Global Wealth Management Competitive Dynamics 2021 – AUM Wealth Manager Review, Financial Performance, Innovative & Competitive Trends –

the “Wealth Management Competitive Dynamics 2021 Update – AUM Wealth Manager Review, Financial Performance, Innovative and Competitive Trends” report has been added to from offer.

This report compares the world’s leading wealth managers based on client assets under management and financial performance. It covers the 47 largest institutions, including stand-alone private banks and wealth managers as well as competitors that are part of large universal financial groups. All international public wealth managers with over $100 billion in private client assets under management are featured in the report.

Major wealth management players have weathered the pandemic hardships well, recovering most of the assets under management (AUM) lost due to early market disruptions and ultimately increasing overall client assets. Positive net inflows and continued revenue growth – even as the pandemic continues to spread – mean the industry has not suffered the same level of disruption as during the global financial crisis. While profits have fallen, private wealth management remains a bright spot for the banking industry and is well positioned to grow in the recovery.


  • Private wealth management client assets ended 2020 at a record high.

  • The consolidation of asset management is reshaping the industry and is resulting in the addition of more leading wealth managers to their asset management divisions.

  • Earnings have been impacted by the COVID-19 pandemic, but less than other parts of the banking industry.

Reasons to buy

  • Compare your AUM and financial performance with the biggest players in the industry.

  • Understand the challenges of growing client assets across different geographies.

  • Learn about your competitors’ strategies related to expanding customer books.

  • Find out how profitable the wealth management industry is.

  • Identify industry best practices for managing operating costs and increasing revenue.

  • Learn how wealth managers’ M&A activity affects their financial performance.

Main topics covered:

1. Summary

2. Wealth Managers by AUM

2.1 Assets under management of leading wealth managers have recovered by the end of 2020

2.2 The high end of the private wealth market has undergone significant changes

2.3 Half-Year Figures Suggest Industry is Growing Strongly

3. Financial performance

3.1 Earnings fell in 2020, but nothing like the global financial crisis

3.2 The Group’s performance has been strongly impacted by the pandemic

4. Competitive trends

4.1 Publisher Company Filings Analysis: Key Trends

4.2 ESG dominates competitive positioning

4.3 Regulatory issues are increasingly pressing around data

4.4 Robo-advisor and digital platforms

4.5 High Net Worth Individuals Are Increasingly Attractive to Leading Private Wealth Managers

5. Appendix

Companies cited


  • Bank of America Merrill Lynch

  • Barclays

  • BNP Paribas

  • BNY Mellon

  • bank of china

  • Bank of Montreal

  • Charles Schwab

  • China Merchants Bank

  • Citigroup

  • Citi Private Bank

  • Agricultural credit

  • Swiss credit

  • German Bank

  • DBS

  • EFG International

  • Goldman Sachs

  • HSBC

  • HSBC Private Bank

  • JP Morgan

  • Julius Baer

  • Morgan Stanley

  • Northern Trust

  • Pictet

  • Royal Bank of Canada

  • Royal Bank of Scotland

  • Santander

  • Societe Generale

  • Standard charter

  • UBS

  • American trust

  • Vontobel

  • Wells Fargo

  • OCBC

  • Bank of Singapore

  • DBS

  • UBP

  • Raymond James

  • St. James Square

  • Investec

  • Vaud Cantonal Bank

  • Rothschild & Cie

  • Nordea

For more information on this report, visit

Dolores W. Simon