Scorpio Partnership report

Top 10 Dominate Market Share in the Wealth Industry as UBS and Morgan Stanley Pass USD2trn AUM Hurdle

Date:

Top 10 Dominate Market Share in the Wealth Industry as UBS and Morgan Stanley Pass USD2trn AUM Hurdle
CC-BY-SA-2.0, FlickrFoto: Koshirokun, Flickr, Creative Commons. Las mayores oportunidades para el negocio de wealth management están en EE.UU.

Author: Alicia Miguel

  1. The global industry now manages USD20.6 trillion in investable assets on behalf of high net worth investors; The top 10 global operators in AUM terms collectively manage 47.1% of the market
  2. The US remains the largest market of opportunity for HNW business. Equally, the scale of the market opportunity is also reflected in the strong growth in AUM posted by US operators
  3. AUM for the over 200 industry players annually assessed moved upward by an average 3.4% and operating profits also improved by an average of 3.3%
  4. “The good news is client volumes and demand for wealth services are strengthening for many. But the bad news is the industry is still tackling major compression factors in terms of costs versus income"