Short-Term and Long-Term Projection of Digital Assets Under Management up to 2030

Autonomous Research has estimated the growth of Digital Assets under Management in the short-term and long-term respectively. The short-term base case projection estimates $1.5 trillion in digital AUM by 2020. This figure is driven by our expectation of an increased adoption of Roboadvisors as a result of fiduciary requirements shrinking transactional businesses. In the case of a delayed adoption, our conservative projection estimates $0.5 trillion in digital AUM by 2020.

In the longer term, our base case projection reaches $4 trillion in digital AUM by 2030. However, with growth and ETF-like adoption, where Roboadvisors use passive ETFS to shrink industry fees, we estimate $8 trillion in AUM.  Finally, our Bull case occurs with digital wealth growing into HNW with early adoption across orphan accounts and the high-end mass affluent. This would lead to $17 trillion in digital AUM by 2030.