Global Wealth Management Market: Size, Trends & Forecasts ( ) June 2018

Transcription

1 Global Wealth Management Market: Size, Trends & Forecasts ( ) June 2018

2 Global Wealth Management Market: Coverage Executive Summary and Scope Introduction/Market Overview Global Market Analysis Regional Market Analysis Dynamics Competitive Landscape Company Profiling

3 Global Wealth Management Market: Coverage Scope of the Report Attributes Details Title Global Wealth Management Market: Size, Trends & Forecasts ( ) Coverage Global and Regional Regional Coverage Market Influencing Variables North America, Europe, Asia Pacific, Latin America, Middle East & Africa Growth Drivers, Challenges, Market Trends Forecast Period of Market Competition in the Market Key Players Fragmented Wells Fargo & Company, UBS Group AG, BlackRock, Inc., Morgan Stanley

4 Global Wealth Management Market Executive Summary Wealth management is defined as procedures, which provides financial planning by a designated wealth advisor/managers. The wealth management procedures involve financial services such as investment advice, assets management, accounting, tax services, retirement planning and legal or estate planning. The total market value of assets and investments managed by a wealth management organization is known as assets under management (AUMs). The wealth management industry structure is divided into six different categories such as retail, direct, broker-dealer independent RIA, full service firms/ wirehoue, private banks, regional banks with trust companies and multi-family offices. The different types of wealth management products and services are structure investment products, which offers a fixed investment outcome; private banking and services, which provide more personalized financial services to HNWIs; traditional investment products, which includes bond shares, real estate, banking, etc; estate or retirement planning, which includes management of assets in the event of death or planning for regular income after paid work ends; and private wealth management or personal wealth management, which incorporates financial planning portfolio and other aggregated financial services. The global wealth management market is expected to increase at high growth rates during the forecasted period ( ). The global wealth management market is supported by various growth drivers, such as, increasing high net worth individuals (HNWIs) population, budding global GDP, upsurge in global urban population, etc. Whereas, come challenges such as resistance to accept technology in wealth management, stringent regulations, etc. obstruct the market growth.

5 US$ Trillion US$ Trillion Wealth Management Market: Global Analysis Global Wealth Management Market by Assets Under Management (AUMs) CAGRs xx% xx% The global assets under management market was valued at US$... trillion in 2017 increased from US$... trillion in The assets under management market has indicated a tremendous growth trend, grew at a CAGR of % from 2013 to 2017 years. The global assets under management market is estimated to reach at US$... trillion in 2022 upsurge as compared to US$... trillion in The market is anticipated to grow at CAGR of.% during 2018 to 2022 years.

6 Wealth Management Market: Global Analysis Global Wealth Management (AUMs) Market by Region; 2017 North America, xx% Europe, xx% Asia Pacific, xx% Latin America, xx% Middle East & Africa, xx%

7 US$ Billion US$ Billion Wealth Management Market: Global Analysis Global Wealth Management Market by Revenue CAGRs xx% xx% The global wealth management market revenue was US$... billion in 2017 signified a growth as compared to US$... billion in The market revenue increased at a CAGR of % over the years 2013 to The global wealth management market revenue is determined to increase to US$... billion in 2022 as compared to US$... billion in The market is anticipated to grow at a CAGR of % during 2018 to 2022 years.

8 US$ Trillion US$ Trillion US$ Trillion Wealth Management Market: Regional Analysis North America Wealth Management Market by Assets Under Management (AUMs) Europe Wealth Management Market by Assets Under Management (AUMs) Asia Pacific Wealth Management Market by Assets Under Management (AUMs) Region CAGR North America xx% xx% Europe xx% xx% Asia Pacific xx% xx% Latin America xx% xx% Middle East & Africa xx% xx%

9 Wealth Management Market: Dynamics Growth Driver Increasing High Net Worth Individuals (HNWIs) Population Budding Global GDP Challenges Resistance to Accept Technology Stringent Regulatory Issues Market Trends Robo-Advisors Blockchain Technology

10 Wealth Management Market: Competitive Landscape Players Profiled Wells Fargo & Company UBS Group AG BlackRock, Inc. Morgan Stanley Note: The graphs on this slide are only for sample representation.