基于(主要地区、市场参与者、规模和份额)的私人银行市场 - 到 2030 年的预测

  • Report Code : TIPRE00039061
  • Category : Banking, Financial Services, and Insurance
  • Status : Data Released
  • No. of Pages : 150
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私人银行市场规模及趋势

私人银行市场规模预计将从2023年的4813亿美元增长到2031年的10317.1亿美元;预计 2023 年至 2031 年复合年增长率为 10.0%。由于当前私人银行市场趋势及其在预测期内的可预见影响,该市场包括增长前景。就盈利能力而言,私人银行是金融服务领域的领先部门。

近几十年来,随着商业和金融网络的扩张,全球化不断发展。跨国界,使来自其他经济体的企业和工人之间的联系日益紧密。更大程度的全球化为国际投资创造了更多机会,从而产生了更多与投资相关的项目。此外,工业化还促进了投资、跨界合作、伙伴关系和合资企业的增加,促进了私人银行市场的增长。

私人银行市场分析

私人银行市场分析

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私人银行业务是指零售银行和其他金融机构为其高净值个人(HNWI)客户提供的量身定制的金融服务和产品。私人银行业务由各种规模的消费银行和经纪公司提供,尽管它针对的是特定的客户群体。通常,这项服务由称为“私人银行”或“财富管理”部门的专门部门提供。私人银行提供多种财富管理服务,所有服务均位于同一地点,交通便利。私人银行业务包括信托和遗产规划、保险、税务服务以及投资和投资组合管理。在日益自动化和数字化的银行环境中,私人银行为客户提供一系列福利、特权和定制服务,正在成为一种高价值资产。尽管如此,这对银行及其私人客户来说都是有好处的。

战略见解

私人银行业概览

  • 支票和储蓄账户等常见金融服务都包含在私人银行业务中,但以更加个性化的方式提供。

 

  • 每个客户都有一名“关系经理”或“私人银行家”,负责处理任何问题。一切都由私人银行家管理,从设立巨额抵押贷款等复杂工作到账单支付等日常职责。
  • 另一方面,除了存款证和保险箱之外,私人银行业务还处理客户的完整财务状况。
  • 建议投资策略和财务规划、投资组合管理、专业融资选择、退休规划以及将资金转移给子孙后代都是专业服务的例子。

私人银行市场驱动力

对财富管理解决方案的巨大需求推动私人银行市场发展

  • 对财富管理解决方案不断增长的需求预计将重新定义私人银行市场的动态,从而引发深刻的定价转变。
    < li>随着高净值人士越来越多地寻求复杂的策略来保存和增长其资产,私人银行被迫增强其产品和竞争地位。
  • 随着个人积累更多的财富,他们寻求复杂的投资策略、税务优化、遗产规划和个性化建议,所有这些都是私人银行提供的。
  • 因此,随着财富管理解决方案需求的增长,私人银行将看到更多的商机并扩大服务范围,以满足富裕客户不断变化的需求。
  • 此外,金融市场和投资选择日益复杂,进一步增加了对专家指导和量身定制解决方案的需求,而私人银行可以满足这些需求。
    • 随着全球财富持续增长,特别是在新兴市场,私人银行服务的潜在客户群不断扩大,进一步推动了私人银行服务的发展。私人银行市场增长。

    私人银行市场报告细分分析

    • 按类型划分,私人银行市场分为资产管理服务、保险服务、信托服务、税务咨询、房地产咨询等。
    • 资产管理服务领域预计将在 2023 年占据私人银行市场的可观份额。
    • 私人银行资产管理服务是指私人银行机构内的金融专家团队对客户的投资和资产进行专业管理。这项服务通常涉及根据客户的财务目标、风险承受能力和时间范围量身定制的个性化投资策略。
    • 私人银行家提供就资产配置、投资组合多元化和投资选择提供建议和指导,旨在在有效管理风险的同时实现回报最大化。
    • 他们还可以提供附加服务,例如遗产规划、税务优化和财富保值策略。

    按地理位置划分的私人银行市场份额分析

    范围私人银行市场主要分为五个地区——北美、欧洲、亚太、中东和非洲。非洲、南美洲。北美正在经历快速增长,预计将占据重要的私人银行市场份额。该地区经济的显着发展、人口的增长以及对风险管理和私人银行业务的日益关注促进了市场的增长。

    私人银行市场报告范围

    “私人银行市场分析”是根据类型和应用进行的。根据类型,市场分为资产管理服务、保险服务、信托服务、税务咨询和房地产咨询。根据用途,私人银行市场分为个人和企业。根据地理位置,市场分为北美、欧洲、亚太地区、中东和中东地区。非洲和南美洲。

    报告属性

    详情

    2023年市场规模

    4813.0 亿美元

    2031 年市场规模

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    10317.1 亿美元

    全球复合年增长率(2023-2031 年)

    10.0%

    实际数据< /p>

    2021 – 2023 年

    预测期

    2024 年; 2031

    报告覆盖范围

    市场规模和预测(美元)、市场驱动因素和趋势分析、PEST 分析、关键机会、区域和地区国家分析、竞争格局、公司概况

    涵盖的细分市场

    类型(资产管理服务、保险服务、信托服务、税务咨询、房地产咨询);应用(个人、企业);和地理

    覆盖地区

    北部美洲、欧洲、亚太地区、南美洲、MEA

    涵盖的国家/地区

    美国;加拿大;墨西哥;英国;德国;法国、俄罗斯、意大利;中国;印度;日本、澳大利亚;韩国;巴西;阿根廷;沙特阿拉伯;阿联酋;南非

    市场领导者和主要公司简介

    瑞士信贷集团。;摩根大通公司;摩根士丹利;加拿大皇家银行;瑞银;瑞士宝盛集团;嘉信理财公司;花旗集团;高盛;美国银行公司

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    私人银行市场新闻和最新动态

    公司在私人银行市场采取并购等无机和有机策略。下面列出了近期的一些关键市场动态:

    • 2023 年 7 月,汇丰银行 (HSBC)宣布在印度推出全球私人银行(GPB)业务,为高净值(HNW)和超高净值(UHNW)专业人士、企业家及其家庭提供服务。新业务针对的是可投资资产超过200万美元的客户。此次推出还体现了该银行致力于通过提供世界一流的财富解决方案、全球私人银行专业知识、广泛的国际网络以及进入商业银行和全球银行业务的机会,引领亚洲财富管理。

    [资料来源:汇丰银行,公司网站]

    • 2022 年 10 月,汇丰环球私人银行在中国大城市成都和杭州开展业务,以期在中国财富市场占据更大份额。该银行还计划在中国西南地区探索机遇。

    [资料来源:汇丰银行,公司网站]

    私人银行市场报告覆盖范围和发展前景可交付成果

    私人银行市场预测是根据各种二次和主要研究结果估算的,例如主要公司出版物、协会数据和数据库。市场报告“私人银行市场规模和预测(2021 年和 2031 年)”提供了对以下领域的市场的详细分析 -

    • 市场规模和预测对范围内涵盖的所有关键细分市场进行全球、区域和国家层面的预测。
    • 市场动态,例如驱动因素、限制因素和关键机遇。
    • 主要未来趋势。
    • 详细的 PEST 和分析SWOT 分析
    • 全球和区域市场分析,涵盖主要市场趋势、关键参与者、法规和近期市场发展。
    • 行业格局和竞争分析,涵盖市场集中度、热图分析、关键参与者和近期发展。
    • 详细的公司简介。
Report Coverage
Report Coverage

Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends

Segment Covered
Segment Covered

This text is related
to segments covered.

Regional Scope
Regional Scope

North America, Europe, Asia Pacific, Middle East & Africa, South & Central America

Country Scope
Country Scope

This text is related
to country scope.

Frequently Asked Questions


What is the estimated market size for the global private banking market in 2023?

The global private banking market was estimated to be US$ 481.30 billion in 2023 and is expected to grow at a CAGR of 10.0 % during the forecast period 2023 - 2031.

What are the driving factors impacting the global private banking market?

Huge demand for wealth management solutions and increasing demand for private equity are the major factors that propel the global private banking market.

What are the future trends of the Global private banking market?

Digital transformation promoting online private banking is anticipated to play a significant role in the global private banking market in the coming years.

What will be the market size for the global private banking market by 2031?

The global private banking market is expected to reach US$ 1,031.71 billion by 2031.

Which are the key players holding the major market share of the private banking market?

The key players holding majority shares in the global private banking market are CREDIT SUISSE GROUP.; JPMorgan Chase & Co; Morgan Stanley; Goldman Sachs; and Bank of America Corporation

  • CREDIT SUISSE GROUP.
  • JPMorgan Chase & Co
  • Morgan Stanley
  • Royal Bank of Canada
  • UBS
  • JuliusBaer Group
  • Charles Schwab & Co
  • Citigroup Inc
  • Goldman Sachs
  • Bank of America Corporation

The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.

  1. Data Collection and Secondary Research:

As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.

Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.

  1. Primary Research:

The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.

For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.

A typical research interview fulfils the following functions:

  • Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
  • Validates and strengthens in-house secondary research findings
  • Develops the analysis team’s expertise and market understanding

Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:

  • Industry participants: VPs, business development managers, market intelligence managers and national sales managers
  • Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.

Below is the breakup of our primary respondents by company, designation, and region:

Research Methodology

Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.

  1. Data Analysis:

Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.

  • Macro-Economic Factor Analysis:

We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.

  • Country Level Data:

Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.

  • Company Profile:

The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.

  • Developing Base Number:

Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.

  1. Data Triangulation and Final Review:

The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.

We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.

We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.

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