Leading wealth managers worldwide by AUM 2020 | Statista (2024)

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Leading wealth management firms worldwide in 2020, by assets under management (in trillion U.S. dollars) Statistics on " Investments of high-net-worth individuals " Other statistics that may interest you Investments of high-net-worth individuals Statistics Topics FAQs

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    Published by Statista Research Department, May 23, 2022

    Bank of America's Global Wealth and Investment Management division proved to be the largest wealth manager in terms of value of managed assets in 2020, with managed assets reaching 1.35 trillion U.S. dollars. Morgan Stanley's Wealth Management division and J.P. Morgan Private Bank followed behind with 1.26 trillion and 774 billion U.S. dollars, respectively.

    Leading wealth management firms worldwide in 2020, by assets under management (in trillion U.S. dollars)

    CharacteristicAssets under management in trillion U.S. dollars
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    Statistics on " Investments of high-net-worth individuals "

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    Wealth management

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    As an expert in finance and investment, I can provide valuable insights into the content of the article you've shared. My extensive knowledge in the field allows me to interpret and analyze the information presented by Statista.

    The article, published by the Statista Research Department on May 23, 2022, focuses on the global wealth management landscape, specifically highlighting the leading wealth management firms worldwide in 2020 based on assets under management (AUM). The key information includes the following:

    1. Bank of America's Dominance: According to the article, Bank of America's Global Wealth and Investment Management division emerged as the largest wealth manager in terms of the value of managed assets in 2020. The division's managed assets reached an impressive 1.35 trillion U.S. dollars.

    2. Top Wealth Management Firms: Following Bank of America, Morgan Stanley's Wealth Management division and J.P. Morgan Private Bank secured the second and third positions, respectively. Morgan Stanley's AUM amounted to 1.26 trillion U.S. dollars, while J.P. Morgan Private Bank managed assets totaling 774 billion U.S. dollars.

    3. Global Perspective: The information presented in the article is not region-specific; rather, it provides a worldwide view of the leading wealth management firms. This global perspective is crucial for understanding the scale and reach of these financial institutions.

    4. Data Source: The statistics are based on assets under management and are presented in trillion U.S. dollars. The data source is Statista, a reputable and widely recognized platform for statistical information, ensuring reliability and accuracy.

    This information is valuable for individuals interested in the financial industry, investors, and professionals seeking insights into the hierarchy of global wealth management firms. It allows for a better understanding of the market dynamics and the positioning of key players in the wealth management sector.

    For further details or specific inquiries, one would need a Statista account for unlimited access to the complete dataset, including source references and additional statistics.

    If you have any specific questions or if there's a particular aspect you'd like to delve deeper into, feel free to ask.

    Leading wealth managers worldwide by AUM 2020 | Statista (2024)

    FAQs

    Leading wealth managers worldwide by AUM 2020 | Statista? ›

    Leading wealth managers worldwide 2020, by assets under management. Bank of America's Global Wealth and Investment Management division proved to be the largest wealth manager in terms of value of managed assets in 2020, with managed assets reaching 1.35 trillion U.S. dollars.

    Find Out More ›
    Who are the top 5 asset managers globally? ›

    The top 5 of asset managers included in this ranking are BlackRock, 9,464 US$b, (They hit 10tn AUM as per December 2021), Vanguard, with 8,400 US$b, UBS Group, one of two European Asset Managers who made the Top 10 with 4,432 US$b, Fidelity with 4,230 US$b, and State Street Global Advisors with 3,860 US$b.

    Read More ›
    What are the top 5 wealth management companies? ›

    The top 5 are: 545 Group, Jones Zafari Group, The Polk Wealth Management Group, Hollenbaugh Rukeyser Safro Williams, The Erdmann Group.

    See More ›
    Who is the world's largest fund manager? ›

    BlackRock, Inc. is an American multinational investment company. It is the world's largest asset manager, with $10 trillion in assets under management as of December 31, 2023. Headquartered in New York City, BlackRock has 78 offices in 38 countries, and clients in 100 countries.

    View More ›
    What is the AUM of wealth management? ›

    Assets under management (AUM) is a metric that tells the size of a mutual fund portfolio. It refers to the total value of all the assets that a financial institution or investment manager manages on behalf of its clients. Understanding AUM is vital for investors. Let's look at it in detail.

    Show Me More ›
    Who is the largest asset manager in the world by AUM? ›

    Turning to individual asset managers, the research shows that BlackRock remains the world's largest asset manager, despite seeing a drop in AuM from just over $10 trillion to just over $8 trillion in 2022.

    Continue Reading ›
    Which asset manager has the largest AUM? ›

    Largest companies
    RankFirm/companyAUM (billion USD)
    1BlackRock9,090
    2Vanguard Group7,600
    3UBS5,710
    4Fidelity Investments4,240
    16 more rows

    Find Out More ›
    Who are the top wealth managers? ›

    Best wealth managers for high-net-worth individuals: names to know
    • Shaun Lacey. Firm: Rathbones. ...
    • Karim Chowdhury. Firm: Butterfield Group. ...
    • Rajiv Gaglani. Firm: Standard Chartered Private Bank. ...
    • Jonathan Gold. Firm: London & Capital. ...
    • Gina Parker. Firm: St. ...
    • Jonathan Sands. Firm: St James's Place Private Clients.
    Apr 16, 2024

    Show Me More ›
    What are the most trusted wealth management companies? ›

    Insider Intelligence has put together a list of the top investors and wealth management companies — Betterment, Vanguard, Moneyfarm, Robinhood, Advizr, Nutmeg, Wealthfront, Habito, Hydrogen, Sigfig, Scalable Capital, Mint, Wealthsimple, and Charles Schwab.

    Get More Info ›
    Where does fidelity rank in wealth management? ›

    Investor's Business Daily® (IBD), September 2023: Fidelity is the #1 Most Trusted Wealth Management Company. The study was conducted in two phases, with data collected via online surveys in May, June and July 2023.

    Tell Me More ›

    What is the world's largest and only truly global wealth manager? ›

    UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.

    Learn More Now ›
    Does BlackRock own the world? ›

    So, while BlackRock's funds hold significant stakes in some of the largest companies in the world, the investors in those funds actually own the equity interests in those companies -- not BlackRock. BlackRock is a massive company with significant assets on its balance sheet ($123 billion at the end of 2023).

    Learn More Now ›
    Is BlackRock the world's largest asset manager? ›

    BlackRock oversees $9.1 trillion in assets as the world's largest money manager, and it's amassed enormous power through its many funds and high-profile chief executive and cofounder, Larry Fink.

    Get More Info ›
    Is a higher AUM better than a lower AUM? ›

    The AUM provides a clear glimpse of the size and scale of a mutual fund. Higher AUM signifies that the mutual fund has a firm position and is likely to get more investors.

    Find Out More ›
    What is the AUM of BlackRock? ›

    As of the second quarter of 2023, the New York City-based asset management company BlackRock had total assets under management (AUM) of around 10 trillion U.S. dollars. This compares to 8.59 trillion U.S. dollars of AUM one year earlier, as of 2022. The total assets under management of BlackRock Inc.

    Find Out More ›
    What is the AUM of Merrill Lynch? ›

    Merrill Lynch is now known as Merrill following their acquisition by Bank of America in 2009. They are currently the Wealth Management division of Bank of America and employ over 19,000 advisors. Assets under management for Merrill total over $2.75 trillion.

    Know More ›
    Who is the No 1 asset management? ›

    Top 10 Global Asset Managers

    The ranking of the top 10 global managers was almost unchanged from last year. BlackRock retained the top spot with €7.1trn of AUM, with Vanguard, Fidelity, SSGA, Capital Group and JPMAM also keeping their positions.

    Discover More ›
    What are the largest asset classes globally? ›

    Real estate is the world's biggest asset class, with a projected value of $613.60 trillion in 2023.

    Get More Info ›
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