Wealth Management Global Market Report 2018

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Wealth Management Global Market Report 2018
Including Portfolio Management Funds, Trusts,
and Other Financial Vehicles Investment
Advice Covering Agricultural Bank of China,
Wells Fargo, BlackRock, Morgan Stanley, Bank of
America
Feb 2018
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  restraints on the market.
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  basis of local data and analysis.
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  research findings
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  developments.
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  for superior strategizing.
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  quality data and analysis
• Gain a global perspective on the development of
  the market.
• Report will be updated with the latest data and
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  order.

Scope Markets Covered Portfolio Management
Funds, Trusts, and Other Financial Vehicles
Investment Advice Companies Mentioned
Agricultural Bank of China, Wells Fargo,
BlackRock, Morgan Stanley, Bank of
America Countries Brazil, China, France,
Germany, India, Italy, Japan, Spain, Russia, UK,
USA and Australia. Regions Asia-Pacific,
Western Europe, Eastern Europe, North America,
South America, Middle East And Africa Time
series Five years historic and forecast. Data
Ratios of market size and growth to related
markets, GDP, Expenditure Per Capita, Wealth
Management Market Indicators Comparison. Data
segmentations Country and regional historic and
forecast data, market share of competitors,
market segments. Sourcing and Referencing Data
and analysis throughout the report is sourced
using end notes.
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Wealth Management Market
Characteristics
The wealth management market comprises
establishments engaged in planning, advising and
managing various kinds of assets. This market
covers financial and investment advice,
retirement planning and legal or estate planning
but excludes accounting and tax services. Market
is the revenue generated from the fees and
commissions levied on the assets being managed.
This market includes brokerage and custodian
charges of the firms. The wealth management
market in this report is segmented into portfolio
management, funds, trusts, and other financial
vehicles and investment advice. Portfolio
Management this comprises entities primarily
engaged in Funds, Trusts, and Other Financial
Vehicles comprises legal entities (i.e., funds,
plans, and/or programs) organized to Investment
advice - comprises entities primarily involved
in In this report market value is defined as
the revenues organizations earn by selling their
goods and services within the specified market,
based on the price at which they sell. Only
goods and services traded between entities are
included.The revenues for a specified geography
are consumption values that is, they are
revenues generated by organizations in the
specified geography within the specified market,
irrespective of where they are produced.
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Wealth Management Market
Historic Growth
The global wealth management market grew from X
billion in 2013 to X billion in 2017 at a
compound annual growth rate (CAGR) of X. The
chart and table below shows the year-on-year
growth of the global wealth management market
during 2013 2017.
Drivers of the Market Restraints on the Market
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Wealth Management Market Forecast Growth
The global wealth management market is expected
to grow from X billion in 2017 to 1461.5
billion in 2021 at a compound annual growth rate
(CAGR) of X. Strong forecasted growth for
wealth management services can be attributed to
increasing wealth in developing countries such
as India and China. The chart and table below
shows the year-on-year growth of the global
wealth management market during 2017 - 2021.
Drivers of the Market Restraints on the Market
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Wealth Management Market Segmentation
The chart and table below shows the split of the
wealth management market in 2017.
The total market value for wealth management was
X billion in 2017. The markets that are covered
include Portfolio Management Funds, Trusts, and
Other Financial Vehicles Investment
Advice. Portfolio Management was the x largest
segment in the wealth management market with X
share of the market. The market value for the
portfolio management was x billion in
2017. Funds, Trusts, and Other Financial Vehicles
made up around X share of the market. The
market value for the funds, trusts, and other
financial vehicles was x billion in 2017.
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Wealth Management Market Regional And Country
Analysis
The Asia Pacific was the x largest region in the
wealth management market in 2017, wealth
management for X billion or X market
share. North America was the x largest region in
the wealth management accounting for X billion
or X market share. Europe was the x largest
region in the wealth management accounting for X
billion or X market share.
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Wealth Management Market
Competitive Landscape
The leading competitors in the global wealth
management market are Agricultural Bank of
China, Wells Fargo, BlackRock, Morgan Stanley,
Bank of America. The chart and table below
displays the percentage market share of the top
players in the wealth management market industry.
Agricultural Bank of China generated revenues of
XX billion for the financial year 2016, an XX
decrease from the previous year. Wells Fargo
generated revenues of XX billion for the
financial year 2016, an XX decrease from the
previous year. BlackRock generated revenues of
XX billion for the financial year 2016, an XX
decrease from the previous year.
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Morgan Stanley generated revenues of XX billion
for the financial year 2016, an XX decrease
from the previous year. Bank of America
generated revenues of XX billion for the
financial year 2016, an XX decrease from the
previous year. JP Morgan Asset Management
generated revenues of XX billion for the
financial year 2016, an XX decrease from the
previous year. State Street Global Advisors
generated revenues of XX billion for the
financial year 2016, an XX decrease from the
previous year. UBS generated revenues of XX
billion for the financial year 2016, an XX
decrease from the previous year. Allianz Group
generated revenues of XX billion for the
financial year 2016, an XX decrease from the
previous year. Ameriprise Financial Inc
generated revenues of XX billion for the
financial year 2016, an XX decrease from the
previous year. Company Profile Agricultural
Bank of China Overview Agricultural Bank of
China was the largest competitor in the wealth
management industry with a XX share of the
market in 2016. The
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company is an international commercial banking
and financial services provider. It was founded
in 1951 in Beijing and employees over 503,000
people. Products and Services The company
operates through the following segments Corpora
te Banking This segment includes corporate
intermediary services such as Personal Banking
The personal banking segment provides services
to Treasury Services This segment deals with
repurchase and Others And Unallocated In this
segment the Strategy As part of the growth
strategy, the company is planning to integrate
with the international markets to enhance its
global serving capabilities. It is also
strengthening its financial, trading and
investment businesses as well as develop urban
and county businesses. Financial
Performance Agricultural Bank of China generated
a revenue of XX billion in the financial year
2016. The company had a market
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Wells Fargo Overview Products and Services
Strategy Financial Performance BlackRock Overvie
w Products and Services Strategy Financial
Performance Morgan Stanley Overview Products
and Services Strategy Financial
Performance Bank of America Overview Products
and Services Strategy Financial Performance