Top 25 Global Wealth Management Firms Market Monitor, 2019

The top 25 global wealth management firms controlled over US$22 trillion client assets at the end of 2018, a 14% increase since 2014.

Boston, October 16, 2019 –The 25 largest wealth management firms globally have been subject to an array of forces in recent years such as digitalization, regulatory change, and demographic shifts. While the ranking of the largest 10 firms has remained fairly stable in the past five years, the remaining 15 have experienced higher growth along with more fluctuations in the rankings over that time. The fastest-growing firms in the top 25 over the last five years conduct the majority of their business in Asia (excluding Japan), thus mirroring the rise of that region as a preeminent wealth management market, though one that is largely untapped by many firms in the top 25.

In this report, Aite Group analyzes the 25 largest wealth management firms in the world based on client assets, including private banks and brokerages. It is based on public disclosures from firms analyzed, third-party research reports, and existing knowledge and estimates.

This 20-page Impact Report contains four figures and three tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.

This report mentions ABN AMRO, Ameriprise, Bank of America Merrill Lynch, Bank of China, Bank of NY Mellon, BMO Financial Group, BNP Paribas, China Merchant Bank, Citi, Credit Suisse, Daiwa, Deutsche Bank, Edward Jones, Goldman Sachs, HSBC, ICBC, JPMorgan Chase, Julius Baer, Lombard Odier, LPL Financial, Morgan Stanley, Nomura, Northern Trust, Pictet, Raymond James, Royal Bank of Canada, Santander, Stifel Nicolaus, UBS, and Wells Fargo.

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