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회사소개 | 문의 | 비교리스트

세계의 자산관리 시장 : 비즈니스 모델, 공급자, 최종 사용자(소매, 부유층), 지역별 시장 규모 조사와 예측(2021-2027년)

Global Wealth Management Market Size study, by Business Model Provider End-user (retail, high net worth individuals and Regional Forecasts 2021-2027

리서치사 Bizwit Research & Consulting LLP
발행일 2021년 09월 상품 코드 1027578
페이지 정보 영문
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세계의 자산관리 시장 : 비즈니스 모델, 공급자, 최종 사용자(소매, 부유층), 지역별 시장 규모 조사와 예측(2021-2027년) Global Wealth Management Market Size study, by Business Model Provider End-user (retail, high net worth individuals and Regional Forecasts 2021-2027
발행일 : 2021년 09월 페이지 정보 : 영문

본 상품은 영문 자료로 한글과 영문목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

세계의 자산관리 시장 규모는 2021-2027년의 예측 기간 동안 견실한 성장이 전망되고 있습니다.

자산관리는 부유층 요구에 부응하기 위해 투자와 재무 조언을 결합한 투자 조언 서비스입니다. 구체적으로는 장기적으로 특정 재무 목표를 달성하기 위한 계획 수립, 퇴직 후 생활 설계, 회계·세무 서비스, 상속·법무 계획 등 웰스 서비스 포트폴리오에 따른 접근이 필요합니다. 이 서비스는 전문 자산관리자가 고객에게 펀드 배분을 제안하고 부유층에 제공되는 경우가 많습니다.

자산관리 시장은 핀 테크 서비스 수요가 방해가 될 것으로 예상됩니다. 또한 자산관리 기업 로보 고문 기술의 급속한 도입, 자산관리 상품군 제공에 있어서의 업무 효율성과 투명성 요구 증가, 세계의 부유층 맞춤형 자문 수요 급증 등으로 세계의 자산관리 시장은 개발 단계에 있으며, 높은 성장성이 기대되고 있습니다.

예를 들어, 세계적인 전문 서비스 업체인 Ernst & Young Global Limited가 2019년 발표한 조사에 따르면, 핀 테크 이용률은 향후 3년간 38%에서 45%로 상승할 것으로 예측되고 있습니다. 부자 고객 사이에서는 거의 35%에서 41%의 증가로 성장하여 부자 소비자(HNWI)의 부유층 세그먼트가 상승하게 되었습니다.

세계의 자산관리(Wealth Management) 시장을 조사했으며, 시장 개요, 시장 성장 요인 및 저해 요인 분석, 시장 기회, 비즈니스 모델 제공자, 최종 사용자, 지역별 시장 규모 추이 및 예측, 경쟁 상황, 주요 기업 프로필 등 체계적인 정보를 제공합니다.

목차

제1장 개요

제2장 시장 정의와 범위

제3장 시장 역학

  • 시장 영향 분석(2019-2027년)

제4장 산업 분석

  • 포터의 5세력 모형
  • PEST 분석
  • 투자 채용 모델
  • 애널리스트 권장 사항과 결론

제5장 비즈니스 모델별

  • 시장 스냅
  • 성능 : 잠재 분석
  • 시장 규모 예측 : 2018-2027년(1 조 달러 단위)
  • 하위 부문 분석
    • 휴먼 자문
    • 로보 자문
    • 하이브리드 자문

제6장 공급자별

  • 시장 스냅
  • 성능 : 잠재 분석
  • 시장 규모 예측 : 2018-2027년(1 조 달러 단위)
  • 하위 부문 분석
    • 핀 테크 어드바이저
    • 은행
    • 기존 웰스 매니저
    • 기타

제7장 최종 사용자별

  • 시장 스냅
  • 성능 : 잠재 분석
  • 시장 규모 예측 : 2018-2027년(1 조 달러 단위)
  • 하위 부문 분석
    • 소매
    • 부유층(HNI)

제8장 지역 분석

  • 지역 시장 스냅샷
  • 북미
    • 미국
    • 캐나다
  • 유럽 스냅샷
    • 영국
    • 독일
    • 프랑스
    • 스페인
    • 이탈리아
    • 기타 유럽
  • 아시아태평양 지역 스냅샷
    • 중국
    • 인도
    • 일본
    • 호주
    • 한국
    • 기타 아시아태평양 지역
  • 라틴아메리카 스냅샷
    • 브라질
    • 멕시코
  • 기타 지역

제9장 경쟁 정보

  • 최고 시장 전략
  • 기업 프로필
    • Bank of America Corporation
    • BNP Paribas
    • Charles Schwab & Co. Inc.
    • Citigroup Inc.
    • Credit Suisse Group AG
    • Goldman Sachs
    • JP Morgan Chase & Co.
    • Julius Baer Group
    • Morgan Stanley
    • UBS

제10장 조사 과정

NJH 21.09.28

LIST OF TABLES

  • TABLE 1. Global Wealth Management Market , report scope
  • TABLE 2. Global Wealth Management Market estimates & forecasts by Region 2018-2027 (USD Trillion)
  • TABLE 3. Global Wealth Management Market estimates & forecasts by Business Model 2018-2027 (USD Trillion)
  • TABLE 4. Global Wealth Management Market estimates & forecasts by Provider 2018-2027 (USD Trillion)
  • TABLE 5. Global Wealth Management Market estimates & forecasts by End-user 2018-2027 (USD Trillion)
  • TABLE 6. Global Wealth Management Market by segment, estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 7. Global Wealth Management Market by region, estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 8. Global Wealth Management Market by segment, estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 9. Global Wealth Management Market by region, estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 10. Global Wealth Management Market by segment, estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 11. Global Wealth Management Market by region, estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 12. Global Wealth Management Market by segment, estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 13. Global Wealth Management Market by region, estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 14. Global Wealth Management Market by segment, estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 15. Global Wealth Management Market by region, estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 16. U.S. Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 17. U.S. Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 18. U.S. Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 19. Canada Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 20. Canada Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 21. Canada Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 22. UK Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 23. UK Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 24. UK Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 25. Germany Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 26. Germany Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 27. Germany Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 28. RoE Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 29. RoE Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 30. RoE Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 31. China Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 32. China Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 33. China Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 34. India Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 35. India Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 36. India Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 37. Japan Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 38. Japan Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 39. Japan Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 40. RoAPAC Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 41. RoAPAC Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 42. RoAPAC Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 43. Brazil Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 44. Brazil Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 45. Brazil Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 46. Mexico Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 47. Mexico Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 48. Mexico Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 49. RoLA Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 50. RoLA Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 51. RoLA Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 52. Row Wealth Management Market estimates & forecasts, 2018-2027 (USD Trillion)
  • TABLE 53. Row Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 54. Row Wealth Management Market estimates & forecasts by segment 2018-2027 (USD Trillion)
  • TABLE 55. List of secondary sources, used in the study of global Wealth Management Market
  • TABLE 56. List of primary sources, used in the study of global Wealth Management Market
  • TABLE 57. Years considered for the study
  • TABLE 58. Exchange rates considered

LIST OF FIGURES

List of figures

  • FIG 1. Global Wealth Management Market , research methodology
  • FIG 2. Global Wealth Management Market , market estimation techniques
  • FIG 3. Global market size estimates & forecast methods
  • FIG 4. Global Wealth Management Market , key trends 2020
  • FIG 5. Global Wealth Management Market , growth prospects 2021-2027
  • FIG 6. Global Wealth Management Market , porters 5 force model
  • FIG 7. Global Wealth Management Market , pest analysis
  • FIG 8. Global Wealth Management Market , value chain analysis
  • FIG 9. Global Wealth Management Market by segment, 2018 & 2027 (USD Trillion)
  • FIG 10. Global Wealth Management Market by segment, 2018 & 2027 (USD Trillion)
  • FIG 11. Global Wealth Management Market by segment, 2018 & 2027 (USD Trillion)
  • FIG 12. Global Wealth Management Market by segment, 2018 & 2027 (USD Trillion)
  • FIG 13. Global Wealth Management Market by segment, 2018 & 2027 (USD Trillion)
  • FIG 14. Global Wealth Management Market , regional snapshot 2018 & 2027
  • FIG 15. North America Wealth Management Market 2018 & 2027 (USD Trillion)
  • FIG 16. Europe Wealth Management Market 2018 & 2027 (USD Trillion)
  • FIG 17. Asia pacific Wealth Management Market 2018 & 2027 (USD Trillion)
  • FIG 18. Latin America Wealth Management Market 2018 & 2027 (USD Trillion)
  • FIG 19. Global Wealth Management Market , company market share analysis (2020)

Global Wealth Management Market is valued approximately USD XX trillion in 2020 and is anticipated to grow with a healthy growth rate of more than XX% over the forecast period 2021-2027. Wealth management is an investment advisory service that combines investing and financial advice to meet the demands of high-net-worth individuals. It entails developing plans to attain specific financial objectives over time, retirement planning, accounting and tax services, estate and legal planning, and generally delivering a tailored approach under the wealth services portfolio. These services are often provided to high-net-worth individuals (HNIs) who have a professional wealth manager who makes fund allocation recommendations to the clients. Furthermore, the market for wealth management is anticipated to be hindered by growing demand for Fintech services. Furthermore, due to the rapid adoption of robo-advisor technology among wealth management firms, the rise in demand for operational efficiency and transparency in providing wealth management product lines, and the surge in demand for customized advisory among high-net-worth individuals globally, the global wealth management market is in its developing phase and has a high growth potential. For instance, a research published in 2019 by Ernst & Young Global Limited, a global professional services firm, predicted that FinTech usage will rise from 38 percent to 45 percent in the following three years. With almost 35% increase among mass affluent customers and 41% growth among high-net-worth individuals, this growth will raise wealth segment among mass affluent consumers (HNWI).

The main regions of Asia Pacific, North America, Europe, Latin America, and the Rest of the World are included in the geographical analysis of the worldwide Wealth Management market. North America led the market in 2020, and this wealth management market trend is likely to continue over the forecast period. This is due to the existence of a large number of high-net-worth people and increased rivalry among banks such as UBS, Morgan Stanley, and Bank of America Corporation to provide the best possible service to its clients. In North America, this is a key growth factor for wealth management services. However, Asia-Pacific is anticipated to expand at the fastest CAGR throughout the projection period, as numerous high-net-worth and ultra-high-net-worth people in the area continue to seek wealth management services.

Major market player included in this report are:

Bank of America Corporation

BNP Paribas

Charles Schwab & Co. Inc.

Citigroup Inc.

Credit Suisse Group AG

Goldman Sachs

JP Morgan Chase & Co.

Julius Baer Group

Morgan Stanley

UBS

The objective of the study is to define market sizes of different segments & countries in recent years and to forecast the values to the coming eight years. The report is designed to incorporate both qualitative and quantitative aspects of the industry within each of the regions and countries involved in the study. Furthermore, the report also caters the detailed information about the crucial aspects such as driving factors & challenges which will define the future growth of the market. Additionally, the report shall also incorporate available opportunities in micro markets for stakeholders to invest along with the detailed analysis of competitive landscape and Mode of Operation offerings of key players. The detailed segments and sub-segment of the market are explained below:

By Business Model:

Human advisory

Robo advisory

Hybrid advisory

By Provider:

Fintech advisors

Banks

Traditional wealth managers

Others

By End-user:

Retail

High net worth individuals (HNIs)

By Region:

North America

U.S.

Canada

Europe

UK

Germany

France

Spain

Italy

ROE

Asia Pacific

China

India

Japan

Australia

South Korea

RoAPAC

Latin America

Brazil

Mexico

Rest of the World

Furthermore, years considered for the study are as follows:

Historical year - 2018, 2019

Base year - 2020

Forecast period - 2021 to 2027

Target Audience of the Global Wealth Management Market in Market Study:

Key Consulting Companies & Advisors

Large, medium-sized, and small enterprises

Venture capitalists

Value-Added Resellers (VARs)

Third-party knowledge providers

Investment bankers

Investors

Table of Contents

Chapter 1. Executive Summary

  • 1.1. Market Snapshot
  • 1.2. Global & Segmental Market Estimates & Forecasts, 2019-2027 (USD Trillion)
    • 1.2.1. Wealth Management Market, by Region, 2019-2027 (USD Trillion)
    • 1.2.2. Wealth Management Market, by Business Model, 2019-2027 (USD Trillion)
    • 1.2.3. Wealth Management Market, by Provider, 2019-2027 (USD Trillion)
    • 1.2.4. Wealth Management Market, by End-user, 2019-2027 (USD Trillion)
  • 1.3. Key Trends
  • 1.4. Estimation Methodology
  • 1.5. Research Assumption

Chapter 2. Global Wealth Management Market Definition and Scope

  • 2.1. Objective of the Study
  • 2.2. Market Definition & Scope
    • 2.2.1. Scope of the Study
    • 2.2.2. Industry Evolution
  • 2.3. Years Considered for the Study
  • 2.4. Currency Conversion Rates

Chapter 3. Global Wealth Management Market Dynamics

  • 3.1. Wealth Management Market Impact Analysis (2019-2027)
    • 3.1.1. Market Drivers
      • 3.1.1.1. Increasing demand for wealth management business models
      • 3.1.1.2. Emergence of FinTechs
      • 3.1.1.3. Rising demand for alternative investment
    • 3.1.2. Market Challenges
      • 3.1.2.1. Lack of pricing transparency
      • 3.1.2.2. Conflicting regulations across different jurisdictions
    • 3.1.3. Market Opportunities
      • 3.1.3.1. Advancement in technology
      • 3.1.3.2. Untapped potential of developing countries

Chapter 4. Global Wealth Management Market Industry Analysis

  • 4.1. Porter's 5 Force Model
    • 4.1.1. Bargaining Power of Suppliers
    • 4.1.2. Bargaining Power of Buyers
    • 4.1.3. Threat of New Entrants
    • 4.1.4. Threat of Substitutes
    • 4.1.5. Competitive Rivalry
    • 4.1.6. Futuristic Approach to Porter's 5 Force Model (2018-2027)
  • 4.2. PEST Analysis
    • 4.2.1. Political
    • 4.2.2. Economical
    • 4.2.3. Social
    • 4.2.4. Technological
  • 4.3. Investment Adoption Model
  • 4.4. Analyst Recommendation & Conclusion

Chapter 5. Global Wealth Management Market, by Business Model

  • 5.1. Market Snapshot
  • 5.2. Global Wealth Management Market by Business Model, Performance - Potential Analysis
  • 5.3. Global Wealth Management Market Estimates & Forecasts by Business Model 2018-2027 (USD Trillion)
  • 5.4. Wealth Management Market, Sub Segment Analysis
    • 5.4.1. Human advisory
    • 5.4.2. Robo advisory
    • 5.4.3. Hybrid advisory

Chapter 6. Global Wealth Management Market, by Provider,

  • 6.1. Market Snapshot
  • 6.2. Global Wealth Management Market by Provider, Performance-Potential Analysis
  • 6.3. Global Wealth Management Market Estimates & Forecasts by Provider, 2018-2027 (USD Trillion)
  • 6.4. Wealth Management Market, Sub Segment Analysis
    • 6.4.1. FinTech Advisors
    • 6.4.2. Banks
    • 6.4.3. Traditional wealth managers
    • 6.4.4. Others

Chapter 7. Global Wealth Management Market, by End-user,

  • 7.1. Market Snapshot
  • 7.2. Global Wealth Management Market by End-user, Performance-Potential Analysis
  • 7.3. Global Wealth Management Market Estimates & Forecasts by End-user, 2018-2027 (USD Trillion)
  • 7.4. Wealth Management Market, Sub Segment Analysis
    • 7.4.1. Retail
    • 7.4.2. High net worth individuals (HNIs)

Chapter 8. Global Wealth Management Market, Regional Analysis

  • 8.1. Wealth Management Market, Regional Market Snapshot
  • 8.2. North America Wealth Management Market
    • 8.2.1. U.S. Wealth Management Market
      • 8.2.1.1. Business Model breakdown estimates & forecasts, 2018-2027
      • 8.2.1.2. End-user breakdown estimates & forecasts, 2018-2027
      • 8.2.1.3. Provider breakdown estimates & forecasts, 2018-2027
    • 8.2.2. Canada Wealth Management Market
  • 8.3. Europe Wealth Management Market Snapshot
    • 8.3.1. U.K. Wealth Management Market
    • 8.3.2. Germany Wealth Management Market
    • 8.3.3. France Wealth Management Market
    • 8.3.4. Spain Wealth Management Market
    • 8.3.5. Italy Wealth Management Market
    • 8.3.6. Rest of Europe Wealth Management Market
  • 8.4. Asia-Pacific Wealth Management Market Snapshot
    • 8.4.1. China Wealth Management Market
    • 8.4.2. India Wealth Management Market
    • 8.4.3. Japan Wealth Management Market
    • 8.4.4. Australia Wealth Management Market
    • 8.4.5. South Korea Wealth Management Market
    • 8.4.6. Rest of Asia Pacific Wealth Management Market
  • 8.5. Latin America Wealth Management Market Snapshot
    • 8.5.1. Brazil Wealth Management Market
    • 8.5.2. Mexico Wealth Management Market
  • 8.6. Rest of The World Wealth Management Market

Chapter 9. Competitive Intelligence

  • 9.1. Top Market Strategies
  • 9.2. Company Profiles
    • 9.2.1. Bank of America Corporation
      • 9.2.1.1. Key Information
      • 9.2.1.2. Overview
      • 9.2.1.3. Financial (Subject to Data Availability)
      • 9.2.1.4. Form Summary
      • 9.2.1.5. Recent Developments
    • 9.2.2. BNP Paribas
    • 9.2.3. Charles Schwab & Co. Inc.
    • 9.2.4. Citigroup Inc.
    • 9.2.5. Credit Suisse Group AG
    • 9.2.6. Goldman Sachs
    • 9.2.7. JP Morgan Chase & Co.
    • 9.2.8. Julius Baer Group
    • 9.2.9. Morgan Stanley
    • 9.2.10. UBS

Chapter 10. Research Process

  • 10.1. Research Process
    • 10.1.1. Data Mining
    • 10.1.2. Analysis
    • 10.1.3. Market Estimation
    • 10.1.4. Validation
    • 10.1.5. Publishing
  • 10.2. Research Attributes
  • 10.3. Research Assumption
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