Éléments-clés
Définition du marché
in-scope / out-of-scope
Rapports
  • Assets under management in the Robo-Advisors segment are projected to reach €874,545m in 2020.
  • Assets under management are expected to show an annual growth rate (CAGR 2020-2024) of 26.0% resulting in a projected total amount of €2,202,784m by 2024.
  • In the Robo-Advisors segment, the number of users is expected to amount to 436,334.1 thousand by 2024.
  • The average assets under management per user in the Robo-Advisors segment is expected to amount to €3,895 in 2020.
  • From a global comparison perspective it is shown that the highest assets under management is reached in the United States (€604,636m in 2020).
Afficher plus
The Robo-Advisors segment contains private asset management providers who offer automated online portfolios in which private investors can choose investment volumes depending on their scope and private appetite for risk. Providers such as Wealthfront, Schwab Intelligent Portfolios and Betterment allow private and/or institutional investors to invest their money (starting at very small amounts) in pre-existing portfolios, which are automatically managed by individually configured algorithms. The advantage of these services lies in the passive role of the investor, who may not want or cannot afford ongoing personal monitoring of their portfolio development. Such automated investment services also allow for attractive returns with low starting capital and without specific investment know-how, which is in contrast to classic investments offered by traditional banks. In the Robo-Advisors segment, financial figures show the assets under management of automated online portfolios.

Online brokers without automated and recommendation-based advisory functions are not included in this segment.
in-scope
  • Automated online portfolio management of private assets
  • Financial advisory based on smart algorithms, lead investors or swarm intelligence (social trading)
  • Notable robo-advisors, e.g. Betterment, Wealthfront, Scalable Capital
out-of-scope
  • Traditional online brokers
  • Human wealth manager advisory
Personal Finance report 2020

Personal Finance report 2020

Statista Digital Market Outlook
Download
Assets under Management (2020)
+19,3% yoy
€874,545m
Users (2020)
+49,6% yoy
224,522.7 thousand

Assets under Management Assets under Management Growth

Dans le marché Robo-Advisors en million € en percent

Échantillon de lecture Assets under Management in the Robo-Advisors segment is projected to €874,545m in 2020. Échantillon de lecture The Robo-Advisors segment is expected to show a growth in Assets under Management of 38.5% in 2021.

PNG
  • Assets under Management
  • Assets under Management Growth
Infos

Assets under Management:

The “Assets under Management” (AuM) box shows the forecasted AuM development of the selected market (market segment, region) in for each year (stock). Assets under Management Growth :The ""AuM Growth"" box shows the year-over-year changes in assets under management of the selected market (market segment, region) in percentage terms. A definition and detailed explanation of the displayed markets can be found here.

Vous trouverez une définition et une explication détaillée des marchés présentés ici.
×

Users Penetration Rate

Dans le marché Robo-Advisors en thousand en percent

Échantillon de lecture In the Robo-Advisors segment, the number of users is expected to amount to 436,334.1 thousand by 2024. Échantillon de lecture User penetration in the Robo-Advisors segment will be at 3.0% in 2020.

PNG
  • Users
  • Penetration Rate
Infos

User:

The “User” box shows the number of active paying customers (or accounts) of the selected market (market segment, region) in millions for each year.


Penetration Rate:

The “Penetration Rate” box shows the share of active paying customers (or accounts) from the total population of the selected market (market segment, region) for each year.

Vous trouverez une définition et une explication détaillée des marchés présentés ici.
×

Analyst Opinion

In the lackluster investment environment of the last decade with underperforming ETFs and falling commodity prices, robo-advisory quickly gained public interest. Large investment funds are implementing robo-advisory technology as the efficiency of automated portfolio management promises high return rates compared to old-fashioned alternatives. One must also expect a consolidation between independent players in the industry as profitability is strongly related to scalability and high volumes under management. Although robo-advisory has proved itself over recent years and has been adopted by many banks as a part of their services, it has yet to prove its effectiveness in the next recession.

World Map

av. Assets under Management per User

Dans le marché Robo-Advisors en €

Échantillon de lecture The average assets under management per user in the Robo-Advisors segment is projected to amount to €3,895 in 2020.

PNG
Infos

Average Assets under Management per User:

The box shows the average annual stock of assets under management per user (or potential user) of the selected market (market segment, region) for each year. A definition and detailed explanation of the displayed markets can be found here.

Vous trouverez une définition et une explication détaillée des marchés présentés ici.
×

Global Comparison - Assets under Management

Dans le marché Robo-Advisors en million €

Échantillon de lecture With projected total assets under management of €604,636m in 2020, the highest value worldwide is reached in the United States.

PNG
Infos

Global Comparison – Assets under Management:

The box shows a comparison of assets under management for 150 of the world’s leading digital economies in the selected market (market segment, region) and year. A definition and detailed explanation of the displayed markets can be found here.


Vous trouverez une définition et une explication détaillée des marchés présentés ici.
×
XLS Download

Key Market Indicators

The following Key Market Indicators give an overview of the social and economic outlook of the selected region and provide additional insights into relevant market-specific developments. These indicators, together with data from statistical offices, trade associations and companies serve as the foundation for the Statista market models.

20172018201920202021202220232024 CAGR
(2017-2024)
Population en m
Number of individuals (all ages) living in the selected region, the data reflect the United Nations' medium variant of World Population Prospects | Source: Statista, based on UN DESA and national statistical offices
0-14 years en m
Number of individuals (age 0-14) living in the selected region, the data reflect the United Nations' medium variant of World Population Prospects | Source: Statista, based on UN DESA and national statistical offices
15-24 years en m
Number of individuals (age 15-24) living in the selected region, the data reflect the United Nations' medium variant of World Population Prospects | Source: Statista, based on UN DESA and national statistical offices
25-34 years en m
Number of individuals (age 25-34) living in the selected region, the data reflect the United Nations' medium variant of World Population Prospects | Source: Statista, based on UN DESA and national statistical offices
35-44 years en m
Number of individuals (age 35-44) living in the selected region, the data reflect the United Nations' medium variant of World Population Prospects | Source: Statista, based on UN DESA and national statistical offices
45-54 years en m
Number of individuals (age 45-54) living in the selected region, the data reflect the United Nations' medium variant of World Population Prospects | Source: Statista, based on UN DESA and national statistical offices
55+ years en m
Number of individuals (age 55 and older) living in the selected region, the data reflect the United Nations' medium variant of World Population Prospects | Source: Statista, based on UN DESA and national statistical offices
Consumer spending (current)
Average consumer spending per capita of private households in the selected region (in current prices, constant exchange rate) | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Foodstuffs, beverages
Consumer spending per capita for food and non-alcoholic beverages (according to the Classification of Individual Consumption Purposes, COICOP) in the selected region (in current prices, constant exchange rate). The COICOP definition varies from the market definitions employed in the Consumer Market Outlook. It covers all private household spendings meant for consumption at home. In contrast, the Food market in the Consumer Market Outlook covers only certain segments of processed food and excludes for example fresh food, oils and fats and some other items. The markets for Alcoholic, Non-Alcoholic and Hot Drinks in turn not only include sales for at-home consumption (off-trade) but also sales to the on-trade sector (restaurants, bars, cafés). | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Alcohol, tobacco
Consumer spending per capita for alcoholic beverages, tobacco and narcotics (according to the Classification of Individual Consumption Purposes, COICOP) in the selected region (in current prices, constant exchange rate). The COICOP definition varies from the market definitions employed in the Consumer Market Outlook. It covers all private household spendings meant for consumption at home. The market for Alcoholic, Non-Alcoholic and Hot Drinks not only include sales for at-home consumption (off-trade) but also sales to the on-trade sector (restaurants, bars, cafés). | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Clothing, footwear
Consumer spending per capita for clothing and footwear (according to the Classification of Individual Consumption Purposes, COICOP) in the selected region (in current prices, constant exchange rate). Included are both consumption of goods as well as services (cleaning and cobblers). | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Housing
Consumer spending per capita for housing, water, electricity, gas and other fuels (according to the Classification of Individual Consumption Purposes, COICOP) in the selected region (in current prices, constant exchange rate) | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Household
Consumer spending per capita for furnishings, household equipment and routine maintenance of the house (according to the Classification of Individual Consumption Purposes, COICOP) in the selected region (in current prices, constant exchange rate) | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Health
Consumer spending per capita for health (according to the Classification of Individual Consumption Purposes, COICOP) in the selected region (in current prices, constant exchange rate) | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Transport
Consumer spending per capita for transport (according to the Classification of Individual Consumption Purposes, COICOP) in the selected region (in current prices, constant exchange rate). This group inlcudes the purchase of vehicles, maintenenace of vehicles as well as transportation services. | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Communication
Consumer spending per capita for communication (according to the Classification of Individual Consumption Purposes, COICOP) in the selected region (in current prices, constant exchange rate) | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Recreation, culture
Consumer spending per capita for recreation and culture (according to the Classification of Individual Consumption Purposes, COICOP) in the selected region (in current prices, constant exchange rate) | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Education
Consumer spending per capita for education (according to the Classification of Individual Consumption Purposes, COICOP) in the selected region (in current prices, constant exchange rate) | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Restaurants, hotels
Consumer spending per capita for restaurants and hotels (according to the Classification of Individual Consumption Purposes, COICOP) in the selected region (in current prices, constant exchange rate) | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Other
Consumer spending per capita for miscellaneous goods and services (according to the Classification of Individual Consumption Purposes, COICOP) in the selected region (in current prices, constant exchange rate). These include personal care products and services, personal items like watches and jewellery as well as all other products and services not mentioned elsewhere. | Source: Statista, based on IMF, UN, World Bank, Eurostat and national statistical offices
Telecommunication
Click arrow to expand
Broadband subscriptions per 100 capita
Number of-fixed broadband subscriptions per 100 inhabitants | Source: Statista, based on World Bank
Smartphone penetration en %
Estimated share of the total population using a smartphone | Source: Statista
Internet users en m
Number of people in the selected region using the internet | Source: Statista, based on ITU and national statistical offices
Smartphone users en m
Estimated number of persons using a smartphone in the selected region | Source: Statista
Hardware market
Click arrow to expand
Per-capita volume laptops en units
Average per capita sales of laptops and tablets in units | Source: Statista Consumer Market Outlook
Per-capita revenue laptops
Average revenue of laptops and tablets per capita | Source: Statista Consumer Market Outlook
Per-capita volume desktop PCs en units
Average per capita sales of Desktop-PCs in units | Source: Statista Consumer Market Outlook
Per-capita revenue desktop PCs
Average revenue of Desktop-PCs per capita | Source: Statista Consumer Market Outlook
Per-capita volume mobile phones en units
Average per capita sales of mobile phones in units | Source: Statista Consumer Market Outlook
Per-capita revenue mobile phones
Average revenue of mobile phones per capita | Source: Statista Consumer Market Outlook
Households en m
Total number of households in the selected region | Source: Statista
GDP (current)
Gross domestic product (in current prices, constant exchange rate) of the selected region per capita | Source: Statista, based on IMF WEOD
Internet penetration en %
Estimated share of the total population in the selected region using the internet | Source: Statista, based on ITU and national statistical offices
Total investment (% of GDP) en %
Total investment or gross capital formation refers to the total value of the gross fixed capital formation and changes in inventories and acquisitions less disposals of valuables for a unit or sector. | Source: Statista, based on IMF WEOD
Source: Statista, juin 2020
Source: Statista, juin 2020, based on IMF, World Bank, UN and Eurostat

Methodology

The Robo-Advisors data is based on Statista’s primary research (the Statista Global Consumer Survey), bottom-up modeling, market data from independent databases and third-party sources, the analysis of various key market and macroeconomic indicators, historical developments, current trends, the reported performance indicators of the key market players, and Statista interviews with market experts.

World Map

Recommended studies & reports

Tailored to your search demands

For the Robo-Advisors market, our analysts create reports with detailed comparisons and important background information. Get an overview of trends and key players and consult comparisons of the focus regions USA, China, and Europe.

  • All the important data on the Robo-Advisors market, including market size, forecasts, and regional comparisons
  • Consumption data, deep dives, and trends
  • Information about key players and insights about start-ups