Assets under management in Costa Rica 2019-2029

Assets under management in Costa Rica from 2019 to 2029

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Release date

October 2024

Region

Costa Rica

Survey time period

2019 to 2029

Supplementary notes

Data provided by Statista Market Insights are estimates.

Definition:

Wealth management is a service provided by financial institutions, such as banks or investment firms, to help individuals manage their money and investments. The goal of wealth management is to help people grow and protect their wealth over time, by creating personalized investment plans that consider their financial goals, risk tolerance, and overall financial situation. This goal ultimately emphasizes wealth creation through wealth preservation.

Structure:

The Wealth Management market consists of two different segments, Financial Advisory and Digital Investment. Financial Advisory covers traditional financial advisory services and provides a broader look into the revenue generated by this offering. Digital Investment contains automated investment services (Robo-Advisors) and online trading services (Neobrokers) that go beyond the means of traditional financial advisory services.

Additional information:

The market comprises of revenues, number of advisors, average revenue per advisor, assets under management (AUM), users, average revenue per user, and average AUM per user. Revenues are generated through the financial advisory services offered by the financial institutions within the Wealth Management market space. The market only displays B2C revenues and users for the above-mentioned segments and subsegments, B2B and B2G revenues are not included. Additional definitions for each segment can be found on the respective segment pages.
Market numbers for Digital Investment are also featured among our digital markets, namely in the Digital Investment segment of the Fintech market.
Key players in the market include financial institutions such as BlackRock, Vanguard Group, Fidelity Investments, State Street Global, and J.P. Morgan Chase & Co.

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Access limited to Free Statistics. Premium Statistics are not included.
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For single users
$199 USD
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  • Premium Statistics
  • The statistic on this page is a Premium Statistic and is included in this account.

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For teams of up to 5 people
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1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.

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