Global Personal Wealth Management Services Market Growth (Status and Outlook) 2025-2031

Report ID: 3022959 | Published Date: Dec 2025 | No. of Page: 141 | Base Year: 2024 | Rating: 4.3 | Webstory: Check our Web story
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Impact of U.S Tarrifs Analyzed 2025

The global Personal Wealth Management Services market size is predicted to grow from US$ 241 million in 2025 to US$ 311 million in 2031; it is expected to grow at a CAGR of 4.4% from 2025 to 2031.

Personal wealth management service is a comprehensive financial service designed to help individual customers effectively manage, increase value and protect their wealth. Personal wealth management service can ensure that customers' assets can achieve steady growth under the premise of controlling risks, meet customers' financial needs at different stages of life, and achieve long-term preservation and appreciation of wealth.

Key Features:

  • Growth projection from US$ 241 million in 2025 to US$ 311 million in 2031.
  • Focus on controlling risks and long-term wealth preservation.

Segmentation by Type:

  • Financial Planning
  • Investment Management
  • Asset Management
  • Asset Allocation
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Others

Segmentation by Application:

  • Employees
  • Business Owners
  • Retirees
  • Others

Market by Region:

  • Americas
  • APAC
  • Europe
  • Middle East & Africa

Company Coverage:

  • 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

Key Questions Addressed in this Report:
Frequently Asked Questions
Personal Wealth Management Services report offers great insights of the market and consumer data and their interpretation through various figures and graphs. Report has embedded global market and regional market deep analysis through various research methodologies. The report also offers great competitor analysis of the industries and highlights the key aspect of their business like success stories, market development and growth rate.
Personal Wealth Management Services report is categorised based on following features:
  1. Global Market Players
  2. Geopolitical regions
  3. Consumer Insights
  4. Technological advancement
  5. Historic and Future Analysis of the Market
Personal Wealth Management Services report is designed on the six basic aspects of analysing the market, which covers the SWOT and SWAR analysis like strength, weakness, opportunity, threat, aspirations and results. This methodology helps investors to reach on to the desired and correct decision to put their capital into the market.

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