Wealth Management Global Market Report 2018

1. Wealth Management Global Market Report 2018 Including: Portfolio Management; Funds, Trusts, and Other Financial Vehicles; Investment Advice Covering: Agricultural Bank of China, Wells Fargo, BlackRock, Morgan Stanley, Bank of America Feb 2018

2. Reasons to Purchase • Outperform competitors using accurate up to date demand-side dynamics information. • Identify growth segments for investment. • Facilitate decision making on the basis of historic and forecast data and the drivers and restraints on the market. • Create regional and country strategies on the basis of local data and analysis. • Stay abreast of the latest customer and market research findings • Benchmark performance against key competitors. • Develop strategies based on likely future developments. • Utilize the relationships between key data sets for superior strategizing. • Suitable for supporting your internal and external presentations with reliable high quality data and analysis • Gain a global perspective on the development of the market. • Report will be updated with the latest data and delivered to you within 3-5 working days of order. Scope Markets Covered: Portfolio Management; Funds, Trusts, and Other Financial Vehicles; Investment Advice Companies Mentioned: Agricultural Bank of China, Wells Fargo, BlackRock, Morgan Stanley, Bank of America Countries: Brazil, China, France, Germany, India, Italy, Japan, Spain, Russia, UK, USA and Australia. Regions: Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East And Africa Time series: Five years historic and forecast. Data: Ratios of market size and growth to related markets, GDP, Expenditure Per Capita, Wealth Management Market Indicators Comparison. Data segmentations: Country and regional historic and forecast data, market share of competitors, market segments. Sourcing and Referencing: Data and analysis throughout the report is sourced using end notes.

3. Wealth Management Market Characteristics The wealth management market comprises establishments engaged in planning, advising and managing various kinds of assets. This market covers financial and investment advice, retirement planning and legal or estate planning but excludes accounting and tax services. Market is the revenue generated from the fees and commissions levied on the assets being managed. This market includes brokerage and custodian charges of the firms. The wealth management market in this report is segmented into portfolio management, funds, trusts, and other financial vehicles and investment advice. Portfolio Management –this comprises entities primarily engaged in Funds, Trusts, and Other Financial Vehicles –comprises legal entities (i.e., funds, plans, and/or programs) organized to Investment advice - comprises entities primarily involved in In this report market value is defined as the revenues organizations earn by selling their goods and services within the specified market, based on the price at which they sell. Only goods and services traded between entities are included.The revenues for a specified geography are consumption values – that is, they are revenues generated by organizations in the specified geography within the specified market, irrespective of where they are produced.

4. Wealth Management Wealth Management Market Historic Growth Historic Growth Market The global wealth management market grew from $X billion in 2013 to $X billion in 2017 at a compound annual growth rate (CAGR) of X%. The chart and table below shows the year-on-year growth of the global wealth management market during 2013 – 2017. Drivers of the Market: Restraints on the Market:

5. Wealth Wealth Management Management Market Forecast Growth Forecast Growth Market The global wealth management market is expected to grow from $X billion in 2017 to $1461.5 billion in 2021 at a compound annual growth rate (CAGR) of X%. Strong forecasted growth for wealth management services can be attributed to increasing wealth in developing countries such as India and China. The chart and table below shows the year-on-year growth of the global wealth management market during 2017 - 2021. Drivers of the Market: Restraints on the Market:

6. Wealth Management Market Segmentation The chart and table below shows the split of the wealth management market in 2017. The total market value for wealth management was $X billion in 2017. The markets that are covered include Portfolio Management; Funds, Trusts, and Other Financial Vehicles; Investment Advice. Portfolio Management was the x largest segment in the wealth management market with X% share of the market. The market value for the portfolio management was $x billion in 2017. Funds, Trusts, and Other Financial Vehicles made up around X% share of the market. The market value for the funds, trusts, and other financial vehicles was $x billion in 2017.

7. Wealth Management Wealth Management Market Regional And Country Analysis Regional And Country Analysis Market The Asia Pacific was the x largest region in the wealth management market in 2017, wealth management for $X billion or X% market share. North America was the x largest region in the wealth management accounting for $X billion or X% market share. Europe was the x largest region in the wealth management accounting for $X billion or X% market share.

8. Wealth Management Market Competitive Landscape The leading competitors in the global wealth management market are Agricultural Bank of China, Wells Fargo, BlackRock, Morgan Stanley, Bank of America. The chart and table below displays the percentage market share of the top players in the wealth management market industry. Agricultural Bank of China generated revenues of $XX billion for the financial year 2016, an XX% decrease from the previous year. Wells Fargo generated revenues of $XX billion for the financial year 2016, an XX% decrease from the previous year. BlackRock generated revenues of $XX billion for the financial year 2016, an XX% decrease from the previous year.

9. Morgan Stanley generated revenues of $XX billion for the financial year 2016, an XX% decrease from the previous year. Bank of America generated revenues of $XX billion for the financial year 2016, an XX% decrease from the previous year. JP Morgan Asset Management generated revenues of $XX billion for the financial year 2016, an XX% decrease from the previous year. State Street Global Advisors generated revenues of $XX billion for the financial year 2016, an XX% decrease from the previous year. UBS generated revenues of $XX billion for the financial year 2016, an XX% decrease from the previous year. Allianz Group generated revenues of $XX billion for the financial year 2016, an XX% decrease from the previous year. Ameriprise Financial Inc generated revenues of $XX billion for the financial year 2016, an XX% decrease from the previous year. Company Profile Agricultural Bank of China Overview Agricultural Bank of China was the largest competitor in the wealth management industry with a XX% share of the market in 2016. The

10. company is an international commercial banking and financial services provider. It was founded in 1951 in Beijing and employees over 503,000 people. Products and Services The company operates through the following segments: Corporate Banking – This segment includes corporate intermediary services such as Personal Banking – The personal banking segment provides services to Treasury Services – This segment deals with repurchase and Others And Unallocated – In this segment the Strategy As part of the growth strategy, the company is planning to integrate with the international markets to enhance its global serving capabilities. It is also strengthening its financial, trading and investment businesses as well as develop urban and county businesses. Financial Performance Agricultural Bank of China generated a revenue of $XX billion in the financial year 2016. The company had a market

11. Wells Fargo Overview Products and Services Strategy Financial Performance BlackRock Overview Products and Services Strategy Financial Performance Morgan Stanley Overview Products and Services Strategy Financial Performance Bank of America Overview Products and Services Strategy Financial Performance