The values of any financial assets held including both formal investments, such as bank or building society current or saving accounts, investment vehicles such as Individual Savings Accounts, endowments, stocks and shares, and informal savings.

The level of global financial assets was expected to increase from ***** trillion U.S. dollars in 2023 to roughly *** trillion U.S. dollars by 2028. The United States is forecast to make up the largest portion of this global wealth, with the Asia-Pacific ranking ******.

The Distributional Financial Accounts (DFAs) provide a quarterly measure of the distribution of U.S. household wealth since 1989, based on a comprehensive integration of disaggregated household-level wealth data with official aggregate wealth measures. The data set contains the level and share of each balance sheet item on the Financial Accounts' household wealth table (Table B.101.h), for various sub-populations in the United States. In our core data set, aggregate household wealth is allocated to each of four percentile groups of wealth: the top 1 percent, the next 9 percent (i.e., 90th to 99th percentile), the next 40 percent (50th to 90th percentile), and the bottom half (below the 50th percentile). Additionally, the data set contains the level and share of aggregate household wealth by income, age, generation, education, and race. The quarterly frequency makes the data useful for studying the business cycle dynamics of wealth concentration--which are typically difficult to observe in lower-frequency data because peaks and troughs often fall between times of measurement. These data will be updated about 10 or 11 weeks after the end of each quarter, making them a timely measure of the distribution of wealth.

Graph and download economic data for Financial Assets Held by the 50th to 90th Wealth Percentiles (WFRBLN40058) from Q3 1989 to Q1 2025 about wealth, percentile, financial, assets, and USA.

Graph and download economic data for Share of Financial Assets Held by the Top 1% (99th to 100th Wealth Percentiles) (WFRBST01112) from Q3 1989 to Q1 2025 about wealth, percentile, financial, assets, and USA.

In 2022, the estimated financial wealth per adult in Hong Kong was approximately ****** thousand U.S. dollars. This figure represents the highest estimated financial wealth per adult in the Asia Pacific region in that year.

A list of the top 50 Future Financial Wealth Managment LLC holdings showing which stocks are owned by Future Financial Wealth Managment LLC's hedge fund.

Ireland Household Net Wealth: Financial Assets data was reported at 570.416 EUR bn in Dec 2024. This records an increase from the previous number of 555.510 EUR bn for Sep 2024. Ireland Household Net Wealth: Financial Assets data is updated quarterly, averaging 315.419 EUR bn from Mar 2000 (Median) to Dec 2024, with 100 observations. The data reached an all-time high of 570.416 EUR bn in Dec 2024 and a record low of 144.493 EUR bn in Jun 2000. Ireland Household Net Wealth: Financial Assets data remains active status in CEIC and is reported by Central Bank of Ireland. The data is categorized under Global Database’s Ireland – Table IE.AB023: Household Net Wealth.

In Europe, the variation in average amounts of financial wealth per adult varied considerably as of 2022, from approximately ******* U.S. dollars in Switzerland to roughly ***** U.S. dollars in Azerbaijan. In Europe, the overall average financial wealth per adult as of 2022 was ****** U.S. dollars. In terms of private wealth, Europe held the second highest value in the world, after North America. What is financial wealth? Financial wealth, also known as financial assets or liquid assets can include wealth that an individual has in the forms of cash, stocks, bonds, mutual funds, and bank deposits. In addition to financial wealth, wealth can also be measured in other assets, called non-financial wealth. This includes physical assets, such as real estate, land, vehicles, jewelry, and art, just to name a few. Where do most wealthy individuals live? Individuals with a net worth over *********** U.S. dollars are called high-net worth individuals (HNWI). The United States was the home country to the highest number of HNWIs in 2021. China followed, although their number of HNWIs did not even reach ********* of the number in the United States. In Europe, Switzerland is the country with the highest average financial wealth per adult, but with its small population size, the number of HNWIs does not come near the numbers in the United Kingdom, Germany, France, and Italy – the European countries with the highest number of HNWIs. Considering Switzerland’s small population size, however, it is the country in the world with the highest proportion of millionaires.

Asset and Wealth Management Market Outlook

The global market size for Asset and Wealth Management was valued at approximately USD 3.2 trillion in 2023 and is projected to reach USD 6.5 trillion by 2032, growing at a CAGR of 8.1% during the forecast period from 2024 to 2032. The growth of this market is primarily driven by the increasing need for sophisticated financial advisory services, rapid technological advancements, and a heightened focus on personalized investment strategies.

A significant growth factor in the Asset and Wealth Management market is the rising global wealth, particularly among high net worth individuals (HNWIs) and institutional investors. As economies worldwide continue to expand, the accumulation of wealth has necessitated advanced asset management solutions. This growth is further fueled by the increasing complexities in financial markets, which require sophisticated portfolio management and advisory services to optimize returns and mitigate risks. Additionally, the trend towards globalization has opened new investment opportunities and diversified portfolios, further driving the market's growth.

Technological advancements have also played a crucial role in the expansion of the Asset and Wealth Management market. The integration of Artificial Intelligence (AI), blockchain, and big data analytics into financial services has revolutionized the way wealth management firms operate. These technologies enhance decision-making processes, provide deep insights through predictive analytics, and ensure higher levels of security and transparency in transactions. As a result, firms are better equipped to offer personalized advice and innovative financial products, catering to the evolving demands of their clientele.

The growing demand for personalized investment strategies is another major growth driver for the Asset and Wealth Management market. Clients are increasingly seeking tailored financial plans that align with their specific goals, risk appetites, and investment horizons. Wealth management firms are responding by offering bespoke financial solutions, including customized portfolio management, estate planning, and tax optimization services. This trend is particularly prevalent among HNWIs and institutional investors who require a more hands-on approach to managing their assets effectively.

Regionally, North America holds a significant share of the Asset and Wealth Management market, primarily due to its mature financial industry, high concentration of wealth, and advanced technological infrastructure. Europe also represents a substantial market, driven by the presence of numerous financial institutions and favorable regulatory frameworks. The Asia Pacific region is expected to witness the highest growth rate during the forecast period, fueled by rising wealth in emerging economies like China and India, increasing financial literacy, and a burgeoning middle class. Latin America and the Middle East & Africa are also projected to experience steady growth, albeit at a slower pace, due to economic uncertainties and regulatory challenges.

Investment Management Analysis

Investment management forms a core component of the Asset and Wealth Management market, encompassing activities that help individuals and institutions manage their investment portfolios. This segment includes a wide array of services such as asset allocation, portfolio management, and performance measurement. The demand for investment management services is driven by the need for professional guidance in navigating the complexities of financial markets and achieving optimal returns. With increasing market volatility and the proliferation of financial instruments, clients are seeking expertise to manage their investments strategically.

Technological advancements have significantly impacted the investment management segment. The adoption of AI and machine learning algorithms allows wealth managers to analyze vast amounts of data and generate insights for making informed investment decisions. Robo-advisors, a product of these technologies, have made investment management services more accessible to a broader audience by offering cost-effective and automated portfolio management solutions. These digital platforms cater particularly to younger investors who prefer technology-driven investment options over traditional advisory services.

Another critical trend within investment management is the growing emphasis on Environmental, Social, and Governance (ESG) criteria. Investors are increasingly considering ESG factors as part of their decisio

The size of the Wealth Management Market Latin America market was valued at USD 1.18 Million in 2023 and is projected to reach USD 1.39 Million by 2032, with an expected CAGR of 2.34% during the forecast period. The wealth management industry encompasses a range of financial services designed to assist individuals and families in managing their financial assets and achieving their long-term financial goals. This industry primarily targets high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), offering personalized services that include investment management, financial planning, tax advice, estate planning, and retirement planning. Wealth management firms aim to provide a holistic approach to wealth accumulation and preservation, tailoring strategies to meet the unique needs and preferences of their clients. As the global economy evolves, the wealth management industry is experiencing significant growth driven by increasing wealth concentrations, particularly in emerging markets. The rise in disposable income, along with the growing awareness of the importance of financial planning, has led to a greater demand for comprehensive wealth management services. Additionally, technological advancements, such as robo-advisors and financial technology (fintech) platforms, are transforming how wealth management services are delivered, making them more accessible and efficient. Recent developments include: In 2021, BTG Pactual hired a private banker from the Swiss private bank Credit Suisse for its Miami wealth management business. Leonardo Brayner joined the Brazilian group after having spent 11 years at Credit Suisse's offices in The Bahamas, where he most recently served as a vice president of wealth management on its client service desk., In 2021, Credit Suisse made a USD 400 million cash distribution, in line with its announcement that Credit Suisse would repay some of the money from the closed Greensill supply chain funds. The money will be paid to the investors in the bank's Virtuoso SICAV-SIF funds. Credit Suisse's four Virtuoso SICAV-SIF funds were invested in the supply chain funds.. Key drivers for this market are: Guaranteed Protection Drives The Market. Potential restraints include: Long and Costly Legal Procedures. Notable trends are: Alternative Assets To Boom In Latin America.

A list of the top 50 Benchmark Financial Wealth Advisors LLC holdings showing which stocks are owned by Benchmark Financial Wealth Advisors LLC's hedge fund.

These services help with money management, financial planning, and insurance education. These services are not all dementia-specific but are inclusive of those living with dementia or who are planning for future memory loss. We include larger organizations that provide these services but have not included individual/private financial planners.

Wealth Management Software Market Outlook

The global wealth management software market size is expected to experience a robust growth trajectory, with a projected compound annual growth rate (CAGR) of 14.27% from 2024 to 2032. In 2023, the market was valued at approximately USD 3.45 billion and is expected to reach a staggering USD 10.83 billion by 2032. This impressive growth is primarily driven by the increasing demand for efficient and automated financial advisory services and portfolio management solutions. As the financial sector becomes increasingly digitized, wealth management software is becoming an indispensable tool for financial advisors and institutions to manage client portfolios and deliver personalized services.

One of the primary growth factors driving the wealth management software market is the ongoing digital transformation in the financial services industry. Financial institutions are increasingly adopting advanced technologies to enhance operational efficiency, improve customer engagement, and reduce operational costs. As clients demand more personalized and data-driven financial advice, wealth management software provides the necessary tools to analyze large volumes of data and generate actionable insights. This digital shift is further accelerated by the growing adoption of artificial intelligence and machine learning technologies, which enable wealth managers to offer more tailored investment strategies and improved risk management solutions. Additionally, the integration of blockchain technology enhances data security, transparency, and trust, making wealth management software even more critical for modern financial service providers.

Another significant factor contributing to the growth of the wealth management software market is the rising global population of high-net-worth individuals (HNWIs) and their increasing financial advisory needs. As the number of HNWIs grows, so does the demand for sophisticated wealth management solutions that can cater to their complex financial profiles. Wealth management software provides a holistic view of clients' financial situations, enabling wealth managers to offer comprehensive advice that encompasses investment strategies, tax planning, estate management, and retirement planning. This demand is particularly evident in emerging markets, where economic growth is creating a new class of affluent individuals seeking professional financial management services.

The wealth management software market also benefits from regulatory changes in the financial services industry. As governments worldwide introduce stricter regulations to protect investors and ensure market stability, financial institutions must comply with a growing number of compliance requirements. Wealth management software helps institutions automate compliance processes, reduce the risk of regulatory breaches, and improve transparency. This compliance automation not only mitigates legal risks but also enhances the reputation of financial institutions, making them more attractive to clients. Moreover, the increasing focus on environmental, social, and governance (ESG) criteria is driving demand for software solutions that can integrate ESG factors into investment decision-making processes, further propelling market growth.

As the wealth management landscape continues to evolve, the role of Robo-Advisory Software is becoming increasingly prominent. This software leverages advanced algorithms and machine learning to provide automated, yet personalized, investment advice to clients. By analyzing vast datasets, robo-advisors can offer tailored recommendations that align with individual risk profiles and financial goals. The integration of robo-advisory solutions within wealth management platforms not only enhances efficiency but also democratizes access to professional financial advice, making it available to a broader audience. This trend is particularly appealing to tech-savvy millennials and digital natives who prefer seamless, technology-driven solutions. As a result, financial institutions are increasingly incorporating robo-advisory capabilities to meet the growing demand for innovative and cost-effective investment strategies.

Regionally, North America is currently the largest market for wealth management software, driven by a mature financial services sector and high technology adoption rates. However, the Asia Pacific region is expected to witness the fastest growth over the forecast period, with a CAGR of 16.2%. This growth is fueled by the rapid economic development in countries such as China an

A list of the top 50 Summit Financial Wealth Advisors LLC holdings showing which stocks are owned by Summit Financial Wealth Advisors LLC's hedge fund.

The global digital wealth management market is experiencing robust growth, driven by increasing adoption of online platforms by both personal and enterprise users. Technological advancements, such as AI-powered robo-advisors and enhanced security features, are significantly boosting user engagement and trust. The market's expansion is further fueled by the rising demand for personalized financial advice, convenience, and cost-effectiveness compared to traditional wealth management services. This shift is particularly pronounced among millennials and Gen Z, who are digitally native and comfortable managing their finances online. While the cloud-based segment currently dominates due to scalability and accessibility, the on-premises segment continues to hold relevance for institutions prioritizing data security and control. North America, with its established financial technology infrastructure and high internet penetration, currently leads the market, followed by Europe and Asia Pacific. However, developing economies in Asia Pacific are demonstrating significant growth potential, fueled by rising disposable incomes and increasing financial literacy. Competitive pressures remain high, with established players like Vanguard, Fidelity, and Schwab facing competition from nimble fintech startups such as Wealthfront, Betterment, and Robinhood. Future market growth will hinge on continued innovation in AI, personalization, security, and the expansion into underserved markets. The market's compound annual growth rate (CAGR) is estimated at 15% from 2025 to 2033, indicating substantial growth opportunities. This projection considers the factors mentioned above as well as potential regulatory changes and evolving consumer preferences. The market segmentation shows a clear preference for cloud-based solutions, reflecting the broader industry trend towards cloud adoption. The personal segment is projected to grow faster than the enterprise segment due to the increasing adoption of self-directed investment platforms by individual investors. While the current market size data is unavailable, a reasonable estimate based on industry reports would place it in the high billions of dollars range in 2025, given the substantial growth and the substantial number of companies operating in the space. Geographic expansion into emerging markets will be key to sustained market growth, requiring localization efforts and addressing unique regional financial regulations. Companies should focus on providing user-friendly interfaces, robust security measures, and personalized financial advice to maintain a competitive edge.

Wealth Management Services Market Outlook

The global wealth management services market size was valued at approximately $1.5 trillion in 2023 and is projected to reach around $2.5 trillion by 2032, growing at a compound annual growth rate (CAGR) of 6.5% during the forecast period. This remarkable growth can be attributed to several factors, including the rising number of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), increased adoption of digital platforms, and the growing complexity of financial planning needs.

One of the primary growth drivers for the wealth management services market is the increasing number of HNWIs and UHNWIs globally. According to recent reports, the number of HNWIs continues to grow, particularly in emerging markets like Asia-Pacific and Latin America. This expanding affluent demographic is driving demand for sophisticated financial planning and investment management services. Additionally, the intergenerational transfer of wealth is creating new opportunities for wealth managers to cater to younger, tech-savvy clients who are inheriting significant assets.

Another significant factor contributing to the market's growth is the rising complexity of financial planning needs. As global financial markets become more intricate and interconnected, individuals and families require more comprehensive and tailored financial advice. Wealth management services encompass a broad range of offerings, including tax planning, estate planning, retirement planning, and investment management, all of which are becoming increasingly crucial in today's financial landscape. This complexity is encouraging more people to seek professional advice, thereby driving growth in the wealth management sector.

The integration of digital technologies into wealth management is also a key growth driver. The adoption of advanced analytics, artificial intelligence (AI), and digital platforms has revolutionized the way wealth management services are delivered. These technologies enable wealth managers to offer more personalized and efficient services, improve client engagement, and reduce operational costs. The rise of robo-advisors, for instance, is democratizing access to wealth management services, making them more accessible to mass affluent and younger investors who prefer digital-first solutions.

Custody And Trust Services play a pivotal role in the wealth management ecosystem, providing essential support for the safekeeping and administration of assets. These services are particularly important for high-net-worth individuals and institutional clients who require secure and efficient management of their financial assets. Custody services ensure that assets are held safely and transactions are executed accurately, while trust services offer a structured approach to estate planning and wealth transfer. By leveraging Custody And Trust Services, wealth managers can offer clients peace of mind, knowing their assets are managed with the highest level of fiduciary responsibility. This not only enhances client trust but also allows wealth managers to focus on delivering personalized financial strategies that align with their clients' long-term goals.

From a regional perspective, North America continues to dominate the wealth management services market, thanks to its large population of HNWIs and UHNWIs. However, the Asia-Pacific region is expected to witness the highest growth rate during the forecast period. This growth is driven by rapid economic development, increasing wealth creation, and a burgeoning middle class in countries like China and India. Europe also remains a significant market, with steady growth supported by its well-established financial services industry and high concentration of wealthy individuals.

Service Type Analysis

The wealth management services market is segmented into various service types, including financial planning, investment management, tax planning, estate planning, retirement planning, and others. Each of these service types plays a critical role in helping clients manage and grow their wealth effectively. Financial planning, for example, is fundamental to the wealth management process as it involves creating a comprehensive strategy to achieve financial goals, considering factors like income, expenses, savings, and investments. This service type is particularly in demand due to the increasing complexity of personal finances and the need for tailored advice.

United States - Share of Financial Assets Held by the Top 1% (99th to 100th Wealth Percentiles) was 34.60000 % of Aggregate in January of 2025, according to the United States Federal Reserve. Historically, United States - Share of Financial Assets Held by the Top 1% (99th to 100th Wealth Percentiles) reached a record high of 34.70000 in July of 2024 and a record low of 25.00000 in July of 1990. Trading Economics provides the current actual value, an historical data chart and related indicators for United States - Share of Financial Assets Held by the Top 1% (99th to 100th Wealth Percentiles) - last updated from the United States Federal Reserve on July of 2025.

The global wealth management digital services market is experiencing robust growth, driven by increasing adoption of digital platforms by both personal and enterprise clients. The convenience, accessibility, and cost-effectiveness offered by these services are key factors fueling this expansion. While precise market size figures are unavailable, considering the presence of major players like Wealthfront, Betterment, and Fidelity Investments, alongside the significant investments in fintech, a reasonable estimate for the 2025 market size could be around $150 billion. A Compound Annual Growth Rate (CAGR) of 15% over the forecast period (2025-2033) is plausible, reflecting the ongoing digital transformation within the financial sector and rising demand for personalized wealth management solutions. This growth is segmented across applications (personal and enterprise) and types (cloud-based and on-premises), with cloud-based solutions rapidly gaining traction due to scalability and cost efficiency. North America and Europe currently hold significant market shares, driven by high internet penetration and a tech-savvy population, but Asia-Pacific is expected to witness significant growth in the coming years, fueled by rising disposable incomes and increasing digital literacy. The market's growth trajectory is further shaped by several trends, including the increasing integration of artificial intelligence (AI) and machine learning (ML) for personalized financial advice, the development of sophisticated robo-advisors, and the expansion of open banking initiatives. However, challenges remain, such as ensuring data security and regulatory compliance, maintaining customer trust, and managing the technological complexities involved in offering seamless digital experiences. Competition is intense, with both established financial institutions and new fintech players vying for market share. The success of companies will hinge on their ability to offer innovative, user-friendly platforms that cater to diverse investor needs and preferences while maintaining the highest levels of security and ethical standards.

Ireland Household Financial Net Wealth: QoQ data was reported at 14.632 % in Dec 2024. This records a decrease from the previous number of 22.460 % for Sep 2024. Ireland Household Financial Net Wealth: QoQ data is updated quarterly, averaging 3.351 % from Jun 2000 (Median) to Dec 2024, with 99 observations. The data reached an all-time high of 25.273 % in Dec 2023 and a record low of -26.508 % in Mar 2013. Ireland Household Financial Net Wealth: QoQ data remains active status in CEIC and is reported by Central Bank of Ireland. The data is categorized under Global Database’s Ireland – Table IE.AB023: Household Net Wealth.