Personal Financial Services Comprehensive Study by Type (Banking, Professional Advisory, Wealth Management, Mutual Funds, Insurance, Stock Market, Others), Application (Retail Customers, Corporate Customers, Affluent Retail Customers, Others), Service Providers (Banks, Insurance companies, Credit card issuers, Investment trusts, Factoring and leasing companies, Unit trusts, Retailers, Others), Enterprise Size (Small & Medium Enterprises, Large Enterprises) Players and Region - Global Market Outlook to 2027

Personal Financial Services Market by XX Submarkets | Forecast Years 2022-2027  

  • Summary
  • Market Segments
  • Table of Content
  • List of Table & Figures
  • Players Profiled
What is Personal Financial Services?
Personal financial services are the performance of an individual or family's financial management in terms of sticking to a budget. The idea is to save money over time while also spending money on necessary resources and allocating a certain amount for each living expense. Future life events and various financial risks are also considered. You can do the above on your own, or you can use a personal finance service that will provide you with home budget software and other tools to help you stick to a plan. Personal finance services come in a variety of forms. They take the form of software programs, apps, and even businesses that provide face-to-face training. Personal finance is primarily concerned with achieving personal financial objectives, such as saving enough for short-term financial needs, planning for retirement, and saving for your child's college education. It mostly depends on your income, expenses, living needs, and individual goals, as well as the plan you devise to achieve those goals within your financial constraints.

AttributesDetails
Study Period2017-2027
Base Year2021
UnitValue (USD Million)
Key Companies ProfiledMorgan Stanley (United States), OMNI Financial Services (United States), PwC (United Kingdom), Santander Group (Spain), Barclays (United Kingdom), Deutsche Bank AG (Germany), Elliott Davis LLC (United States), Allianz SE (Germany), Aon plc (United Kingdom) and FIS (United States)


The study covers a detailed analysis segmented by key business segments i.e. by type (Banking, Professional Advisory, Wealth Management, Mutual Funds, Insurance, Stock Market and Others) , by application (Retail Customers, Corporate Customers, Affluent Retail Customers and Others) and major geographies. Research Analyst at AMA predicts that United States & United Kingdom Players will contribute to the maximum growth of Global Personal Financial Services market throughout the predicted period.

The competition is expected to become even more intense in the years to come due to the entry of several new players in the market. To help clients improve their revenue shares in the market, this research study provides an in-depth analysis of the market’s competitive landscape and offers information on the products offered by various leading companies. Additionally, this Personal Financial Services market report suggests strategies that Players can follow and highlights key areas they should focus on, in order to take maximum benefits of growth opportunities.

The report offers several leading Players, some of them are Morgan Stanley (United States), OMNI Financial Services (United States), PwC (United Kingdom), Santander Group (Spain), Barclays (United Kingdom), Deutsche Bank AG (Germany), Elliott Davis LLC (United States), Allianz SE (Germany), Aon plc (United Kingdom) and FIS (United States).

Market Overview:
On 8th October 2020, Personal Financial Advisors, LLC, a well-known wealth management firm in Covington, Louisiana, has been acquired by Mercer Global Advisors, Inc., a national SEC-registered investment adviser (RIA). PFA has about 140 clients and manages about USD105 million in assets under management (AUM).
Government regulation has a variety of effects on the financial services industry, but the specific impact depends on the nature of the regulation. Increased regulation usually means more work for people in the financial services industry, because it takes time and effort to adapt business practices to comply with the new regulations correctly. While increased time and workload as a result of government regulation may be detrimental to individual financial or credit services companies in the short term, government regulations may benefit the personal financial services industry as a whole in the long run.
In the personal financial services technology market, there are local, regional, and international players. The market is highly consolidated, with top manufacturers accounting for 25%30% of the market share. Allianz, Aon plc, Banco Santander S.A., Barclays, Deutsche Bank AG, Elliott Davis LLC., FIS, Grupo Financiero Banorte, IHS Markit, and others are key players in the global personal financial services market.

Influencing Trend:
Personal financial Services to commercial banks, digital advancement and rise financial technology rapidly transforming the financial sector and High Investment in Personal Financial Services

Market Growth Drivers:
Increased Number of Personal Financial Services Institutions and Increased use of Personal Financial Services Application

Challenges:
Increasing Security Concerns and Lack of Awareness in Personal Financial Services

Restraints:
High Cost Associated With Deployment and Technological Limitations in Personal Financial Services

Opportunities:
Increasing Implementation among SMEs across Emerging Regions and Rising Adoption of Finance Services among Developing Economies

Key highlights of the Global Personal Financial Services market Study:
• CAGR of the market during the forecast period 2021-2027
• In-depth information on growth factors that will accelerate the Personal Financial Services market in next few years.
• Detailed Insights on futuristic trends and changing consumer behavior
• Forecast of the Global Personal Financial Services market size and its contribution to the parent market by type, application and by country.
• A broad view of customer demand
• Uncover market’s competitive landscape and in-depth information on various Players
• Comprehensive information about factors that will challenge the growth of Personal Financial Services Players

Transformation and Important Triggers:
Business transformation has taken hold across the broad corporate landscape due to the confluence of several important triggers, including:
• A tipping point in globalization
• A major slowdown in Western economies
• Significant shifts in technology and cost structure
• The challenges of regulatory compliance
• New forms of competition developing

Research Methodology:

The top-down and bottom-up approaches are used to estimate and validate the size of the Global Personal Financial Services market.
In order to reach an exhaustive list of functional and relevant players, various industry classification standards are closely followed such as NAICS, ICB, and SIC to penetrate deep into important geographies by players, and a thorough validation test is conducted to reach the most relevant players for survey in Personal Financial Services market.
In order to make a priority list sorting is done based on revenue generated based on the latest reporting, using paid databases such as Factiva, Bloomberg, etc.
Finally the questionnaire is set and specifically designed to address all the necessities for primary data collection after getting prior appointment> by targeting key target audience that includes New Entrants and Investors, Analysts and Strategic Business Planners, Personal Financial Services Distributor & Supplier, Personal Financial Services Providers, Venture Capitalists and Private Equity Firms, Government Bodies, End-Users and Others.
This helps us to gather the data for the players’ revenue, operating cycle and expense, profit along with product or service growth, etc.
Almost 70-80% of data is collected through primary medium and further validation is done through various secondary sources that include Regulators, World Bank, Association, Company Website, SEC filings, OTC BB, Annual reports, press releases, etc.

Report Objectives / Segmentation Covered

By Type
  • Banking
  • Professional Advisory
  • Wealth Management
  • Mutual Funds
  • Insurance
  • Stock Market
  • Others
By Application
  • Retail Customers
  • Corporate Customers
  • Affluent Retail Customers
  • Others
By Service Providers
  • Banks
  • Insurance companies
  • Credit card issuers
  • Investment trusts
  • Factoring and leasing companies
  • Unit trusts
  • Retailers
  • Others

By Enterprise Size
  • Small & Medium Enterprises
  • Large Enterprises

By Regions
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Asia Pacific
    • China
    • Japan
    • India
    • South Korea
    • Australia
    • Rest of Asia-Pacific
  • Europe
    • Germany
    • France
    • Italy
    • United Kingdom
    • Netherlands
    • Rest of Europe
  • MEA
    • Middle East
    • Africa
  • North America
    • United States
    • Canada
    • Mexico
  • 1. Market Overview
    • 1.1. Introduction
    • 1.2. Scope/Objective of the Study
      • 1.2.1. Research Objective
  • 2. Executive Summary
    • 2.1. Introduction
  • 3. Market Dynamics
    • 3.1. Introduction
    • 3.2. Market Drivers
      • 3.2.1. Increased Number of Personal Financial Services Institutions
      • 3.2.2. Increased use of Personal Financial Services Application
    • 3.3. Market Challenges
      • 3.3.1. Increasing Security Concerns
      • 3.3.2. Lack of Awareness in Personal Financial Services
    • 3.4. Market Trends
      • 3.4.1. Personal financial Services to commercial banks, digital advancement and rise financial technology rapidly transforming the financial sector
      • 3.4.2. High Investment in Personal Financial Services
  • 4. Market Factor Analysis
    • 4.1. Porters Five Forces
    • 4.2. Supply/Value Chain
    • 4.3. PESTEL analysis
    • 4.4. Market Entropy
    • 4.5. Patent/Trademark Analysis
  • 5. Global Personal Financial Services, by Type, Application, Service Providers, Enterprise Size and Region (value) (2016-2021)
    • 5.1. Introduction
    • 5.2. Global Personal Financial Services (Value)
      • 5.2.1. Global Personal Financial Services by: Type (Value)
        • 5.2.1.1. Banking
        • 5.2.1.2. Professional Advisory
        • 5.2.1.3. Wealth Management
        • 5.2.1.4. Mutual Funds
        • 5.2.1.5. Insurance
        • 5.2.1.6. Stock Market
        • 5.2.1.7. Others
      • 5.2.2. Global Personal Financial Services by: Application (Value)
        • 5.2.2.1. Retail Customers
        • 5.2.2.2. Corporate Customers
        • 5.2.2.3. Affluent Retail Customers
        • 5.2.2.4. Others
      • 5.2.3. Global Personal Financial Services by: Service Providers (Value)
        • 5.2.3.1. Banks
        • 5.2.3.2. Insurance companies
        • 5.2.3.3. Credit card issuers
        • 5.2.3.4. Investment trusts
        • 5.2.3.5. Factoring and leasing companies
        • 5.2.3.6. Unit trusts
        • 5.2.3.7. Retailers
        • 5.2.3.8. Others
      • 5.2.4. Global Personal Financial Services by: Enterprise Size (Value)
        • 5.2.4.1. Small & Medium Enterprises
        • 5.2.4.2. Large Enterprises
      • 5.2.5. Global Personal Financial Services Region
        • 5.2.5.1. South America
          • 5.2.5.1.1. Brazil
          • 5.2.5.1.2. Argentina
          • 5.2.5.1.3. Rest of South America
        • 5.2.5.2. Asia Pacific
          • 5.2.5.2.1. China
          • 5.2.5.2.2. Japan
          • 5.2.5.2.3. India
          • 5.2.5.2.4. South Korea
          • 5.2.5.2.5. Australia
          • 5.2.5.2.6. Rest of Asia-Pacific
        • 5.2.5.3. Europe
          • 5.2.5.3.1. Germany
          • 5.2.5.3.2. France
          • 5.2.5.3.3. Italy
          • 5.2.5.3.4. United Kingdom
          • 5.2.5.3.5. Netherlands
          • 5.2.5.3.6. Rest of Europe
        • 5.2.5.4. MEA
          • 5.2.5.4.1. Middle East
          • 5.2.5.4.2. Africa
        • 5.2.5.5. North America
          • 5.2.5.5.1. United States
          • 5.2.5.5.2. Canada
          • 5.2.5.5.3. Mexico
  • 6. Personal Financial Services: Manufacturers/Players Analysis
    • 6.1. Competitive Landscape
      • 6.1.1. Market Share Analysis
        • 6.1.1.1. Top 3
        • 6.1.1.2. Top 5
    • 6.2. Peer Group Analysis (2021)
    • 6.3. BCG Matrix
    • 6.4. Company Profile
      • 6.4.1. Morgan Stanley (United States)
        • 6.4.1.1. Business Overview
        • 6.4.1.2. Products/Services Offerings
        • 6.4.1.3. Financial Analysis
        • 6.4.1.4. SWOT Analysis
      • 6.4.2. OMNI Financial Services (United States)
        • 6.4.2.1. Business Overview
        • 6.4.2.2. Products/Services Offerings
        • 6.4.2.3. Financial Analysis
        • 6.4.2.4. SWOT Analysis
      • 6.4.3. PwC (United Kingdom)
        • 6.4.3.1. Business Overview
        • 6.4.3.2. Products/Services Offerings
        • 6.4.3.3. Financial Analysis
        • 6.4.3.4. SWOT Analysis
      • 6.4.4. Santander Group (Spain)
        • 6.4.4.1. Business Overview
        • 6.4.4.2. Products/Services Offerings
        • 6.4.4.3. Financial Analysis
        • 6.4.4.4. SWOT Analysis
      • 6.4.5. Barclays (United Kingdom)
        • 6.4.5.1. Business Overview
        • 6.4.5.2. Products/Services Offerings
        • 6.4.5.3. Financial Analysis
        • 6.4.5.4. SWOT Analysis
      • 6.4.6. Deutsche Bank AG (Germany)
        • 6.4.6.1. Business Overview
        • 6.4.6.2. Products/Services Offerings
        • 6.4.6.3. Financial Analysis
        • 6.4.6.4. SWOT Analysis
      • 6.4.7. Elliott Davis LLC (United States)
        • 6.4.7.1. Business Overview
        • 6.4.7.2. Products/Services Offerings
        • 6.4.7.3. Financial Analysis
        • 6.4.7.4. SWOT Analysis
      • 6.4.8. Allianz SE (Germany)
        • 6.4.8.1. Business Overview
        • 6.4.8.2. Products/Services Offerings
        • 6.4.8.3. Financial Analysis
        • 6.4.8.4. SWOT Analysis
      • 6.4.9. Aon plc (United Kingdom)
        • 6.4.9.1. Business Overview
        • 6.4.9.2. Products/Services Offerings
        • 6.4.9.3. Financial Analysis
        • 6.4.9.4. SWOT Analysis
      • 6.4.10. FIS (United States)
        • 6.4.10.1. Business Overview
        • 6.4.10.2. Products/Services Offerings
        • 6.4.10.3. Financial Analysis
        • 6.4.10.4. SWOT Analysis
  • 7. Global Personal Financial Services Sale, by Type, Application, Service Providers, Enterprise Size and Region (value) (2022-2027)
    • 7.1. Introduction
    • 7.2. Global Personal Financial Services (Value)
      • 7.2.1. Global Personal Financial Services by: Type (Value)
        • 7.2.1.1. Banking
        • 7.2.1.2. Professional Advisory
        • 7.2.1.3. Wealth Management
        • 7.2.1.4. Mutual Funds
        • 7.2.1.5. Insurance
        • 7.2.1.6. Stock Market
        • 7.2.1.7. Others
      • 7.2.2. Global Personal Financial Services by: Application (Value)
        • 7.2.2.1. Retail Customers
        • 7.2.2.2. Corporate Customers
        • 7.2.2.3. Affluent Retail Customers
        • 7.2.2.4. Others
      • 7.2.3. Global Personal Financial Services by: Service Providers (Value)
        • 7.2.3.1. Banks
        • 7.2.3.2. Insurance companies
        • 7.2.3.3. Credit card issuers
        • 7.2.3.4. Investment trusts
        • 7.2.3.5. Factoring and leasing companies
        • 7.2.3.6. Unit trusts
        • 7.2.3.7. Retailers
        • 7.2.3.8. Others
      • 7.2.4. Global Personal Financial Services by: Enterprise Size (Value)
        • 7.2.4.1. Small & Medium Enterprises
        • 7.2.4.2. Large Enterprises
      • 7.2.5. Global Personal Financial Services Region
        • 7.2.5.1. South America
          • 7.2.5.1.1. Brazil
          • 7.2.5.1.2. Argentina
          • 7.2.5.1.3. Rest of South America
        • 7.2.5.2. Asia Pacific
          • 7.2.5.2.1. China
          • 7.2.5.2.2. Japan
          • 7.2.5.2.3. India
          • 7.2.5.2.4. South Korea
          • 7.2.5.2.5. Australia
          • 7.2.5.2.6. Rest of Asia-Pacific
        • 7.2.5.3. Europe
          • 7.2.5.3.1. Germany
          • 7.2.5.3.2. France
          • 7.2.5.3.3. Italy
          • 7.2.5.3.4. United Kingdom
          • 7.2.5.3.5. Netherlands
          • 7.2.5.3.6. Rest of Europe
        • 7.2.5.4. MEA
          • 7.2.5.4.1. Middle East
          • 7.2.5.4.2. Africa
        • 7.2.5.5. North America
          • 7.2.5.5.1. United States
          • 7.2.5.5.2. Canada
          • 7.2.5.5.3. Mexico
  • 8. Appendix
    • 8.1. Acronyms
  • 9. Methodology and Data Source
    • 9.1. Methodology/Research Approach
      • 9.1.1. Research Programs/Design
      • 9.1.2. Market Size Estimation
      • 9.1.3. Market Breakdown and Data Triangulation
    • 9.2. Data Source
      • 9.2.1. Secondary Sources
      • 9.2.2. Primary Sources
    • 9.3. Disclaimer
List of Tables
  • Table 1. Personal Financial Services: by Type(USD Million)
  • Table 2. Personal Financial Services Banking , by Region USD Million (2016-2021)
  • Table 3. Personal Financial Services Professional Advisory , by Region USD Million (2016-2021)
  • Table 4. Personal Financial Services Wealth Management , by Region USD Million (2016-2021)
  • Table 5. Personal Financial Services Mutual Funds , by Region USD Million (2016-2021)
  • Table 6. Personal Financial Services Insurance , by Region USD Million (2016-2021)
  • Table 7. Personal Financial Services Stock Market , by Region USD Million (2016-2021)
  • Table 8. Personal Financial Services Others , by Region USD Million (2016-2021)
  • Table 9. Personal Financial Services: by Application(USD Million)
  • Table 10. Personal Financial Services Retail Customers , by Region USD Million (2016-2021)
  • Table 11. Personal Financial Services Corporate Customers , by Region USD Million (2016-2021)
  • Table 12. Personal Financial Services Affluent Retail Customers , by Region USD Million (2016-2021)
  • Table 13. Personal Financial Services Others , by Region USD Million (2016-2021)
  • Table 14. Personal Financial Services: by Service Providers(USD Million)
  • Table 15. Personal Financial Services Banks , by Region USD Million (2016-2021)
  • Table 16. Personal Financial Services Insurance companies , by Region USD Million (2016-2021)
  • Table 17. Personal Financial Services Credit card issuers , by Region USD Million (2016-2021)
  • Table 18. Personal Financial Services Investment trusts , by Region USD Million (2016-2021)
  • Table 19. Personal Financial Services Factoring and leasing companies , by Region USD Million (2016-2021)
  • Table 20. Personal Financial Services Unit trusts , by Region USD Million (2016-2021)
  • Table 21. Personal Financial Services Retailers , by Region USD Million (2016-2021)
  • Table 22. Personal Financial Services Others , by Region USD Million (2016-2021)
  • Table 23. Personal Financial Services: by Enterprise Size(USD Million)
  • Table 24. Personal Financial Services Small & Medium Enterprises , by Region USD Million (2016-2021)
  • Table 25. Personal Financial Services Large Enterprises , by Region USD Million (2016-2021)
  • Table 26. South America Personal Financial Services, by Country USD Million (2016-2021)
  • Table 27. South America Personal Financial Services, by Type USD Million (2016-2021)
  • Table 28. South America Personal Financial Services, by Application USD Million (2016-2021)
  • Table 29. South America Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 30. South America Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 31. Brazil Personal Financial Services, by Type USD Million (2016-2021)
  • Table 32. Brazil Personal Financial Services, by Application USD Million (2016-2021)
  • Table 33. Brazil Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 34. Brazil Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 35. Argentina Personal Financial Services, by Type USD Million (2016-2021)
  • Table 36. Argentina Personal Financial Services, by Application USD Million (2016-2021)
  • Table 37. Argentina Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 38. Argentina Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 39. Rest of South America Personal Financial Services, by Type USD Million (2016-2021)
  • Table 40. Rest of South America Personal Financial Services, by Application USD Million (2016-2021)
  • Table 41. Rest of South America Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 42. Rest of South America Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 43. Asia Pacific Personal Financial Services, by Country USD Million (2016-2021)
  • Table 44. Asia Pacific Personal Financial Services, by Type USD Million (2016-2021)
  • Table 45. Asia Pacific Personal Financial Services, by Application USD Million (2016-2021)
  • Table 46. Asia Pacific Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 47. Asia Pacific Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 48. China Personal Financial Services, by Type USD Million (2016-2021)
  • Table 49. China Personal Financial Services, by Application USD Million (2016-2021)
  • Table 50. China Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 51. China Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 52. Japan Personal Financial Services, by Type USD Million (2016-2021)
  • Table 53. Japan Personal Financial Services, by Application USD Million (2016-2021)
  • Table 54. Japan Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 55. Japan Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 56. India Personal Financial Services, by Type USD Million (2016-2021)
  • Table 57. India Personal Financial Services, by Application USD Million (2016-2021)
  • Table 58. India Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 59. India Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 60. South Korea Personal Financial Services, by Type USD Million (2016-2021)
  • Table 61. South Korea Personal Financial Services, by Application USD Million (2016-2021)
  • Table 62. South Korea Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 63. South Korea Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 64. Australia Personal Financial Services, by Type USD Million (2016-2021)
  • Table 65. Australia Personal Financial Services, by Application USD Million (2016-2021)
  • Table 66. Australia Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 67. Australia Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 68. Rest of Asia-Pacific Personal Financial Services, by Type USD Million (2016-2021)
  • Table 69. Rest of Asia-Pacific Personal Financial Services, by Application USD Million (2016-2021)
  • Table 70. Rest of Asia-Pacific Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 71. Rest of Asia-Pacific Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 72. Europe Personal Financial Services, by Country USD Million (2016-2021)
  • Table 73. Europe Personal Financial Services, by Type USD Million (2016-2021)
  • Table 74. Europe Personal Financial Services, by Application USD Million (2016-2021)
  • Table 75. Europe Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 76. Europe Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 77. Germany Personal Financial Services, by Type USD Million (2016-2021)
  • Table 78. Germany Personal Financial Services, by Application USD Million (2016-2021)
  • Table 79. Germany Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 80. Germany Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 81. France Personal Financial Services, by Type USD Million (2016-2021)
  • Table 82. France Personal Financial Services, by Application USD Million (2016-2021)
  • Table 83. France Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 84. France Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 85. Italy Personal Financial Services, by Type USD Million (2016-2021)
  • Table 86. Italy Personal Financial Services, by Application USD Million (2016-2021)
  • Table 87. Italy Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 88. Italy Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 89. United Kingdom Personal Financial Services, by Type USD Million (2016-2021)
  • Table 90. United Kingdom Personal Financial Services, by Application USD Million (2016-2021)
  • Table 91. United Kingdom Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 92. United Kingdom Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 93. Netherlands Personal Financial Services, by Type USD Million (2016-2021)
  • Table 94. Netherlands Personal Financial Services, by Application USD Million (2016-2021)
  • Table 95. Netherlands Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 96. Netherlands Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 97. Rest of Europe Personal Financial Services, by Type USD Million (2016-2021)
  • Table 98. Rest of Europe Personal Financial Services, by Application USD Million (2016-2021)
  • Table 99. Rest of Europe Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 100. Rest of Europe Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 101. MEA Personal Financial Services, by Country USD Million (2016-2021)
  • Table 102. MEA Personal Financial Services, by Type USD Million (2016-2021)
  • Table 103. MEA Personal Financial Services, by Application USD Million (2016-2021)
  • Table 104. MEA Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 105. MEA Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 106. Middle East Personal Financial Services, by Type USD Million (2016-2021)
  • Table 107. Middle East Personal Financial Services, by Application USD Million (2016-2021)
  • Table 108. Middle East Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 109. Middle East Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 110. Africa Personal Financial Services, by Type USD Million (2016-2021)
  • Table 111. Africa Personal Financial Services, by Application USD Million (2016-2021)
  • Table 112. Africa Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 113. Africa Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 114. North America Personal Financial Services, by Country USD Million (2016-2021)
  • Table 115. North America Personal Financial Services, by Type USD Million (2016-2021)
  • Table 116. North America Personal Financial Services, by Application USD Million (2016-2021)
  • Table 117. North America Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 118. North America Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 119. United States Personal Financial Services, by Type USD Million (2016-2021)
  • Table 120. United States Personal Financial Services, by Application USD Million (2016-2021)
  • Table 121. United States Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 122. United States Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 123. Canada Personal Financial Services, by Type USD Million (2016-2021)
  • Table 124. Canada Personal Financial Services, by Application USD Million (2016-2021)
  • Table 125. Canada Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 126. Canada Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 127. Mexico Personal Financial Services, by Type USD Million (2016-2021)
  • Table 128. Mexico Personal Financial Services, by Application USD Million (2016-2021)
  • Table 129. Mexico Personal Financial Services, by Service Providers USD Million (2016-2021)
  • Table 130. Mexico Personal Financial Services, by Enterprise Size USD Million (2016-2021)
  • Table 131. Company Basic Information, Sales Area and Its Competitors
  • Table 132. Company Basic Information, Sales Area and Its Competitors
  • Table 133. Company Basic Information, Sales Area and Its Competitors
  • Table 134. Company Basic Information, Sales Area and Its Competitors
  • Table 135. Company Basic Information, Sales Area and Its Competitors
  • Table 136. Company Basic Information, Sales Area and Its Competitors
  • Table 137. Company Basic Information, Sales Area and Its Competitors
  • Table 138. Company Basic Information, Sales Area and Its Competitors
  • Table 139. Company Basic Information, Sales Area and Its Competitors
  • Table 140. Company Basic Information, Sales Area and Its Competitors
  • Table 141. Personal Financial Services: by Type(USD Million)
  • Table 142. Personal Financial Services Banking , by Region USD Million (2022-2027)
  • Table 143. Personal Financial Services Professional Advisory , by Region USD Million (2022-2027)
  • Table 144. Personal Financial Services Wealth Management , by Region USD Million (2022-2027)
  • Table 145. Personal Financial Services Mutual Funds , by Region USD Million (2022-2027)
  • Table 146. Personal Financial Services Insurance , by Region USD Million (2022-2027)
  • Table 147. Personal Financial Services Stock Market , by Region USD Million (2022-2027)
  • Table 148. Personal Financial Services Others , by Region USD Million (2022-2027)
  • Table 149. Personal Financial Services: by Application(USD Million)
  • Table 150. Personal Financial Services Retail Customers , by Region USD Million (2022-2027)
  • Table 151. Personal Financial Services Corporate Customers , by Region USD Million (2022-2027)
  • Table 152. Personal Financial Services Affluent Retail Customers , by Region USD Million (2022-2027)
  • Table 153. Personal Financial Services Others , by Region USD Million (2022-2027)
  • Table 154. Personal Financial Services: by Service Providers(USD Million)
  • Table 155. Personal Financial Services Banks , by Region USD Million (2022-2027)
  • Table 156. Personal Financial Services Insurance companies , by Region USD Million (2022-2027)
  • Table 157. Personal Financial Services Credit card issuers , by Region USD Million (2022-2027)
  • Table 158. Personal Financial Services Investment trusts , by Region USD Million (2022-2027)
  • Table 159. Personal Financial Services Factoring and leasing companies , by Region USD Million (2022-2027)
  • Table 160. Personal Financial Services Unit trusts , by Region USD Million (2022-2027)
  • Table 161. Personal Financial Services Retailers , by Region USD Million (2022-2027)
  • Table 162. Personal Financial Services Others , by Region USD Million (2022-2027)
  • Table 163. Personal Financial Services: by Enterprise Size(USD Million)
  • Table 164. Personal Financial Services Small & Medium Enterprises , by Region USD Million (2022-2027)
  • Table 165. Personal Financial Services Large Enterprises , by Region USD Million (2022-2027)
  • Table 166. South America Personal Financial Services, by Country USD Million (2022-2027)
  • Table 167. South America Personal Financial Services, by Type USD Million (2022-2027)
  • Table 168. South America Personal Financial Services, by Application USD Million (2022-2027)
  • Table 169. South America Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 170. South America Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 171. Brazil Personal Financial Services, by Type USD Million (2022-2027)
  • Table 172. Brazil Personal Financial Services, by Application USD Million (2022-2027)
  • Table 173. Brazil Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 174. Brazil Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 175. Argentina Personal Financial Services, by Type USD Million (2022-2027)
  • Table 176. Argentina Personal Financial Services, by Application USD Million (2022-2027)
  • Table 177. Argentina Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 178. Argentina Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 179. Rest of South America Personal Financial Services, by Type USD Million (2022-2027)
  • Table 180. Rest of South America Personal Financial Services, by Application USD Million (2022-2027)
  • Table 181. Rest of South America Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 182. Rest of South America Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 183. Asia Pacific Personal Financial Services, by Country USD Million (2022-2027)
  • Table 184. Asia Pacific Personal Financial Services, by Type USD Million (2022-2027)
  • Table 185. Asia Pacific Personal Financial Services, by Application USD Million (2022-2027)
  • Table 186. Asia Pacific Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 187. Asia Pacific Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 188. China Personal Financial Services, by Type USD Million (2022-2027)
  • Table 189. China Personal Financial Services, by Application USD Million (2022-2027)
  • Table 190. China Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 191. China Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 192. Japan Personal Financial Services, by Type USD Million (2022-2027)
  • Table 193. Japan Personal Financial Services, by Application USD Million (2022-2027)
  • Table 194. Japan Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 195. Japan Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 196. India Personal Financial Services, by Type USD Million (2022-2027)
  • Table 197. India Personal Financial Services, by Application USD Million (2022-2027)
  • Table 198. India Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 199. India Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 200. South Korea Personal Financial Services, by Type USD Million (2022-2027)
  • Table 201. South Korea Personal Financial Services, by Application USD Million (2022-2027)
  • Table 202. South Korea Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 203. South Korea Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 204. Australia Personal Financial Services, by Type USD Million (2022-2027)
  • Table 205. Australia Personal Financial Services, by Application USD Million (2022-2027)
  • Table 206. Australia Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 207. Australia Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 208. Rest of Asia-Pacific Personal Financial Services, by Type USD Million (2022-2027)
  • Table 209. Rest of Asia-Pacific Personal Financial Services, by Application USD Million (2022-2027)
  • Table 210. Rest of Asia-Pacific Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 211. Rest of Asia-Pacific Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 212. Europe Personal Financial Services, by Country USD Million (2022-2027)
  • Table 213. Europe Personal Financial Services, by Type USD Million (2022-2027)
  • Table 214. Europe Personal Financial Services, by Application USD Million (2022-2027)
  • Table 215. Europe Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 216. Europe Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 217. Germany Personal Financial Services, by Type USD Million (2022-2027)
  • Table 218. Germany Personal Financial Services, by Application USD Million (2022-2027)
  • Table 219. Germany Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 220. Germany Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 221. France Personal Financial Services, by Type USD Million (2022-2027)
  • Table 222. France Personal Financial Services, by Application USD Million (2022-2027)
  • Table 223. France Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 224. France Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 225. Italy Personal Financial Services, by Type USD Million (2022-2027)
  • Table 226. Italy Personal Financial Services, by Application USD Million (2022-2027)
  • Table 227. Italy Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 228. Italy Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 229. United Kingdom Personal Financial Services, by Type USD Million (2022-2027)
  • Table 230. United Kingdom Personal Financial Services, by Application USD Million (2022-2027)
  • Table 231. United Kingdom Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 232. United Kingdom Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 233. Netherlands Personal Financial Services, by Type USD Million (2022-2027)
  • Table 234. Netherlands Personal Financial Services, by Application USD Million (2022-2027)
  • Table 235. Netherlands Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 236. Netherlands Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 237. Rest of Europe Personal Financial Services, by Type USD Million (2022-2027)
  • Table 238. Rest of Europe Personal Financial Services, by Application USD Million (2022-2027)
  • Table 239. Rest of Europe Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 240. Rest of Europe Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 241. MEA Personal Financial Services, by Country USD Million (2022-2027)
  • Table 242. MEA Personal Financial Services, by Type USD Million (2022-2027)
  • Table 243. MEA Personal Financial Services, by Application USD Million (2022-2027)
  • Table 244. MEA Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 245. MEA Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 246. Middle East Personal Financial Services, by Type USD Million (2022-2027)
  • Table 247. Middle East Personal Financial Services, by Application USD Million (2022-2027)
  • Table 248. Middle East Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 249. Middle East Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 250. Africa Personal Financial Services, by Type USD Million (2022-2027)
  • Table 251. Africa Personal Financial Services, by Application USD Million (2022-2027)
  • Table 252. Africa Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 253. Africa Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 254. North America Personal Financial Services, by Country USD Million (2022-2027)
  • Table 255. North America Personal Financial Services, by Type USD Million (2022-2027)
  • Table 256. North America Personal Financial Services, by Application USD Million (2022-2027)
  • Table 257. North America Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 258. North America Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 259. United States Personal Financial Services, by Type USD Million (2022-2027)
  • Table 260. United States Personal Financial Services, by Application USD Million (2022-2027)
  • Table 261. United States Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 262. United States Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 263. Canada Personal Financial Services, by Type USD Million (2022-2027)
  • Table 264. Canada Personal Financial Services, by Application USD Million (2022-2027)
  • Table 265. Canada Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 266. Canada Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 267. Mexico Personal Financial Services, by Type USD Million (2022-2027)
  • Table 268. Mexico Personal Financial Services, by Application USD Million (2022-2027)
  • Table 269. Mexico Personal Financial Services, by Service Providers USD Million (2022-2027)
  • Table 270. Mexico Personal Financial Services, by Enterprise Size USD Million (2022-2027)
  • Table 271. Research Programs/Design for This Report
  • Table 272. Key Data Information from Secondary Sources
  • Table 273. Key Data Information from Primary Sources
List of Figures
  • Figure 1. Porters Five Forces
  • Figure 2. Supply/Value Chain
  • Figure 3. PESTEL analysis
  • Figure 4. Global Personal Financial Services: by Type USD Million (2016-2021)
  • Figure 5. Global Personal Financial Services: by Application USD Million (2016-2021)
  • Figure 6. Global Personal Financial Services: by Service Providers USD Million (2016-2021)
  • Figure 7. Global Personal Financial Services: by Enterprise Size USD Million (2016-2021)
  • Figure 8. South America Personal Financial Services Share (%), by Country
  • Figure 9. Asia Pacific Personal Financial Services Share (%), by Country
  • Figure 10. Europe Personal Financial Services Share (%), by Country
  • Figure 11. MEA Personal Financial Services Share (%), by Country
  • Figure 12. North America Personal Financial Services Share (%), by Country
  • Figure 13. Global Personal Financial Services share by Players 2021 (%)
  • Figure 14. Global Personal Financial Services share by Players (Top 3) 2021(%)
  • Figure 15. Global Personal Financial Services share by Players (Top 5) 2021(%)
  • Figure 16. BCG Matrix for key Companies
  • Figure 17. Morgan Stanley (United States) Revenue, Net Income and Gross profit
  • Figure 18. Morgan Stanley (United States) Revenue: by Geography 2021
  • Figure 19. OMNI Financial Services (United States) Revenue, Net Income and Gross profit
  • Figure 20. OMNI Financial Services (United States) Revenue: by Geography 2021
  • Figure 21. PwC (United Kingdom) Revenue, Net Income and Gross profit
  • Figure 22. PwC (United Kingdom) Revenue: by Geography 2021
  • Figure 23. Santander Group (Spain) Revenue, Net Income and Gross profit
  • Figure 24. Santander Group (Spain) Revenue: by Geography 2021
  • Figure 25. Barclays (United Kingdom) Revenue, Net Income and Gross profit
  • Figure 26. Barclays (United Kingdom) Revenue: by Geography 2021
  • Figure 27. Deutsche Bank AG (Germany) Revenue, Net Income and Gross profit
  • Figure 28. Deutsche Bank AG (Germany) Revenue: by Geography 2021
  • Figure 29. Elliott Davis LLC (United States) Revenue, Net Income and Gross profit
  • Figure 30. Elliott Davis LLC (United States) Revenue: by Geography 2021
  • Figure 31. Allianz SE (Germany) Revenue, Net Income and Gross profit
  • Figure 32. Allianz SE (Germany) Revenue: by Geography 2021
  • Figure 33. Aon plc (United Kingdom) Revenue, Net Income and Gross profit
  • Figure 34. Aon plc (United Kingdom) Revenue: by Geography 2021
  • Figure 35. FIS (United States) Revenue, Net Income and Gross profit
  • Figure 36. FIS (United States) Revenue: by Geography 2021
  • Figure 37. Global Personal Financial Services: by Type USD Million (2022-2027)
  • Figure 38. Global Personal Financial Services: by Application USD Million (2022-2027)
  • Figure 39. Global Personal Financial Services: by Service Providers USD Million (2022-2027)
  • Figure 40. Global Personal Financial Services: by Enterprise Size USD Million (2022-2027)
  • Figure 41. South America Personal Financial Services Share (%), by Country
  • Figure 42. Asia Pacific Personal Financial Services Share (%), by Country
  • Figure 43. Europe Personal Financial Services Share (%), by Country
  • Figure 44. MEA Personal Financial Services Share (%), by Country
  • Figure 45. North America Personal Financial Services Share (%), by Country
List of companies from research coverage that are profiled in the study
  • Morgan Stanley (United States)
  • OMNI Financial Services (United States)
  • PwC (United Kingdom)
  • Santander Group (Spain)
  • Barclays (United Kingdom)
  • Deutsche Bank AG (Germany)
  • Elliott Davis LLC (United States)
  • Allianz SE (Germany)
  • Aon plc (United Kingdom)
  • FIS (United States)
Additional players considered in the study are as follows:
Banorte (Grupo Financiero Banorte) (Mexico) , IHS Markit (United Kingdom) , JPMorgan Chase & Co. (United States) , Standard & Poor's Financial Services LLC (United States) , Standard Chartered Bank (United Kingdom) , Others
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Sep 2022 225 Pages 87 Tables Base Year: 2021 Coverage: 15+ Companies; 18 Countries

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Frequently Asked Questions (FAQ):

Personal Financial Services Market is heading robustly to achieve a new growth cycle.
The Concentration Rate of Global Personal Financial Services market is dominated by United States & United Kingdom Players and may generate healthy valuation by 2027.
  • Increased Number of Personal Financial Services Institutions
  • Increased use of Personal Financial Services Application
dominated the Personal Financial Services market. This is attributable to growing trend of "Personal financial Services to commercial banks, digital advancement and rise financial technology rapidly transforming the financial sector "

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