Wealth Management / Market Sizing & Revenue Pools

Market Sizing & Revenue Pools

BCG Expand’s Market Sizing and Revenue Pools helps you analyse the global wealth landscape across regions, client segments and asset classes to identify where the next growth opportunities lie.

See where the next growth opportunities lie in the global wealth landscape

Why Market Sizing and Revenue Pools

  • ✔Helps you identify where the next growth opportunities lie in the global wealth landscape.
  • ✔Access comprehensive data covering 99% of the global wealth across both financial and non-financial assets.
  • ✔Analyse wealth distribution by region, client segment, and sub-asset class, including exclusive insights into cross-border wealth flows.
  • ✔Understand current and projected revenue pools by region and wealth segment to identify market share vs. total market .
  • ✔Quantify revenue potential for different service models and wealth bands to inform go-to-market strategy.

Methodology

Data Collection & Alignment

We gather historical wealth data from central banks and other trusted sources to build a consistent view of the global wealth landscape on an annual basis.

Forecasting and Segmentation

We forecast future wealth trends using proprietary models that incorporate macroeconomic, market, and demographic drivers, then segment the results by region, client segment, and asset class, including onshore and offshore views, to produce granular market cuts.

Insight Delivery

Overlaying revenue pools and service-model economics on this wealth base to highlight where value is today and where it is likely to emerge.

Impact Metrics

+$1.4tn revenues benchmarked annually
+$750bn costs benchmarked annually
+$50tn Assets Under Management (AUM) across wealth management – geography – segment – wealth band – product
97 markets assessed in BCG’s Global Wealth Market Sizing, covering 99% of global wealth
130+ annual participants in BCG’s Performance and Cost Benchmarking

Case Studies

Global Insurer – Wealth Market Entry Strategy

A global insurer used our market sizing model to assess wealth opportunities across multiple regions. The analysis highlighted the most attractive segments, revenue pools, and growth drivers, guiding leadership’s prioritisation of new market entries.

Global Wealth Manager – 10-Year Growth Outlook

A global wealth manager collaborated with us to understand long-term product and segment growth trends. The 10-year view informed investment planning, coverage model changes, and capital allocation decisions.

Regional Institution – Segment Attractiveness & Revenue Pools

A regional institution leveraged our revenue pool analytics to identify high-potential client segments. The insights enabled more focused product development and sharpened commercial strategy across priority markets.

Insights

"BCG Expand's benchmarking gave us clarity on where to focus our strategy. The insights into global wealth segments helped refine our priorities and uncover high-potential markets."

Head of Strategy Global Financial Services Firm

"The analysis provided the confidence to invest in modernising our legacy technology, even in a cost-cutting environment. It's delivered long-term savings and far greater transparency.”

Chief Operating Officer Global Wealth Manager

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