2020-2025 Global Wealth Management Market Report - Production and Consumption Professional Analysis (Impact of COVID-19)
Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others.
This report elaborates the market size, market characteristics, and market growth of the Wealth Management industry, and breaks down according to the type, application, and consumption area of Wealth Management. The report also conducted a PESTEL analysis of the industry to study the main influencing factors and entry barriers of the industry.
In Chapter 3.4 of the report, the impact of the COVID-19 outbreak on the industry was fully assessed. Fully risk assessment and industry recommendations were made for Wealth Management in a special period. This chapter also compares the markets of Pre COVID-19 and Post COVID-19.
In addition, chapters 8-12 consider the impact of COVID-19 on the regional economy.
Key players in the global Wealth Management market covered in Chapter 13:
Vanguard Group
BNY Mellon
UBS
PIMCO
Credit Agricole
Fidelity Investments
Credit Suisse
Capital
AXA
BlackRock
State Street Global Advisors
Allianz
DWS
In Chapter 6, on the basis of types, the Wealth Management market from 2015 to 2025 is primarily split into:
Human Advisory
Robo Advisory
Hybrid
In Chapter 7, on the basis of applications, the Wealth Management market from 2015 to 2025 covers:
Banks
Investment Management Firms
Trading And Exchange Firms
Brokerage Firms
Others
Geographically, the detailed analysis of production, trade of the following countries is covered in Chapter 4.2, 5:
United States
Europe
China
Japan
India
Geographically, the detailed analysis of consumption, revenue, market share and growth rate of the following regions are covered in Chapter 8, 9, 10, 11, 12:
North America (Covered in Chapter 8)
United States
Canada
Mexico
Europe (Covered in Chapter 9)
Germany
UK
France
Italy
Spain
Others
Asia-Pacific (Covered in Chapter 10)
China
Japan
India
South Korea
Southeast Asia
Others
Middle East and Africa (Covered in Chapter 11)
Saudi Arabia
UAE
South Africa
Others
South America (Covered in Chapter 12)
Brazil
Others
Years considered for this report:
Historical Years: 2015-2019
Base Year: 2019
Estimated Year: 2020
Forecast Period: 2020-2025
Table of Content
1 Wealth Management Market - Research Scope
1.1 Study Goals
1.2 Market Definition and Scope
1.3 Key Market Segments
1.4 Study and Forecasting Years
2 Wealth Management Market - Research Methodology
2.1 Methodology
2.2 Research Data Source
2.2.1 Secondary Data
2.2.2 Primary Data
2.2.3 Market Size Estimation
2.2.4 Legal Disclaimer
3 Wealth Management Market Forces
3.1 Global Wealth Management Market Size
3.2 Top Impacting Factors (PESTEL Analysis)
3.2.1 Political Factors
3.2.2 Economic Factors
3.2.3 Social Factors
3.2.4 Technological Factors
3.2.5 Environmental Factors
3.2.6 Legal Factors
3.3 Industry Trend Analysis
3.4 Industry Trends Under COVID-19
3.4.1 Risk Assessment on COVID-19
3.4.2 Assessment of the Overall Impact of COVID-19 on the Industry
3.4.3 Pre COVID-19 and Post COVID-19 Market Scenario
3.5 Industry Risk Assessment
4 Wealth Management Market - By Geography
4.1 Global Wealth Management Market Value and Market Share by Regions
4.1.1 Global Wealth Management Value ($) by Region (2015-2020)
4.1.2 Global Wealth Management Value Market Share by Regions (2015-2020)
4.2 Global Wealth Management Market Production and Market Share by Major Countries
4.2.1 Global Wealth Management Production by Major Countries (2015-2020)
4.2.2 Global Wealth Management Production Market Share by Major Countries (2015-2020)
4.3 Global Wealth Management Market Consumption and Market Share by Regions
4.3.1 Global Wealth Management Consumption by Regions (2015-2020)
4.3.2 Global Wealth Management Consumption Market Share by Regions (2015-2020)
5 Wealth Management Market - By Trade Statistics
5.1 Global Wealth Management Export and Import
5.2 United States Wealth Management Export and Import (2015-2020)
5.3 Europe Wealth Management Export and Import (2015-2020)
5.4 China Wealth Management Export and Import (2015-2020)
5.5 Japan Wealth Management Export and Import (2015-2020)
5.6 India Wealth Management Export and Import (2015-2020)
5.7
6 Wealth Management Market - By Type
6.1 Global Wealth Management Production and Market Share by Types (2015-2020)
6.1.1 Global Wealth Management Production by Types (2015-2020)
6.1.2 Global Wealth Management Production Market Share by Types (2015-2020)
6.2 Global Wealth Management Value and Market Share by Types (2015-2020)
6.2.1 Global Wealth Management Value by Types (2015-2020)
6.2.2 Global Wealth Management Value Market Share by Types (2015-2020)
6.3 Global Wealth Management Production, Price and Growth Rate of Human Advisory (2015-2020)
6.4 Global Wealth Management Production, Price and Growth Rate of Robo Advisory (2015-2020)
6.5 Global Wealth Management Production, Price and Growth Rate of Hybrid (2015-2020)
7 Wealth Management Market - By Application
7.1 Global Wealth Management Consumption and Market Share by Applications (2015-2020)
7.1.1 Global Wealth Management Consumption by Applications (2015-2020)
7.1.2 Global Wealth Management Consumption Market Share by Applications (2015-2020)
7.2 Global Wealth Management Consumption and Growth Rate of Banks (2015-2020)
7.3 Global Wealth Management Consumption and Growth Rate of Investment Management Firms (2015-2020)
7.4 Global Wealth Management Consumption and Growth Rate of Trading And Exchange Firms (2015-2020)
7.5 Global Wealth Management Consumption and Growth Rate of Brokerage Firms (2015-2020)
7.6 Global Wealth Management Consumption and Growth Rate of Others (2015-2020)
8 North America Wealth Management Market
8.1 North America Wealth Management Market Size
8.2 United States Wealth Management Market Size
8.3 Canada Wealth Management Market Size
8.4 Mexico Wealth Management Market Size
8.5 The Influence of COVID-19 on North America Market
9 Europe Wealth Management Market Analysis
9.1 Europe Wealth Management Market Size
9.2 Germany Wealth Management Market Size
9.3 United Kingdom Wealth Management Market Size
9.4 France Wealth Management Market Size
9.5 Italy Wealth Management Market Size
9.6 Spain Wealth Management Market Size
9.7 The Influence of COVID-19 on Europe Market
10 Asia-Pacific Wealth Management Market Analysis
10.1 Asia-Pacific Wealth Management Market Size
10.2 China Wealth Management Market Size
10.3 Japan Wealth Management Market Size
10.4 South Korea Wealth Management Market Size
10.5 Southeast Asia Wealth Management Market Size
10.6 India Wealth Management Market Size
10.7 The Influence of COVID-19 on Asia Pacific Market
11 Middle East and Africa Wealth Management Market Analysis
11.1 Middle East and Africa Wealth Management Market Size
11.2 Saudi Arabia Wealth Management Market Size
11.3 UAE Wealth Management Market Size
11.4 South Africa Wealth Management Market Size
11.5 The Influence of COVID-19 on Middle East and Africa Market
12 South America Wealth Management Market Analysis
12.1 South America Wealth Management Market Size
12.2 Brazil Wealth Management Market Size
12.3 The Influence of COVID-19 on South America Market
13 Company Profiles
13.1 Vanguard Group
13.1.1 Vanguard Group Basic Information
13.1.2 Vanguard Group Product Profiles, Application and Specification
13.1.3 Vanguard Group Wealth Management Market Performance (2015-2020)
13.2 BNY Mellon
13.2.1 BNY Mellon Basic Information
13.2.2 BNY Mellon Product Profiles, Application and Specification
13.2.3 BNY Mellon Wealth Management Market Performance (2015-2020)
13.3 UBS
13.3.1 UBS Basic Information
13.3.2 UBS Product Profiles, Application and Specification
13.3.3 UBS Wealth Management Market Performance (2015-2020)
13.4 PIMCO
13.4.1 PIMCO Basic Information
13.4.2 PIMCO Product Profiles, Application and Specification
13.4.3 PIMCO Wealth Management Market Performance (2015-2020)
13.5 Credit Agricole
13.5.1 Credit Agricole Basic Information
13.5.2 Credit Agricole Product Profiles, Application and Specification
13.5.3 Credit Agricole Wealth Management Market Performance (2015-2020)
13.6 Fidelity Investments
13.6.1 Fidelity Investments Basic Information
13.6.2 Fidelity Investments Product Profiles, Application and Specification
13.6.3 Fidelity Investments Wealth Management Market Performance (2015-2020)
13.7 Credit Suisse
13.7.1 Credit Suisse Basic Information
13.7.2 Credit Suisse Product Profiles, Application and Specification
13.7.3 Credit Suisse Wealth Management Market Performance (2015-2020)
13.8 Capital
13.8.1 Capital Basic Information
13.8.2 Capital Product Profiles, Application and Specification
13.8.3 Capital Wealth Management Market Performance (2015-2020)
13.9 AXA
13.9.1 AXA Basic Information
13.9.2 AXA Product Profiles, Application and Specification
13.9.3 AXA Wealth Management Market Performance (2015-2020)
13.10 BlackRock
13.10.1 BlackRock Basic Information
13.10.2 BlackRock Product Profiles, Application and Specification
13.10.3 BlackRock Wealth Management Market Performance (2015-2020)
13.11 State Street Global Advisors
13.11.1 State Street Global Advisors Basic Information
13.11.2 State Street Global Advisors Product Profiles, Application and Specification
13.11.3 State Street Global Advisors Wealth Management Market Performance (2015-2020)
13.12 Allianz
13.12.1 Allianz Basic Information
13.12.2 Allianz Product Profiles, Application and Specification
13.12.3 Allianz Wealth Management Market Performance (2015-2020)
13.13 DWS
13.13.1 DWS Basic Information
13.13.2 DWS Product Profiles, Application and Specification
13.13.3 DWS Wealth Management Market Performance (2015-2020)
14 Market Forecast - By Regions
14.1 North America Wealth Management Market Forecast (2020-2025)
14.2 Europe Wealth Management Market Forecast (2020-2025)
14.3 Asia-Pacific Wealth Management Market Forecast (2020-2025)
14.4 Middle East and Africa Wealth Management Market Forecast (2020-2025)
14.5 South America Wealth Management Market Forecast (2020-2025)
15 Market Forecast - By Type and Applications
15.1 Global Wealth Management Market Forecast by Types (2020-2025)
15.1.1 Global Wealth Management Market Forecast Production and Market Share by Types (2020-2025)
15.1.2 Global Wealth Management Market Forecast Value and Market Share by Types (2020-2025)
15.2 Global Wealth Management Market Forecast by Applications (2020-2025)
List of Tables and Figures
Figure Wealth Management Picture
Table Wealth Management Key Market Segments
Figure Study and Forecasting Years
Figure Global Wealth Management Market Size and Growth Rate 2015-2025
Figure Industry PESTEL Analysis
Figure Global COVID-19 Status
Figure Market Size Forecast Comparison of Pre COVID-19 and Post COVID-19
Figure Global Wealth Management Value ($) and Growth Rate (2015-2020)
Table Global Wealth Management Value ($) by Countries (2015-2020)
Table Global Wealth Management Value Market Share by Regions (2015-2020)
Figure Global Wealth Management Value Market Share by Regions in 2019
Figure Global Wealth Management Production and Growth Rate (2015-2020)
Table Global Wealth Management Production by Major Countries (2015-2020)
Table Global Wealth Management Production Market Share by Major Countries (2015-2020)
Figure Global Wealth Management Production Market Share by Regions in 2019
Figure Global Wealth Management Consumption and Growth Rate (2015-2020)
Table Global Wealth Management Consumption by Regions (2015-2020)
Table Global Wealth Management Consumption Market Share by Regions (2015-2020)
Figure Global Wealth Management Consumption Market Share by Regions in 2019
Table Global Wealth Management Export Top 3 Country 2019
Table Global Wealth Management Import Top 3 Country 2019
Table United States Wealth Management Export and Import (2015-2020)
Table Europe Wealth Management Export and Import (2015-2020)
Table China Wealth Management Export and Import (2015-2020)
Table Japan Wealth Management Export and Import (2015-2020)
Table India Wealth Management Export and Import (2015-2020)
Table Global Wealth Management Production by Types (2015-2020)
Table Global Wealth Management Production Market Share by Types (2015-2020)
Figure Global Wealth Management Production Share by Type (2015-2020)
Table Global Wealth Management Value by Types (2015-2020)
Table Global Wealth Management Value Market Share by Types (2015-2020)
Figure Global Wealth Management Value Share by Type (2015-2020)
Figure Global Human Advisory Production and Growth Rate (2015-2020)
Figure Global Human Advisory Price (2015-2020)
Figure Global Robo Advisory Production and Growth Rate (2015-2020)
Figure Global Robo Advisory Price (2015-2020)
Figure Global Hybrid Production and Growth Rate (2015-2020)
Figure Global Hybrid Price (2015-2020)
Table Global Wealth Management Consumption by Applications (2015-2020)
Table Global Wealth Management Consumption Market Share by Applications (2015-2020)
Figure Global Wealth Management Consumption Share by Application (2015-2020)
Figure Global Banks Consumption and Growth Rate (2015-2020)
Figure Global Investment Management Firms Consumption and Growth Rate (2015-2020)
Figure Global Trading And Exchange Firms Consumption and Growth Rate (2015-2020)
Figure Global Brokerage Firms Consumption and Growth Rate (2015-2020)
Figure Global Others Consumption and Growth Rate (2015-2020)
Figure North America Wealth Management Market Consumption and Growth Rate (2015-2020)
Table North America Wealth Management Consumption by Countries (2015-2020)
Table North America Wealth Management Consumption Market Share by Countries (2015-2020)
Figure North America Wealth Management Consumption Market Share by Countries (2015-2020)
Figure United States Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure Canada Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure Mexico Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure North America COVID-19 Status
Figure Europe Wealth Management Market Consumption and Growth Rate (2015-2020)
Table Europe Wealth Management Consumption by Countries (2015-2020)
Table Europe Wealth Management Consumption Market Share by Countries (2015-2020)
Figure Europe Wealth Management Consumption Market Share by Countries (2015-2020)
Figure Germany Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure United Kingdom Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure France Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure Italy Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure Spain Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure Europe COVID-19 Status
Figure Asia-Pacific Wealth Management Market Consumption and Growth Rate (2015-2020)
Table Asia-Pacific Wealth Management Consumption by Countries (2015-2020)
Table Asia-Pacific Wealth Management Consumption Market Share by Countries (2015-2020)
Figure Asia-Pacific Wealth Management Consumption Market Share by Countries (2015-2020)
Figure China Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure Japan Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure South Korea Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure Southeast Asia Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure India Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure Asia Pacific COVID-19 Status
Figure Middle East and Africa Wealth Management Market Consumption and Growth Rate (2015-2020)
Table Middle East and Africa Wealth Management Consumption by Countries (2015-2020)
Table Middle East and Africa Wealth Management Consumption Market Share by Countries (2015-2020)
Figure Middle East and Africa Wealth Management Consumption Market Share by Countries (2015-2020)
Figure Saudi Arabia Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure UAE Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure South Africa Wealth Management Market Consumption and Growth Rate (2015-2020)
Figure South America Wealth Management Market Consumption and Growth Rate (2015-2020)
Table South America Wealth Management Consumption by Countries (2015-2020)
Table South America Wealth Management Consumption Market Share by Countries (2015-2020)
Figure South America Wealth Management Consumption Market Share by Countries (2015-2020)
Figure Brazil Wealth Management Market Consumption and Growth Rate (2015-2020)
Table Vanguard Group Company Profile
Table Vanguard Group Production, Value, Price, Gross Margin 2015-2020
Figure Vanguard Group Production and Growth Rate
Figure Vanguard Group Value ($) Market Share 2015-2020
Table BNY Mellon Company Profile
Table BNY Mellon Production, Value, Price, Gross Margin 2015-2020
Figure BNY Mellon Production and Growth Rate
Figure BNY Mellon Value ($) Market Share 2015-2020
Table UBS Company Profile
Table UBS Production, Value, Price, Gross Margin 2015-2020
Figure UBS Production and Growth Rate
Figure UBS Value ($) Market Share 2015-2020
Table PIMCO Company Profile
Table PIMCO Production, Value, Price, Gross Margin 2015-2020
Figure PIMCO Production and Growth Rate
Figure PIMCO Value ($) Market Share 2015-2020
Table Credit Agricole Company Profile
Table Credit Agricole Production, Value, Price, Gross Margin 2015-2020
Figure Credit Agricole Production and Growth Rate
Figure Credit Agricole Value ($) Market Share 2015-2020
Table Fidelity Investments Company Profile
Table Fidelity Investments Production, Value, Price, Gross Margin 2015-2020
Figure Fidelity Investments Production and Growth Rate
Figure Fidelity Investments Value ($) Market Share 2015-2020
Table Credit Suisse Company Profile
Table Credit Suisse Production, Value, Price, Gross Margin 2015-2020
Figure Credit Suisse Production and Growth Rate
Figure Credit Suisse Value ($) Market Share 2015-2020
Table Capital Company Profile
Table Capital Production, Value, Price, Gross Margin 2015-2020
Figure Capital Production and Growth Rate
Figure Capital Value ($) Market Share 2015-2020
Table AXA Company Profile
Table AXA Production, Value, Price, Gross Margin 2015-2020
Figure AXA Production and Growth Rate
Figure AXA Value ($) Market Share 2015-2020
Table BlackRock Company Profile
Table BlackRock Production, Value, Price, Gross Margin 2015-2020
Figure BlackRock Production and Growth Rate
Figure BlackRock Value ($) Market Share 2015-2020
Table State Street Global Advisors Company Profile
Table State Street Global Advisors Production, Value, Price, Gross Margin 2015-2020
Figure State Street Global Advisors Production and Growth Rate
Figure State Street Global Advisors Value ($) Market Share 2015-2020
Table Allianz Company Profile
Table Allianz Production, Value, Price, Gross Margin 2015-2020
Figure Allianz Production and Growth Rate
Figure Allianz Value ($) Market Share 2015-2020
Table DWS Company Profile
Table DWS Production, Value, Price, Gross Margin 2015-2020
Figure DWS Production and Growth Rate
Figure DWS Value ($) Market Share 2015-2020
Figure North America Market Consumption and Growth Rate Forecast (2020-2025)
Figure Europe Market Consumption and Growth Rate Forecast (2020-2025)
Figure Asia-Pacific Market Consumption and Growth Rate Forecast (2020-2025)
Figure Middle East and Africa Market Consumption and Growth Rate Forecast (2020-2025)
Figure South America Market Consumption and Growth Rate Forecast (2020-2025)
Table Global Wealth Management Market Forecast Production by Types (2020-2025)
Table Global Wealth Management Market Forecast Production Share by Types (2020-2025)
Table Global Wealth Management Market Forecast Value ($) by Types (2020-2025)
Table Global Wealth Management Market Forecast Value Share by Types (2020-2025)
Table Global Wealth Management Market Forecast Consumption by Applications (2020-2025)
Table Global Wealth Management Market Forecast Consumption Share by Applications (2020-2025)
Methodology/Research Approach
This research study involved the extensive usage of both primary and secondary data sources. The research process involved the study of various factors affecting the industry, including the government policy, market environment, competitive landscape, historical data, present trends in the market, technological innovation, upcoming technologies and the technical progress in related industry, and market risks, opportunities, market barriers and challenges. The following illustrative figure shows the market research methodology applied in this report.Research Programs/Design
| Historical Data (2015-2019) |
|
|
| Influencing Factors |
|
|
| Market Forecast (2021-2026) |
|
|
Market Size Estimation
Top-down and bottom-up approaches are used to validate the global Voluntary Carbon Offset market size market and estimate the market size for Company, regions segments, product segments and Application (end users).
The market estimations in this report are based on the marketed sale price of Voluntary Carbon Offset (excluding any discounts provided by the player, distributor, wholesaler or traders). The percentage splits, market share, and breakdowns of the product segments are derived on the basis of weights assigned to each of the segments on the basis of their utilization rate and average sale price. The regional splits of the overall Voluntary Carbon Offset market and its sub-segments are based on the percentage adoption or utilization of the given product in the respective region or country.
Major Company in the market is identified through secondary research and their market revenues determined through primary and secondary research. Secondary research included the research of the annual and financial reports of the top Company; whereas, primary research included extensive interviews of key opinion leaders and industry experts such as experienced front-line staff, directors, CEOs and marketing executives. The percentage splits, market share, Growth Rate and breakdowns of the product markets are determined through using secondary sources and verified through the primary sources.
All possible factors that influence the markets included in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data. The market size for top-level markets and sub-segments is normalized, and the effect of inflation, economic downturns, and regulatory & policy changes or other factors are not accounted for in the market forecast. This data is combined and added with detailed inputs and analysis from Market Intellix and presented in this report
The following figure shows an illustrative representation of the overall market size estimation process used for this study.
Market Breakdown and Data Triangulation
After complete market engineering with calculations for market statistics; market size estimations; market forecasting; market breakdown; and data triangulation, extensive primary research was conducted to gather information and verify and validate the critical numbers arrived at. In the complete market engineering process, both top-down and bottom-up approaches were extensively used, along with several data triangulation methods, to perform market estimation and market forecasting for the overall market segments and sub-segments listed in this report. Extensive qualitative and further quantitative analysis is also done from all the numbers arrived at in the complete market engineering process to list key information throughout the report.
Data Source
Secondary Sources
Secondary sources include such as press releases, annual reports, non-profit organizations, industry associations, governmental agencies and customs data, etc. This research study involves the usage of widespread secondary sources, directories, databases such as Bloomberg Business, Wind Info, Hoovers, Factiva (Dow Jones & Company), and TRADING ECONOMICS, and News Network, statista, Federal Reserve Economic Data, annual reports, BIS Statistics, ICIS; company house documents; CAS(American Chemical Society); investor presentations; and SEC filings of companies. Secondary research was used to identify and collect information useful for the extensive, technical, market-oriented, and Hospitals study of the Voluntary Carbon Offset market. It was also used to obtain important information about the top companies, market classification and segmentation according to industry trends to the bottom-most level, and key developments related to market and technology perspectives.
| Market Size |
|
|
| Market Position of Top Company |
|
|
| Qualitative Analysis |
|
|
Primary Sources
In the primary research process, various sources from both the supply and demand sides were interviewed to obtain qualitative and quantitative information for this report. The primary sources from the supply side include product Company (and their competitors), opinion leaders, industry experts, research institutions, distributors, dealer and traders, as well as the raw materials suppliers and producers, etc.
The primary sources from the demand side include industry experts such as business leaders, marketing and sales directors, technology and innovation directors, supply chain executive, end use (product buyers), and related key executives from various key companies and organizations operating in the global market.
Primary research was conducted to identify segmentation Type, product price range, product Application, key Company, raw materials supply and the downstream demand, industry status and outlook, and key market dynamics such as risks, influence factors, opportunities, market barriers, industry trends, and key player strategies.
Key Executives Interviewed
Key Data Information from Primary Sources
| Primary Sources | Parameters | Key Data |
| Market Segments(by Application, by Type) |
|
|
| Total Market |
|
|