiming to maintain competitiveness and drive growth in an evolving economic environment.

Market Trends of the Wealth Management Market

The wealth management market is witnessing a significant shift towards sustainable investments, driven by a burgeoning demand from investors for Environmental, Social, and Governance (ESG) considerations. This trend reflects a growing societal consciousness, as clients increasingly prioritize socially responsible investment strategies that align with their values while still seeking competitive returns. As a result, wealth managers are adapting by incorporating a greater proportion of green investments into their portfolios, catering to an audience that not only desires financial growth but also aims to make a positive impact on the world. This alignment of ethical considerations with financial objectives is reshaping the industry landscape.

Introduction

Objectives of the Study
Scope of the Report
Definitions

Research Methodology

Information Procurement
Secondary & Primary Data Methods
Market Size Estimation
Market Assumptions & Limitations

Executive Summary

Global Market Outlook
Supply & Demand Trend Analysis
Segmental Opportunity Analysis

Market Dynamics & Outlook

Market Overview
Market Size
Market Dynamics
- Drivers & Opportunities
- Restraints & Challenges
Porters Analysis
- Competitive rivalry
- Threat of substitute
- Bargaining power of buyers
- Threat of new entrants
- Bargaining power of suppliers

Key Market Insights

Key Success Factors
Degree of Competition
Top Investment Pockets
Market Ecosystem
Market Attractiveness Index, 2024
PESTEL Analysis
Macro-Economic Indicators
Value Chain Analysis
Pricing Analysis
Regulatory Analysis
Patent Analysis
Technology Analysis

Global Wealth Management Market Size by Mode & CAGR (2025-2032)

Market Overview
Human Advisory
Robo Advisory
Hybrid

Global Wealth Management Market Size by Deployment & CAGR (2025-2032)

Market Overview
Cloud
On-premise

Global Wealth Management Market Size by Size & CAGR (2025-2032)

Market Overview
Large Enterprises
Small & Medium Enterprises

Global Wealth Management Market Size by Application & CAGR (2025-2032)

Market Overview
Financial Advice & Management
Portfolio, Accounting, & Trading Management
Performance Management
Risk & Compliance Management
Reporting
Others

Global Wealth Management Market Size by End Use & CAGR (2025-2032)

Market Overview
Banks
Investment Management Firms
Trading & Exchange Firms
Brokerage Firms
Others

Global Wealth Management Market Size & CAGR (2025-2032)

North America (Mode, Deployment, Size, Application, End Use)
- US
- Canada
Europe (Mode, Deployment, Size, Application, End Use)
- Germany
- Spain
- France
- UK
- Italy
- Rest of Europe
Asia Pacific (Mode, Deployment, Size, Application, End Use)
- China
- India
- Japan
- South Korea
- Rest of Asia-Pacific
Latin America (Mode, Deployment, Size, Application, End Use)
- Brazil
- Rest of Latin America
Middle East & Africa (Mode, Deployment, Size, Application, End Use)
- GCC Countries
- South Africa
- Rest of Middle East & Africa

Competitive Intelligence

Top 5 Player Comparison
Market Positioning of Key Players, 2024
Strategies Adopted by Key Market Players
Recent Developments in the Market
Company Market Share Analysis, 2024
Company Profiles of All Key Players
- Company Details
- Product Portfolio Analysis
- Company's Segmental Share Analysis
- Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

UBS Group AG (Switzerland)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Morgan Stanley (US)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Goldman Sachs (US)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Bank of America (US)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
JPMorgan Chase & Co. (US)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
BNP Paribas (France)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
HSBC Holdings plc (UK)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Citigroup (US)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Wells Fargo & Company (US)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Deutsche Bank (Germany)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Julius Baer Group Ltd. (Switzerland)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Pictet Group (Switzerland)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
LGT Group (Liechtenstein)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Northern Trust (US)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
State Street Corporation (US)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Fidelity Investments (US)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
BlackRock, Inc. (US)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Raymond James Financial (US)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Ameriprise Financial (US)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments

ウェルスマネジメント市場規模、シェア、成長分析：モード別、展開別、規模別、用途別、最終用途別、地域別 - 産業予測 2025年～2032年

Wealth Management Market Size, Share, and Growth Analysis, By Mode (Human Advisory, Robo Advisory), By Deployment (Cloud, On-premise), By Size, By Application, By End Use, By Region - Industry Forecast 2025-2032

目次

イントロダクション

調査手法

エグゼクティブサマリー

市場力学と見通し

主な市場の考察

ウェルスマネジメント市場規模：モード別& CAGR（2025-2032）

ウェルスマネジメント市場規模：展開別& CAGR（2025-2032）

ウェルスマネジメント市場規模：規模別& CAGR（2025-2032）

ウェルスマネジメント市場規模：用途別& CAGR（2025-2032）

ウェルスマネジメント市場規模：最終用途別& CAGR（2025-2032）

ウェルスマネジメント市場規模：地域別& CAGR（2025-2032）