The Wealth Management Market Overview 2025 report reveals that the market size has grown significantly over the past few years, with projections indicating further expansion.
What are the Historical Growth Trends in the Wealth Management Market?
The Wealth Management Global Market Report 2025 indicates a robust historical growth trend. The market size enhanced significantly in the past years and is set to escalate from $1956.71 billion in 2024 to $2091.45 billion in 2025. This growth signifies a compound annual growth rate (CAGR) of 6.9%.
What are the 2025 Market Projections: Forecasted Size & Growth Rate for the Wealth Management Industry?
The Wealth Management Global Market Report predicts that, by 2029, the wealth management market size will reach a considerable size of $2726.44 billion, growing at a compound annual growth rate (CAGR) of 6.9%.
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What are the Key Growth Drivers Fueling the Wealth Management Market?
The key drivers in the wealth management market are:
• Increasing retiree population and increasing wealth of high-net-worth individuals
• Rising demand for alternative investments and growth in individual investors
• Increase in internet penetration and advancements in technology like artificial intelligence
• Emphasis on customer retention and acquisition through personalized services and strategic partnerships.
Global Market Segmentation: Identifying Major Wealth Management Industry Segments
The wealth management market covered in this report is segmented –
1) By Type Of Asset Class: Equity, Fixed Income, Alternative Assets, Other Asset class
2) By Advisory Mode: Human Advisory, Robo Advisory, Hybrid Advisory
3) By Type Of Wealth Manager: Private Banks, Investment Managers, Full-Service Wealth Managers, Stockbrokers, Other Type of Wealth Manager
3) By Enterprise Size: Large Enterprises, Medium and Small Enterprises
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What are the Emerging Trends Shaping the Future of the Wealth Management Market?
The key trends in the wealth management market are:
• Investment in AI applications for faster customer responses is becoming a dominant trend in the wealth management market.
• Enhancing security capabilities through investing in cybersecurity technologies is emerging as a critical need.
• Offering hybrid services and utilizing robo advice to reduce fund management costs are gaining popularity.
• Emphasis on big data solutions for improved client acquisition, tailored services, ethical investing services, and strategic partnerships is trending.
Who Are the Top Competitors & Leading Players in the Wealth Management Market?
Major companies in the wealth management market are:
• Morgan Stanley
• Bank of America Corporation
• UBS Group AG
• Wells Fargo & Company
• JPMorgan Chase & Co.
• Citigroup Inc.
• HSBC Holdings plc
• The Goldman Sachs Group, Inc.
• Credit Suisse Group AG
• BNP Paribas
• Kotak Wealth Management
• IIFL Wealth Management
• Axis Bank Wealth Management
• Edelweiss Wealth Management
• Angel Broking
• Avendus
• AUM Capital
• KW Wealth Advisors
• Noah Holdings
• AVIC Trust
• CreditEase
• Fosun International Limited
• China Huarong Asset Management Company Limited
• China International Capital Corporation
• Macquarie Asset Management
• Hamilton Wealth Management
• Professional Wealth
• Minchin Moore
• GFM Wealth Advisory
• VISIS Private Wealth
• Samsung Asset Management
• Asset One
• Bank Central Asia
• Dolfin
• Brewin Dolphin
• Canaccord Genuity Wealth Management
• Kingswood Group
• Barclays Wealth Management
• Lloyds Banking Group
• Santander
• AFH Wealth Management
• Devonshire Wealth Management
• Alexander House Financial Services
• St James's Place Wealth Management
• Indosuez Wealth Management
• Societe Generale
• UniCredit
• Intesa Sanpaolo
• Deutsche Bank
• Sparkassen
• Commerzbank
• ING-DiBa
• Arcano Partners
• BS Wealth Management
• Sberbank
• ATON
• Vanguard
• Charles Schwab
• Fidelity
• BNY Mellon Wealth Management
• Northern Trust
• Raymond James Financial
• RBC Wealth Management
• Bessemer Trust
• Longview Wealth Management
• Nicola Wealth
• Steadyhand Investment management
• Triasima Portfolio Management
• WealthBar
• Northwestern Mutual
• Basham Ringe y correa s.c
• Galicia abogadosare
• Edward Jones
• BTG Pactual
• Monet Investimentos
• Quilvest Wealth Management
• Aiva
• Credicorp
• KPMG
• Banco Safra
• NBK Wealth Management
• NOMW Capital
• Middle East Financial Investment Company
• Jadwa Investment
• Arbah Capital
• BMO Global Asset Management
• AtaInvest
• Akbank
• Protiviti
• Al Rajhi Capital
• CI Capital
• Griffon Capital
• Pioneer Wealth Management
• Investec Wealth Management
• Rockfin Wealth Management
• PSG Wealth
• Citadel
• Sanlam Private Wealth
• Nedbank Wealth
• Stone Wealth Management
• Noble Wealth Management (Pty) Ltd
• NFB Private Wealth Management
• NEXUS Investment Solution PLC
• Brenthurst Wealth management
• New Dawn Wealth Management
• Alger
Regional Dominance: Which Area Leads the Global Template Market?
North America was the largest region in the wealth management market in 2024
