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Wealth Management Market Report 2026-2030 & 2035: $2.91 Trn Opportunities in Rising Demand for Digital Solutions, AI-driven Advisory Tools, Sustainable Investments, and Cross-border Services

Research and Markets

Fri, February 20, 2026 at 6:15 PM GMT+9 3 min read

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The wealth management market offers significant opportunities due to rising demand for digital solutions, AI-driven advisory tools, sustainable investments, and cross-border services. Key trends include personalized portfolio management, hybrid advisory models, holistic planning, and alternative asset allocation. North America leads, with Western Europe following closely.

Wealth Management Market

Wealth Management Market · GlobeNewswire Inc.

Dublin, Feb. 20, 2026 (GLOBE NEWSWIRE) – The “Wealth Management Market Report 2026” has been added to ** ResearchAndMarkets.com’s** offering.

The wealth management market is demonstrating robust growth, with projections indicating an increase from $2.1 trillion in 2025 to $2.23 trillion in 2026, reflecting a compound annual growth rate (CAGR) of 6.3%. This upward trend is fueled by factors such as the rising number of high-net-worth individuals, expansive global capital market engagements, and a burgeoning demand for professional financial advisory services.

Looking ahead, the market is expected to reach $2.91 trillion by 2030 with a CAGR of 6.9%. Future growth will be supported by an enhanced demand for tailored digital wealth solutions, the integration of AI-driven advisory tools, and an increased interest in sustainable and ESG investments. Noteworthy trends include personalized portfolio management, hybrid advisory models, holistic financial planning, and alternative asset allocation strategies.

This flourishing market is also driven by positive economic indicators, such as the 2.1% annual GDP growth recorded in the US during the second quarter of 2023. Economic advancements create fertile grounds for wealth management by providing investment avenues and elevating asset values.

Major industry players are pioneering innovative solutions to meet escalating demands. Notably, Morgan Stanley introduced the AI-powered tool, AI Morgan Stanley Debrief, in June 2024. This GenAI tool, powered by advanced AI models and CRM integrations, automates meeting summaries, drafts client communications, and enhances workflow efficiencies, proving invaluable for advisors seeking to scale client interactions without sacrificing personalized service. This innovation reflects a wider industry shift towards using analytics and automation to boost advisor productivity.

The market is further augmented by strategic acquisitions and partnerships. For instance, Backbase BV’s acquisition of Nucoro Limited enables Backbase to offer comprehensive digital investment services, integrating capabilities such as robo-advisory and trading solutions.

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Key industry players include Morgan Stanley, Bank of America Corporation, UBS Group AG, Wells Fargo & Company, JPMorgan Chase & Co., and others, with North America leading as the largest market region, followed by Western Europe. The market also encapsulates a diverse range of regions and countries, spanning Asia-Pacific, Europe, North and South America, the Middle East, and Africa.

The wealth management market comprises revenues from services like asset planning, advising, and management, with revenues driven by fees and commissions on managed assets, encompassing custodian charges but excluding standalone brokerage fees. This market value comprises revenues from goods and services traded within designated geographies.

Key Attributes:

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Companies Featured
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Morgan Stanley

Bank of America Corporation

UBS Group AG

Wells Fargo & Company

JPMorgan Chase & Co.

Citigroup Inc.

HSBC Holdings plc

The Goldman Sachs Group Inc.

BNP Paribas

Kotak Wealth Management

IIFL Wealth Management

Axis Bank Wealth Management

Edelweiss Wealth Management

Avendus

AUM Capital

KW Wealth Advisors

Canaccord Genuity Wealth Management

Brewin Dolphin

Kingswood Group

St James's Place Wealth Management

Quilter

Northern Trust

BNY Mellon Wealth Management

RBC Wealth Management

Fidelity

Charles Schwab

Vanguard

Sanlam Private Wealth

Nedbank Wealth

Investec Wealth Management

For more information about this report visit https://www.researchandmarkets.com/r/f12w6e

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Wealth Management Market

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