Wealth management is an advanced proficient facility that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for one set fee. Clients work with a single wealth manager who coordinates input from financial experts and can include coordinating advice from the client’s own attorney, accountants and insurance agent. Some wealth managers also provide banking services or advice on philanthropic activities.
Wealth management also refers to the combined strategy of investment portfolio management, financial planning, and a number of other aggregated financial services typically utilized by individuals with high net wealth, families that are looking for help from a credentialed financial adviser and small business owners. Coordinating estate planning, retail banking, tax professionals, legal resources, and investment management, wealth management is a highly sought after tool in today’s financial world.
The wealth management market was valued at US$ 1.73 Billion in 2018 and is projected to reach US$ 4.10 Billion by 2025, at a Compound Annual Growth Rate (CAGR) of +14.02% during the forecast period.
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Top Key Players:
Accutech Systems, Appcrown, Apsida360, BaseVenture, Globacom Technologies, IQCIO, Marstone, MMxCHANGE, Thomas Gold Solution, Dorsom, Objectway, Comarch, FIS, Profile Software, WealthBot, SS&C (US), Fiserv (US), FIS (US), Profile Software (UK), Broadridge (US), InvestEdge (US), Temenos (Switzerland), Finantix (Italy), SEI Investments Company (US), Comarch (Poland), Objectway (Italy), and Dorsum (Hungary), BlackRock, UBS, Allianz, Vanguard Group, State Street Global Advisors, PIMCO, Fidelity Investments, AXA, Credit Suisse, BNY Mellon, Credit Agricole, Capital, and DWS
North America, Latin America, Asia-Pacific, Africa, and Europe have been examined by researchers to get an analysis of technological advancements across the globe and their impact on the Wealth Management market. Furthermore, it makes use of statistical and analysis tools to discover the applicable and informative data of the target market. It offers several approaches for deriving business intelligence by collecting data and patterns for the businesses. It has been compiled through the primary and secondary research methodologies.
The notable feature of this informative report is, it has been summarized with market dynamics such as drivers, restraints, and opportunities. It has been aggregated on the basis of regional outlook, key players, segmentation and competitive landscape.
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In terms of product type, the global wealth management market is segmented into the following:
- Human Advisory
- Robo Advisory
In terms of application, the global wealth management market is segmented as follows:
- Investment Management Firms
- Trading and Exchange Firms
- Brokerage Firms
Finally, researchers throw light on different case studies from various c level people like policymakers, business owners, decision-makers and investors. It will help to both established companies as well as new entrants in the market.
Wealth Management Market Key Target Audience:
Service providers and distributors
Wealth management platform software builders
Independent Software Vendors (ISVs)
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