Wealth Management Industry Statistics 2024|财富管理数据集|金融行业数据集

Wealth Management Industry Statistics: Wealth Management, in some measures, is a part of the financial industryâofficials who work in a piece of combined investment advice with other financial service providers to wealthy customers. The white-collar class in the market discusses their financial situations and goals with the wealth managers and financial advisors and receives valuable investment suggestions from them. Many financial advisers incorporate financial planning with tax savings services and help the customer make life purchases; some provide detailed plans. Such wealth managers work individually or in a firm. It is evident that wealthier customers need more services, and clients with a below-federal poverty level income can be transactional. In this report, we will be diving deep into the wealth management industry statistics. Editor's Choice Worldwide, assets under management (AUM) in the Wealth Management market are forecasted to reach USD 128.90 trillion in 2024. Financial Advisory is set to be the dominant segment, with AUM projected at USD 126.10 trillion in 2024. AUM is expected to grow at a 5.34% annual rate (CAGR) from 2024 to 2028, reaching USD 158.70 trillion by 2028. The trend in the United States focuses on sustainable and impact investing. Net investable assets of high-net-worth individuals (HNWI+) globally are set to grow by 25% to nearly USD 70 trillion by 2021. A shift towards holistic wealth management, a digitalized business model, is evident, predicted to secure a 30% market share by 2025. Traditional wealth managers are expected to phase out, except for those in the United States with international offshore business, due to favorable conditions. The industry holds approximately USD 103 trillion in AUM, with over half managed by institutional investors like banks and funds. The global wealth management market is expected to grow at an annual rate of nearly 11% from 2023 to 2030. Europe's wealth management industry is forecasted to experience the fastest growth rate. Asset management services are projected to witness significant growth. Fintech advisors are anticipated to lead segmental growth. Robo-advisors are expected to show the highest CAGR during the forecast period. There's increasing demand for new investments, including hedge funds, private equity, and real estate investment trusts. By 2022, the global wealth management market size is expected to reach nearly USD 1.30 trillion, growing to USD 3.48 trillion by 2030. 77% of US-Canadian financial advisors reported business losses due to lack of tools for client interaction amid COVID-19. Wealth management firms are increasingly partnering with third-party providers to aid transformation, with 85% of business leaders deeming it necessary within 12 to 18 months. By 2025, North American wealth managers' AUM is predicted to increase to USD 73.3 trillion, up 26.4% from USD 58 trillion in 2020.

财富管理行业统计报告：财富管理，在某些衡量标准上，是金融行业的一部分，其官员与其他金融服务提供商相结合，为富裕客户提供投资建议。市场上的白领阶层与财富管理者和财务顾问讨论他们的财务状况和目标，并从他们那里获得宝贵的投资建议。许多财务顾问将财务规划与税收节省服务相结合，协助客户进行生活采购；其中一些提供详细的计划。此类财富管理者或独立工作或在公司中工作。显然，富裕的客户需要更多的服务，而收入低于联邦贫困线水平的客户可能是交易性的。在本报告中，我们将深入探讨财富管理行业的统计数据。全球精选，财富管理市场的资产管理规模（AUM）预计到2024年将达到128.90万亿美元。财务咨询预计将成为主导细分市场，AUM预计到2024年将达到126.10万亿美元。预计从2024年到2028年，AUM将以5.34%的年复合增长率（CAGR）增长，到2028年将达到158.70万亿美元。美国市场趋势侧重于可持续和影响投资。全球高净值个人（HNWI+）的净可投资资产预计到2021年将增长25%，接近70万亿美元。向全面财富管理、数字化商业模式转变的趋势日益明显，预计到2025年将占据30%的市场份额。传统的财富管理者预计将逐步退出市场，除非是在美国拥有国际离岸业务的那些，由于有利条件。该行业持有约103万亿美元的AUM，其中超过一半由银行和基金等机构投资者管理。预计从2023年到2030年，全球财富管理市场将以近11%的年增长率增长。欧洲的财富管理行业预计将经历最快的增长率。资产管理服务预计将见证显著增长。金融科技顾问预计将引领细分市场增长。机器顾问预计在预测期间将显示出最高的年复合增长率。对新投资的需求日益增加，包括对冲基金、私募股权和房地产投资信托。预计到2022年，全球财富管理市场规模将达到近1.30万亿美元，到2030年将增长到3.48万亿美元。77%的美国-加拿大财务顾问报告称，由于缺乏客户互动工具，COVID-19期间业务亏损。财富管理公司越来越多地与第三方提供商合作，以促进转型，85%的企业领导者在12至18个月内认为这是必要的。预计到2025年，北美财富管理者的AUM将增加到73.3万亿美元，比2020年的58万亿美元增长26.4%。