the Wealth Management Market

Update 07/10/2019


1.1 Market definition and presentation

Wealth management consists of investing funds on behalf of clients in portfolios containing various types of assets (financial assets, real estate, land property, artistic assets, etc.) and optimize investment profitability while limiting risk. Typical products offered by wealth management consulting firms are savings, life insurance and financial investment products (equity, bond, currency and commodity portfolios).

Within this framework, asset management is structured around 3 main activities:

  • Carrying out a balance sheet of assets: professional, economic and family situation;
  • Creating an investor profile: risk aversion, return objectives, etc.;
  • Management capital and investment: According to predefined criteria of profitability, risk, transmission, financial flows, etc.

Wealth management is frequently an activity of large banking groups, whether they are primarily retail banks (Société Générale, BNP, etc.) or investment banks (Rothschild, Lazard, etc.), or even insurance groups. Already present before, independent consulting firms have recently experienced strong growth thanks to digital technologies, in particular with the arrival of "Robot-advisors" on the market.

According to a study conducted by ING, based on data from the Banque de France, French households totalled more than €5,200 billion in financial assets in the third quarter of 2017, an increase of 8.5% year-on-year. 5% of households owned 40% of this €5,200 billion total, and the richest households had savings 5 times higher than the average.

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Opinions (1)

Malcolm Vincent

Directeur Général, Astoria Finance

the 28/09/2019
Une approche transparente des chiffres du marché