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Global Robo-Advisory Market (2018-2023)
Updated On: 27 November, 2018 | No of Pages: 90-100 | Format: PDF | SKU: 201821
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A significant CAGR of 53.8% during the forecast period of 2018-2023, is anticipated for the global Robo-advisory market, propelling its value to roughly USD 74 Bn, by 2023 – in contrast to its 2015 value of USD 5.9 Bn. A shift in preference towards automation, cost reduction and simplified client experiences will bring this new wave of technology to the fore in the wealth management industry. The hybrid model - an integration of human and robo-advisors – is the most prominent trend being observed in the market.

Technology segment insights:

Currently, hybrid robo-advisors dominate the market with an 89% share, whereas pure robo-advisors account for the rest. Rising demand for customized solutions for complex investment needs will result in the growing popularity of this hybrid model across all the regions covered in the report.    

Client asset type segment insights:

The increasingly tech-savvy mass affluent and HNWIs are the top two segments served by the fintech and global investment firms that use automated advisory systems, and will contribute to more than 60% of the global revenue. Surveys suggest that 67% of HNWIs want asset managers to implement AI-driven technologies for smarter fund management.

Growth of funded retirement plans will also provide a boost to the segment that manages pension fund assets; this is expected to account for 15% of the revenue in 2018. Close on its heels, insurance companies will hold a 12% share of the market, while sovereign wealth funds – a niche segment – will contribute a mere 4%.

Regional insights:

North America is expected to witness a massive share of 52% in 2018. This is due to a significant initial traction for automated advisory, particularly in the U.S, and the highest private wealth accumulation in the entire region.

Despite Brexit, Europe has more than 80 robo-advisors currently operating and will retain its second position in 2018 with a 20% share, in which U.K. and Germany will be the most prominent markets. Asia-Pacific (18% share) is the fastest growing market with a forecasted 61% CAGR during 2018-2023 largely due to younger HNWIs, and flourishing international trade in India and China. Latin America (6% share) and the Middle East and Africa (5% share) too, are promising markets.

Companies covered:

  • Betterment LLC.
  • Wealthfront Inc.
  • Personal Capital
  • Nutmeg
  • Future Advisor
  • Hedgeable Inc.
  • The Charles Schwab Corporation
  • The Vanguard Group
  • Stash Financial Inc.
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Chapter 1. Executive summary

1.1. Market scope and segmentation

1.2. Key questions answered in this study

1.3.1. Executive summary – I

1.3.2. Executive summary – II

1.3.3. Executive summary – III

1.3.4. Executive summary – IV

1.3.5. Executive summary – V

1.3.6. Executive summary – VI

 

Chapter 2. Global robo-advisory market – overview

2.1. Global market overview - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), geography wise market revenue (USD bn), and key market challenges

2.2. Global market drivers

2.3. Global market trends

2.4. Value chain analysis

2.5. Porter's five forces analysis

 

Chapter 3. North America robo-advisory market

3.1. Regional market overview - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

3.2. Market segmentation based on types of robo-advisors (pure and hybrid) - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

3.3. Market segmentation based on types of client assets (pension funds, insurance companies, sovereign mutual funds, HNWI and the mass affluent) - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

 

Chapter 4. Europe robo-advisory market

4.1. Regional market overview - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

4.2. Market segmentation based on types of robo-advisors (pure and hybrid) - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

4.3. Market segmentation based on types of client assets (pension funds, insurance companies, sovereign mutual funds, HNWI and the mass affluent) - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

 

Chapter 5. Asia-Pacific robo-advisory market

5.1. Regional market overview - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

5.2. Market segmentation based on types of robo-advisors (pure and hybrid) - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

5.3. Market segmentation based on types of client assets (pension funds, insurance companies, sovereign mutual funds, HNWI and the mass affluent) - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

 

Chapter 6. Latin America robo-advisory market

6.1. Regional market overview - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

6.2. Market segmentation based on types of robo-advisors (pure and hybrid) - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

6.3. Market segmentation based on types of client assets (pension funds, insurance companies, sovereign mutual funds, HNWI and the mass affluent) - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations


Chapter 7. The Middle East & Africa robo-advisory market 

7.1. Regional market overview - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

7.2. Market segmentation based on types of robo-advisors (pure and hybrid) - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

7.3. Market segmentation based on types of client assets (pension funds, insurance companies, sovereign mutual funds, HNWI and the mass affluent) - historical (2015-2017) and forecasted (2018-2023) market size (USD Bn), and key market observations

 

Chapter 8. Competitive landscape

8.1. Betterment LLC.

- Company snapshot

- Product/services

- Global presence

- Other major initiatives/highlights

- Key numbers

- Growth strategy

 

8.2. Wealthfront Inc.

- Company snapshot

- Product/services

- Global presence

- Other major initiatives/highlights

- Key numbers

- Growth strategy

 

8.3. Personal Capital

- Company snapshot

- Product/services

- Global presence

- Other major initiatives/highlights

- Key numbers

- Growth strategy

 

8.4. Nutmeg

- Company snapshot

- Product/services

- Global presence

- Other major initiatives/highlights

- Key numbers

- Growth strategy

 

8.5. Future Advisor

- Company snapshot

- Product/services

- Global presence

- Other major initiatives/highlights

- Key numbers

- Growth strategy

 

8.6. The Vanguard Group

- Company snapshot

- Product/services

- Global presence

- Other major initiatives/highlights

- Key numbers

- Growth strategy

 

8.7. Charles Schwab Corporation

- Company snapshot

- Product/services

- Global presence

- Other major initiatives/highlights

- Key numbers

- Growth strategy

 

8.8. Hedgeable, Inc.

- Company snapshot

- Product/services

- Global presence

- Other major initiatives/highlights

- Key numbers

- Growth strategy

 

8.9. Stash Invest

- Company snapshot

- Product/services

- Global presence

- Other major initiatives/highlights

- Key numbers

- Growth strategy

 

Chapter 9. Conclusion

9.1. Future outlook

Appendix

  • List of tables
  • Research methodology
  • Assumptions
  • About Netscribes Inc.   

 Companies profiled

  • Betterment LLC.
  • Wealthfront
  • Personal Capital
  • Nutmeg
  • FutureAdvisor
  • The Vanguard Group
  • Charles Schwab Corporation
  • Hedgeable, Inc.
  • Stash Invest
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