ウェルス・マネジメントの世界市場 2023-2027Global Wealth Management Market 2023-2027 ウェルスマネジメントの世界市場 2023-2027 ウェルスマネジメント市場は、2022年から2027年にかけて3,255億6,000万米ドルの成長を遂げ、予測期間中のCAGRは7.02%で加速すると予測されています。当レポートでは、... もっと見る
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サマリーウェルスマネジメントの世界市場 2023-2027ウェルスマネジメント市場は、2022年から2027年にかけて3,255億6,000万米ドルの成長を遂げ、予測期間中のCAGRは7.02%で加速すると予測されています。当レポートでは、ウェルスマネジメント市場の全体的な分析、市場規模と予測、動向、成長促進要因、課題に加え、約25のベンダーを網羅したベンダー分析を掲載しています。 当レポートでは、現在の市場シナリオ、最新動向と促進要因、市場環境全体に関する最新分析を提供しています。世界的なHNIの増加、ベンダーによる多様なウェルスマネジメントサービスの導入、政府によるオルタナティブ投資支援に対する需要の高まりなどが市場を牽引しています。 Technavioのウェルスマネジメント市場は以下のようにセグメント化されている: 事業セグメント別 - ヒューマンアドバイザリー - ハイブリッドアドバイザリー - ロボアドバイザリー エンドユーザー別 - 銀行 - 商社・取引所 - 投資運用会社 - 証券会社 - その他 地域別 - 北米 - アジア太平洋 - 欧州 - 南米 - 中東・アフリカ 本調査では、今後数年間のウェルス・マネジメント市場の成長を促進する主な要因の一つとして、注目される市場の技術的進歩を挙げている。また、持続可能な投資への注目の高まりや、ウェルス・マネジメントの機会を生み出す人口動態の変化は、市場の大きな需要につながるだろう。 当レポートでは、ウェルスマネジメント市場について以下の分野をカバーしています: - ウェルスマネジメント市場の規模 - 資産管理市場の予測 - ウェルスマネジメント市場の産業分析 本レポートでは、ウェルスマネジメント市場の主要ベンダー(Allianz SE、Bank of America Corp.、BlackRock Inc.、BNP Paribas SA、Citigroup Inc.、FMR LLC、Fiserv Inc、FMR LLC、Fiserv Inc.、HSBC Holdings Plc、JPモルガン・チェース・アンド・カンパニー、ジュリアス・ベア・グループ・リミテッド、モルガン・スタンレー、ワン・ワム・リミテッド、ピクテ・グループ・エンティティズ、プライスウォーターハウスクーパースLLP、ステート・ストリート・コーポレーション、チャールズ・シュワブ・コーポレーション、ゴールドマン・サックス・グループ・インク、バンガード・グループ・インク、UBSグループAG、ウェルズ・ファーゴ・アンド・カンパニーなどである。また、ウェルスマネジメント市場分析レポートには、市場成長に影響を与える今後の動向や課題に関する情報も含まれています。これは、企業が戦略を練り、来るべき成長機会をすべて活用するのに役立つものです。 本調査は、業界の主要参加者からのインプットを含め、一次情報と二次情報を客観的に組み合わせて実施しました。本レポートには、主要ベンダーの分析に加え、包括的な市場およびベンダーランドスケープが含まれています。本レポートの詳細については、https://www.technavio.com/report/wealth-management-market-industry-analysis をご覧ください。 当出版社では、利益、価格、競争、プロモーションなどの主要パラメータの分析により、複数の情報源からのデータを調査、統合、要約する方法で、市場の詳細なイメージを提示しています。また、主要な業界インフルエンサーを特定することで、市場の様々な側面を提示しています。提示されるデータは包括的で信頼性が高く、一次および二次にわたる広範な調査の結果です。市場調査レポートは、正確な市場成長を予測するために、完全な競争環境と、質的・量的調査を用いた綿密なベンダー選定方法と分析を提供します。 目次• 1 Executive Summaryo 1.1 Market overview o Exhibit 01: Executive Summary - Chart on Market Overview o Exhibit 02: Executive Summary - Data Table on Market Overview o Exhibit 03: Executive Summary - Chart on Global Market Characteristics o Exhibit 04: Executive Summary - Chart on Market By Geographical Landscape o Exhibit 05: Executive Summary - Chart on Market Segmentation by Business Segment o Exhibit 06: Executive Summary - Chart on Market Segmentation by End-user o Exhibit 07: Executive Summary - Chart on Incremental Growth o Exhibit 08: Executive Summary - Data Table on Incremental Growth o Exhibit 09: Executive Summary - Chart on Vendor Market Positioning • 2 Market Landscape o 2.1 Market ecosystem o Exhibit 10: Parent market o Exhibit 11: Market Characteristics • 3 Market Sizing o 3.1 Market definition o Exhibit 12: Offerings of vendors included in the market definition o 3.2 Market segment analysis o Exhibit 13: Market segments o 3.3 Market size 2022 o 3.4 Market outlook: Forecast for 2022-2027 o Exhibit 14: Chart on Global - Market size and forecast 2022-2027 ($ billion) o Exhibit 15: Data Table on Global - Market size and forecast 2022-2027 ($ billion) o Exhibit 16: Chart on Global Market: Year-over-year growth 2022-2027 (%) o Exhibit 17: Data Table on Global Market: Year-over-year growth 2022-2027 (%) • 4 Historic Market Size o 4.1 Global wealth management market 2017 - 2021 o Exhibit 18: Historic Market Size - Data Table on global wealth management market 2017 - 2021 ($ billion) o 4.2 Business Segment Segment Analysis 2017 - 2021 o Exhibit 19: Historic Market Size - Business Segment Segment 2017 - 2021 ($ billion) o 4.3 End-user Segment Analysis 2017 - 2021 o Exhibit 20: Historic Market Size - End-user Segment 2017 - 2021 ($ billion) o 4.4 Geography Segment Analysis 2017 - 2021 o Exhibit 21: Historic Market Size - Geography Segment 2017 - 2021 ($ billion) o 4.5 Country Segment Analysis 2017 - 2021 o Exhibit 22: Historic Market Size - Country Segment 2017 - 2021 ($ billion) • 5 Five Forces Analysis o 5.1 Five forces summary o Exhibit 23: Five forces analysis - Comparison between 2022 and 2027 o 5.2 Bargaining power of buyers o Exhibit 24: Chart on Bargaining power of buyers - Impact of key factors 2022 and 2027 o 5.3 Bargaining power of suppliers o Exhibit 25: Bargaining power of suppliers - Impact of key factors in 2022 and 2027 o 5.4 Threat of new entrants o Exhibit 26: Threat of new entrants - Impact of key factors in 2022 and 2027 o 5.5 Threat of substitutes o Exhibit 27: Threat of substitutes - Impact of key factors in 2022 and 2027 o 5.6 Threat of rivalry o Exhibit 28: Threat of rivalry - Impact of key factors in 2022 and 2027 o 5.7 Market condition o Exhibit 29: Chart on Market condition - Five forces 2022 and 2027 • 6 Market Segmentation by Business Segment o 6.1 Market segments o Exhibit 30: Chart on Market Segmentation by Business Segment - Market share 2022-2027 (%) o Exhibit 31: Data Table on Market Segmentation by Business Segment - Market share 2022-2027 (%) o 6.2 Comparison by Market Segmentation by Business Segment o Exhibit 32: Chart on Comparison by Market Segmentation by Business Segment o Exhibit 33: Data Table on Comparison by Market Segmentation by Business Segment o 6.3 Human advisory - Market size and forecast 2022-2027 o Exhibit 34: Chart on Human advisory - Market size and forecast 2022-2027 ($ billion) o Exhibit 35: Data Table on Human advisory - Market size and forecast 2022-2027 ($ billion) o Exhibit 36: Chart on Human advisory - Year-over-year growth 2022-2027 (%) o Exhibit 37: Data Table on Human advisory - Year-over-year growth 2022-2027 (%) o 6.4 Hybrid advisory - Market size and forecast 2022-2027 o Exhibit 38: Chart on Hybrid advisory - Market size and forecast 2022-2027 ($ billion) o Exhibit 39: Data Table on Hybrid advisory - Market size and forecast 2022-2027 ($ billion) o Exhibit 40: Chart on Hybrid advisory - Year-over-year growth 2022-2027 (%) o Exhibit 41: Data Table on Hybrid advisory - Year-over-year growth 2022-2027 (%) o 6.5 Robo advisory - Market size and forecast 2022-2027 o Exhibit 42: Chart on Robo advisory - Market size and forecast 2022-2027 ($ billion) o Exhibit 43: Data Table on Robo advisory - Market size and forecast 2022-2027 ($ billion) o Exhibit 44: Chart on Robo advisory - Year-over-year growth 2022-2027 (%) o Exhibit 45: Data Table on Robo advisory - Year-over-year growth 2022-2027 (%) o 6.6 Market opportunity by Market Segmentation by Business Segment o Exhibit 46: Market opportunity by Market Segmentation by Business Segment ($ billion) o Exhibit 47: Data Table on Market opportunity by Market Segmentation by Business Segment ($ billion) • 7 Market Segmentation by End-user o 7.1 Market segments o Exhibit 48: Chart on End-user - Market share 2022-2027 (%) o Exhibit 49: Data Table on End-user - Market share 2022-2027 (%) o 7.2 Comparison by End-user o Exhibit 50: Chart on Comparison by End-user o Exhibit 51: Data Table on Comparison by End-user o 7.3 Banks - Market size and forecast 2022-2027 o Exhibit 52: Chart on Banks - Market size and forecast 2022-2027 ($ billion) o Exhibit 53: Data Table on Banks - Market size and forecast 2022-2027 ($ billion) o Exhibit 54: Chart on Banks - Year-over-year growth 2022-2027 (%) o Exhibit 55: Data Table on Banks - Year-over-year growth 2022-2027 (%) o 7.4 Trading and exchange firms - Market size and forecast 2022-2027 o Exhibit 56: Chart on Trading and exchange firms - Market size and forecast 2022-2027 ($ billion) o Exhibit 57: Data Table on Trading and exchange firms - Market size and forecast 2022-2027 ($ billion) o Exhibit 58: Chart on Trading and exchange firms - Year-over-year growth 2022-2027 (%) o Exhibit 59: Data Table on Trading and exchange firms - Year-over-year growth 2022-2027 (%) o 7.5 Investment management firms - Market size and forecast 2022-2027 o Exhibit 60: Chart on Investment management firms - Market size and forecast 2022-2027 ($ billion) o Exhibit 61: Data Table on Investment management firms - Market size and forecast 2022-2027 ($ billion) o Exhibit 62: Chart on Investment management firms - Year-over-year growth 2022-2027 (%) o Exhibit 63: Data Table on Investment management firms - Year-over-year growth 2022-2027 (%) o 7.6 Brokerage firms - Market size and forecast 2022-2027 o Exhibit 64: Chart on Brokerage firms - Market size and forecast 2022-2027 ($ billion) o Exhibit 65: Data Table on Brokerage firms - Market size and forecast 2022-2027 ($ billion) o Exhibit 66: Chart on Brokerage firms - Year-over-year growth 2022-2027 (%) o Exhibit 67: Data Table on Brokerage firms - Year-over-year growth 2022-2027 (%) o 7.7 Others - Market size and forecast 2022-2027 o Exhibit 68: Chart on Others - Market size and forecast 2022-2027 ($ billion) o Exhibit 69: Data Table on Others - Market size and forecast 2022-2027 ($ billion) o Exhibit 70: Chart on Others - Year-over-year growth 2022-2027 (%) o Exhibit 71: Data Table on Others - Year-over-year growth 2022-2027 (%) o 7.8 Market opportunity by End-user o Exhibit 72: Market opportunity by End-user ($ billion) o Exhibit 73: Data Table on Market opportunity by End-user ($ billion) • 8 Customer Landscape o 8.1 Customer landscape overview o Exhibit 74: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria • 9 Geographic Landscape o 9.1 Geographic segmentation o Exhibit 75: Chart on Market share By Geographical Landscape 2022-2027 (%) o Exhibit 76: Data Table on Market share By Geographical Landscape 2022-2027 (%) o 9.2 Geographic comparison o Exhibit 77: Chart on Geographic comparison o Exhibit 78: Data Table on Geographic comparison o 9.3 North America - Market size and forecast 2022-2027 o Exhibit 79: Chart on North America - Market size and forecast 2022-2027 ($ billion) o Exhibit 80: Data Table on North America - Market size and forecast 2022-2027 ($ billion) o Exhibit 81: Chart on North America - Year-over-year growth 2022-2027 (%) o Exhibit 82: Data Table on North America - Year-over-year growth 2022-2027 (%) o 9.4 APAC - Market size and forecast 2022-2027 o Exhibit 83: Chart on APAC - Market size and forecast 2022-2027 ($ billion) o Exhibit 84: Data Table on APAC - Market size and forecast 2022-2027 ($ billion) o Exhibit 85: Chart on APAC - Year-over-year growth 2022-2027 (%) o Exhibit 86: Data Table on APAC - Year-over-year growth 2022-2027 (%) o 9.5 Europe - Market size and forecast 2022-2027 o Exhibit 87: Chart on Europe - Market size and forecast 2022-2027 ($ billion) o Exhibit 88: Data Table on Europe - Market size and forecast 2022-2027 ($ billion) o Exhibit 89: Chart on Europe - Year-over-year growth 2022-2027 (%) o Exhibit 90: Data Table on Europe - Year-over-year growth 2022-2027 (%) o 9.6 South America - Market size and forecast 2022-2027 o Exhibit 91: Chart on South America - Market size and forecast 2022-2027 ($ billion) o Exhibit 92: Data Table on South America - Market size and forecast 2022-2027 ($ billion) o Exhibit 93: Chart on South America - Year-over-year growth 2022-2027 (%) o Exhibit 94: Data Table on South America - Year-over-year growth 2022-2027 (%) o 9.7 Middle East and Africa - Market size and forecast 2022-2027 o Exhibit 95: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ billion) o Exhibit 96: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ billion) o Exhibit 97: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%) o Exhibit 98: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%) o 9.8 US - Market size and forecast 2022-2027 o Exhibit 99: Chart on US - Market size and forecast 2022-2027 ($ billion) o Exhibit 100: Data Table on US - Market size and forecast 2022-2027 ($ billion) o Exhibit 101: Chart on US - Year-over-year growth 2022-2027 (%) o Exhibit 102: Data Table on US - Year-over-year growth 2022-2027 (%) o 9.9 China - Market size and forecast 2022-2027 o Exhibit 103: Chart on China - Market size and forecast 2022-2027 ($ billion) o Exhibit 104: Data Table on China - Market size and forecast 2022-2027 ($ billion) o Exhibit 105: Chart on China - Year-over-year growth 2022-2027 (%) o Exhibit 106: Data Table on China - Year-over-year growth 2022-2027 (%) o 9.10 Japan - Market size and forecast 2022-2027 o Exhibit 107: Chart on Japan - Market size and forecast 2022-2027 ($ billion) o Exhibit 108: Data Table on Japan - Market size and forecast 2022-2027 ($ billion) o Exhibit 109: Chart on Japan - Year-over-year growth 2022-2027 (%) o Exhibit 110: Data Table on Japan - Year-over-year growth 2022-2027 (%) o 9.11 Germany - Market size and forecast 2022-2027 o Exhibit 111: Chart on Germany - Market size and forecast 2022-2027 ($ billion) o Exhibit 112: Data Table on Germany - Market size and forecast 2022-2027 ($ billion) o Exhibit 113: Chart on Germany - Year-over-year growth 2022-2027 (%) o Exhibit 114: Data Table on Germany - Year-over-year growth 2022-2027 (%) o 9.12 France - Market size and forecast 2022-2027 o Exhibit 115: Chart on France - Market size and forecast 2022-2027 ($ billion) o Exhibit 116: Data Table on France - Market size and forecast 2022-2027 ($ billion) o Exhibit 117: Chart on France - Year-over-year growth 2022-2027 (%) o Exhibit 118: Data Table on France - Year-over-year growth 2022-2027 (%) o 9.13 Market opportunity By Geographical Landscape o Exhibit 119: Market opportunity By Geographical Landscape ($ billion) o Exhibit 120: Data Tables on Market opportunity By Geographical Landscape ($ billion) • 10 Drivers, Challenges, and Trends o 10.1 Market drivers o 10.2 Market challenges o 10.3 Impact of drivers and challenges o Exhibit 121: Impact of drivers and challenges in 2022 and 2027 o 10.4 Market trends • 11 Vendor Landscape o 11.1 Overview o 11.2 Vendor landscape o Exhibit 122: Overview on Criticality of inputs and Factors of differentiation o 11.3 Landscape disruption o Exhibit 123: Overview on factors of disruption o 11.4 Industry risks o Exhibit 124: Impact of key risks on business • 12 Vendor Analysis o 12.1 Vendors covered o Exhibit 125: Vendors covered o 12.2 Market positioning of vendors o Exhibit 126: Matrix on vendor position and classification o 12.3 Allianz SE o Exhibit 127: Allianz SE - Overview o Exhibit 128: Allianz SE - Business segments o Exhibit 129: Allianz SE - Key news o Exhibit 130: Allianz SE - Key offerings o Exhibit 131: Allianz SE - Segment focus o 12.4 Bank of America Corp. o Exhibit 132: Bank of America Corp. - Overview o Exhibit 133: Bank of America Corp. - Business segments o Exhibit 134: Bank of America Corp. - Key news o Exhibit 135: Bank of America Corp. - Key offerings o Exhibit 136: Bank of America Corp. - Segment focus o 12.5 BlackRock Inc. o Exhibit 137: BlackRock Inc. - Overview o Exhibit 138: BlackRock Inc. - Product / Service o Exhibit 139: BlackRock Inc. - Key offerings o 12.6 BNP Paribas SA o Exhibit 140: BNP Paribas SA - Overview o Exhibit 141: BNP Paribas SA - Business segments o Exhibit 142: BNP Paribas SA - Key offerings o Exhibit 143: BNP Paribas SA - Segment focus o 12.7 Citigroup Inc. o Exhibit 144: Citigroup Inc. - Overview o Exhibit 145: Citigroup Inc. - Business segments o Exhibit 146: Citigroup Inc. - Key offerings o Exhibit 147: Citigroup Inc. - Segment focus o 12.8 FMR LLC o Exhibit 148: FMR LLC - Overview o Exhibit 149: FMR LLC - Product / Service o Exhibit 150: FMR LLC - Key offerings o 12.9 JPMorgan Chase and Co. o Exhibit 151: JPMorgan Chase and Co. - Overview o Exhibit 152: JPMorgan Chase and Co. - Business segments o Exhibit 153: JPMorgan Chase and Co. - Key offerings o Exhibit 154: JPMorgan Chase and Co. - Segment focus o 12.10 Julius Baer Group Ltd. o Exhibit 155: Julius Baer Group Ltd. - Overview o Exhibit 156: Julius Baer Group Ltd. - Product / Service o Exhibit 157: Julius Baer Group Ltd. - Key offerings o 12.11 Morgan Stanley o Exhibit 158: Morgan Stanley - Overview o Exhibit 159: Morgan Stanley - Business segments o Exhibit 160: Morgan Stanley - Key offerings o Exhibit 161: Morgan Stanley - Segment focus o 12.12 PricewaterhouseCoopers LLP o Exhibit 162: PricewaterhouseCoopers LLP - Overview o Exhibit 163: PricewaterhouseCoopers LLP - Product / Service o Exhibit 164: PricewaterhouseCoopers LLP - Key offerings o 12.13 State Street Corp. o Exhibit 165: State Street Corp. - Overview o Exhibit 166: State Street Corp. - Business segments o Exhibit 167: State Street Corp. - Key offerings o Exhibit 168: State Street Corp. - Segment focus o 12.14 The Charles Schwab Corp. o Exhibit 169: The Charles Schwab Corp. - Overview o Exhibit 170: The Charles Schwab Corp. - Business segments o Exhibit 171: The Charles Schwab Corp. - Key offerings o Exhibit 172: The Charles Schwab Corp. - Segment focus o 12.15 The Goldman Sachs Group Inc. o Exhibit 173: The Goldman Sachs Group Inc. - Overview o Exhibit 174: The Goldman Sachs Group Inc. - Business segments o Exhibit 175: The Goldman Sachs Group Inc. - Key news o Exhibit 176: The Goldman Sachs Group Inc. - Key offerings o Exhibit 177: The Goldman Sachs Group Inc. - Segment focus o 12.16 The Vanguard Group Inc. o Exhibit 178: The Vanguard Group Inc. - Overview o Exhibit 179: The Vanguard Group Inc. - Product / Service o Exhibit 180: The Vanguard Group Inc. - Key offerings o 12.17 UBS Group AG o Exhibit 181: UBS Group AG - Overview o Exhibit 182: UBS Group AG - Business segments o Exhibit 183: UBS Group AG - Key offerings o Exhibit 184: UBS Group AG - Segment focus • 13 Appendix o 13.1 Scope of the report o 13.2 Inclusions and exclusions checklist o Exhibit 185: Inclusions checklist o Exhibit 186: Exclusions checklist o 13.3 Currency conversion rates for US$ o Exhibit 187: Currency conversion rates for US$ o 13.4 Research methodology o Exhibit 188: Research methodology o Exhibit 189: Validation techniques employed for market sizing o Exhibit 190: Information sources o 13.5 List of abbreviations o Exhibit 191: List of abbreviations Exhibits: Exhibits1: Executive Summary - Chart on Market Overview Exhibits2: Executive Summary - Data Table on Market Overview Exhibits3: Executive Summary - Chart on Global Market Characteristics Exhibits4: Executive Summary - Chart on Market By Geographical Landscape Exhibits5: Executive Summary - Chart on Market Segmentation by Business Segment Exhibits6: Executive Summary - Chart on Market Segmentation by End-user Exhibits7: Executive Summary - Chart on Incremental Growth Exhibits8: Executive Summary - Data Table on Incremental Growth Exhibits9: Executive Summary - Chart on Vendor Market Positioning Exhibits10: Parent market Exhibits11: Market Characteristics Exhibits12: Offerings of vendors included in the market definition Exhibits13: Market segments Exhibits14: Chart on Global - Market size and forecast 2022-2027 ($ billion) Exhibits15: Data Table on Global - Market size and forecast 2022-2027 ($ billion) Exhibits16: Chart on Global Market: Year-over-year growth 2022-2027 (%) Exhibits17: Data Table on Global Market: Year-over-year growth 2022-2027 (%) Exhibits18: Historic Market Size - Data Table on global wealth management market 2017 - 2021 ($ billion) Exhibits19: Historic Market Size - Business Segment Segment 2017 - 2021 ($ billion) Exhibits20: Historic Market Size - End-user Segment 2017 - 2021 ($ billion) Exhibits21: Historic Market Size - Geography Segment 2017 - 2021 ($ billion) Exhibits22: Historic Market Size - Country Segment 2017 - 2021 ($ billion) Exhibits23: Five forces analysis - Comparison between 2022 and 2027 Exhibits24: Chart on Bargaining power of buyers - Impact of key factors 2022 and 2027 Exhibits25: Bargaining power of suppliers - Impact of key factors in 2022 and 2027 Exhibits26: Threat of new entrants - Impact of key factors in 2022 and 2027 Exhibits27: Threat of substitutes - Impact of key factors in 2022 and 2027 Exhibits28: Threat of rivalry - Impact of key factors in 2022 and 2027 Exhibits29: Chart on Market condition - Five forces 2022 and 2027 Exhibits30: Chart on Market Segmentation by Business Segment - Market share 2022-2027 (%) Exhibits31: Data Table on Market Segmentation by Business Segment - Market share 2022-2027 (%) Exhibits32: Chart on Comparison by Market Segmentation by Business Segment Exhibits33: Data Table on Comparison by Market Segmentation by Business Segment Exhibits34: Chart on Human advisory - Market size and forecast 2022-2027 ($ billion) Exhibits35: Data Table on Human advisory - Market size and forecast 2022-2027 ($ billion) Exhibits36: Chart on Human advisory - Year-over-year growth 2022-2027 (%) Exhibits37: Data Table on Human advisory - Year-over-year growth 2022-2027 (%) Exhibits38: Chart on Hybrid advisory - Market size and forecast 2022-2027 ($ billion) Exhibits39: Data Table on Hybrid advisory - Market size and forecast 2022-2027 ($ billion) Exhibits40: Chart on Hybrid advisory - Year-over-year growth 2022-2027 (%) Exhibits41: Data Table on Hybrid advisory - Year-over-year growth 2022-2027 (%) Exhibits42: Chart on Robo advisory - Market size and forecast 2022-2027 ($ billion) Exhibits43: Data Table on Robo advisory - Market size and forecast 2022-2027 ($ billion) Exhibits44: Chart on Robo advisory - Year-over-year growth 2022-2027 (%) Exhibits45: Data Table on Robo advisory - Year-over-year growth 2022-2027 (%) Exhibits46: Market opportunity by Market Segmentation by Business Segment ($ billion) Exhibits47: Data Table on Market opportunity by Market Segmentation by Business Segment ($ billion) Exhibits48: Chart on End-user - Market share 2022-2027 (%) Exhibits49: Data Table on End-user - Market share 2022-2027 (%) Exhibits50: Chart on Comparison by End-user Exhibits51: Data Table on Comparison by End-user Exhibits52: Chart on Banks - Market size and forecast 2022-2027 ($ billion) Exhibits53: Data Table on Banks - Market size and forecast 2022-2027 ($ billion) Exhibits54: Chart on Banks - Year-over-year growth 2022-2027 (%) Exhibits55: Data Table on Banks - Year-over-year growth 2022-2027 (%) Exhibits56: Chart on Trading and exchange firms - Market size and forecast 2022-2027 ($ billion) Exhibits57: Data Table on Trading and exchange firms - Market size and forecast 2022-2027 ($ billion) Exhibits58: Chart on Trading and exchange firms - Year-over-year growth 2022-2027 (%) Exhibits59: Data Table on Trading and exchange firms - Year-over-year growth 2022-2027 (%) Exhibits60: Chart on Investment management firms - Market size and forecast 2022-2027 ($ billion) Exhibits61: Data Table on Investment management firms - Market size and forecast 2022-2027 ($ billion) Exhibits62: Chart on Investment management firms - Year-over-year growth 2022-2027 (%) Exhibits63: Data Table on Investment management firms - Year-over-year growth 2022-2027 (%) Exhibits64: Chart on Brokerage firms - Market size and forecast 2022-2027 ($ billion) Exhibits65: Data Table on Brokerage firms - Market size and forecast 2022-2027 ($ billion) Exhibits66: Chart on Brokerage firms - Year-over-year growth 2022-2027 (%) Exhibits67: Data Table on Brokerage firms - Year-over-year growth 2022-2027 (%) Exhibits68: Chart on Others - Market size and forecast 2022-2027 ($ billion) Exhibits69: Data Table on Others - Market size and forecast 2022-2027 ($ billion) Exhibits70: Chart on Others - Year-over-year growth 2022-2027 (%) Exhibits71: Data Table on Others - Year-over-year growth 2022-2027 (%) Exhibits72: Market opportunity by End-user ($ billion) Exhibits73: Data Table on Market opportunity by End-user ($ billion) Exhibits74: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria Exhibits75: Chart on Market share By Geographical Landscape 2022-2027 (%) Exhibits76: Data Table on Market share By Geographical Landscape 2022-2027 (%) Exhibits77: Chart on Geographic comparison Exhibits78: Data Table on Geographic comparison Exhibits79: Chart on North America - Market size and forecast 2022-2027 ($ billion) Exhibits80: Data Table on North America - Market size and forecast 2022-2027 ($ billion) Exhibits81: Chart on North America - Year-over-year growth 2022-2027 (%) Exhibits82: Data Table on North America - Year-over-year growth 2022-2027 (%) Exhibits83: Chart on APAC - Market size and forecast 2022-2027 ($ billion) Exhibits84: Data Table on APAC - Market size and forecast 2022-2027 ($ billion) Exhibits85: Chart on APAC - Year-over-year growth 2022-2027 (%) Exhibits86: Data Table on APAC - Year-over-year growth 2022-2027 (%) Exhibits87: Chart on Europe - Market size and forecast 2022-2027 ($ billion) Exhibits88: Data Table on Europe - Market size and forecast 2022-2027 ($ billion) Exhibits89: Chart on Europe - Year-over-year growth 2022-2027 (%) Exhibits90: Data Table on Europe - Year-over-year growth 2022-2027 (%) Exhibits91: Chart on South America - Market size and forecast 2022-2027 ($ billion) Exhibits92: Data Table on South America - Market size and forecast 2022-2027 ($ billion) Exhibits93: Chart on South America - Year-over-year growth 2022-2027 (%) Exhibits94: Data Table on South America - Year-over-year growth 2022-2027 (%) Exhibits95: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ billion) Exhibits96: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ billion) Exhibits97: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%) Exhibits98: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%) Exhibits99: Chart on US - Market size and forecast 2022-2027 ($ billion) Exhibits100: Data Table on US - Market size and forecast 2022-2027 ($ billion) Exhibits101: Chart on US - Year-over-year growth 2022-2027 (%) Exhibits102: Data Table on US - Year-over-year growth 2022-2027 (%) Exhibits103: Chart on China - Market size and forecast 2022-2027 ($ billion) Exhibits104: Data Table on China - Market size and forecast 2022-2027 ($ billion) Exhibits105: Chart on China - Year-over-year growth 2022-2027 (%) Exhibits106: Data Table on China - Year-over-year growth 2022-2027 (%) Exhibits107: Chart on Japan - Market size and forecast 2022-2027 ($ billion) Exhibits108: Data Table on Japan - Market size and forecast 2022-2027 ($ billion) Exhibits109: Chart on Japan - Year-over-year growth 2022-2027 (%) Exhibits110: Data Table on Japan - Year-over-year growth 2022-2027 (%) Exhibits111: Chart on Germany - Market size and forecast 2022-2027 ($ billion) Exhibits112: Data Table on Germany - Market size and forecast 2022-2027 ($ billion) Exhibits113: Chart on Germany - Year-over-year growth 2022-2027 (%) Exhibits114: Data Table on Germany - Year-over-year growth 2022-2027 (%) Exhibits115: Chart on France - Market size and forecast 2022-2027 ($ billion) Exhibits116: Data Table on France - Market size and forecast 2022-2027 ($ billion) Exhibits117: Chart on France - Year-over-year growth 2022-2027 (%) Exhibits118: Data Table on France - Year-over-year growth 2022-2027 (%) Exhibits119: Market opportunity By Geographical Landscape ($ billion) Exhibits120: Data Tables on Market opportunity By Geographical Landscape ($ billion) Exhibits121: Impact of drivers and challenges in 2022 and 2027 Exhibits122: Overview on Criticality of inputs and Factors of differentiation Exhibits123: Overview on factors of disruption Exhibits124: Impact of key risks on business Exhibits125: Vendors covered Exhibits126: Matrix on vendor position and classification Exhibits127: Allianz SE - Overview Exhibits128: Allianz SE - Business segments Exhibits129: Allianz SE - Key news Exhibits130: Allianz SE - Key offerings Exhibits131: Allianz SE - Segment focus Exhibits132: Bank of America Corp. - Overview Exhibits133: Bank of America Corp. - Business segments Exhibits134: Bank of America Corp. - Key news Exhibits135: Bank of America Corp. - Key offerings Exhibits136: Bank of America Corp. - Segment focus Exhibits137: BlackRock Inc. - Overview Exhibits138: BlackRock Inc. - Product / Service Exhibits139: BlackRock Inc. - Key offerings Exhibits140: BNP Paribas SA - Overview Exhibits141: BNP Paribas SA - Business segments Exhibits142: BNP Paribas SA - Key offerings Exhibits143: BNP Paribas SA - Segment focus Exhibits144: Citigroup Inc. - Overview Exhibits145: Citigroup Inc. - Business segments Exhibits146: Citigroup Inc. - Key offerings Exhibits147: Citigroup Inc. - Segment focus Exhibits148: FMR LLC - Overview Exhibits149: FMR LLC - Product / Service Exhibits150: FMR LLC - Key offerings Exhibits151: JPMorgan Chase and Co. - Overview Exhibits152: JPMorgan Chase and Co. - Business segments Exhibits153: JPMorgan Chase and Co. - Key offerings Exhibits154: JPMorgan Chase and Co. - Segment focus Exhibits155: Julius Baer Group Ltd. - Overview Exhibits156: Julius Baer Group Ltd. - Product / Service Exhibits157: Julius Baer Group Ltd. - Key offerings Exhibits158: Morgan Stanley - Overview Exhibits159: Morgan Stanley - Business segments Exhibits160: Morgan Stanley - Key offerings Exhibits161: Morgan Stanley - Segment focus Exhibits162: PricewaterhouseCoopers LLP - Overview Exhibits163: PricewaterhouseCoopers LLP - Product / Service Exhibits164: PricewaterhouseCoopers LLP - Key offerings Exhibits165: State Street Corp. - Overview Exhibits166: State Street Corp. - Business segments Exhibits167: State Street Corp. - Key offerings Exhibits168: State Street Corp. - Segment focus Exhibits169: The Charles Schwab Corp. - Overview Exhibits170: The Charles Schwab Corp. - Business segments Exhibits171: The Charles Schwab Corp. - Key offerings Exhibits172: The Charles Schwab Corp. - Segment focus Exhibits173: The Goldman Sachs Group Inc. - Overview Exhibits174: The Goldman Sachs Group Inc. - Business segments Exhibits175: The Goldman Sachs Group Inc. - Key news Exhibits176: The Goldman Sachs Group Inc. - Key offerings Exhibits177: The Goldman Sachs Group Inc. - Segment focus Exhibits178: The Vanguard Group Inc. - Overview Exhibits179: The Vanguard Group Inc. - Product / Service Exhibits180: The Vanguard Group Inc. - Key offerings Exhibits181: UBS Group AG - Overview Exhibits182: UBS Group AG - Business segments Exhibits183: UBS Group AG - Key offerings Exhibits184: UBS Group AG - Segment focus Exhibits185: Inclusions checklist Exhibits186: Exclusions checklist Exhibits187: Currency conversion rates for US$ Exhibits188: Research methodology Exhibits189: Validation techniques employed for market sizing Exhibits190: Information sources Exhibits191: List of abbreviations
SummaryGlobal Wealth Management Market 2023-2027 Table of Contents• 1 Executive Summaryo 1.1 Market overview o Exhibit 01: Executive Summary - Chart on Market Overview o Exhibit 02: Executive Summary - Data Table on Market Overview o Exhibit 03: Executive Summary - Chart on Global Market Characteristics o Exhibit 04: Executive Summary - Chart on Market By Geographical Landscape o Exhibit 05: Executive Summary - Chart on Market Segmentation by Business Segment o Exhibit 06: Executive Summary - Chart on Market Segmentation by End-user o Exhibit 07: Executive Summary - Chart on Incremental Growth o Exhibit 08: Executive Summary - Data Table on Incremental Growth o Exhibit 09: Executive Summary - Chart on Vendor Market Positioning • 2 Market Landscape o 2.1 Market ecosystem o Exhibit 10: Parent market o Exhibit 11: Market Characteristics • 3 Market Sizing o 3.1 Market definition o Exhibit 12: Offerings of vendors included in the market definition o 3.2 Market segment analysis o Exhibit 13: Market segments o 3.3 Market size 2022 o 3.4 Market outlook: Forecast for 2022-2027 o Exhibit 14: Chart on Global - Market size and forecast 2022-2027 ($ billion) o Exhibit 15: Data Table on Global - Market size and forecast 2022-2027 ($ billion) o Exhibit 16: Chart on Global Market: Year-over-year growth 2022-2027 (%) o Exhibit 17: Data Table on Global Market: Year-over-year growth 2022-2027 (%) • 4 Historic Market Size o 4.1 Global wealth management market 2017 - 2021 o Exhibit 18: Historic Market Size - Data Table on global wealth management market 2017 - 2021 ($ billion) o 4.2 Business Segment Segment Analysis 2017 - 2021 o Exhibit 19: Historic Market Size - Business Segment Segment 2017 - 2021 ($ billion) o 4.3 End-user Segment Analysis 2017 - 2021 o Exhibit 20: Historic Market Size - End-user Segment 2017 - 2021 ($ billion) o 4.4 Geography Segment Analysis 2017 - 2021 o Exhibit 21: Historic Market Size - Geography Segment 2017 - 2021 ($ billion) o 4.5 Country Segment Analysis 2017 - 2021 o Exhibit 22: Historic Market Size - Country Segment 2017 - 2021 ($ billion) • 5 Five Forces Analysis o 5.1 Five forces summary o Exhibit 23: Five forces analysis - Comparison between 2022 and 2027 o 5.2 Bargaining power of buyers o Exhibit 24: Chart on Bargaining power of buyers - Impact of key factors 2022 and 2027 o 5.3 Bargaining power of suppliers o Exhibit 25: Bargaining power of suppliers - Impact of key factors in 2022 and 2027 o 5.4 Threat of new entrants o Exhibit 26: Threat of new entrants - Impact of key factors in 2022 and 2027 o 5.5 Threat of substitutes o Exhibit 27: Threat of substitutes - Impact of key factors in 2022 and 2027 o 5.6 Threat of rivalry o Exhibit 28: Threat of rivalry - Impact of key factors in 2022 and 2027 o 5.7 Market condition o Exhibit 29: Chart on Market condition - Five forces 2022 and 2027 • 6 Market Segmentation by Business Segment o 6.1 Market segments o Exhibit 30: Chart on Market Segmentation by Business Segment - Market share 2022-2027 (%) o Exhibit 31: Data Table on Market Segmentation by Business Segment - Market share 2022-2027 (%) o 6.2 Comparison by Market Segmentation by Business Segment o Exhibit 32: Chart on Comparison by Market Segmentation by Business Segment o Exhibit 33: Data Table on Comparison by Market Segmentation by Business Segment o 6.3 Human advisory - Market size and forecast 2022-2027 o Exhibit 34: Chart on Human advisory - Market size and forecast 2022-2027 ($ billion) o Exhibit 35: Data Table on Human advisory - Market size and forecast 2022-2027 ($ billion) o Exhibit 36: Chart on Human advisory - Year-over-year growth 2022-2027 (%) o Exhibit 37: Data Table on Human advisory - Year-over-year growth 2022-2027 (%) o 6.4 Hybrid advisory - Market size and forecast 2022-2027 o Exhibit 38: Chart on Hybrid advisory - Market size and forecast 2022-2027 ($ billion) o Exhibit 39: Data Table on Hybrid advisory - Market size and forecast 2022-2027 ($ billion) o Exhibit 40: Chart on Hybrid advisory - Year-over-year growth 2022-2027 (%) o Exhibit 41: Data Table on Hybrid advisory - Year-over-year growth 2022-2027 (%) o 6.5 Robo advisory - Market size and forecast 2022-2027 o Exhibit 42: Chart on Robo advisory - Market size and forecast 2022-2027 ($ billion) o Exhibit 43: Data Table on Robo advisory - Market size and forecast 2022-2027 ($ billion) o Exhibit 44: Chart on Robo advisory - Year-over-year growth 2022-2027 (%) o Exhibit 45: Data Table on Robo advisory - Year-over-year growth 2022-2027 (%) o 6.6 Market opportunity by Market Segmentation by Business Segment o Exhibit 46: Market opportunity by Market Segmentation by Business Segment ($ billion) o Exhibit 47: Data Table on Market opportunity by Market Segmentation by Business Segment ($ billion) • 7 Market Segmentation by End-user o 7.1 Market segments o Exhibit 48: Chart on End-user - Market share 2022-2027 (%) o Exhibit 49: Data Table on End-user - Market share 2022-2027 (%) o 7.2 Comparison by End-user o Exhibit 50: Chart on Comparison by End-user o Exhibit 51: Data Table on Comparison by End-user o 7.3 Banks - Market size and forecast 2022-2027 o Exhibit 52: Chart on Banks - Market size and forecast 2022-2027 ($ billion) o Exhibit 53: Data Table on Banks - Market size and forecast 2022-2027 ($ billion) o Exhibit 54: Chart on Banks - Year-over-year growth 2022-2027 (%) o Exhibit 55: Data Table on Banks - Year-over-year growth 2022-2027 (%) o 7.4 Trading and exchange firms - Market size and forecast 2022-2027 o Exhibit 56: Chart on Trading and exchange firms - Market size and forecast 2022-2027 ($ billion) o Exhibit 57: Data Table on Trading and exchange firms - Market size and forecast 2022-2027 ($ billion) o Exhibit 58: Chart on Trading and exchange firms - Year-over-year growth 2022-2027 (%) o Exhibit 59: Data Table on Trading and exchange firms - Year-over-year growth 2022-2027 (%) o 7.5 Investment management firms - Market size and forecast 2022-2027 o Exhibit 60: Chart on Investment management firms - Market size and forecast 2022-2027 ($ billion) o Exhibit 61: Data Table on Investment management firms - Market size and forecast 2022-2027 ($ billion) o Exhibit 62: Chart on Investment management firms - Year-over-year growth 2022-2027 (%) o Exhibit 63: Data Table on Investment management firms - Year-over-year growth 2022-2027 (%) o 7.6 Brokerage firms - Market size and forecast 2022-2027 o Exhibit 64: Chart on Brokerage firms - Market size and forecast 2022-2027 ($ billion) o Exhibit 65: Data Table on Brokerage firms - Market size and forecast 2022-2027 ($ billion) o Exhibit 66: Chart on Brokerage firms - Year-over-year growth 2022-2027 (%) o Exhibit 67: Data Table on Brokerage firms - Year-over-year growth 2022-2027 (%) o 7.7 Others - Market size and forecast 2022-2027 o Exhibit 68: Chart on Others - Market size and forecast 2022-2027 ($ billion) o Exhibit 69: Data Table on Others - Market size and forecast 2022-2027 ($ billion) o Exhibit 70: Chart on Others - Year-over-year growth 2022-2027 (%) o Exhibit 71: Data Table on Others - Year-over-year growth 2022-2027 (%) o 7.8 Market opportunity by End-user o Exhibit 72: Market opportunity by End-user ($ billion) o Exhibit 73: Data Table on Market opportunity by End-user ($ billion) • 8 Customer Landscape o 8.1 Customer landscape overview o Exhibit 74: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria • 9 Geographic Landscape o 9.1 Geographic segmentation o Exhibit 75: Chart on Market share By Geographical Landscape 2022-2027 (%) o Exhibit 76: Data Table on Market share By Geographical Landscape 2022-2027 (%) o 9.2 Geographic comparison o Exhibit 77: Chart on Geographic comparison o Exhibit 78: Data Table on Geographic comparison o 9.3 North America - Market size and forecast 2022-2027 o Exhibit 79: Chart on North America - Market size and forecast 2022-2027 ($ billion) o Exhibit 80: Data Table on North America - Market size and forecast 2022-2027 ($ billion) o Exhibit 81: Chart on North America - Year-over-year growth 2022-2027 (%) o Exhibit 82: Data Table on North America - Year-over-year growth 2022-2027 (%) o 9.4 APAC - Market size and forecast 2022-2027 o Exhibit 83: Chart on APAC - Market size and forecast 2022-2027 ($ billion) o Exhibit 84: Data Table on APAC - Market size and forecast 2022-2027 ($ billion) o Exhibit 85: Chart on APAC - Year-over-year growth 2022-2027 (%) o Exhibit 86: Data Table on APAC - Year-over-year growth 2022-2027 (%) o 9.5 Europe - Market size and forecast 2022-2027 o Exhibit 87: Chart on Europe - Market size and forecast 2022-2027 ($ billion) o Exhibit 88: Data Table on Europe - Market size and forecast 2022-2027 ($ billion) o Exhibit 89: Chart on Europe - Year-over-year growth 2022-2027 (%) o Exhibit 90: Data Table on Europe - Year-over-year growth 2022-2027 (%) o 9.6 South America - Market size and forecast 2022-2027 o Exhibit 91: Chart on South America - Market size and forecast 2022-2027 ($ billion) o Exhibit 92: Data Table on South America - Market size and forecast 2022-2027 ($ billion) o Exhibit 93: Chart on South America - Year-over-year growth 2022-2027 (%) o Exhibit 94: Data Table on South America - Year-over-year growth 2022-2027 (%) o 9.7 Middle East and Africa - Market size and forecast 2022-2027 o Exhibit 95: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ billion) o Exhibit 96: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ billion) o Exhibit 97: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%) o Exhibit 98: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%) o 9.8 US - Market size and forecast 2022-2027 o Exhibit 99: Chart on US - Market size and forecast 2022-2027 ($ billion) o Exhibit 100: Data Table on US - Market size and forecast 2022-2027 ($ billion) o Exhibit 101: Chart on US - Year-over-year growth 2022-2027 (%) o Exhibit 102: Data Table on US - Year-over-year growth 2022-2027 (%) o 9.9 China - Market size and forecast 2022-2027 o Exhibit 103: Chart on China - Market size and forecast 2022-2027 ($ billion) o Exhibit 104: Data Table on China - Market size and forecast 2022-2027 ($ billion) o Exhibit 105: Chart on China - Year-over-year growth 2022-2027 (%) o Exhibit 106: Data Table on China - Year-over-year growth 2022-2027 (%) o 9.10 Japan - Market size and forecast 2022-2027 o Exhibit 107: Chart on Japan - Market size and forecast 2022-2027 ($ billion) o Exhibit 108: Data Table on Japan - Market size and forecast 2022-2027 ($ billion) o Exhibit 109: Chart on Japan - Year-over-year growth 2022-2027 (%) o Exhibit 110: Data Table on Japan - Year-over-year growth 2022-2027 (%) o 9.11 Germany - Market size and forecast 2022-2027 o Exhibit 111: Chart on Germany - Market size and forecast 2022-2027 ($ billion) o Exhibit 112: Data Table on Germany - Market size and forecast 2022-2027 ($ billion) o Exhibit 113: Chart on Germany - Year-over-year growth 2022-2027 (%) o Exhibit 114: Data Table on Germany - Year-over-year growth 2022-2027 (%) o 9.12 France - Market size and forecast 2022-2027 o Exhibit 115: Chart on France - Market size and forecast 2022-2027 ($ billion) o Exhibit 116: Data Table on France - Market size and forecast 2022-2027 ($ billion) o Exhibit 117: Chart on France - Year-over-year growth 2022-2027 (%) o Exhibit 118: Data Table on France - Year-over-year growth 2022-2027 (%) o 9.13 Market opportunity By Geographical Landscape o Exhibit 119: Market opportunity By Geographical Landscape ($ billion) o Exhibit 120: Data Tables on Market opportunity By Geographical Landscape ($ billion) • 10 Drivers, Challenges, and Trends o 10.1 Market drivers o 10.2 Market challenges o 10.3 Impact of drivers and challenges o Exhibit 121: Impact of drivers and challenges in 2022 and 2027 o 10.4 Market trends • 11 Vendor Landscape o 11.1 Overview o 11.2 Vendor landscape o Exhibit 122: Overview on Criticality of inputs and Factors of differentiation o 11.3 Landscape disruption o Exhibit 123: Overview on factors of disruption o 11.4 Industry risks o Exhibit 124: Impact of key risks on business • 12 Vendor Analysis o 12.1 Vendors covered o Exhibit 125: Vendors covered o 12.2 Market positioning of vendors o Exhibit 126: Matrix on vendor position and classification o 12.3 Allianz SE o Exhibit 127: Allianz SE - Overview o Exhibit 128: Allianz SE - Business segments o Exhibit 129: Allianz SE - Key news o Exhibit 130: Allianz SE - Key offerings o Exhibit 131: Allianz SE - Segment focus o 12.4 Bank of America Corp. o Exhibit 132: Bank of America Corp. - Overview o Exhibit 133: Bank of America Corp. - Business segments o Exhibit 134: Bank of America Corp. - Key news o Exhibit 135: Bank of America Corp. - Key offerings o Exhibit 136: Bank of America Corp. - Segment focus o 12.5 BlackRock Inc. o Exhibit 137: BlackRock Inc. - Overview o Exhibit 138: BlackRock Inc. - Product / Service o Exhibit 139: BlackRock Inc. - Key offerings o 12.6 BNP Paribas SA o Exhibit 140: BNP Paribas SA - Overview o Exhibit 141: BNP Paribas SA - Business segments o Exhibit 142: BNP Paribas SA - Key offerings o Exhibit 143: BNP Paribas SA - Segment focus o 12.7 Citigroup Inc. o Exhibit 144: Citigroup Inc. - Overview o Exhibit 145: Citigroup Inc. - Business segments o Exhibit 146: Citigroup Inc. - Key offerings o Exhibit 147: Citigroup Inc. - Segment focus o 12.8 FMR LLC o Exhibit 148: FMR LLC - Overview o Exhibit 149: FMR LLC - Product / Service o Exhibit 150: FMR LLC - Key offerings o 12.9 JPMorgan Chase and Co. o Exhibit 151: JPMorgan Chase and Co. - Overview o Exhibit 152: JPMorgan Chase and Co. - Business segments o Exhibit 153: JPMorgan Chase and Co. - Key offerings o Exhibit 154: JPMorgan Chase and Co. - Segment focus o 12.10 Julius Baer Group Ltd. o Exhibit 155: Julius Baer Group Ltd. - Overview o Exhibit 156: Julius Baer Group Ltd. - Product / Service o Exhibit 157: Julius Baer Group Ltd. - Key offerings o 12.11 Morgan Stanley o Exhibit 158: Morgan Stanley - Overview o Exhibit 159: Morgan Stanley - Business segments o Exhibit 160: Morgan Stanley - Key offerings o Exhibit 161: Morgan Stanley - Segment focus o 12.12 PricewaterhouseCoopers LLP o Exhibit 162: PricewaterhouseCoopers LLP - Overview o Exhibit 163: PricewaterhouseCoopers LLP - Product / Service o Exhibit 164: PricewaterhouseCoopers LLP - Key offerings o 12.13 State Street Corp. o Exhibit 165: State Street Corp. - Overview o Exhibit 166: State Street Corp. - Business segments o Exhibit 167: State Street Corp. - Key offerings o Exhibit 168: State Street Corp. - Segment focus o 12.14 The Charles Schwab Corp. o Exhibit 169: The Charles Schwab Corp. - Overview o Exhibit 170: The Charles Schwab Corp. - Business segments o Exhibit 171: The Charles Schwab Corp. - Key offerings o Exhibit 172: The Charles Schwab Corp. - Segment focus o 12.15 The Goldman Sachs Group Inc. o Exhibit 173: The Goldman Sachs Group Inc. - Overview o Exhibit 174: The Goldman Sachs Group Inc. - Business segments o Exhibit 175: The Goldman Sachs Group Inc. - Key news o Exhibit 176: The Goldman Sachs Group Inc. - Key offerings o Exhibit 177: The Goldman Sachs Group Inc. - Segment focus o 12.16 The Vanguard Group Inc. o Exhibit 178: The Vanguard Group Inc. - Overview o Exhibit 179: The Vanguard Group Inc. - Product / Service o Exhibit 180: The Vanguard Group Inc. - Key offerings o 12.17 UBS Group AG o Exhibit 181: UBS Group AG - Overview o Exhibit 182: UBS Group AG - Business segments o Exhibit 183: UBS Group AG - Key offerings o Exhibit 184: UBS Group AG - Segment focus • 13 Appendix o 13.1 Scope of the report o 13.2 Inclusions and exclusions checklist o Exhibit 185: Inclusions checklist o Exhibit 186: Exclusions checklist o 13.3 Currency conversion rates for US$ o Exhibit 187: Currency conversion rates for US$ o 13.4 Research methodology o Exhibit 188: Research methodology o Exhibit 189: Validation techniques employed for market sizing o Exhibit 190: Information sources o 13.5 List of abbreviations o Exhibit 191: List of abbreviations Exhibits: Exhibits1: Executive Summary - Chart on Market Overview Exhibits2: Executive Summary - Data Table on Market Overview Exhibits3: Executive Summary - Chart on Global Market Characteristics Exhibits4: Executive Summary - Chart on Market By Geographical Landscape Exhibits5: Executive Summary - Chart on Market Segmentation by Business Segment Exhibits6: Executive Summary - Chart on Market Segmentation by End-user Exhibits7: Executive Summary - Chart on Incremental Growth Exhibits8: Executive Summary - Data Table on Incremental Growth Exhibits9: Executive Summary - Chart on Vendor Market Positioning Exhibits10: Parent market Exhibits11: Market Characteristics Exhibits12: Offerings of vendors included in the market definition Exhibits13: Market segments Exhibits14: Chart on Global - Market size and forecast 2022-2027 ($ billion) Exhibits15: Data Table on Global - Market size and forecast 2022-2027 ($ billion) Exhibits16: Chart on Global Market: Year-over-year growth 2022-2027 (%) Exhibits17: Data Table on Global Market: Year-over-year growth 2022-2027 (%) Exhibits18: Historic Market Size - Data Table on global wealth management market 2017 - 2021 ($ billion) Exhibits19: Historic Market Size - Business Segment Segment 2017 - 2021 ($ billion) Exhibits20: Historic Market Size - End-user Segment 2017 - 2021 ($ billion) Exhibits21: Historic Market Size - Geography Segment 2017 - 2021 ($ billion) Exhibits22: Historic Market Size - Country Segment 2017 - 2021 ($ billion) Exhibits23: Five forces analysis - Comparison between 2022 and 2027 Exhibits24: Chart on Bargaining power of buyers - Impact of key factors 2022 and 2027 Exhibits25: Bargaining power of suppliers - Impact of key factors in 2022 and 2027 Exhibits26: Threat of new entrants - Impact of key factors in 2022 and 2027 Exhibits27: Threat of substitutes - Impact of key factors in 2022 and 2027 Exhibits28: Threat of rivalry - Impact of key factors in 2022 and 2027 Exhibits29: Chart on Market condition - Five forces 2022 and 2027 Exhibits30: Chart on Market Segmentation by Business Segment - Market share 2022-2027 (%) Exhibits31: Data Table on Market Segmentation by Business Segment - Market share 2022-2027 (%) Exhibits32: Chart on Comparison by Market Segmentation by Business Segment Exhibits33: Data Table on Comparison by Market Segmentation by Business Segment Exhibits34: Chart on Human advisory - Market size and forecast 2022-2027 ($ billion) Exhibits35: Data Table on Human advisory - Market size and forecast 2022-2027 ($ billion) Exhibits36: Chart on Human advisory - Year-over-year growth 2022-2027 (%) Exhibits37: Data Table on Human advisory - Year-over-year growth 2022-2027 (%) Exhibits38: Chart on Hybrid advisory - Market size and forecast 2022-2027 ($ billion) Exhibits39: Data Table on Hybrid advisory - Market size and forecast 2022-2027 ($ billion) Exhibits40: Chart on Hybrid advisory - Year-over-year growth 2022-2027 (%) Exhibits41: Data Table on Hybrid advisory - Year-over-year growth 2022-2027 (%) Exhibits42: Chart on Robo advisory - Market size and forecast 2022-2027 ($ billion) Exhibits43: Data Table on Robo advisory - Market size and forecast 2022-2027 ($ billion) Exhibits44: Chart on Robo advisory - Year-over-year growth 2022-2027 (%) Exhibits45: Data Table on Robo advisory - Year-over-year growth 2022-2027 (%) Exhibits46: Market opportunity by Market Segmentation by Business Segment ($ billion) Exhibits47: Data Table on Market opportunity by Market Segmentation by Business Segment ($ billion) Exhibits48: Chart on End-user - Market share 2022-2027 (%) Exhibits49: Data Table on End-user - Market share 2022-2027 (%) Exhibits50: Chart on Comparison by End-user Exhibits51: Data Table on Comparison by End-user Exhibits52: Chart on Banks - Market size and forecast 2022-2027 ($ billion) Exhibits53: Data Table on Banks - Market size and forecast 2022-2027 ($ billion) Exhibits54: Chart on Banks - Year-over-year growth 2022-2027 (%) Exhibits55: Data Table on Banks - Year-over-year growth 2022-2027 (%) Exhibits56: Chart on Trading and exchange firms - Market size and forecast 2022-2027 ($ billion) Exhibits57: Data Table on Trading and exchange firms - Market size and forecast 2022-2027 ($ billion) Exhibits58: Chart on Trading and exchange firms - Year-over-year growth 2022-2027 (%) Exhibits59: Data Table on Trading and exchange firms - Year-over-year growth 2022-2027 (%) Exhibits60: Chart on Investment management firms - Market size and forecast 2022-2027 ($ billion) Exhibits61: Data Table on Investment management firms - Market size and forecast 2022-2027 ($ billion) Exhibits62: Chart on Investment management firms - Year-over-year growth 2022-2027 (%) Exhibits63: Data Table on Investment management firms - Year-over-year growth 2022-2027 (%) Exhibits64: Chart on Brokerage firms - Market size and forecast 2022-2027 ($ billion) Exhibits65: Data Table on Brokerage firms - Market size and forecast 2022-2027 ($ billion) Exhibits66: Chart on Brokerage firms - Year-over-year growth 2022-2027 (%) Exhibits67: Data Table on Brokerage firms - Year-over-year growth 2022-2027 (%) Exhibits68: Chart on Others - Market size and forecast 2022-2027 ($ billion) Exhibits69: Data Table on Others - Market size and forecast 2022-2027 ($ billion) Exhibits70: Chart on Others - Year-over-year growth 2022-2027 (%) Exhibits71: Data Table on Others - Year-over-year growth 2022-2027 (%) Exhibits72: Market opportunity by End-user ($ billion) Exhibits73: Data Table on Market opportunity by End-user ($ billion) Exhibits74: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria Exhibits75: Chart on Market share By Geographical Landscape 2022-2027 (%) Exhibits76: Data Table on Market share By Geographical Landscape 2022-2027 (%) Exhibits77: Chart on Geographic comparison Exhibits78: Data Table on Geographic comparison Exhibits79: Chart on North America - Market size and forecast 2022-2027 ($ billion) Exhibits80: Data Table on North America - Market size and forecast 2022-2027 ($ billion) Exhibits81: Chart on North America - Year-over-year growth 2022-2027 (%) Exhibits82: Data Table on North America - Year-over-year growth 2022-2027 (%) Exhibits83: Chart on APAC - Market size and forecast 2022-2027 ($ billion) Exhibits84: Data Table on APAC - Market size and forecast 2022-2027 ($ billion) Exhibits85: Chart on APAC - Year-over-year growth 2022-2027 (%) Exhibits86: Data Table on APAC - Year-over-year growth 2022-2027 (%) Exhibits87: Chart on Europe - Market size and forecast 2022-2027 ($ billion) Exhibits88: Data Table on Europe - Market size and forecast 2022-2027 ($ billion) Exhibits89: Chart on Europe - Year-over-year growth 2022-2027 (%) Exhibits90: Data Table on Europe - Year-over-year growth 2022-2027 (%) Exhibits91: Chart on South America - Market size and forecast 2022-2027 ($ billion) Exhibits92: Data Table on South America - Market size and forecast 2022-2027 ($ billion) Exhibits93: Chart on South America - Year-over-year growth 2022-2027 (%) Exhibits94: Data Table on South America - Year-over-year growth 2022-2027 (%) Exhibits95: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ billion) Exhibits96: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ billion) Exhibits97: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%) Exhibits98: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%) Exhibits99: Chart on US - Market size and forecast 2022-2027 ($ billion) Exhibits100: Data Table on US - Market size and forecast 2022-2027 ($ billion) Exhibits101: Chart on US - Year-over-year growth 2022-2027 (%) Exhibits102: Data Table on US - Year-over-year growth 2022-2027 (%) Exhibits103: Chart on China - Market size and forecast 2022-2027 ($ billion) Exhibits104: Data Table on China - Market size and forecast 2022-2027 ($ billion) Exhibits105: Chart on China - Year-over-year growth 2022-2027 (%) Exhibits106: Data Table on China - Year-over-year growth 2022-2027 (%) Exhibits107: Chart on Japan - Market size and forecast 2022-2027 ($ billion) Exhibits108: Data Table on Japan - Market size and forecast 2022-2027 ($ billion) Exhibits109: Chart on Japan - Year-over-year growth 2022-2027 (%) Exhibits110: Data Table on Japan - Year-over-year growth 2022-2027 (%) Exhibits111: Chart on Germany - Market size and forecast 2022-2027 ($ billion) Exhibits112: Data Table on Germany - Market size and forecast 2022-2027 ($ billion) Exhibits113: Chart on Germany - Year-over-year growth 2022-2027 (%) Exhibits114: Data Table on Germany - Year-over-year growth 2022-2027 (%) Exhibits115: Chart on France - Market size and forecast 2022-2027 ($ billion) Exhibits116: Data Table on France - Market size and forecast 2022-2027 ($ billion) Exhibits117: Chart on France - Year-over-year growth 2022-2027 (%) Exhibits118: Data Table on France - Year-over-year growth 2022-2027 (%) Exhibits119: Market opportunity By Geographical Landscape ($ billion) Exhibits120: Data Tables on Market opportunity By Geographical Landscape ($ billion) Exhibits121: Impact of drivers and challenges in 2022 and 2027 Exhibits122: Overview on Criticality of inputs and Factors of differentiation Exhibits123: Overview on factors of disruption Exhibits124: Impact of key risks on business Exhibits125: Vendors covered Exhibits126: Matrix on vendor position and classification Exhibits127: Allianz SE - Overview Exhibits128: Allianz SE - Business segments Exhibits129: Allianz SE - Key news Exhibits130: Allianz SE - Key offerings Exhibits131: Allianz SE - Segment focus Exhibits132: Bank of America Corp. - Overview Exhibits133: Bank of America Corp. - Business segments Exhibits134: Bank of America Corp. - Key news Exhibits135: Bank of America Corp. - Key offerings Exhibits136: Bank of America Corp. - Segment focus Exhibits137: BlackRock Inc. - Overview Exhibits138: BlackRock Inc. - Product / Service Exhibits139: BlackRock Inc. - Key offerings Exhibits140: BNP Paribas SA - Overview Exhibits141: BNP Paribas SA - Business segments Exhibits142: BNP Paribas SA - Key offerings Exhibits143: BNP Paribas SA - Segment focus Exhibits144: Citigroup Inc. - Overview Exhibits145: Citigroup Inc. - Business segments Exhibits146: Citigroup Inc. - Key offerings Exhibits147: Citigroup Inc. - Segment focus Exhibits148: FMR LLC - Overview Exhibits149: FMR LLC - Product / Service Exhibits150: FMR LLC - Key offerings Exhibits151: JPMorgan Chase and Co. - Overview Exhibits152: JPMorgan Chase and Co. - Business segments Exhibits153: JPMorgan Chase and Co. - Key offerings Exhibits154: JPMorgan Chase and Co. - Segment focus Exhibits155: Julius Baer Group Ltd. - Overview Exhibits156: Julius Baer Group Ltd. - Product / Service Exhibits157: Julius Baer Group Ltd. - Key offerings Exhibits158: Morgan Stanley - Overview Exhibits159: Morgan Stanley - Business segments Exhibits160: Morgan Stanley - Key offerings Exhibits161: Morgan Stanley - Segment focus Exhibits162: PricewaterhouseCoopers LLP - Overview Exhibits163: PricewaterhouseCoopers LLP - Product / Service Exhibits164: PricewaterhouseCoopers LLP - Key offerings Exhibits165: State Street Corp. - Overview Exhibits166: State Street Corp. - Business segments Exhibits167: State Street Corp. - Key offerings Exhibits168: State Street Corp. - Segment focus Exhibits169: The Charles Schwab Corp. - Overview Exhibits170: The Charles Schwab Corp. - Business segments Exhibits171: The Charles Schwab Corp. - Key offerings Exhibits172: The Charles Schwab Corp. - Segment focus Exhibits173: The Goldman Sachs Group Inc. - Overview Exhibits174: The Goldman Sachs Group Inc. - Business segments Exhibits175: The Goldman Sachs Group Inc. - Key news Exhibits176: The Goldman Sachs Group Inc. - Key offerings Exhibits177: The Goldman Sachs Group Inc. - Segment focus Exhibits178: The Vanguard Group Inc. - Overview Exhibits179: The Vanguard Group Inc. - Product / Service Exhibits180: The Vanguard Group Inc. - Key offerings Exhibits181: UBS Group AG - Overview Exhibits182: UBS Group AG - Business segments Exhibits183: UBS Group AG - Key offerings Exhibits184: UBS Group AG - Segment focus Exhibits185: Inclusions checklist Exhibits186: Exclusions checklist Exhibits187: Currency conversion rates for US$ Exhibits188: Research methodology Exhibits189: Validation techniques employed for market sizing Exhibits190: Information sources Exhibits191: List of abbreviations
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