Global Investment Planning Market

Investment Planning Comprehensive Study by Type (Short Term, Long Term), Investment vehicle (Equity Mutual Funds, Debt Mutual Funds, National Pension Systems, Public Provident Funds, Bank fixed Deposit, Real Estate, Gold, Others), Investment Risk type (Low, Medium, High) Players and Region - Global Market Outlook to 2030

Investment Planning Market by XX Submarkets | Forecast Years 2024-2030  

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  • Summary
  • Market Segments
  • Table of Content
  • List of Table & Figures
  • Players Profiled

Report Objectives / Segmentation Covered

By Type
  • Short Term
  • Long Term
By Investment vehicle
  • Equity Mutual Funds
  • Debt Mutual Funds
  • National Pension Systems
  • Public Provident Funds
  • Bank fixed Deposit
  • Real Estate
  • Gold
  • Others

By Investment Risk type
  • Low
  • Medium
  • High

By Regions
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Asia Pacific
    • China
    • Japan
    • India
    • South Korea
    • Taiwan
    • 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 Longevity is leading to Requirement of Financial Planning
    • 3.3. Market Challenges
      • 3.3.1. Stiff Competition among the Players
      • 3.3.2. Time Consuming Process of Investments
    • 3.4. Market Trends
      • 3.4.1. Rising Awareness about the Financial Planning
      • 3.4.2. Technological Adoption Such as Electronic Wallet
  • 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 Investment Planning, by Type, Investment vehicle, Investment Risk type and Region (value) (2018-2023)
    • 5.1. Introduction
    • 5.2. Global Investment Planning (Value)
      • 5.2.1. Global Investment Planning by: Type (Value)
        • 5.2.1.1. Short Term
        • 5.2.1.2. Long Term
      • 5.2.2. Global Investment Planning by: Investment vehicle (Value)
        • 5.2.2.1. Equity Mutual Funds
        • 5.2.2.2. Debt Mutual Funds
        • 5.2.2.3. National Pension Systems
        • 5.2.2.4. Public Provident Funds
        • 5.2.2.5. Bank fixed Deposit
        • 5.2.2.6. Real Estate
        • 5.2.2.7. Gold
        • 5.2.2.8. Others
      • 5.2.3. Global Investment Planning by: Investment Risk type (Value)
        • 5.2.3.1. Low
        • 5.2.3.2. Medium
        • 5.2.3.3. High
      • 5.2.4. Global Investment Planning Region
        • 5.2.4.1. South America
          • 5.2.4.1.1. Brazil
          • 5.2.4.1.2. Argentina
          • 5.2.4.1.3. Rest of South America
        • 5.2.4.2. Asia Pacific
          • 5.2.4.2.1. China
          • 5.2.4.2.2. Japan
          • 5.2.4.2.3. India
          • 5.2.4.2.4. South Korea
          • 5.2.4.2.5. Taiwan
          • 5.2.4.2.6. Australia
          • 5.2.4.2.7. Rest of Asia-Pacific
        • 5.2.4.3. Europe
          • 5.2.4.3.1. Germany
          • 5.2.4.3.2. France
          • 5.2.4.3.3. Italy
          • 5.2.4.3.4. United Kingdom
          • 5.2.4.3.5. Netherlands
          • 5.2.4.3.6. Rest of Europe
        • 5.2.4.4. MEA
          • 5.2.4.4.1. Middle East
          • 5.2.4.4.2. Africa
        • 5.2.4.5. North America
          • 5.2.4.5.1. United States
          • 5.2.4.5.2. Canada
          • 5.2.4.5.3. Mexico
  • 6. Investment Planning: 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 (2023)
    • 6.3. BCG Matrix
    • 6.4. Company Profile
      • 6.4.1. Bank of America (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. Morgan Stanley (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. StanCorp Investment Advisors (United States)
        • 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. Cambridge Investment Research Advisors (United States)
        • 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. Moneta group Investment Advisors LLC (United States)
        • 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. Oxford Financial Group (United States)
        • 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. J.P. Morgan (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. Wells Fargo (United States)
        • 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. UBS Wealth Management (Switzerland)
        • 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. Charles Schwab (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 Investment Planning Sale, by Type, Investment vehicle, Investment Risk type and Region (value) (2025-2030)
    • 7.1. Introduction
    • 7.2. Global Investment Planning (Value)
      • 7.2.1. Global Investment Planning by: Type (Value)
        • 7.2.1.1. Short Term
        • 7.2.1.2. Long Term
      • 7.2.2. Global Investment Planning by: Investment vehicle (Value)
        • 7.2.2.1. Equity Mutual Funds
        • 7.2.2.2. Debt Mutual Funds
        • 7.2.2.3. National Pension Systems
        • 7.2.2.4. Public Provident Funds
        • 7.2.2.5. Bank fixed Deposit
        • 7.2.2.6. Real Estate
        • 7.2.2.7. Gold
        • 7.2.2.8. Others
      • 7.2.3. Global Investment Planning by: Investment Risk type (Value)
        • 7.2.3.1. Low
        • 7.2.3.2. Medium
        • 7.2.3.3. High
      • 7.2.4. Global Investment Planning Region
        • 7.2.4.1. South America
          • 7.2.4.1.1. Brazil
          • 7.2.4.1.2. Argentina
          • 7.2.4.1.3. Rest of South America
        • 7.2.4.2. Asia Pacific
          • 7.2.4.2.1. China
          • 7.2.4.2.2. Japan
          • 7.2.4.2.3. India
          • 7.2.4.2.4. South Korea
          • 7.2.4.2.5. Taiwan
          • 7.2.4.2.6. Australia
          • 7.2.4.2.7. Rest of Asia-Pacific
        • 7.2.4.3. Europe
          • 7.2.4.3.1. Germany
          • 7.2.4.3.2. France
          • 7.2.4.3.3. Italy
          • 7.2.4.3.4. United Kingdom
          • 7.2.4.3.5. Netherlands
          • 7.2.4.3.6. Rest of Europe
        • 7.2.4.4. MEA
          • 7.2.4.4.1. Middle East
          • 7.2.4.4.2. Africa
        • 7.2.4.5. North America
          • 7.2.4.5.1. United States
          • 7.2.4.5.2. Canada
          • 7.2.4.5.3. 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. Investment Planning: by Type(USD Million)
  • Table 2. Investment Planning Short Term , by Region USD Million (2018-2023)
  • Table 3. Investment Planning Long Term , by Region USD Million (2018-2023)
  • Table 4. Investment Planning: by Investment vehicle(USD Million)
  • Table 5. Investment Planning Equity Mutual Funds , by Region USD Million (2018-2023)
  • Table 6. Investment Planning Debt Mutual Funds , by Region USD Million (2018-2023)
  • Table 7. Investment Planning National Pension Systems , by Region USD Million (2018-2023)
  • Table 8. Investment Planning Public Provident Funds , by Region USD Million (2018-2023)
  • Table 9. Investment Planning Bank fixed Deposit , by Region USD Million (2018-2023)
  • Table 10. Investment Planning Real Estate , by Region USD Million (2018-2023)
  • Table 11. Investment Planning Gold , by Region USD Million (2018-2023)
  • Table 12. Investment Planning Others , by Region USD Million (2018-2023)
  • Table 13. Investment Planning: by Investment Risk type(USD Million)
  • Table 14. Investment Planning Low , by Region USD Million (2018-2023)
  • Table 15. Investment Planning Medium , by Region USD Million (2018-2023)
  • Table 16. Investment Planning High , by Region USD Million (2018-2023)
  • Table 17. South America Investment Planning, by Country USD Million (2018-2023)
  • Table 18. South America Investment Planning, by Type USD Million (2018-2023)
  • Table 19. South America Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 20. South America Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 21. Brazil Investment Planning, by Type USD Million (2018-2023)
  • Table 22. Brazil Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 23. Brazil Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 24. Argentina Investment Planning, by Type USD Million (2018-2023)
  • Table 25. Argentina Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 26. Argentina Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 27. Rest of South America Investment Planning, by Type USD Million (2018-2023)
  • Table 28. Rest of South America Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 29. Rest of South America Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 30. Asia Pacific Investment Planning, by Country USD Million (2018-2023)
  • Table 31. Asia Pacific Investment Planning, by Type USD Million (2018-2023)
  • Table 32. Asia Pacific Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 33. Asia Pacific Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 34. China Investment Planning, by Type USD Million (2018-2023)
  • Table 35. China Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 36. China Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 37. Japan Investment Planning, by Type USD Million (2018-2023)
  • Table 38. Japan Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 39. Japan Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 40. India Investment Planning, by Type USD Million (2018-2023)
  • Table 41. India Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 42. India Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 43. South Korea Investment Planning, by Type USD Million (2018-2023)
  • Table 44. South Korea Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 45. South Korea Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 46. Taiwan Investment Planning, by Type USD Million (2018-2023)
  • Table 47. Taiwan Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 48. Taiwan Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 49. Australia Investment Planning, by Type USD Million (2018-2023)
  • Table 50. Australia Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 51. Australia Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 52. Rest of Asia-Pacific Investment Planning, by Type USD Million (2018-2023)
  • Table 53. Rest of Asia-Pacific Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 54. Rest of Asia-Pacific Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 55. Europe Investment Planning, by Country USD Million (2018-2023)
  • Table 56. Europe Investment Planning, by Type USD Million (2018-2023)
  • Table 57. Europe Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 58. Europe Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 59. Germany Investment Planning, by Type USD Million (2018-2023)
  • Table 60. Germany Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 61. Germany Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 62. France Investment Planning, by Type USD Million (2018-2023)
  • Table 63. France Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 64. France Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 65. Italy Investment Planning, by Type USD Million (2018-2023)
  • Table 66. Italy Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 67. Italy Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 68. United Kingdom Investment Planning, by Type USD Million (2018-2023)
  • Table 69. United Kingdom Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 70. United Kingdom Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 71. Netherlands Investment Planning, by Type USD Million (2018-2023)
  • Table 72. Netherlands Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 73. Netherlands Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 74. Rest of Europe Investment Planning, by Type USD Million (2018-2023)
  • Table 75. Rest of Europe Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 76. Rest of Europe Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 77. MEA Investment Planning, by Country USD Million (2018-2023)
  • Table 78. MEA Investment Planning, by Type USD Million (2018-2023)
  • Table 79. MEA Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 80. MEA Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 81. Middle East Investment Planning, by Type USD Million (2018-2023)
  • Table 82. Middle East Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 83. Middle East Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 84. Africa Investment Planning, by Type USD Million (2018-2023)
  • Table 85. Africa Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 86. Africa Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 87. North America Investment Planning, by Country USD Million (2018-2023)
  • Table 88. North America Investment Planning, by Type USD Million (2018-2023)
  • Table 89. North America Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 90. North America Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 91. United States Investment Planning, by Type USD Million (2018-2023)
  • Table 92. United States Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 93. United States Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 94. Canada Investment Planning, by Type USD Million (2018-2023)
  • Table 95. Canada Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 96. Canada Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 97. Mexico Investment Planning, by Type USD Million (2018-2023)
  • Table 98. Mexico Investment Planning, by Investment vehicle USD Million (2018-2023)
  • Table 99. Mexico Investment Planning, by Investment Risk type USD Million (2018-2023)
  • Table 100. Company Basic Information, Sales Area and Its Competitors
  • Table 101. Company Basic Information, Sales Area and Its Competitors
  • Table 102. Company Basic Information, Sales Area and Its Competitors
  • Table 103. Company Basic Information, Sales Area and Its Competitors
  • Table 104. Company Basic Information, Sales Area and Its Competitors
  • Table 105. Company Basic Information, Sales Area and Its Competitors
  • Table 106. Company Basic Information, Sales Area and Its Competitors
  • Table 107. Company Basic Information, Sales Area and Its Competitors
  • Table 108. Company Basic Information, Sales Area and Its Competitors
  • Table 109. Company Basic Information, Sales Area and Its Competitors
  • Table 110. Investment Planning: by Type(USD Million)
  • Table 111. Investment Planning Short Term , by Region USD Million (2025-2030)
  • Table 112. Investment Planning Long Term , by Region USD Million (2025-2030)
  • Table 113. Investment Planning: by Investment vehicle(USD Million)
  • Table 114. Investment Planning Equity Mutual Funds , by Region USD Million (2025-2030)
  • Table 115. Investment Planning Debt Mutual Funds , by Region USD Million (2025-2030)
  • Table 116. Investment Planning National Pension Systems , by Region USD Million (2025-2030)
  • Table 117. Investment Planning Public Provident Funds , by Region USD Million (2025-2030)
  • Table 118. Investment Planning Bank fixed Deposit , by Region USD Million (2025-2030)
  • Table 119. Investment Planning Real Estate , by Region USD Million (2025-2030)
  • Table 120. Investment Planning Gold , by Region USD Million (2025-2030)
  • Table 121. Investment Planning Others , by Region USD Million (2025-2030)
  • Table 122. Investment Planning: by Investment Risk type(USD Million)
  • Table 123. Investment Planning Low , by Region USD Million (2025-2030)
  • Table 124. Investment Planning Medium , by Region USD Million (2025-2030)
  • Table 125. Investment Planning High , by Region USD Million (2025-2030)
  • Table 126. South America Investment Planning, by Country USD Million (2025-2030)
  • Table 127. South America Investment Planning, by Type USD Million (2025-2030)
  • Table 128. South America Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 129. South America Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 130. Brazil Investment Planning, by Type USD Million (2025-2030)
  • Table 131. Brazil Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 132. Brazil Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 133. Argentina Investment Planning, by Type USD Million (2025-2030)
  • Table 134. Argentina Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 135. Argentina Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 136. Rest of South America Investment Planning, by Type USD Million (2025-2030)
  • Table 137. Rest of South America Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 138. Rest of South America Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 139. Asia Pacific Investment Planning, by Country USD Million (2025-2030)
  • Table 140. Asia Pacific Investment Planning, by Type USD Million (2025-2030)
  • Table 141. Asia Pacific Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 142. Asia Pacific Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 143. China Investment Planning, by Type USD Million (2025-2030)
  • Table 144. China Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 145. China Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 146. Japan Investment Planning, by Type USD Million (2025-2030)
  • Table 147. Japan Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 148. Japan Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 149. India Investment Planning, by Type USD Million (2025-2030)
  • Table 150. India Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 151. India Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 152. South Korea Investment Planning, by Type USD Million (2025-2030)
  • Table 153. South Korea Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 154. South Korea Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 155. Taiwan Investment Planning, by Type USD Million (2025-2030)
  • Table 156. Taiwan Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 157. Taiwan Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 158. Australia Investment Planning, by Type USD Million (2025-2030)
  • Table 159. Australia Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 160. Australia Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 161. Rest of Asia-Pacific Investment Planning, by Type USD Million (2025-2030)
  • Table 162. Rest of Asia-Pacific Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 163. Rest of Asia-Pacific Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 164. Europe Investment Planning, by Country USD Million (2025-2030)
  • Table 165. Europe Investment Planning, by Type USD Million (2025-2030)
  • Table 166. Europe Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 167. Europe Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 168. Germany Investment Planning, by Type USD Million (2025-2030)
  • Table 169. Germany Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 170. Germany Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 171. France Investment Planning, by Type USD Million (2025-2030)
  • Table 172. France Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 173. France Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 174. Italy Investment Planning, by Type USD Million (2025-2030)
  • Table 175. Italy Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 176. Italy Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 177. United Kingdom Investment Planning, by Type USD Million (2025-2030)
  • Table 178. United Kingdom Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 179. United Kingdom Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 180. Netherlands Investment Planning, by Type USD Million (2025-2030)
  • Table 181. Netherlands Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 182. Netherlands Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 183. Rest of Europe Investment Planning, by Type USD Million (2025-2030)
  • Table 184. Rest of Europe Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 185. Rest of Europe Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 186. MEA Investment Planning, by Country USD Million (2025-2030)
  • Table 187. MEA Investment Planning, by Type USD Million (2025-2030)
  • Table 188. MEA Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 189. MEA Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 190. Middle East Investment Planning, by Type USD Million (2025-2030)
  • Table 191. Middle East Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 192. Middle East Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 193. Africa Investment Planning, by Type USD Million (2025-2030)
  • Table 194. Africa Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 195. Africa Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 196. North America Investment Planning, by Country USD Million (2025-2030)
  • Table 197. North America Investment Planning, by Type USD Million (2025-2030)
  • Table 198. North America Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 199. North America Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 200. United States Investment Planning, by Type USD Million (2025-2030)
  • Table 201. United States Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 202. United States Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 203. Canada Investment Planning, by Type USD Million (2025-2030)
  • Table 204. Canada Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 205. Canada Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 206. Mexico Investment Planning, by Type USD Million (2025-2030)
  • Table 207. Mexico Investment Planning, by Investment vehicle USD Million (2025-2030)
  • Table 208. Mexico Investment Planning, by Investment Risk type USD Million (2025-2030)
  • Table 209. Research Programs/Design for This Report
  • Table 210. Key Data Information from Secondary Sources
  • Table 211. 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 Investment Planning: by Type USD Million (2018-2023)
  • Figure 5. Global Investment Planning: by Investment vehicle USD Million (2018-2023)
  • Figure 6. Global Investment Planning: by Investment Risk type USD Million (2018-2023)
  • Figure 7. South America Investment Planning Share (%), by Country
  • Figure 8. Asia Pacific Investment Planning Share (%), by Country
  • Figure 9. Europe Investment Planning Share (%), by Country
  • Figure 10. MEA Investment Planning Share (%), by Country
  • Figure 11. North America Investment Planning Share (%), by Country
  • Figure 12. Global Investment Planning share by Players 2023 (%)
  • Figure 13. Global Investment Planning share by Players (Top 3) 2023(%)
  • Figure 14. Global Investment Planning share by Players (Top 5) 2023(%)
  • Figure 15. BCG Matrix for key Companies
  • Figure 16. Bank of America (United States) Revenue, Net Income and Gross profit
  • Figure 17. Bank of America (United States) Revenue: by Geography 2023
  • Figure 18. Morgan Stanley (United States) Revenue, Net Income and Gross profit
  • Figure 19. Morgan Stanley (United States) Revenue: by Geography 2023
  • Figure 20. StanCorp Investment Advisors (United States) Revenue, Net Income and Gross profit
  • Figure 21. StanCorp Investment Advisors (United States) Revenue: by Geography 2023
  • Figure 22. Cambridge Investment Research Advisors (United States) Revenue, Net Income and Gross profit
  • Figure 23. Cambridge Investment Research Advisors (United States) Revenue: by Geography 2023
  • Figure 24. Moneta group Investment Advisors LLC (United States) Revenue, Net Income and Gross profit
  • Figure 25. Moneta group Investment Advisors LLC (United States) Revenue: by Geography 2023
  • Figure 26. Oxford Financial Group (United States) Revenue, Net Income and Gross profit
  • Figure 27. Oxford Financial Group (United States) Revenue: by Geography 2023
  • Figure 28. J.P. Morgan (United States) Revenue, Net Income and Gross profit
  • Figure 29. J.P. Morgan (United States) Revenue: by Geography 2023
  • Figure 30. Wells Fargo (United States) Revenue, Net Income and Gross profit
  • Figure 31. Wells Fargo (United States) Revenue: by Geography 2023
  • Figure 32. UBS Wealth Management (Switzerland) Revenue, Net Income and Gross profit
  • Figure 33. UBS Wealth Management (Switzerland) Revenue: by Geography 2023
  • Figure 34. Charles Schwab (United States) Revenue, Net Income and Gross profit
  • Figure 35. Charles Schwab (United States) Revenue: by Geography 2023
  • Figure 36. Global Investment Planning: by Type USD Million (2025-2030)
  • Figure 37. Global Investment Planning: by Investment vehicle USD Million (2025-2030)
  • Figure 38. Global Investment Planning: by Investment Risk type USD Million (2025-2030)
  • Figure 39. South America Investment Planning Share (%), by Country
  • Figure 40. Asia Pacific Investment Planning Share (%), by Country
  • Figure 41. Europe Investment Planning Share (%), by Country
  • Figure 42. MEA Investment Planning Share (%), by Country
  • Figure 43. North America Investment Planning Share (%), by Country
List of companies from research coverage that are profiled in the study
  • Bank of America (United States)
  • Morgan Stanley (United States)
  • StanCorp Investment Advisors (United States)
  • Cambridge Investment Research Advisors (United States)
  • Moneta group Investment Advisors LLC (United States)
  • Oxford Financial Group (United States)
  • J.P. Morgan (United States)
  • Wells Fargo (United States)
  • UBS Wealth Management (Switzerland)
  • Charles Schwab (United States)
Additional players considered in the study are as follows:
The Vanguard Group (United States) , Fidelity (United States) , Goldman Sachs (United States) , Northern Trust (United States)
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Mar 2024 207 Pages 54 Tables Base Year: 2023 Coverage: 15+ Companies; 18 Countries

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Global Investment Planning Market Quantitative research analysis
Global Investment Planning Market Qualitative Industry Analysis
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