Global Wealth Management Supply, Demand and Key Producers, 2023-2029

Page: 110

Published Date: 06 Feb 2023

Category: Service & Software

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Description
Table of Contents
Table of Figures
Research Methodology
Related Reports
Product Tags

Description

The increasing use of SWIFT (Society for Worldwide Interbank Financial Telecommunication) services is expected to lead to process automation across the globe, which in turn would facilitate the systematic transfer plan by cutting the costs and risks associated with it. This will help in increasing client protection and the stability of the financial system; thus, leading to market growth.

This report studies the global Wealth Management demand, key companies, and key regions.

This report is a detailed and comprehensive analysis of the world market for Wealth Management, and provides market size (US$ million) and Year-over-Year (YoY) growth, considering 2022 as the base year. This report explores demand trends and competition, as well as details the characteristics of Wealth Management that contribute to its increasing demand across many markets.

The global Wealth Management market size is expected to reach $ 1445430 million by 2029, rising at a market growth of 6.7% CAGR during the forecast period (2023-2029).

Constant rise in the number of global High Net Worth Individuals (HNWIs) and compliance with stringent industry regulations are expected to drive the wealth management platform market.

Highlights and key features of the study
Global Wealth Management total market, 2018-2029, (USD Million)
Global Wealth Management total market by region & country, CAGR, 2018-2029, (USD Million)
U.S. VS China: Wealth Management total market, key domestic companies and share, (USD Million)
Global Wealth Management revenue by player and market share 2018-2023, (USD Million)
Global Wealth Management total market by Type, CAGR, 2018-2029, (USD Million)
Global Wealth Management total market by Application, CAGR, 2018-2029, (USD Million)
This reports profiles major players in the global Wealth Management market based on the following parameters – company overview, revenue, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include BlackRock, UBS, Allianz, Vanguard Group, State Street Global Advisors, PIMCO, Fidelity Investments, AXA and Credit Suisse, etc.

This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals, COVID-19 and Russia-Ukraine War Influence.

Stakeholders would have ease in decision-making through various strategy matrices used in analyzing the World Wealth Management market
Detailed Segmentation:
Each section contains quantitative market data including market by value (US$ Millions), by player, by regions, by Type, and by Application. Data is given for the years 2018-2029 by year with 2022 as the base year, 2023 as the estimate year, and 2024-2029 as the forecast year.

Global Wealth Management Market, By Region:
    United States
    China
    Europe
    Japan
    South Korea
    ASEAN
    India
    Rest of World

Global Wealth Management Market, Segmentation by Type
    Human Advisory
    Robo Advisory
    Hybrid Advisory

Global Wealth Management Market, Segmentation by Application
    Banks
    Investment Management Firms
    Trading and Exchange Firms
    Brokerage Firms
    Others

Companies Profiled:
    BlackRock
    UBS
    Allianz
    Vanguard Group
    State Street Global Advisors
    PIMCO
    Fidelity Investments
    AXA
    Credit Suisse
    BNY Mellon
    Credit Agricole
    Capital
    DWS

Key Questions Answered
1. How big is the global Wealth Management market?
2. What is the demand of the global Wealth Management market?
3. What is the year over year growth of the global Wealth Management market?
4. What is the total value of the global Wealth Management market?
5. Who are the major players in the global Wealth Management market?
6. What are the growth factors driving the market demand?

Table of Contents

1 Supply Summary
    1.1 Wealth Management Introduction
    1.2 World Wealth Management Market Size & Forecast (2018 & 2022 & 2029)
    1.3 World Wealth Management Total Market by Region (by Headquarter Location)
        1.3.1 World Wealth Management Market Size by Region (2018-2029), (by Headquarter Location)
        1.3.2 United States Wealth Management Market Size (2018-2029)
        1.3.3 China Wealth Management Market Size (2018-2029)
        1.3.4 Europe Wealth Management Market Size (2018-2029)
        1.3.5 Japan Wealth Management Market Size (2018-2029)
        1.3.6 South Korea Wealth Management Market Size (2018-2029)
        1.3.7 ASEAN Wealth Management Market Size (2018-2029)
        1.3.8 India Wealth Management Market Size (2018-2029)
    1.4 Market Drivers, Restraints and Trends
        1.4.1 Wealth Management Market Drivers
        1.4.2 Factors Affecting Demand
        1.4.3 Wealth Management Major Market Trends
    1.5 Influence of COVID-19 and Russia-Ukraine War
        1.5.1 Influence of COVID-19
        1.5.2 Influence of Russia-Ukraine War

2 Demand Summary
    2.1 World Wealth Management Consumption Value (2018-2029)
    2.2 World Wealth Management Consumption Value by Region
        2.2.1 World Wealth Management Consumption Value by Region (2018-2023)
        2.2.2 World Wealth Management Consumption Value Forecast by Region (2024-2029)
    2.3 United States Wealth Management Consumption Value (2018-2029)
    2.4 China Wealth Management Consumption Value (2018-2029)
    2.5 Europe Wealth Management Consumption Value (2018-2029)
    2.6 Japan Wealth Management Consumption Value (2018-2029)
    2.7 South Korea Wealth Management Consumption Value (2018-2029)
    2.8 ASEAN Wealth Management Consumption Value (2018-2029)
    2.9 India Wealth Management Consumption Value (2018-2029)

3 World Wealth Management Companies Competitive Analysis
    3.1 World Wealth Management Revenue by Player (2018-2023)
    3.2 Industry Rank and Concentration Rate (CR)
        3.2.1 Global Wealth Management Industry Rank of Major Players
        3.2.2 Global Concentration Ratios (CR4) for Wealth Management in 2022
        3.2.3 Global Concentration Ratios (CR8) for Wealth Management in 2022
    3.3 Wealth Management Company Evaluation Quadrant
    3.4 Wealth Management Market: Overall Company Footprint Analysis
        3.4.1 Wealth Management Market: Region Footprint
        3.4.2 Wealth Management Market: Company Product Type Footprint
        3.4.3 Wealth Management Market: Company Product Application Footprint
    3.5 Competitive Environment
        3.5.1 Historical Structure of the Industry
        3.5.2 Barriers of Market Entry
        3.5.3 Factors of Competition
    3.6 Mergers, Acquisitions Activity

4 United States VS China VS Rest of the World (by Headquarter Location)
    4.1 United States VS China: Wealth Management Revenue Comparison (by Headquarter Location)
        4.1.1 United States VS China: Wealth Management Market Size Comparison (2018 & 2022 & 2029) (by Headquarter Location)
        4.1.2 United States VS China: Wealth Management Revenue Market Share Comparison (2018 & 2022 & 2029)
    4.2 United States Based Companies VS China Based Companies: Wealth Management Consumption Value Comparison
        4.2.1 United States VS China: Wealth Management Consumption Value Comparison (2018 & 2022 & 2029)
        4.2.2 United States VS China: Wealth Management Consumption Value Market Share Comparison (2018 & 2022 & 2029)
    4.3 United States Based Wealth Management Companies and Market Share, 2018-2023
        4.3.1 United States Based Wealth Management Companies, Headquarters (States, Country)
        4.3.2 United States Based Companies Wealth Management Revenue, (2018-2023)
    4.4 China Based Companies Wealth Management Revenue and Market Share, 2018-2023
        4.4.1 China Based Wealth Management Companies, Company Headquarters (Province, Country)
        4.4.2 China Based Companies Wealth Management Revenue, (2018-2023)
    4.5 Rest of World Based Wealth Management Companies and Market Share, 2018-2023
        4.5.1 Rest of World Based Wealth Management Companies, Headquarters (States, Country)
        4.5.2 Rest of World Based Companies Wealth Management Revenue, (2018-2023)

5 Market Analysis by Type
    5.1 World Wealth Management Market Size Overview by Type: 2018 VS 2022 VS 2029
    5.2 Segment Introduction by Type
        5.2.1 Human Advisory
        5.2.2 Robo Advisory
        5.2.3 Hybrid Advisory
    5.3 Market Segment by Type
        5.3.1 World Wealth Management Market Size by Type (2018-2023)
        5.3.2 World Wealth Management Market Size by Type (2024-2029)
        5.3.3 World Wealth Management Market Size Market Share by Type (2018-2029)

6 Market Analysis by Application
    6.1 World Wealth Management Market Size Overview by Application: 2018 VS 2022 VS 2029
    6.2 Segment Introduction by Application
        6.2.1 Banks
        6.2.2 Investment Management Firms
        6.2.3 Trading and Exchange Firms
        6.2.4 Brokerage Firms
        6.2.5 Brokerage Firms
    6.3 Market Segment by Application
        6.3.1 World Wealth Management Market Size by Application (2018-2023)
        6.3.2 World Wealth Management Market Size by Application (2024-2029)
        6.3.3 World Wealth Management Market Size by Application (2018-2029)

7 Company Profiles
    7.1 BlackRock
        7.1.1 BlackRock Details
        7.1.2 BlackRock Major Business
        7.1.3 BlackRock Wealth Management Product and Services
        7.1.4 BlackRock Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.1.5 BlackRock Recent Developments/Updates
        7.1.6 BlackRock Competitive Strengths & Weaknesses
    7.2 UBS
        7.2.1 UBS Details
        7.2.2 UBS Major Business
        7.2.3 UBS Wealth Management Product and Services
        7.2.4 UBS Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.2.5 UBS Recent Developments/Updates
        7.2.6 UBS Competitive Strengths & Weaknesses
    7.3 Allianz
        7.3.1 Allianz Details
        7.3.2 Allianz Major Business
        7.3.3 Allianz Wealth Management Product and Services
        7.3.4 Allianz Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.3.5 Allianz Recent Developments/Updates
        7.3.6 Allianz Competitive Strengths & Weaknesses
    7.4 Vanguard Group
        7.4.1 Vanguard Group Details
        7.4.2 Vanguard Group Major Business
        7.4.3 Vanguard Group Wealth Management Product and Services
        7.4.4 Vanguard Group Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.4.5 Vanguard Group Recent Developments/Updates
        7.4.6 Vanguard Group Competitive Strengths & Weaknesses
    7.5 State Street Global Advisors
        7.5.1 State Street Global Advisors Details
        7.5.2 State Street Global Advisors Major Business
        7.5.3 State Street Global Advisors Wealth Management Product and Services
        7.5.4 State Street Global Advisors Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.5.5 State Street Global Advisors Recent Developments/Updates
        7.5.6 State Street Global Advisors Competitive Strengths & Weaknesses
    7.6 PIMCO
        7.6.1 PIMCO Details
        7.6.2 PIMCO Major Business
        7.6.3 PIMCO Wealth Management Product and Services
        7.6.4 PIMCO Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.6.5 PIMCO Recent Developments/Updates
        7.6.6 PIMCO Competitive Strengths & Weaknesses
    7.7 Fidelity Investments
        7.7.1 Fidelity Investments Details
        7.7.2 Fidelity Investments Major Business
        7.7.3 Fidelity Investments Wealth Management Product and Services
        7.7.4 Fidelity Investments Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.7.5 Fidelity Investments Recent Developments/Updates
        7.7.6 Fidelity Investments Competitive Strengths & Weaknesses
    7.8 AXA
        7.8.1 AXA Details
        7.8.2 AXA Major Business
        7.8.3 AXA Wealth Management Product and Services
        7.8.4 AXA Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.8.5 AXA Recent Developments/Updates
        7.8.6 AXA Competitive Strengths & Weaknesses
    7.9 Credit Suisse
        7.9.1 Credit Suisse Details
        7.9.2 Credit Suisse Major Business
        7.9.3 Credit Suisse Wealth Management Product and Services
        7.9.4 Credit Suisse Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.9.5 Credit Suisse Recent Developments/Updates
        7.9.6 Credit Suisse Competitive Strengths & Weaknesses
    7.10 BNY Mellon
        7.10.1 BNY Mellon Details
        7.10.2 BNY Mellon Major Business
        7.10.3 BNY Mellon Wealth Management Product and Services
        7.10.4 BNY Mellon Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.10.5 BNY Mellon Recent Developments/Updates
        7.10.6 BNY Mellon Competitive Strengths & Weaknesses
    7.11 Credit Agricole
        7.11.1 Credit Agricole Details
        7.11.2 Credit Agricole Major Business
        7.11.3 Credit Agricole Wealth Management Product and Services
        7.11.4 Credit Agricole Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.11.5 Credit Agricole Recent Developments/Updates
        7.11.6 Credit Agricole Competitive Strengths & Weaknesses
    7.12 Capital
        7.12.1 Capital Details
        7.12.2 Capital Major Business
        7.12.3 Capital Wealth Management Product and Services
        7.12.4 Capital Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.12.5 Capital Recent Developments/Updates
        7.12.6 Capital Competitive Strengths & Weaknesses
    7.13 DWS
        7.13.1 DWS Details
        7.13.2 DWS Major Business
        7.13.3 DWS Wealth Management Product and Services
        7.13.4 DWS Wealth Management Revenue, Gross Margin and Market Share (2018-2023)
        7.13.5 DWS Recent Developments/Updates
        7.13.6 DWS Competitive Strengths & Weaknesses

8 Industry Chain Analysis
    8.1 Wealth Management Industry Chain
    8.2 Wealth Management Upstream Analysis
    8.3 Wealth Management Midstream Analysis
    8.4 Wealth Management Downstream Analysis

9 Research Findings and Conclusion

10 Appendix
    10.1 Methodology
    10.2 Research Process and Data Source
    10.3 Disclaimer

Table of Figures

List of Tables
    Table 1. World Wealth Management Revenue by Region (2018, 2022 and 2029) & (USD Million), (by Headquarter Location)
    Table 2. World Wealth Management Revenue by Region (2018-2023) & (USD Million), (by Headquarter Location)
    Table 3. World Wealth Management Revenue by Region (2024-2029) & (USD Million), (by Headquarter Location)
    Table 4. World Wealth Management Revenue Market Share by Region (2018-2023), (by Headquarter Location)
    Table 5. World Wealth Management Revenue Market Share by Region (2024-2029), (by Headquarter Location)
    Table 6. Major Market Trends
    Table 7. World Wealth Management Consumption Value Growth Rate Forecast by Region (2018 & 2022 & 2029) & (USD Million)
    Table 8. World Wealth Management Consumption Value by Region (2018-2023) & (USD Million)
    Table 9. World Wealth Management Consumption Value Forecast by Region (2024-2029) & (USD Million)
    Table 10. World Wealth Management Revenue by Player (2018-2023) & (USD Million)
    Table 11. Revenue Market Share of Key Wealth Management Players in 2022
    Table 12. World Wealth Management Industry Rank of Major Player, Based on Revenue in 2022
    Table 13. Global Wealth Management Company Evaluation Quadrant
    Table 14. Head Office of Key Wealth Management Player
    Table 15. Wealth Management Market: Company Product Type Footprint
    Table 16. Wealth Management Market: Company Product Application Footprint
    Table 17. Wealth Management Mergers & Acquisitions Activity
    Table 18. United States VS China Wealth Management Market Size Comparison, (2018 & 2022 & 2029) & (USD Million)
    Table 19. United States VS China Wealth Management Consumption Value Comparison, (2018 & 2022 & 2029) & (USD Million)
    Table 20. United States Based Wealth Management Companies, Headquarters (States, Country)
    Table 21. United States Based Companies Wealth Management Revenue, (2018-2023) & (USD Million)
    Table 22. United States Based Companies Wealth Management Revenue Market Share (2018-2023)
    Table 23. China Based Wealth Management Companies, Headquarters (Province, Country)
    Table 24. China Based Companies Wealth Management Revenue, (2018-2023) & (USD Million)
    Table 25. China Based Companies Wealth Management Revenue Market Share (2018-2023)
    Table 26. Rest of World Based Wealth Management Companies, Headquarters (States, Country)
    Table 27. Rest of World Based Companies Wealth Management Revenue, (2018-2023) & (USD Million)
    Table 28. Rest of World Based Companies Wealth Management Revenue Market Share (2018-2023)
    Table 29. World Wealth Management Market Size by Type, (USD Million), 2018 & 2022 & 2029
    Table 30. World Wealth Management Market Size by Type (2018-2023) & (USD Million)
    Table 31. World Wealth Management Market Size by Type (2024-2029) & (USD Million)
    Table 32. World Wealth Management Market Size by Application, (USD Million), 2018 & 2022 & 2029
    Table 33. World Wealth Management Market Size by Application (2018-2023) & (USD Million)
    Table 34. World Wealth Management Market Size by Application (2024-2029) & (USD Million)
    Table 35. BlackRock Basic Information, Area Served and Competitors
    Table 36. BlackRock Major Business
    Table 37. BlackRock Wealth Management Product and Services
    Table 38. BlackRock Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 39. BlackRock Recent Developments/Updates
    Table 40. BlackRock Competitive Strengths & Weaknesses
    Table 41. UBS Basic Information, Area Served and Competitors
    Table 42. UBS Major Business
    Table 43. UBS Wealth Management Product and Services
    Table 44. UBS Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 45. UBS Recent Developments/Updates
    Table 46. UBS Competitive Strengths & Weaknesses
    Table 47. Allianz Basic Information, Area Served and Competitors
    Table 48. Allianz Major Business
    Table 49. Allianz Wealth Management Product and Services
    Table 50. Allianz Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 51. Allianz Recent Developments/Updates
    Table 52. Allianz Competitive Strengths & Weaknesses
    Table 53. Vanguard Group Basic Information, Area Served and Competitors
    Table 54. Vanguard Group Major Business
    Table 55. Vanguard Group Wealth Management Product and Services
    Table 56. Vanguard Group Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 57. Vanguard Group Recent Developments/Updates
    Table 58. Vanguard Group Competitive Strengths & Weaknesses
    Table 59. State Street Global Advisors Basic Information, Area Served and Competitors
    Table 60. State Street Global Advisors Major Business
    Table 61. State Street Global Advisors Wealth Management Product and Services
    Table 62. State Street Global Advisors Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 63. State Street Global Advisors Recent Developments/Updates
    Table 64. State Street Global Advisors Competitive Strengths & Weaknesses
    Table 65. PIMCO Basic Information, Area Served and Competitors
    Table 66. PIMCO Major Business
    Table 67. PIMCO Wealth Management Product and Services
    Table 68. PIMCO Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 69. PIMCO Recent Developments/Updates
    Table 70. PIMCO Competitive Strengths & Weaknesses
    Table 71. Fidelity Investments Basic Information, Area Served and Competitors
    Table 72. Fidelity Investments Major Business
    Table 73. Fidelity Investments Wealth Management Product and Services
    Table 74. Fidelity Investments Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 75. Fidelity Investments Recent Developments/Updates
    Table 76. Fidelity Investments Competitive Strengths & Weaknesses
    Table 77. AXA Basic Information, Area Served and Competitors
    Table 78. AXA Major Business
    Table 79. AXA Wealth Management Product and Services
    Table 80. AXA Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 81. AXA Recent Developments/Updates
    Table 82. AXA Competitive Strengths & Weaknesses
    Table 83. Credit Suisse Basic Information, Area Served and Competitors
    Table 84. Credit Suisse Major Business
    Table 85. Credit Suisse Wealth Management Product and Services
    Table 86. Credit Suisse Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 87. Credit Suisse Recent Developments/Updates
    Table 88. Credit Suisse Competitive Strengths & Weaknesses
    Table 89. BNY Mellon Basic Information, Area Served and Competitors
    Table 90. BNY Mellon Major Business
    Table 91. BNY Mellon Wealth Management Product and Services
    Table 92. BNY Mellon Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 93. BNY Mellon Recent Developments/Updates
    Table 94. BNY Mellon Competitive Strengths & Weaknesses
    Table 95. Credit Agricole Basic Information, Area Served and Competitors
    Table 96. Credit Agricole Major Business
    Table 97. Credit Agricole Wealth Management Product and Services
    Table 98. Credit Agricole Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 99. Credit Agricole Recent Developments/Updates
    Table 100. Credit Agricole Competitive Strengths & Weaknesses
    Table 101. Capital Basic Information, Area Served and Competitors
    Table 102. Capital Major Business
    Table 103. Capital Wealth Management Product and Services
    Table 104. Capital Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 105. Capital Recent Developments/Updates
    Table 106. DWS Basic Information, Area Served and Competitors
    Table 107. DWS Major Business
    Table 108. DWS Wealth Management Product and Services
    Table 109. DWS Wealth Management Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 110. Global Key Players of Wealth Management Upstream (Raw Materials)
    Table 111. Wealth Management Typical Customers
List of Figure
    Figure 1. Wealth Management Picture
    Figure 2. World Wealth Management Total Market Size: 2018 & 2022 & 2029, (USD Million)
    Figure 3. World Wealth Management Total Market Size (2018-2029) & (USD Million)
    Figure 4. World Wealth Management Revenue Market Share by Region (2018, 2022 and 2029) & (USD Million) , (by Headquarter Location)
    Figure 5. World Wealth Management Revenue Market Share by Region (2018-2029), (by Headquarter Location)
    Figure 6. United States Based Company Wealth Management Revenue (2018-2029) & (USD Million)
    Figure 7. China Based Company Wealth Management Revenue (2018-2029) & (USD Million)
    Figure 8. Europe Based Company Wealth Management Revenue (2018-2029) & (USD Million)
    Figure 9. Japan Based Company Wealth Management Revenue (2018-2029) & (USD Million)
    Figure 10. South Korea Based Company Wealth Management Revenue (2018-2029) & (USD Million)
    Figure 11. ASEAN Based Company Wealth Management Revenue (2018-2029) & (USD Million)
    Figure 12. India Based Company Wealth Management Revenue (2018-2029) & (USD Million)
    Figure 13. Wealth Management Market Drivers
    Figure 14. Factors Affecting Demand
    Figure 15. World Wealth Management Consumption Value (2018-2029) & (USD Million)
    Figure 16. World Wealth Management Consumption Value Market Share by Region (2018-2029)
    Figure 17. United States Wealth Management Consumption Value (2018-2029) & (USD Million)
    Figure 18. China Wealth Management Consumption Value (2018-2029) & (USD Million)
    Figure 19. Europe Wealth Management Consumption Value (2018-2029) & (USD Million)
    Figure 20. Japan Wealth Management Consumption Value (2018-2029) & (USD Million)
    Figure 21. South Korea Wealth Management Consumption Value (2018-2029) & (USD Million)
    Figure 22. ASEAN Wealth Management Consumption Value (2018-2029) & (USD Million)
    Figure 23. India Wealth Management Consumption Value (2018-2029) & (USD Million)
    Figure 24. Producer Shipments of Wealth Management by Player Revenue ($MM) and Market Share (%): 2022
    Figure 25. Global Four-firm Concentration Ratios (CR4) for Wealth Management Markets in 2022
    Figure 26. Global Four-firm Concentration Ratios (CR8) for Wealth Management Markets in 2022
    Figure 27. United States VS China: Wealth Management Revenue Market Share Comparison (2018 & 2022 & 2029)
    Figure 28. United States VS China: Wealth Management Consumption Value Market Share Comparison (2018 & 2022 & 2029)
    Figure 29. World Wealth Management Market Size by Type, (USD Million), 2018 & 2022 & 2029
    Figure 30. World Wealth Management Market Size Market Share by Type in 2022
    Figure 31. Human Advisory
    Figure 32. Robo Advisory
    Figure 33. Hybrid Advisory
    Figure 34. World Wealth Management Market Size Market Share by Type (2018-2029)
    Figure 35. World Wealth Management Market Size by Application, (USD Million), 2018 & 2022 & 2029
    Figure 36. World Wealth Management Market Size Market Share by Application in 2022
    Figure 37. Banks
    Figure 38. Investment Management Firms
    Figure 39. Trading and Exchange Firms
    Figure 40. Brokerage Firms
    Figure 41. Others
    Figure 42. Wealth Management Industrial Chain
    Figure 43. Methodology
    Figure 44. Research Process and Data Source

Research Methodology

Client Requirements

Review and analyze client requirements

Discussion of all the project requirements and queries

Flexibility Check

Project Feasibility Analysis

Finalizing tentative research programme

Structuring project proposal with scope, timeline, and costs

Analyzing Market Dynamics

Determination of key drivers, restraints, challenge, and opportunity

Identifies market needs and trends

Market Size Estimation & Forecast

Estimation of historical data based on secondary and primary data

Anticipating market recast by assigning weightage to market forces (drivers, restraints, opportunities)

Freezing historical and forecast market size estimations based on evolution, trends, outlook, and strategies

Consideration of geography, region-specific product/service demand for region segments

Consideration of product utilization rates, product demand outlook for segments by application or end-user.

Data Source

Secondary Source
Data collections from annual reports, presentations,associations, journals, analyst reports, paid database, press releases, blogs, newsletters,and GIR repositories.

Primary Source
Research discussion with manufacturers, distributors, suppliers, end user, industry experts to verify insights.

Validation and
triangulation of
secondary and primary source.

Collection of data

Cumulating and collating the essential qualitative and quantitative data

Generation of report in client requested format by research analysts

Reviews by expert analysts

Final quality check

Clarifying queries

Receiving feedback

Ensuring satisfaction

01 Identification of data

This step involves identification of several primary and secondary data research sources, including Global Info Research's internal data sources. The primary sources consist of in-depth discussions and interviews with policy makers, industry experts, and data evaluators, whereas secondary sources include a thorough study of market journals, press releases, annual reports, and government and non-government agencies websites.
02 Evaluation of Market Dynamic

This phase includes a detailed evaluation of several factors that are likely to affect the market dynamics. It involves a comprehensive assessment of major market pain points, drivers, and trends. It also comprises a detailed study of research plans and methodology.
03 Collection of Data

This process consists of gathering data, accessing proprietary databases, and reaching out to key industry participants that operate in the market across the value chain. It also involves studying several patterns in the historical data and comparing it with the current scenario.
04 Collaboration of Data

This stage involves the validation of data and arrival at actual statistics, and evolution of the market over the years. It entails the study and analyzes various segments and verticals of the market. An impact analysis is also performed to observe which factors will affect the market in the next few years.
05 Verification and Analysis

This is the final stage, which involves both quantity and quality checks. Although the process of data verification is an integral part of the research process, all data points and statistics and figures are re-checked to uphold their authenticity and validity.

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Product Tags

End-to-End Wealth Management Platform

End-to-End Wealth Management

Wealth Management

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