
Region:Global
Product Code:MR61524
September 2021
112
Wealth Management is an investment advisory service that combines with other financial services to meet the needs of wealthy clients. This is a consulting process where consultants can gather information about customer needs and customize custom strategies using appropriate financial products and services.
Based on the Wealth Management market development status, competitive landscape and development model in different regions of the world, this report is dedicated to providing niche markets, potential risks and comprehensive competitive strategy analysis in different fields. From the competitive advantages of different types of products and services, the development opportunities and consumption characteristics and structure analysis of the downstream application fields are all analyzed in detail. To Boost Growth during the epidemic era, this report analyzes in detail for the potential risks and opportunities which can be focused on.
In Chapter 2.4 of the report, we share our perspectives for the impact of COVID-19 from the long and short term.
In chapter 3.4, we provide the influence of the crisis on the industry chain, especially for marketing channels.
In chapters 8-13, we update the timely industry economic revitalization plan of the country-wise government.
Key players in the global Wealth Management market covered in Chapter 5:
Nutmeg
Novia
Temenos
Profile Software
Objectway
Credo
Canaccord Genuity
Dorsum Investment Software
SEI
TAM Asset Management
TechRules
Finantix
Comarch
Avaloq
Fiserv Inc.
FNZ
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
Trading & Exchange Firms
Investment Firms
Brokerage Firms
Asset Management Firms
Others
Geographically, the detailed analysis of consumption, revenue, market share and growth rate, historic and forecast (2015-2025) of the following regions are covered in Chapter 8-13:
North America (Covered in Chapter 9)
United States
Canada
Mexico
Europe (Covered in Chapter 10)
Germany
UK
France
Italy
Spain
Russia
Others
Asia-Pacific (Covered in Chapter 11)
China
Japan
South Korea
Australia
India
South America (Covered in Chapter 12)
Brazil
Argentina
Columbia
Middle East and Africa (Covered in Chapter 13)
UAE
Egypt
South Africa
Years considered for this report:
Historical Years: 2015-2019
Base Year: 2019
Estimated Year: 2020
Forecast Period: 2020-2025
Table of Content
1 Market Overview
1.1 Product Definition and Market Characteristics
1.2 Global Wealth Management Market Size
1.3 Market Segmentation
1.4 Global Macroeconomic Analysis
1.5 SWOT Analysis
2. Market Dynamics
2.1 Market Drivers
2.2 Market Constraints and Challenges
2.3 Emerging Market Trends
2.4 Impact of COVID-19
2.4.1 Short-term Impact
2.4.2 Long-term Impact
3 Associated Industry Assessment
3.1 Supply Chain Analysis
3.2 Industry Active Participants
3.2.1 Suppliers of Raw Materials
3.2.2 Key Distributors/Retailers
3.3 Alternative Analysis
3.4 The Impact of Covid-19 From the Perspective of Industry Chain
4 Market Competitive Landscape
4.1 Industry Leading Players
4.2 Industry News
4.2.1 Key Product Launch News
4.2.2 M&A and Expansion Plans
5 Analysis of Leading Companies
5.1 Nutmeg
5.1.1 Nutmeg Company Profile
5.1.2 Nutmeg Business Overview
5.1.3 Nutmeg Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.1.4 Nutmeg Wealth Management Products Introduction
5.2 Novia
5.2.1 Novia Company Profile
5.2.2 Novia Business Overview
5.2.3 Novia Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.2.4 Novia Wealth Management Products Introduction
5.3 Temenos
5.3.1 Temenos Company Profile
5.3.2 Temenos Business Overview
5.3.3 Temenos Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.3.4 Temenos Wealth Management Products Introduction
5.4 Profile Software
5.4.1 Profile Software Company Profile
5.4.2 Profile Software Business Overview
5.4.3 Profile Software Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.4.4 Profile Software Wealth Management Products Introduction
5.5 Objectway
5.5.1 Objectway Company Profile
5.5.2 Objectway Business Overview
5.5.3 Objectway Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.5.4 Objectway Wealth Management Products Introduction
5.6 Credo
5.6.1 Credo Company Profile
5.6.2 Credo Business Overview
5.6.3 Credo Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.6.4 Credo Wealth Management Products Introduction
5.7 Canaccord Genuity
5.7.1 Canaccord Genuity Company Profile
5.7.2 Canaccord Genuity Business Overview
5.7.3 Canaccord Genuity Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.7.4 Canaccord Genuity Wealth Management Products Introduction
5.8 Dorsum Investment Software
5.8.1 Dorsum Investment Software Company Profile
5.8.2 Dorsum Investment Software Business Overview
5.8.3 Dorsum Investment Software Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.8.4 Dorsum Investment Software Wealth Management Products Introduction
5.9 SEI
5.9.1 SEI Company Profile
5.9.2 SEI Business Overview
5.9.3 SEI Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.9.4 SEI Wealth Management Products Introduction
5.10 TAM Asset Management
5.10.1 TAM Asset Management Company Profile
5.10.2 TAM Asset Management Business Overview
5.10.3 TAM Asset Management Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.10.4 TAM Asset Management Wealth Management Products Introduction
5.11 TechRules
5.11.1 TechRules Company Profile
5.11.2 TechRules Business Overview
5.11.3 TechRules Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.11.4 TechRules Wealth Management Products Introduction
5.12 Finantix
5.12.1 Finantix Company Profile
5.12.2 Finantix Business Overview
5.12.3 Finantix Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.12.4 Finantix Wealth Management Products Introduction
5.13 Comarch
5.13.1 Comarch Company Profile
5.13.2 Comarch Business Overview
5.13.3 Comarch Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.13.4 Comarch Wealth Management Products Introduction
5.14 Avaloq
5.14.1 Avaloq Company Profile
5.14.2 Avaloq Business Overview
5.14.3 Avaloq Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.14.4 Avaloq Wealth Management Products Introduction
5.15 Fiserv Inc.
5.15.1 Fiserv Inc. Company Profile
5.15.2 Fiserv Inc. Business Overview
5.15.3 Fiserv Inc. Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.15.4 Fiserv Inc. Wealth Management Products Introduction
5.16 FNZ
5.16.1 FNZ Company Profile
5.16.2 FNZ Business Overview
5.16.3 FNZ Wealth Management Sales, Revenue, Average Selling Price and Gross Margin (2015-2020)
5.16.4 FNZ Wealth Management Products Introduction
6 Market Analysis and Forecast, By Product Types
6.1 Global Wealth Management Sales, Revenue and Market Share by Types (2015-2020)
6.1.1 Global Wealth Management Sales and Market Share by Types (2015-2020)
6.1.2 Global Wealth Management Revenue and Market Share by Types (2015-2020)
6.1.3 Global Wealth Management Price by Types (2015-2020)
6.2 Global Wealth Management Market Forecast by Types (2020-2025)
6.2.1 Global Wealth Management Market Forecast Sales and Market Share by Types (2020-2025)
6.2.2 Global Wealth Management Market Forecast Revenue and Market Share by Types (2020-2025)
6.3 Global Wealth Management Sales, Price and Growth Rate by Types (2015-2020)
6.3.1 Global Wealth Management Sales, Price and Growth Rate of Human Advisory
6.3.2 Global Wealth Management Sales, Price and Growth Rate of Robo Advisory
6.3.3 Global Wealth Management Sales, Price and Growth Rate of Hybrid
6.4 Global Wealth Management Market Revenue and Sales Forecast, by Types (2020-2025)
6.4.1 Human Advisory Market Revenue and Sales Forecast (2020-2025)
6.4.2 Robo Advisory Market Revenue and Sales Forecast (2020-2025)
6.4.3 Hybrid Market Revenue and Sales Forecast (2020-2025)
7 Market Analysis and Forecast, By Applications
7.1 Global Wealth Management Sales, Revenue and Market Share by Applications (2015-2020)
7.1.1 Global Wealth Management Sales and Market Share by Applications (2015-2020)
7.1.2 Global Wealth Management Revenue and Market Share by Applications (2015-2020)
7.2 Global Wealth Management Market Forecast by Applications (2020-2025)
7.2.1 Global Wealth Management Market Forecast Sales and Market Share by Applications (2020-2025)
7.2.2 Global Wealth Management Market Forecast Revenue and Market Share by Applications (2020-2025)
7.3 Global Revenue, Sales and Growth Rate by Applications (2015-2020)
7.3.1 Global Wealth Management Revenue, Sales and Growth Rate of Banks (2015-2020)
7.3.2 Global Wealth Management Revenue, Sales and Growth Rate of Trading & Exchange Firms (2015-2020)
7.3.3 Global Wealth Management Revenue, Sales and Growth Rate of Investment Firms (2015-2020)
7.3.4 Global Wealth Management Revenue, Sales and Growth Rate of Brokerage Firms (2015-2020)
7.3.5 Global Wealth Management Revenue, Sales and Growth Rate of Asset Management Firms (2015-2020)
7.3.6 Global Wealth Management Revenue, Sales and Growth Rate of Others (2015-2020)
7.4 Global Wealth Management Market Revenue and Sales Forecast, by Applications (2020-2025)
7.4.1 Banks Market Revenue and Sales Forecast (2020-2025)
7.4.2 Trading & Exchange Firms Market Revenue and Sales Forecast (2020-2025)
7.4.3 Investment Firms Market Revenue and Sales Forecast (2020-2025)
7.4.4 Brokerage Firms Market Revenue and Sales Forecast (2020-2025)
7.4.5 Asset Management Firms Market Revenue and Sales Forecast (2020-2025)
7.4.6 Others Market Revenue and Sales Forecast (2020-2025)
8 Market Analysis and Forecast, By Regions
8.1 Global Wealth Management Sales by Regions (2015-2020)
8.2 Global Wealth Management Market Revenue by Regions (2015-2020)
8.3 Global Wealth Management Market Forecast by Regions (2020-2025)
9 North America Wealth Management Market Analysis
9.1 Market Overview and Prospect Analysis
9.2 North America Wealth Management Market Sales and Growth Rate (2015-2020)
9.3 North America Wealth Management Market Revenue and Growth Rate (2015-2020)
9.4 North America Wealth Management Market Forecast
9.5 The Influence of COVID-19 on North America Market
9.6 North America Wealth Management Market Analysis by Country
9.6.1 U.S. Wealth Management Sales and Growth Rate
9.6.2 Canada Wealth Management Sales and Growth Rate
9.6.3 Mexico Wealth Management Sales and Growth Rate
10 Europe Wealth Management Market Analysis
10.1 Market Overview and Prospect Analysis
10.2 Europe Wealth Management Market Sales and Growth Rate (2015-2020)
10.3 Europe Wealth Management Market Revenue and Growth Rate (2015-2020)
10.4 Europe Wealth Management Market Forecast
10.5 The Influence of COVID-19 on Europe Market
10.6 Europe Wealth Management Market Analysis by Country
10.6.1 Germany Wealth Management Sales and Growth Rate
10.6.2 United Kingdom Wealth Management Sales and Growth Rate
10.6.3 France Wealth Management Sales and Growth Rate
10.6.4 Italy Wealth Management Sales and Growth Rate
10.6.5 Spain Wealth Management Sales and Growth Rate
10.6.6 Russia Wealth Management Sales and Growth Rate
11 Asia-Pacific Wealth Management Market Analysis
11.1 Market Overview and Prospect Analysis
11.2 Asia-Pacific Wealth Management Market Sales and Growth Rate (2015-2020)
11.3 Asia-Pacific Wealth Management Market Revenue and Growth Rate (2015-2020)
11.4 Asia-Pacific Wealth Management Market Forecast
11.5 The Influence of COVID-19 on Asia Pacific Market
11.6 Asia-Pacific Wealth Management Market Analysis by Country
11.6.1 China Wealth Management Sales and Growth Rate
11.6.2 Japan Wealth Management Sales and Growth Rate
11.6.3 South Korea Wealth Management Sales and Growth Rate
11.6.4 Australia Wealth Management Sales and Growth Rate
11.6.5 India Wealth Management Sales and Growth Rate
12 South America Wealth Management Market Analysis
12.1 Market Overview and Prospect Analysis
12.2 South America Wealth Management Market Sales and Growth Rate (2015-2020)
12.3 South America Wealth Management Market Revenue and Growth Rate (2015-2020)
12.4 South America Wealth Management Market Forecast
12.5 The Influence of COVID-19 on South America Market
12.6 South America Wealth Management Market Analysis by Country
12.6.1 Brazil Wealth Management Sales and Growth Rate
12.6.2 Argentina Wealth Management Sales and Growth Rate
12.6.3 Columbia Wealth Management Sales and Growth Rate
13 Middle East and Africa Wealth Management Market Analysis
13.1 Market Overview and Prospect Analysis
13.2 Middle East and Africa Wealth Management Market Sales and Growth Rate (2015-2020)
13.3 Middle East and Africa Wealth Management Market Revenue and Growth Rate (2015-2020)
13.4 Middle East and Africa Wealth Management Market Forecast
13.5 The Influence of COVID-19 on Middle East and Africa Market
13.6 Middle East and Africa Wealth Management Market Analysis by Country
13.6.1 UAE Wealth Management Sales and Growth Rate
13.6.2 Egypt Wealth Management Sales and Growth Rate
13.6.3 South Africa Wealth Management Sales and Growth Rate
14 Conclusions and Recommendations
14.1 Key Market Findings and Prospects
14.2 Advice for Investors
15 Appendix
15.1 Methodology
15.2 Research Data Source
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