What are the top 5 wealth management companies | Manufacturers & With official Website 2025

Q: How does 6W market outlook report help businesses in making decisions?

6W monitors the market across 60+ countries Globally, publishing an annual market outlook report that analyses trends, key drivers, Size, Volume, Revenue, opportunities, and market segments. This report offers comprehensive insights, helping businesses understand market dynamics and make informed decisions.

Q: Do you also provide customisation in the market study?

Yes, we provide customisation as per your requirements. To learn more, feel free to contact us on sales@6wresearch.com

Code: MTA3971

Publication Date: Jun 2025

What are the top 5 wealth management companies?

The Global wealth management market is projected to surpass USD 9.3 trillion by 2031, expanding at a CAGR of around 10.2% from 2025 to 2031. This growth is being spurred by the rising number of high-net-worth individuals (HNWIs), increasing demand for personalized financial advisory services, and the rapid integration of AI and digital tools in portfolio management.

As financial literacy improves across emerging economies and digital-first millennials seek hybrid advisory models, wealth managers are pivoting towards tech-enhanced solutions. Additionally, ESG investing and sustainable finance are gaining favor, driving strategic portfolio realignments in line with ethical and long-term wealth preservation goals. The market is also witnessing deeper personalization trends, with AI-driven analytics tailoring portfolios down to individual goals and risk tolerances.

List of Wealth Management Companies

1. UBS Group AG

Company Name	UBS Group AG
Establishment Year	1862
Headquarter	Zurich, Switzerland
Official Website	*Click Here*

UBS is one of the world’s largest wealth managers, serving high-net-worth individuals with tailored investment, tax, and estate planning services. It has a strong presence in Europe, Asia, and North America.

2. Goldman Sachs Private Wealth Management

Company Name	Goldman Sachs Private Wealth Management
Establishment Year	1869
Headquarter	New York, USA
Official Website	Click Here

Goldman Sachs offers comprehensive financial planning, portfolio management, and private banking to high-net-worth clients. Its services focus on long-term wealth growth and preservation.

3. Citi Private Bank

Company Name	Citi Private Bank
Establishment Year	1902
Headquarter	New York, USA
Official Website	*Click Here*

Citi Private Bank serves global entrepreneurs, family offices, and institutions with cross-border investment strategies and multi-currency solutions. It leverages Citi’s international network for diversified wealth services.

4. RBC Wealth Management

Company Name	RBC Wealth Management
Establishment Year	1901
Headquarter	Toronto, Canada
Official Website	Click Here

A division of the Royal Bank of Canada, RBC Wealth Management offers integrated solutions in investment, trust, banking, and estate planning. It serves high-net-worth clients across North America and Europe.

5. Raymond James Financial

Company Name	Raymond James Financial
Establishment Year	1962
Headquarter	St. Petersburg, Florida, USA
Official Website	Click Here

Raymond James delivers financial planning and investment advisory services with a strong network of independent advisors. It supports wealth management through customized and client-focused strategies.