Fund Investment Advisory Market, Global Outlook and Forecast 2023-2029

Report ID: MMG213180 | Category: Service & Software | Pages: 109 | Format: PDF | Published Date: September 16,2023

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Report Summary

A mutual-fund advisory program, also known as a mutual fund wrap, is a portfolio of mutual funds that are selected to match a pre-set asset allocation. The investor works with an adviser to develop an asset-allocation strategy that meets the investor's objectives, investing interests, risk tolerance, and time horizon.
This report aims to provide a comprehensive presentation of the global market for Fund Investment Advisory, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Fund Investment Advisory. This report contains market size and forecasts of Fund Investment Advisory in global, including the following market information:
Global Fund Investment Advisory Market Revenue, 2018-2023, 2024-2029, ($ millions)
Global top five companies in 2022 (%)
The global Fund Investment Advisory market was valued at US$ million in 2022 and is projected to reach US$ million by 2029, at a CAGR of % during the forecast period. The influence of COVID-19 and the Russia-Ukraine War were considered while estimating market sizes.
The U.S. Market is Estimated at $ Million in 2022, While China is to reach $ Million.
Robo Advisor Segment to Reach $ Million by 2029, with a % CAGR in next six years.
The global key manufacturers of Fund Investment Advisory include Harvest Fund, China Asset Management, Lombarda China Fund Management, Southern Fund, E Fund, China Merchants Bank, Ping An Bank, Huatai Securities and Guotai Junan Asset Management, etc. in 2022, the global top five players have a share approximately % in terms of revenue.
MARKET MONITOR GLOBAL, INC (MMG) has surveyed the Fund Investment Advisory companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.
Total Market by Segment:
Global Fund Investment Advisory Market, by Type, 2018-2023, 2024-2029 ($ millions)
Global Fund Investment Advisory Market Segment Percentages, by Type, 2022 (%)
    Robo Advisor
    Traditional Investment Advisory
Global Fund Investment Advisory Market, by Application, 2018-2023, 2024-2029 ($ millions)
Global Fund Investment Advisory Market Segment Percentages, by Application, 2022 (%)
    Personal Finance
    Corporate Pension Fund
    Insurance Fund
    University Endowment Fund
    Corporate Investment
Global Fund Investment Advisory Market, By Region and Country, 2018-2023, 2024-2029 ($ Millions)
Global Fund Investment Advisory Market Segment Percentages, By Region and Country, 2022 (%)
    North America
        US
        Canada
        Mexico
    Europe
        Germany
        France
        U.K.
        Italy
        Russia
        Nordic Countries
        Benelux
        Rest of Europe
    Asia
        China
        Japan
        South Korea
        Southeast Asia
        India
        Rest of Asia
    South America
        Brazil
        Argentina
        Rest of South America
    Middle East & Africa
        Turkey
        Israel
        Saudi Arabia
        UAE
        Rest of Middle East & Africa
Competitor Analysis
The report also provides analysis of leading market participants including:
Key companies Fund Investment Advisory revenues in global market, 2018-2023 (estimated), ($ millions)
Key companies Fund Investment Advisory revenues share in global market, 2022 (%)
Further, the report presents profiles of competitors in the market, key players include:
    Harvest Fund
    China Asset Management
    Lombarda China Fund Management
    Southern Fund
    E Fund
    China Merchants Bank
    Ping An Bank
    Huatai Securities
    Guotai Junan Asset Management
    Galaxy Securities
    China Securities
    CICC
    Shen Wan Hongyuan
    Guolian Securities
    ICBC
    Tengan Fund
    Yingmi Fund
    Ant Fund
Outline of Major Chapters:
Chapter 1: Introduces the definition of Fund Investment Advisory, market overview.
Chapter 2: Global Fund Investment Advisory market size in revenue.
Chapter 3: Detailed analysis of Fund Investment Advisory company competitive landscape, revenue and market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides the analysis of various market segments by type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 5: Provides the analysis of various market segments by application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 6: Sales of Fund Investment Advisory in regional level and country level. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space of each country in the world.
Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 8: The main points and conclusions of the report.

1 Introduction to Research & Analysis Reports
    1.1 Fund Investment Advisory Market Definition
    1.2 Market Segments
        1.2.1 Market by Type
        1.2.2 Market by Application
    1.3 Global Fund Investment Advisory Market Overview
    1.4 Features & Benefits of This Report
    1.5 Methodology & Sources of Information
        1.5.1 Research Methodology
        1.5.2 Research Process
        1.5.3 Base Year
        1.5.4 Report Assumptions & Caveats
2 Global Fund Investment Advisory Overall Market Size
    2.1 Global Fund Investment Advisory Market Size: 2022 VS 2029
    2.2 Global Fund Investment Advisory Market Size, Prospects & Forecasts: 2018-2029
    2.3 Key Market Trends, Opportunity, Drivers and Restraints
        2.3.1 Market Opportunities & Trends
        2.3.2 Market Drivers
        2.3.3 Market Restraints
3 Company Landscape
    3.1 Top Fund Investment Advisory Players in Global Market
    3.2 Top Global Fund Investment Advisory Companies Ranked by Revenue
    3.3 Global Fund Investment Advisory Revenue by Companies
    3.4 Top 3 and Top 5 Fund Investment Advisory Companies in Global Market, by Revenue in 2022
    3.5 Global Companies Fund Investment Advisory Product Type
    3.6 Tier 1, Tier 2 and Tier 3 Fund Investment Advisory Players in Global Market
        3.6.1 List of Global Tier 1 Fund Investment Advisory Companies
        3.6.2 List of Global Tier 2 and Tier 3 Fund Investment Advisory Companies
4 Market Sights by Product
    4.1 Overview
        4.1.1 By Type - Global Fund Investment Advisory Market Size Markets, 2022 & 2029
        4.1.2 Robo Advisor
        4.1.3 Traditional Investment Advisory
    4.2 By Type - Global Fund Investment Advisory Revenue & Forecasts
        4.2.1 By Type - Global Fund Investment Advisory Revenue, 2018-2023
        4.2.2 By Type - Global Fund Investment Advisory Revenue, 2024-2029
        4.2.3 By Type - Global Fund Investment Advisory Revenue Market Share, 2018-2029
5 Sights by Application
    5.1 Overview
        5.1.1 By Application - Global Fund Investment Advisory Market Size, 2022 & 2029
        5.1.2 Personal Finance
        5.1.3 Corporate Pension Fund
        5.1.4 Insurance Fund
        5.1.5 University Endowment Fund
        5.1.6 Corporate Investment
    5.2 By Application - Global Fund Investment Advisory Revenue & Forecasts
        5.2.1 By Application - Global Fund Investment Advisory Revenue, 2018-2023
        5.2.2 By Application - Global Fund Investment Advisory Revenue, 2024-2029
        5.2.3 By Application - Global Fund Investment Advisory Revenue Market Share, 2018-2029
6 Sights by Region
    6.1 By Region - Global Fund Investment Advisory Market Size, 2022 & 2029
    6.2 By Region - Global Fund Investment Advisory Revenue & Forecasts
        6.2.1 By Region - Global Fund Investment Advisory Revenue, 2018-2023
        6.2.2 By Region - Global Fund Investment Advisory Revenue, 2024-2029
        6.2.3 By Region - Global Fund Investment Advisory Revenue Market Share, 2018-2029
    6.3 North America
        6.3.1 By Country - North America Fund Investment Advisory Revenue, 2018-2029
        6.3.2 US Fund Investment Advisory Market Size, 2018-2029
        6.3.3 Canada Fund Investment Advisory Market Size, 2018-2029
        6.3.4 Mexico Fund Investment Advisory Market Size, 2018-2029
    6.4 Europe
        6.4.1 By Country - Europe Fund Investment Advisory Revenue, 2018-2029
        6.4.2 Germany Fund Investment Advisory Market Size, 2018-2029
        6.4.3 France Fund Investment Advisory Market Size, 2018-2029
        6.4.4 U.K. Fund Investment Advisory Market Size, 2018-2029
        6.4.5 Italy Fund Investment Advisory Market Size, 2018-2029
        6.4.6 Russia Fund Investment Advisory Market Size, 2018-2029
        6.4.7 Nordic Countries Fund Investment Advisory Market Size, 2018-2029
        6.4.8 Benelux Fund Investment Advisory Market Size, 2018-2029
    6.5 Asia
        6.5.1 By Region - Asia Fund Investment Advisory Revenue, 2018-2029
        6.5.2 China Fund Investment Advisory Market Size, 2018-2029
        6.5.3 Japan Fund Investment Advisory Market Size, 2018-2029
        6.5.4 South Korea Fund Investment Advisory Market Size, 2018-2029
        6.5.5 Southeast Asia Fund Investment Advisory Market Size, 2018-2029
        6.5.6 India Fund Investment Advisory Market Size, 2018-2029
    6.6 South America
        6.6.1 By Country - South America Fund Investment Advisory Revenue, 2018-2029
        6.6.2 Brazil Fund Investment Advisory Market Size, 2018-2029
        6.6.3 Argentina Fund Investment Advisory Market Size, 2018-2029
    6.7 Middle East & Africa
        6.7.1 By Country - Middle East & Africa Fund Investment Advisory Revenue, 2018-2029
        6.7.2 Turkey Fund Investment Advisory Market Size, 2018-2029
        6.7.3 Israel Fund Investment Advisory Market Size, 2018-2029
        6.7.4 Saudi Arabia Fund Investment Advisory Market Size, 2018-2029
        6.7.5 UAE Fund Investment Advisory Market Size, 2018-2029
7 Fund Investment Advisory Companies Profiles
    7.1 Harvest Fund
        7.1.1 Harvest Fund Company Summary
        7.1.2 Harvest Fund Business Overview
        7.1.3 Harvest Fund Fund Investment Advisory Major Product Offerings
        7.1.4 Harvest Fund Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.1.5 Harvest Fund Key News & Latest Developments
    7.2 China Asset Management
        7.2.1 China Asset Management Company Summary
        7.2.2 China Asset Management Business Overview
        7.2.3 China Asset Management Fund Investment Advisory Major Product Offerings
        7.2.4 China Asset Management Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.2.5 China Asset Management Key News & Latest Developments
    7.3 Lombarda China Fund Management
        7.3.1 Lombarda China Fund Management Company Summary
        7.3.2 Lombarda China Fund Management Business Overview
        7.3.3 Lombarda China Fund Management Fund Investment Advisory Major Product Offerings
        7.3.4 Lombarda China Fund Management Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.3.5 Lombarda China Fund Management Key News & Latest Developments
    7.4 Southern Fund
        7.4.1 Southern Fund Company Summary
        7.4.2 Southern Fund Business Overview
        7.4.3 Southern Fund Fund Investment Advisory Major Product Offerings
        7.4.4 Southern Fund Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.4.5 Southern Fund Key News & Latest Developments
    7.5 E Fund
        7.5.1 E Fund Company Summary
        7.5.2 E Fund Business Overview
        7.5.3 E Fund Fund Investment Advisory Major Product Offerings
        7.5.4 E Fund Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.5.5 E Fund Key News & Latest Developments
    7.6 China Merchants Bank
        7.6.1 China Merchants Bank Company Summary
        7.6.2 China Merchants Bank Business Overview
        7.6.3 China Merchants Bank Fund Investment Advisory Major Product Offerings
        7.6.4 China Merchants Bank Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.6.5 China Merchants Bank Key News & Latest Developments
    7.7 Ping An Bank
        7.7.1 Ping An Bank Company Summary
        7.7.2 Ping An Bank Business Overview
        7.7.3 Ping An Bank Fund Investment Advisory Major Product Offerings
        7.7.4 Ping An Bank Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.7.5 Ping An Bank Key News & Latest Developments
    7.8 Huatai Securities
        7.8.1 Huatai Securities Company Summary
        7.8.2 Huatai Securities Business Overview
        7.8.3 Huatai Securities Fund Investment Advisory Major Product Offerings
        7.8.4 Huatai Securities Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.8.5 Huatai Securities Key News & Latest Developments
    7.9 Guotai Junan Asset Management
        7.9.1 Guotai Junan Asset Management Company Summary
        7.9.2 Guotai Junan Asset Management Business Overview
        7.9.3 Guotai Junan Asset Management Fund Investment Advisory Major Product Offerings
        7.9.4 Guotai Junan Asset Management Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.9.5 Guotai Junan Asset Management Key News & Latest Developments
    7.10 Galaxy Securities
        7.10.1 Galaxy Securities Company Summary
        7.10.2 Galaxy Securities Business Overview
        7.10.3 Galaxy Securities Fund Investment Advisory Major Product Offerings
        7.10.4 Galaxy Securities Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.10.5 Galaxy Securities Key News & Latest Developments
    7.11 China Securities
        7.11.1 China Securities Company Summary
        7.11.2 China Securities Business Overview
        7.11.3 China Securities Fund Investment Advisory Major Product Offerings
        7.11.4 China Securities Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.11.5 China Securities Key News & Latest Developments
    7.12 CICC
        7.12.1 CICC Company Summary
        7.12.2 CICC Business Overview
        7.12.3 CICC Fund Investment Advisory Major Product Offerings
        7.12.4 CICC Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.12.5 CICC Key News & Latest Developments
    7.13 Shen Wan Hongyuan
        7.13.1 Shen Wan Hongyuan Company Summary
        7.13.2 Shen Wan Hongyuan Business Overview
        7.13.3 Shen Wan Hongyuan Fund Investment Advisory Major Product Offerings
        7.13.4 Shen Wan Hongyuan Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.13.5 Shen Wan Hongyuan Key News & Latest Developments
    7.14 Guolian Securities
        7.14.1 Guolian Securities Company Summary
        7.14.2 Guolian Securities Business Overview
        7.14.3 Guolian Securities Fund Investment Advisory Major Product Offerings
        7.14.4 Guolian Securities Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.14.5 Guolian Securities Key News & Latest Developments
    7.15 ICBC
        7.15.1 ICBC Company Summary
        7.15.2 ICBC Business Overview
        7.15.3 ICBC Fund Investment Advisory Major Product Offerings
        7.15.4 ICBC Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.15.5 ICBC Key News & Latest Developments
    7.16 Tengan Fund
        7.16.1 Tengan Fund Company Summary
        7.16.2 Tengan Fund Business Overview
        7.16.3 Tengan Fund Fund Investment Advisory Major Product Offerings
        7.16.4 Tengan Fund Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.16.5 Tengan Fund Key News & Latest Developments
    7.17 Yingmi Fund
        7.17.1 Yingmi Fund Company Summary
        7.17.2 Yingmi Fund Business Overview
        7.17.3 Yingmi Fund Fund Investment Advisory Major Product Offerings
        7.17.4 Yingmi Fund Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.17.5 Yingmi Fund Key News & Latest Developments
    7.18 Ant Fund
        7.18.1 Ant Fund Company Summary
        7.18.2 Ant Fund Business Overview
        7.18.3 Ant Fund Fund Investment Advisory Major Product Offerings
        7.18.4 Ant Fund Fund Investment Advisory Revenue in Global Market (2018-2023)
        7.18.5 Ant Fund Key News & Latest Developments
8 Conclusion
9 Appendix
    9.1 Note
    9.2 Examples of Clients
    9.3 Disclaimer

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Fund Investment Advisory Market, Global Outlook and Forecast 2023-2029

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