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Global Personal Wealth Management Services Market Research Report 2026
Industry: Service & Software
Published Date: 2026-03-11
Pages: 147 Pages
Report ld: 5806696
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Personal Wealth Management Services Market Size(US$)
CAGR 2026-2032
4.2%
Market Size,2032
USD 1,658
Million
Market Snapshot
Market Size in 2026 (Value)
US$ 1,295 million
Market Forecast in 2032(Value)
US$ 1,658 million
CAGR
4.2%
Years Considered
2021-2032
Base Year
2026
Forecast Period
2026-2032
Source: Secondary research, interviews with experts, and QYResearch analysis
The global Personal Wealth Management Services market was valued at US$ 1246 million in 2025 and is anticipated to reach US$ 1658 million by 2032, at a CAGR of 4.2% from 2026 to 2032.
Personal wealth management services are client-centric financial services designed to help individuals and families achieve comprehensive goals such as wealth preservation, appreciation, and intergenerational transfer through professional, systematic, and long-term planning. It transcends traditional single-product sales, integrating investment planning, tax planning, retirement planning, insurance protection, children's education, and estate planning to provide customized solutions covering the entire life cycle. The core process typically includes understanding the client's financial situation and goals, conducting risk tolerance assessments, developing and implementing comprehensive wealth management strategies, and regularly reviewing and adjusting them. Its value lies not only in professional asset allocation and portfolio management but also in helping clients mitigate risks from various economic cycles and market fluctuations, ensuring financial security, and ultimately achieving financial freedom commensurate with their life goals at each stage.
The personal wealth management service market has extremely broad prospects and is entering a golden age of development. The core driving forces are the continued rapid growth of the total investable assets of Chinese residents, the significant trend of residents shifting their assets from real estate to financial assets under the "housing is for living in, not for speculation" policy, and the enormous demand for retirement planning and wealth transfer brought about by an aging population. Looking ahead, the industry will exhibit three key trends: First, a profound transformation in service models from "seller-driven sales" to "buyer-driven investment advisory," with client-centric account management services and discretionary investment models becoming mainstream. Second, deep digital and intelligent empowerment, leveraging big data and AI technologies to achieve more precise client insights, personalized solution generation, and intelligent investment advisory services, improving service efficiency and coverage. Third, more comprehensive and ecosystem-based services, expanding from simple financial investment to non-financial fields such as law, taxation, family governance, and philanthropy, providing one-stop solutions. Therefore, institutions that truly understand their clients, possess professional investment research capabilities, and have a comprehensive service ecosystem will win in the market.
This report delivers a comprehensive overview of the global Personal Wealth Management Services market, with both quantitative and qualitative analyses, to help readers develop growth strategies, assess the competitive landscape, evaluate their position in the current market, and make informed business decisions regarding Personal Wealth Management Services. The Personal Wealth Management Services market size, estimates, and forecasts are provided in terms of revenue (US$ millions), with 2025 as the base year and historical and forecast data for 2021–2032.
The report segments the global Personal Wealth Management Services market comprehensively. Regional market sizes by Type, by Application, by Target Customers, and by player are also provided. For deeper insight, the report profiles the competitive landscape, key competitors, and their respective market rankings, and discusses technological trends and new product developments.
This report will assist Personal Wealth Management Services manufacturers, new entrants, and companies across the industry value chain with information on revenues, sales volume, and average prices for the overall market and its sub-segments, by company, by Type, by Application, and by region.
MARKET SEGMENTATION
By Company
- BNY
- Mariner
- FNZ
- Vanguard
- Glenmede
- Bernstein Private Wealth Management
- Fidelity
- Empower
- Merrill Lynch
- William Blair
- Raymond James
- Charles Schwab
- Wealthspire Advisors
- Cresset
- RBC Wealth Management
- Wellsfargo
- Northwestern Mutual
- LPL Financial
- Edelman Financial Engines
- Evelyn Partners
- EP Wealth Advisors
- Coutts
Consumption by Region
- North America
- United States
- Canada
- Asia-Pacific
- China
- Japan
- South Korea
- Southeast Asia
- India
- Australia
- Rest of Asia-Pacific
- Europe
- Germany
- France
- U.K.
- Italy
- Netherlands
- Nordic Countries
- Rest of Europe
- Latin America
- Mexico
- Brazil
- Rest of Latin America
- Middle East & Africa
- Turkey
- Saudi Arabia
- UAE
- Rest of MEA
Segment by Type
- Financial Planning
- Investment Management
- Asset Management
- Asset Allocation
- Estate Planning
- Tax Planning
- Retirement Planning
- Others
Segment by Application
- Employees
- Business Owners
- Retirees
- Others
Segment by Category
- Mass Wealth Management Services
- Wealth Management for Affluent Individuals
Segment by Division
- Private Banking Departments of Commercial Banks
- Wealth Management Departments of Securities Companies
- Third-Party Wealth Management Institutions
- Trust Companies and Family Offices
- 1295.84
CHAPTER OUTLINE
Chapter 1: Defines the scope of the report and presents an executive summary of market segments (by Type, by Application, by Target Customers, etc.), including the size of each segment and its future growth potential. It offers a high-level view of the current market and its likely evolution in the short, medium, and long term.
Chapter 2: Summarizes global and regional market size and outlines market dynamics and recent developments, including key drivers, restraints, challenges and risks for industry participants, and relevant policy analysis.
Chapter 3: Provides a detailed view of the competitive landscape for Personal Wealth Management Services companies, covering revenue share, development plans, and mergers and acquisitions.
Chapter 4: Analyzes segments by Type, detailing the size and growth potential of each segment to help readers identify blue-ocean opportunities.
Chapter 5: Analyzes segments by Application, detailing the size and growth potential of each downstream segment to help readers identify blue-ocean opportunities.
Chapter 6–10: Regional deep dives (North America, Europe, Asia Pacific, Latin America, Middle East & Africa) broken down by country. Each chapter quantifies market size and growth potential by region and key countries, and outlines market development, outlook, addressable space, and capacity.
Chapter 11: Profiles key players, presenting essential information on leading companies, including product/ service offerings, revenue, gross margin, product introductions/portfolios, recent developments, etc.
Chapter 12: Key findings and conclusions of the report.
QYRESEARCH'S STRENGTHS
Unlike generic global market reports, this study combines macro-level industry trends with hyper-local operational intelligence, empowering data-driven decisions across the Compound Chocolate value chain, addressing:
Market entry risks/opportunities by region
We identify regional market threats and growth prospects to guide your overseas layout.
Product mix optimization based on local practices
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Competitor tactics in fragmented vs. consolidated markets
We unpack rivals’ operation strategies for scattered and highly concentrated industries.
Full Research Coverage
We cover competition landscape, full supply chain and quantified market size data, and deliver tailor-made customized surveys to meet your unique business demands.
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TABLE OF CONTENTS
1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Personal Wealth Management Services Market Size Growth Rate by Type: 2021 vs 2025 vs 2032
1.2.2 Financial Planning
1.2.3 Investment Management
1.2.4 Asset Management
1.2.5 Asset Allocation
1.2.6 Estate Planning
1.2.7 Tax Planning
1.2.8 Retirement Planning
1.2.9 Others
1.3 Market by Target Customers
1.3.1 Global Personal Wealth Management Services Market Size Growth Rate by Target Customers: 2021 vs 2025 vs 2032
1.3.2 Mass Wealth Management Services
1.3.3 Wealth Management for Affluent Individuals
1.4 Market by Service Providers
1.4.1 Global Personal Wealth Management Services Market Size Growth Rate by Service Providers: 2021 vs 2025 vs 2032
1.4.2 Private Banking Departments of Commercial Banks
1.4.3 Wealth Management Departments of Securities Companies
1.4.4 Third-Party Wealth Management Institutions
1.4.5 Trust Companies and Family Offices
1.5 Market by Application
1.5.1 Global Personal Wealth Management Services Market Growth by Application: 2021 vs 2025 vs 2032
1.5.2 Employees
1.5.3 Business Owners
1.5.4 Retirees
1.5.5 Others
1.6 Assumptions and Limitations
1.7 Study Objectives
1.8 Years Considered
2 Global Growth Trends
2.1 Global Personal Wealth Management Services Market Perspective (2021–2032)
2.2 Global Personal Wealth Management Services Growth Trends by Region
2.2.1 Global Personal Wealth Management Services Market Size by Region: 2021 vs 2025 vs 2032
2.2.2 Personal Wealth Management Services Historic Market Size by Region (2021–2026)
2.2.3 Personal Wealth Management Services Forecasted Market Size by Region (2027–2032)
2.3 Personal Wealth Management Services Market Dynamics
2.3.1 Personal Wealth Management Services Industry Trends
2.3.2 Personal Wealth Management Services Market Drivers
2.3.3 Personal Wealth Management Services Market Challenges
2.3.4 Personal Wealth Management Services Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top Personal Wealth Management Services Players by Revenue
3.1.1 Global Top Personal Wealth Management Services Players by Revenue (2021–2026)
3.1.2 Global Personal Wealth Management Services Revenue Market Share by Players (2021–2026)
3.2 Global Top Personal Wealth Management Services Players Market Share by Company Tier (Tier 1, Tier 2, Tier 3)
3.3 Global Key Players Ranking by Personal Wealth Management Services Revenue
3.4 Global Personal Wealth Management Services Market Concentration Ratio
3.4.1 Global Personal Wealth Management Services Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Personal Wealth Management Services Revenue in 2025
3.5 Global Key Players of Personal Wealth Management Services Head Offices and Areas Served
3.6 Global Key Players of Personal Wealth Management Services, Products and Applications
3.7 Global Key Players of Personal Wealth Management Services, Date of General Availability (GA)
3.8 Mergers and Acquisitions, Expansion Plans
4 Personal Wealth Management Services Breakdown Data by Type
4.1 Global Personal Wealth Management Services Historic Market Size by Type (2021–2026)
4.2 Global Personal Wealth Management Services Forecasted Market Size by Type (2027–2032)
5 Personal Wealth Management Services Breakdown Data by Application
5.1 Global Personal Wealth Management Services Historic Market Size by Application (2021–2026)
5.2 Global Personal Wealth Management Services Forecasted Market Size by Application (2027–2032)
6 North America
6.1 North America Personal Wealth Management Services Market Size (2021–2032)
6.2 North America Personal Wealth Management Services Market Growth Rate by Country: 2021 vs 2025 vs 2032
6.3 North America Personal Wealth Management Services Market Size by Country (2021–2026)
6.4 North America Personal Wealth Management Services Market Size by Country (2027–2032)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Personal Wealth Management Services Market Size (2021–2032)
7.2 Europe Personal Wealth Management Services Market Growth Rate by Country: 2021 vs 2025 vs 2032
7.3 Europe Personal Wealth Management Services Market Size by Country (2021–2026)
7.4 Europe Personal Wealth Management Services Market Size by Country (2027–2032)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Ireland
8 Asia-Pacific
8.1 Asia-Pacific Personal Wealth Management Services Market Size (2021–2032)
8.2 Asia-Pacific Personal Wealth Management Services Market Growth Rate by Region: 2021 vs 2025 vs 2032
8.3 Asia-Pacific Personal Wealth Management Services Market Size by Region (2021–2026)
8.4 Asia-Pacific Personal Wealth Management Services Market Size by Region (2027–2032)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia & New Zealand
9 Latin America
9.1 Latin America Personal Wealth Management Services Market Size (2021–2032)
9.2 Latin America Personal Wealth Management Services Market Growth Rate by Country: 2021 vs 2025 vs 2032
9.3 Latin America Personal Wealth Management Services Market Size by Country (2021–2026)
9.4 Latin America Personal Wealth Management Services Market Size by Country (2027–2032)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Personal Wealth Management Services Market Size (2021–2032)
10.2 Middle East & Africa Personal Wealth Management Services Market Growth Rate by Country: 2021 vs 2025 vs 2032
10.3 Middle East & Africa Personal Wealth Management Services Market Size by Country (2021–2026)
10.4 Middle East & Africa Personal Wealth Management Services Market Size by Country (2027–2032)
10.5 Israel
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 BNY
11.1.1 BNY Company Details
11.1.2 BNY Business Overview
11.1.3 BNY Personal Wealth Management Services Introduction
11.1.4 BNY Revenue in Personal Wealth Management Services Business (2021–2026)
11.1.5 BNY Recent Development
11.2 Mariner
11.2.1 Mariner Company Details
11.2.2 Mariner Business Overview
11.2.3 Mariner Personal Wealth Management Services Introduction
11.2.4 Mariner Revenue in Personal Wealth Management Services Business (2021–2026)
11.2.5 Mariner Recent Development
11.3 FNZ
11.3.1 FNZ Company Details
11.3.2 FNZ Business Overview
11.3.3 FNZ Personal Wealth Management Services Introduction
11.3.4 FNZ Revenue in Personal Wealth Management Services Business (2021–2026)
11.3.5 FNZ Recent Development
11.4 Vanguard
11.4.1 Vanguard Company Details
11.4.2 Vanguard Business Overview
11.4.3 Vanguard Personal Wealth Management Services Introduction
11.4.4 Vanguard Revenue in Personal Wealth Management Services Business (2021–2026)
11.4.5 Vanguard Recent Development
11.5 Glenmede
11.5.1 Glenmede Company Details
11.5.2 Glenmede Business Overview
11.5.3 Glenmede Personal Wealth Management Services Introduction
11.5.4 Glenmede Revenue in Personal Wealth Management Services Business (2021–2026)
11.5.5 Glenmede Recent Development
11.6 Bernstein Private Wealth Management
11.6.1 Bernstein Private Wealth Management Company Details
11.6.2 Bernstein Private Wealth Management Business Overview
11.6.3 Bernstein Private Wealth Management Personal Wealth Management Services Introduction
11.6.4 Bernstein Private Wealth Management Revenue in Personal Wealth Management Services Business (2021–2026)
11.6.5 Bernstein Private Wealth Management Recent Development
11.7 Fidelity
11.7.1 Fidelity Company Details
11.7.2 Fidelity Business Overview
11.7.3 Fidelity Personal Wealth Management Services Introduction
11.7.4 Fidelity Revenue in Personal Wealth Management Services Business (2021–2026)
11.7.5 Fidelity Recent Development
11.8 Empower
11.8.1 Empower Company Details
11.8.2 Empower Business Overview
11.8.3 Empower Personal Wealth Management Services Introduction
11.8.4 Empower Revenue in Personal Wealth Management Services Business (2021–2026)
11.8.5 Empower Recent Development
11.9 Merrill Lynch
11.9.1 Merrill Lynch Company Details
11.9.2 Merrill Lynch Business Overview
11.9.3 Merrill Lynch Personal Wealth Management Services Introduction
11.9.4 Merrill Lynch Revenue in Personal Wealth Management Services Business (2021–2026)
11.9.5 Merrill Lynch Recent Development
11.10 William Blair
11.10.1 William Blair Company Details
11.10.2 William Blair Business Overview
11.10.3 William Blair Personal Wealth Management Services Introduction
11.10.4 William Blair Revenue in Personal Wealth Management Services Business (2021–2026)
11.10.5 William Blair Recent Development
11.11 Raymond James
11.11.1 Raymond James Company Details
11.11.2 Raymond James Business Overview
11.11.3 Raymond James Personal Wealth Management Services Introduction
11.11.4 Raymond James Revenue in Personal Wealth Management Services Business (2021–2026)
11.11.5 Raymond James Recent Development
11.12 Charles Schwab
11.12.1 Charles Schwab Company Details
11.12.2 Charles Schwab Business Overview
11.12.3 Charles Schwab Personal Wealth Management Services Introduction
11.12.4 Charles Schwab Revenue in Personal Wealth Management Services Business (2021–2026)
11.12.5 Charles Schwab Recent Development
11.13 Wealthspire Advisors
11.13.1 Wealthspire Advisors Company Details
11.13.2 Wealthspire Advisors Business Overview
11.13.3 Wealthspire Advisors Personal Wealth Management Services Introduction
11.13.4 Wealthspire Advisors Revenue in Personal Wealth Management Services Business (2021–2026)
11.13.5 Wealthspire Advisors Recent Development
11.14 Cresset
11.14.1 Cresset Company Details
11.14.2 Cresset Business Overview
11.14.3 Cresset Personal Wealth Management Services Introduction
11.14.4 Cresset Revenue in Personal Wealth Management Services Business (2021–2026)
11.14.5 Cresset Recent Development
11.15 RBC Wealth Management
11.15.1 RBC Wealth Management Company Details
11.15.2 RBC Wealth Management Business Overview
11.15.3 RBC Wealth Management Personal Wealth Management Services Introduction
11.15.4 RBC Wealth Management Revenue in Personal Wealth Management Services Business (2021–2026)
11.15.5 RBC Wealth Management Recent Development
11.16 Wellsfargo
11.16.1 Wellsfargo Company Details
11.16.2 Wellsfargo Business Overview
11.16.3 Wellsfargo Personal Wealth Management Services Introduction
11.16.4 Wellsfargo Revenue in Personal Wealth Management Services Business (2021–2026)
11.16.5 Wellsfargo Recent Development
11.17 Northwestern Mutual
11.17.1 Northwestern Mutual Company Details
11.17.2 Northwestern Mutual Business Overview
11.17.3 Northwestern Mutual Personal Wealth Management Services Introduction
11.17.4 Northwestern Mutual Revenue in Personal Wealth Management Services Business (2021–2026)
11.17.5 Northwestern Mutual Recent Development
11.18 LPL Financial
11.18.1 LPL Financial Company Details
11.18.2 LPL Financial Business Overview
11.18.3 LPL Financial Personal Wealth Management Services Introduction
11.18.4 LPL Financial Revenue in Personal Wealth Management Services Business (2021–2026)
11.18.5 LPL Financial Recent Development
11.19 Edelman Financial Engines
11.19.1 Edelman Financial Engines Company Details
11.19.2 Edelman Financial Engines Business Overview
11.19.3 Edelman Financial Engines Personal Wealth Management Services Introduction
11.19.4 Edelman Financial Engines Revenue in Personal Wealth Management Services Business (2021–2026)
11.19.5 Edelman Financial Engines Recent Development
11.20 Evelyn Partners
11.20.1 Evelyn Partners Company Details
11.20.2 Evelyn Partners Business Overview
11.20.3 Evelyn Partners Personal Wealth Management Services Introduction
11.20.4 Evelyn Partners Revenue in Personal Wealth Management Services Business (2021–2026)
11.20.5 Evelyn Partners Recent Development
11.21 EP Wealth Advisors
11.21.1 EP Wealth Advisors Company Details
11.21.2 EP Wealth Advisors Business Overview
11.21.3 EP Wealth Advisors Personal Wealth Management Services Introduction
11.21.4 EP Wealth Advisors Revenue in Personal Wealth Management Services Business (2021–2026)
11.21.5 EP Wealth Advisors Recent Development
11.22 Coutts
11.22.1 Coutts Company Details
11.22.2 Coutts Business Overview
11.22.3 Coutts Personal Wealth Management Services Introduction
11.22.4 Coutts Revenue in Personal Wealth Management Services Business (2021–2026)
11.22.5 Coutts Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.1.1 Research Programs/Design
13.1.1.2 Market Size Estimation
13.1.1.3 Market Breakdown and Data Triangulation
13.1.2 Data Source
13.1.2.1 Secondary Sources
13.1.2.2 Primary Sources
13.2 Author Details
13.3 Disclaimer
TABLE OF FIGURES
List of Tables
Table 1. Global Personal Wealth Management Services Market Size Growth Rate by Type (US$ Million): 2021 vs 2025 vs 2032
Table 2. Key Players of Financial Planning
Table 3. Key Players of Investment Management
Table 4. Key Players of Asset Management
Table 5. Key Players of Asset Allocation
Table 6. Key Players of Estate Planning
Table 7. Key Players of Tax Planning
Table 8. Key Players of Retirement Planning
Table 9. Global Personal Wealth Management Services Market Size Growth Rate by Target Customers (US$ Million): 2021 vs 2025 vs 2032
Table 10. Key Players of Mass Wealth Management Services
Table 11. Key Players of Wealth Management for Affluent Individuals
Table 12. Global Personal Wealth Management Services Market Size Growth Rate by Service Providers (US$ Million): 2021 vs 2025 vs 2032
Table 13. Key Players of Private Banking Departments of Commercial Banks
Table 14. Key Players of Wealth Management Departments of Securities Companies
Table 15. Key Players of Third-Party Wealth Management Institutions
Table 16. Key Players of Trust Companies and Family Offices
Table 17. Global Personal Wealth Management Services Market Size Growth by Application (US$ Million): 2021 vs 2025 vs 2032
Table 18. Global Personal Wealth Management Services Market Size by Region (US$ Million): 2021 vs 2025 vs 2032
Table 19. Global Personal Wealth Management Services Market Size by Region (US$ Million), 2021–2026
Table 20. Global Personal Wealth Management Services Market Share by Region (2021–2026)
Table 21. Global Personal Wealth Management Services Forecasted Market Size by Region (US$ Million), 2027–2032
Table 22. Global Personal Wealth Management Services Market Share by Region (2027–2032)
Table 23. Personal Wealth Management Services Market Trends
Table 24. Personal Wealth Management Services Market Drivers
Table 25. Personal Wealth Management Services Market Challenges
Table 26. Personal Wealth Management Services Market Restraints
Table 27. Global Personal Wealth Management Services Revenue by Players (US$ Million), 2021–2026
Table 28. Global Personal Wealth Management Services Market Share by Players (2021–2026)
Table 29. Global Top Personal Wealth Management Services Players by Tier (Tier 1, Tier 2, and Tier 3), based on Personal Wealth Management Services Revenue, 2025
Table 30. Ranking of Global Top Personal Wealth Management Services Companies by Revenue (US$ Million) in 2025
Table 31. Global 5 Largest Players Market Share by Personal Wealth Management Services Revenue (CR5 and HHI), 2021–2026
Table 32. Global Key Players of Personal Wealth Management Services, Headquarters and Area Served
Table 33. Global Key Players of Personal Wealth Management Services, Products and Applications
Table 34. Global Key Players of Personal Wealth Management Services, Date of General Availability (GA)
Table 35. Mergers and Acquisitions, Expansion Plans
Table 36. Global Personal Wealth Management Services Market Size by Type (US$ Million), 2021–2026
Table 37. Global Personal Wealth Management Services Revenue Market Share by Type (2021–2026)
Table 38. Global Personal Wealth Management Services Forecasted Market Size by Type (US$ Million), 2027–2032
Table 39. Global Personal Wealth Management Services Revenue Market Share by Type (2027–2032)
Table 40. Global Personal Wealth Management Services Market Size by Application (US$ Million), 2021–2026
Table 41. Global Personal Wealth Management Services Revenue Market Share by Application (2021–2026)
Table 42. Global Personal Wealth Management Services Forecasted Market Size by Application (US$ Million), 2027–2032
Table 43. Global Personal Wealth Management Services Revenue Market Share by Application (2027–2032)
Table 44. North America Personal Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032
Table 45. North America Personal Wealth Management Services Market Size by Country (US$ Million), 2021–2026
Table 46. North America Personal Wealth Management Services Market Size by Country (US$ Million), 2027–2032
Table 47. Europe Personal Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032
Table 48. Europe Personal Wealth Management Services Market Size by Country (US$ Million), 2021–2026
Table 49. Europe Personal Wealth Management Services Market Size by Country (US$ Million), 2027–2032
Table 50. Asia-Pacific Personal Wealth Management Services Market Size Growth Rate by Region (US$ Million): 2021 vs 2025 vs 2032
Table 51. Asia-Pacific Personal Wealth Management Services Market Size by Region (US$ Million), 2021–2026
Table 52. Asia-Pacific Personal Wealth Management Services Market Size by Region (US$ Million), 2027–2032
Table 53. Latin America Personal Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032
Table 54. Latin America Personal Wealth Management Services Market Size by Country (US$ Million), 2021–2026
Table 55. Latin America Personal Wealth Management Services Market Size by Country (US$ Million), 2027–2032
Table 56. Middle East & Africa Personal Wealth Management Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032
Table 57. Middle East & Africa Personal Wealth Management Services Market Size by Country (US$ Million), 2021–2026
Table 58. Middle East & Africa Personal Wealth Management Services Market Size by Country (US$ Million), 2027–2032
Table 59. BNY Company Details
Table 60. BNY Business Overview
Table 61. BNY Personal Wealth Management Services Product
Table 62. BNY Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 63. BNY Recent Development
Table 64. Mariner Company Details
Table 65. Mariner Business Overview
Table 66. Mariner Personal Wealth Management Services Product
Table 67. Mariner Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 68. Mariner Recent Development
Table 69. FNZ Company Details
Table 70. FNZ Business Overview
Table 71. FNZ Personal Wealth Management Services Product
Table 72. FNZ Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 73. FNZ Recent Development
Table 74. Vanguard Company Details
Table 75. Vanguard Business Overview
Table 76. Vanguard Personal Wealth Management Services Product
Table 77. Vanguard Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 78. Vanguard Recent Development
Table 79. Glenmede Company Details
Table 80. Glenmede Business Overview
Table 81. Glenmede Personal Wealth Management Services Product
Table 82. Glenmede Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 83. Glenmede Recent Development
Table 84. Bernstein Private Wealth Management Company Details
Table 85. Bernstein Private Wealth Management Business Overview
Table 86. Bernstein Private Wealth Management Personal Wealth Management Services Product
Table 87. Bernstein Private Wealth Management Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 88. Bernstein Private Wealth Management Recent Development
Table 89. Fidelity Company Details
Table 90. Fidelity Business Overview
Table 91. Fidelity Personal Wealth Management Services Product
Table 92. Fidelity Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 93. Fidelity Recent Development
Table 94. Empower Company Details
Table 95. Empower Business Overview
Table 96. Empower Personal Wealth Management Services Product
Table 97. Empower Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 98. Empower Recent Development
Table 99. Merrill Lynch Company Details
Table 100. Merrill Lynch Business Overview
Table 101. Merrill Lynch Personal Wealth Management Services Product
Table 102. Merrill Lynch Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 103. Merrill Lynch Recent Development
Table 104. William Blair Company Details
Table 105. William Blair Business Overview
Table 106. William Blair Personal Wealth Management Services Product
Table 107. William Blair Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 108. William Blair Recent Development
Table 109. Raymond James Company Details
Table 110. Raymond James Business Overview
Table 111. Raymond James Personal Wealth Management Services Product
Table 112. Raymond James Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 113. Raymond James Recent Development
Table 114. Charles Schwab Company Details
Table 115. Charles Schwab Business Overview
Table 116. Charles Schwab Personal Wealth Management Services Product
Table 117. Charles Schwab Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 118. Charles Schwab Recent Development
Table 119. Wealthspire Advisors Company Details
Table 120. Wealthspire Advisors Business Overview
Table 121. Wealthspire Advisors Personal Wealth Management Services Product
Table 122. Wealthspire Advisors Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 123. Wealthspire Advisors Recent Development
Table 124. Cresset Company Details
Table 125. Cresset Business Overview
Table 126. Cresset Personal Wealth Management Services Product
Table 127. Cresset Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 128. Cresset Recent Development
Table 129. RBC Wealth Management Company Details
Table 130. RBC Wealth Management Business Overview
Table 131. RBC Wealth Management Personal Wealth Management Services Product
Table 132. RBC Wealth Management Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 133. RBC Wealth Management Recent Development
Table 134. Wellsfargo Company Details
Table 135. Wellsfargo Business Overview
Table 136. Wellsfargo Personal Wealth Management Services Product
Table 137. Wellsfargo Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 138. Wellsfargo Recent Development
Table 139. Northwestern Mutual Company Details
Table 140. Northwestern Mutual Business Overview
Table 141. Northwestern Mutual Personal Wealth Management Services Product
Table 142. Northwestern Mutual Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 143. Northwestern Mutual Recent Development
Table 144. LPL Financial Company Details
Table 145. LPL Financial Business Overview
Table 146. LPL Financial Personal Wealth Management Services Product
Table 147. LPL Financial Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 148. LPL Financial Recent Development
Table 149. Edelman Financial Engines Company Details
Table 150. Edelman Financial Engines Business Overview
Table 151. Edelman Financial Engines Personal Wealth Management Services Product
Table 152. Edelman Financial Engines Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 153. Edelman Financial Engines Recent Development
Table 154. Evelyn Partners Company Details
Table 155. Evelyn Partners Business Overview
Table 156. Evelyn Partners Personal Wealth Management Services Product
Table 157. Evelyn Partners Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 158. Evelyn Partners Recent Development
Table 159. EP Wealth Advisors Company Details
Table 160. EP Wealth Advisors Business Overview
Table 161. EP Wealth Advisors Personal Wealth Management Services Product
Table 162. EP Wealth Advisors Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 163. EP Wealth Advisors Recent Development
Table 164. Coutts Company Details
Table 165. Coutts Business Overview
Table 166. Coutts Personal Wealth Management Services Product
Table 167. Coutts Revenue in Personal Wealth Management Services Business (US$ Million), 2021–2026
Table 168. Coutts Recent Development
Table 169. Research Programs/Design for This Report
Table 170. Key Data Information from Secondary Sources
Table 171. Key Data Information from Primary Sources
Table 172. Authors List of This Report
List of Figures
Figure 1. Personal Wealth Management Services Picture
Figure 2. Global Personal Wealth Management Services Market Size Comparison by Type (US$ Million), 2021–2032
Figure 3. Global Personal Wealth Management Services Market Share by Type: 2025 vs 2032
Figure 4. Financial Planning Features
Figure 5. Investment Management Features
Figure 6. Asset Management Features
Figure 7. Asset Allocation Features
Figure 8. Estate Planning Features
Figure 9. Tax Planning Features
Figure 10. Retirement Planning Features
Figure 11. Others Features
Figure 12. Global Personal Wealth Management Services Market Size Comparison by Target Customers (US$ Million), 2021–2032
Figure 13. Mass Wealth Management Services Features
Figure 14. Wealth Management for Affluent Individuals Features
Figure 15. Global Personal Wealth Management Services Market Size Comparison by Service Providers (US$ Million), 2021–2032
Figure 16. Private Banking Departments of Commercial Banks Features
Figure 17. Wealth Management Departments of Securities Companies Features
Figure 18. Third-Party Wealth Management Institutions Features
Figure 19. Trust Companies and Family Offices Features
Figure 20. Global Personal Wealth Management Services Market Size by Application (US$ Million), 2021–2032
Figure 21. Global Personal Wealth Management Services Market Share by Application: 2025 vs 2032
Figure 22. Employees Case Studies
Figure 23. Business Owners Case Studies
Figure 24. Retirees Case Studies
Figure 25. Others Case Studies
Figure 26. Personal Wealth Management Services Report Years Considered
Figure 27. Global Personal Wealth Management Services Market Size (US$ Million), Year-over-Year: 2021–2032
Figure 28. Global Personal Wealth Management Services Market Size, (US$ Million), 2021 vs 2025 vs 2032
Figure 29. Global Personal Wealth Management Services Market Share by Region: 2025 vs 2032
Figure 30. Global Personal Wealth Management Services Market Share by Players in 2025
Figure 31. Global Personal Wealth Management Services Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
Figure 32. The Top 10 and 5 Players Market Share by Personal Wealth Management Services Revenue in 2025
Figure 33. North America Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 34. North America Personal Wealth Management Services Market Share by Country (2021–2032)
Figure 35. United States Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 36. Canada Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 37. Europe Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 38. Europe Personal Wealth Management Services Market Share by Country (2021–2032)
Figure 39. Germany Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 40. France Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 41. U.K. Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 42. Italy Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 43. Russia Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 44. Ireland Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 45. Asia-Pacific Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 46. Asia-Pacific Personal Wealth Management Services Market Share by Region (2021–2032)
Figure 47. China Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 48. Japan Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 49. South Korea Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 50. Southeast Asia Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 51. India Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 52. Australia & New Zealand Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 53. Latin America Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 54. Latin America Personal Wealth Management Services Market Share by Country (2021–2032)
Figure 55. Mexico Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 56. Brazil Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 57. Middle East & Africa Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 58. Middle East & Africa Personal Wealth Management Services Market Share by Country (2021–2032)
Figure 59. Israel Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 60. Saudi Arabia Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 61. UAE Personal Wealth Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 62. BNY Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 63. Mariner Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 64. FNZ Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 65. Vanguard Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 66. Glenmede Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 67. Bernstein Private Wealth Management Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 68. Fidelity Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 69. Empower Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 70. Merrill Lynch Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 71. William Blair Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 72. Raymond James Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 73. Charles Schwab Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 74. Wealthspire Advisors Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 75. Cresset Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 76. RBC Wealth Management Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 77. Wellsfargo Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 78. Northwestern Mutual Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 79. LPL Financial Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 80. Edelman Financial Engines Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 81. Evelyn Partners Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 82. EP Wealth Advisors Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 83. Coutts Revenue Growth Rate in Personal Wealth Management Services Business (2021–2026)
Figure 84. Bottom-up and Top-down Approaches for This Report
Figure 85. Data Triangulation
Figure 86. Key Executives Interviewed
KEY QUESTIONS ADDRESSED BY THE REPORT
What was the global market size of Personal Wealth Management Services in 2032?
The global market size of Personal Wealth Management Services in 2032 was 1658 Million USD.
Which region is expected to have the highest market share?
What is the annual compound growth rate of the global Personal Wealth Management Services market size from 2026 to 2032?
Which companies rank high in the global Personal Wealth Management Services market?
What was the global market size of Personal Wealth Management Services in 2026?
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