Wealth management is defined as procedures, which provides financial planning by a designated wealth advisor/managers. The wealth management procedures involve financial services such as investment advice, assets management, accounting, tax services, retirement planning and legal or estate planning. The total market value of assets and investments managed by a wealth management organization is known as assets under management (AUMs). The wealth management industry structure is divided into six different categories such as retail, direct, broker-dealer independent RIA, full service firms/ wirehoue, private banks, regional banks with trust companies and multi-family offices.
Wealth management 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 advisor 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. Wealth Management in general and Wealth Managers in particular is a concept by which (typically) high net worth individuals. Typically referred to as either Private Wealth Management when referencing individuals, Wealth Managers help their clients by using a variety of tools such as trusts or other estate planning vehicles, stock option planning and business succession plans to both protect and grow their capital.
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Many wealth management companies are investing in big data analytics capabilities to generate insights around clients. Big data solutions are being implemented to deliver insights around client segments, product penetration and analyze training program effectiveness. These technologies are being implemented to assess existing and prospective clients’ inclination to purchase various products and services being offered by a wealth management company, their lifetime value, investment pattern and the ability of the client to take risks.
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, The Wealth Management 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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