Scope of the Report

The report entitled “Global Wealth Management Market: Size, Trends & Forecasts (2018-2022)”, provides analysis of the global wealth management, with detailed analysis of market size and growth. The analysis includes the market by value and by regions. The report also provides the detailed analysis of the global wealth management market value of North America, Europe, Asia Pacific, Latin America and Middle East & Africa regions.

Moreover, the report also assesses the key opportunities in the market and outlines the factors that are and will be driving the growth of the industry. Growth of the overall global wealth management has also been forecasted for the years 2018-2022, taking into consideration the previous growth patterns, the growth drivers and the current and future trends.

Wells Fargo & Company, UBS Group AG, BlackRock, Inc. and Morgan Stanley are some of the key players operating in the global wealth management, whose company profiling has been done in the report. In this segment of the report, business overview, financial overview and business strategies of the companies are provided.

Country Coverage

North America
Europe
Asia Pacific
Latin America
Middle East & Africa

Company Coverage

Wells Fargo & Company
UBS Group AG
BlackRock, Inc.
Morgan Stanley

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 (2018-2022). 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.