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Fund Investment Advisory-Global Market Insights and Sales Trends 2025
Synopsis
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.
The global Fund Investment Advisory market size is expected to reach US$ million by 2029, growing at a CAGR of % from 2023 to 2029. The market is mainly driven by the significant applications of Fund Investment Advisory in various end use industries. The expanding demands from the Personal Finance, Corporate Pension Fund, Insurance Fund and University Endowment Fund, are propelling Fund Investment Advisory market. Robo Advisor, one of the segments analysed in this report, is projected to record % CAGR and reach US$ million by the end of the analysis period. Growth in the Traditional Investment Advisory segment is estimated at % CAGR for the next seven-year period.
Asia Pacific shows high growth potential for Fund Investment Advisory market, driven by demand from China, the second largest economy with some signs of stabilising, the Fund Investment Advisory market in China is forecast to reach US$ million by 2029, trailing a CAGR of % over the 2023-2029 period, while the U.S. market will reach US$ million by 2029, exhibiting a CAGR of % during the same period.
Report Objectives
This report provides market insight on the different segments, by players, by Type, by Application. Market size and forecast (2018-2029) has been provided in the report. The primary objectives of this report are to provide 1) global market size and forecasts, growth rates, market dynamics, industry structure and developments, market situation, trends; 2) global market share and ranking by company; 3) comprehensive presentation of the global market for Fund Investment Advisory, with both quantitative and qualitative analysis through detailed segmentation; 4) detailed value chain analysis and review of growth factors essential for the existing market players and new entrants; 5) emerging opportunities in the market and the future impact of major drivers and restraints of the market.
Key Features of The Study:
This report provides in-depth analysis of the global Fund Investment Advisory market, and provides market size (US$ million) and CAGR for the forecast period (2023-2029), considering 2022 as the base year.
This report profiles key players in the global Fund Investment Advisory market based on the following parameters - company details (found date, headquarters, manufacturing bases), products portfolio, Fund Investment Advisory sales data, market share and ranking.
This report elucidates potential market opportunities across different segments and explains attractive investment proposition matrices for this market.
This report illustrates key insights about market drivers, restraints, opportunities, market trends, regional outlook.
Key companies of Fund Investment Advisory covered in this report 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.
The global Fund Investment Advisory market report caters to various stakeholders in this industry including investors, suppliers, product players, distributors, new entrants, and financial analysts.
Market Segmentation
Company Profiles:
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
Global Fund Investment Advisory market, by region:
North America (U.S., Canada, Mexico)
Europe (Germany, France, UK, Italy, etc.)
Asia Pacific (China, Japan, South Korea, Southeast Asia, India, etc.)
South America (Brazil, etc.)
Middle East and Africa (Turkey, GCC Countries, Africa, etc.)
Global Fund Investment Advisory market, Segment by Type:
Robo Advisor
Traditional Investment Advisory
Global Fund Investment Advisory market, by Application
Personal Finance
Corporate Pension Fund
Insurance Fund
University Endowment Fund
Corporate Investment
Core Chapters
Chapter One: Introduces the report scope of the report, executive summary of global and regional market size and CAGR for the history and forecast period (2018-2023, 2024-2029). It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter Two: 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 Three: 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 Four: Detailed analysis of Fund Investment Advisory companies’ competitive landscape, revenue, market share and ranking, latest development plan, merger, and acquisition information, etc.
Chapter Five: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product introduction, revenue, recent development, etc.
Chapter Six, Seven, Eight, Nine and Ten: North America, Europe, Asia Pacific, Latin America, Middle East & Africa, revenue by country.
Chapter Eleven: this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter Twelve: Research Finding/Conclusion
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.
The global Fund Investment Advisory market size is expected to reach US$ million by 2029, growing at a CAGR of % from 2023 to 2029. The market is mainly driven by the significant applications of Fund Investment Advisory in various end use industries. The expanding demands from the Personal Finance, Corporate Pension Fund, Insurance Fund and University Endowment Fund, are propelling Fund Investment Advisory market. Robo Advisor, one of the segments analysed in this report, is projected to record % CAGR and reach US$ million by the end of the analysis period. Growth in the Traditional Investment Advisory segment is estimated at % CAGR for the next seven-year period.
Asia Pacific shows high growth potential for Fund Investment Advisory market, driven by demand from China, the second largest economy with some signs of stabilising, the Fund Investment Advisory market in China is forecast to reach US$ million by 2029, trailing a CAGR of % over the 2023-2029 period, while the U.S. market will reach US$ million by 2029, exhibiting a CAGR of % during the same period.
Report Objectives
This report provides market insight on the different segments, by players, by Type, by Application. Market size and forecast (2018-2029) has been provided in the report. The primary objectives of this report are to provide 1) global market size and forecasts, growth rates, market dynamics, industry structure and developments, market situation, trends; 2) global market share and ranking by company; 3) comprehensive presentation of the global market for Fund Investment Advisory, with both quantitative and qualitative analysis through detailed segmentation; 4) detailed value chain analysis and review of growth factors essential for the existing market players and new entrants; 5) emerging opportunities in the market and the future impact of major drivers and restraints of the market.
Key Features of The Study:
This report provides in-depth analysis of the global Fund Investment Advisory market, and provides market size (US$ million) and CAGR for the forecast period (2023-2029), considering 2022 as the base year.
This report profiles key players in the global Fund Investment Advisory market based on the following parameters - company details (found date, headquarters, manufacturing bases), products portfolio, Fund Investment Advisory sales data, market share and ranking.
This report elucidates potential market opportunities across different segments and explains attractive investment proposition matrices for this market.
This report illustrates key insights about market drivers, restraints, opportunities, market trends, regional outlook.
Key companies of Fund Investment Advisory covered in this report 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.
The global Fund Investment Advisory market report caters to various stakeholders in this industry including investors, suppliers, product players, distributors, new entrants, and financial analysts.
Market Segmentation
Company Profiles:
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
Global Fund Investment Advisory market, by region:
North America (U.S., Canada, Mexico)
Europe (Germany, France, UK, Italy, etc.)
Asia Pacific (China, Japan, South Korea, Southeast Asia, India, etc.)
South America (Brazil, etc.)
Middle East and Africa (Turkey, GCC Countries, Africa, etc.)
Global Fund Investment Advisory market, Segment by Type:
Robo Advisor
Traditional Investment Advisory
Global Fund Investment Advisory market, by Application
Personal Finance
Corporate Pension Fund
Insurance Fund
University Endowment Fund
Corporate Investment
Core Chapters
Chapter One: Introduces the report scope of the report, executive summary of global and regional market size and CAGR for the history and forecast period (2018-2023, 2024-2029). It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter Two: 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 Three: 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 Four: Detailed analysis of Fund Investment Advisory companies’ competitive landscape, revenue, market share and ranking, latest development plan, merger, and acquisition information, etc.
Chapter Five: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product introduction, revenue, recent development, etc.
Chapter Six, Seven, Eight, Nine and Ten: North America, Europe, Asia Pacific, Latin America, Middle East & Africa, revenue by country.
Chapter Eleven: this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
Chapter Twelve: Research Finding/Conclusion
Index1 Market Overview of Fund Investment Advisory
1.1 Fund Investment Advisory Market Overview
1.1.1 Fund Investment Advisory Product Scope
1.1.2 Fund Investment Advisory Market Status and Outlook
1.2 Global Fund Investment Advisory Market Size Overview by Region 2018 VS 2022 VS 2029
1.3 Global Fund Investment Advisory Market Size by Region (2018-2029)
1.4 Global Fund Investment Advisory Historic Market Size by Region (2018-2023)
1.5 Global Fund Investment Advisory Market Size Forecast by Region (2024-2029)
1.6 Key Regions, Fund Investment Advisory Market Size (2018-2029)
1.6.1 North America Fund Investment Advisory Market Size (2018-2029)
1.6.2 Europe Fund Investment Advisory Market Size (2018-2029)
1.6.3 Asia-Pacific Fund Investment Advisory Market Size (2018-2029)
1.6.4 Latin America Fund Investment Advisory Market Size (2018-2029)
1.6.5 Middle East & Africa Fund Investment Advisory Market Size (2018-2029)
2 Fund Investment Advisory Market by Type
2.1 Introduction
2.1.1 Robo Advisor
2.1.2 Traditional Investment Advisory
2.2 Global Fund Investment Advisory Market Size by Type: 2018 VS 2022 VS 2029
2.2.1 Global Fund Investment Advisory Historic Market Size by Type (2018-2023)
2.2.2 Global Fund Investment Advisory Forecasted Market Size by Type (2024-2029)
2.3 Key Regions Market Size by Type
2.3.1 North America Fund Investment Advisory Revenue Breakdown by Type (2018-2029)
2.3.2 Europe Fund Investment Advisory Revenue Breakdown by Type (2018-2029)
2.3.3 Asia-Pacific Fund Investment Advisory Revenue Breakdown by Type (2018-2029)
2.3.4 Latin America Fund Investment Advisory Revenue Breakdown by Type (2018-2029)
2.3.5 Middle East and Africa Fund Investment Advisory Revenue Breakdown by Type (2018-2029)
3 Fund Investment Advisory Market Overview by Application
3.1 Introduction
3.1.1 Personal Finance
3.1.2 Corporate Pension Fund
3.1.3 Insurance Fund
3.1.4 University Endowment Fund
3.1.5 Corporate Investment
3.2 Global Fund Investment Advisory Market Size by Application: 2018 VS 2022 VS 2029
3.2.1 Global Fund Investment Advisory Historic Market Size by Application (2018-2023)
3.2.2 Global Fund Investment Advisory Forecasted Market Size by Application (2024-2029)
3.3 Key Regions Market Size by Application
3.3.1 North America Fund Investment Advisory Revenue Breakdown by Application (2018-2029)
3.3.2 Europe Fund Investment Advisory Revenue Breakdown by Application (2018-2029)
3.3.3 Asia-Pacific Fund Investment Advisory Revenue Breakdown by Application (2018-2029)
3.3.4 Latin America Fund Investment Advisory Revenue Breakdown by Application (2018-2029)
3.3.5 Middle East and Africa Fund Investment Advisory Revenue Breakdown by Application (2018-2029)
4 Fund Investment Advisory Competition Analysis by Players
4.1 Global Fund Investment Advisory Market Size by Players (2018-2023)
4.2 Global Top Players by Company Type (Tier 1, Tier 2 and Tier 3) & (based on the Revenue in Fund Investment Advisory as of 2022)
4.3 Date of Key Players Enter into Fund Investment Advisory Market
4.4 Global Top Players Fund Investment Advisory Headquarters and Area Served
4.5 Key Players Fund Investment Advisory Product Solution and Service
4.6 Competitive Status
4.6.1 Fund Investment Advisory Market Concentration Rate
4.6.2 Mergers & Acquisitions, Expansion Plans
5 Company (Top Players) Profiles
5.1 Harvest Fund
5.1.1 Harvest Fund Profile
5.1.2 Harvest Fund Main Business
5.1.3 Harvest Fund Fund Investment Advisory Products, Services and Solutions
5.1.4 Harvest Fund Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.1.5 Harvest Fund Recent Developments
5.2 China Asset Management
5.2.1 China Asset Management Profile
5.2.2 China Asset Management Main Business
5.2.3 China Asset Management Fund Investment Advisory Products, Services and Solutions
5.2.4 China Asset Management Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.2.5 China Asset Management Recent Developments
5.3 Lombarda China Fund Management
5.3.1 Lombarda China Fund Management Profile
5.3.2 Lombarda China Fund Management Main Business
5.3.3 Lombarda China Fund Management Fund Investment Advisory Products, Services and Solutions
5.3.4 Lombarda China Fund Management Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.3.5 Southern Fund Recent Developments
5.4 Southern Fund
5.4.1 Southern Fund Profile
5.4.2 Southern Fund Main Business
5.4.3 Southern Fund Fund Investment Advisory Products, Services and Solutions
5.4.4 Southern Fund Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.4.5 Southern Fund Recent Developments
5.5 E Fund
5.5.1 E Fund Profile
5.5.2 E Fund Main Business
5.5.3 E Fund Fund Investment Advisory Products, Services and Solutions
5.5.4 E Fund Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.5.5 E Fund Recent Developments
5.6 China Merchants Bank
5.6.1 China Merchants Bank Profile
5.6.2 China Merchants Bank Main Business
5.6.3 China Merchants Bank Fund Investment Advisory Products, Services and Solutions
5.6.4 China Merchants Bank Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.6.5 China Merchants Bank Recent Developments
5.7 Ping An Bank
5.7.1 Ping An Bank Profile
5.7.2 Ping An Bank Main Business
5.7.3 Ping An Bank Fund Investment Advisory Products, Services and Solutions
5.7.4 Ping An Bank Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.7.5 Ping An Bank Recent Developments
5.8 Huatai Securities
5.8.1 Huatai Securities Profile
5.8.2 Huatai Securities Main Business
5.8.3 Huatai Securities Fund Investment Advisory Products, Services and Solutions
5.8.4 Huatai Securities Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.8.5 Huatai Securities Recent Developments
5.9 Guotai Junan Asset Management
5.9.1 Guotai Junan Asset Management Profile
5.9.2 Guotai Junan Asset Management Main Business
5.9.3 Guotai Junan Asset Management Fund Investment Advisory Products, Services and Solutions
5.9.4 Guotai Junan Asset Management Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.9.5 Guotai Junan Asset Management Recent Developments
5.10 Galaxy Securities
5.10.1 Galaxy Securities Profile
5.10.2 Galaxy Securities Main Business
5.10.3 Galaxy Securities Fund Investment Advisory Products, Services and Solutions
5.10.4 Galaxy Securities Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.10.5 Galaxy Securities Recent Developments
5.11 China Securities
5.11.1 China Securities Profile
5.11.2 China Securities Main Business
5.11.3 China Securities Fund Investment Advisory Products, Services and Solutions
5.11.4 China Securities Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.11.5 China Securities Recent Developments
5.12 CICC
5.12.1 CICC Profile
5.12.2 CICC Main Business
5.12.3 CICC Fund Investment Advisory Products, Services and Solutions
5.12.4 CICC Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.12.5 CICC Recent Developments
5.13 Shen Wan Hongyuan
5.13.1 Shen Wan Hongyuan Profile
5.13.2 Shen Wan Hongyuan Main Business
5.13.3 Shen Wan Hongyuan Fund Investment Advisory Products, Services and Solutions
5.13.4 Shen Wan Hongyuan Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.13.5 Shen Wan Hongyuan Recent Developments
5.14 Guolian Securities
5.14.1 Guolian Securities Profile
5.14.2 Guolian Securities Main Business
5.14.3 Guolian Securities Fund Investment Advisory Products, Services and Solutions
5.14.4 Guolian Securities Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.14.5 Guolian Securities Recent Developments
5.15 ICBC
5.15.1 ICBC Profile
5.15.2 ICBC Main Business
5.15.3 ICBC Fund Investment Advisory Products, Services and Solutions
5.15.4 ICBC Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.15.5 ICBC Recent Developments
5.16 Tengan Fund
5.16.1 Tengan Fund Profile
5.16.2 Tengan Fund Main Business
5.16.3 Tengan Fund Fund Investment Advisory Products, Services and Solutions
5.16.4 Tengan Fund Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.16.5 Tengan Fund Recent Developments
5.17 Yingmi Fund
5.17.1 Yingmi Fund Profile
5.17.2 Yingmi Fund Main Business
5.17.3 Yingmi Fund Fund Investment Advisory Products, Services and Solutions
5.17.4 Yingmi Fund Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.17.5 Yingmi Fund Recent Developments
5.18 Ant Fund
5.18.1 Ant Fund Profile
5.18.2 Ant Fund Main Business
5.18.3 Ant Fund Fund Investment Advisory Products, Services and Solutions
5.18.4 Ant Fund Fund Investment Advisory Revenue (US$ Million) & (2018-2023)
5.18.5 Ant Fund Recent Developments
6 North America
6.1 North America Fund Investment Advisory Market Size by Country (2018-2029)
6.2 U.S.
6.3 Canada
7 Europe
7.1 Europe Fund Investment Advisory Market Size by Country (2018-2029)
7.2 Germany
7.3 France
7.4 U.K.
7.5 Italy
7.6 Russia
7.7 Nordic Countries
7.8 Rest of Europe
8 Asia-Pacific
8.1 Asia-Pacific Fund Investment Advisory Market Size by Region (2018-2029)
8.2 China
8.3 Japan
8.4 South Korea
8.5 Southeast Asia
8.6 India
8.7 Australia
8.8 Rest of Asia-Pacific
9 Latin America
9.1 Latin America Fund Investment Advisory Market Size by Country (2018-2029)
9.2 Mexico
9.3 Brazil
9.4 Rest of Latin America
10 Middle East & Africa
10.1 Middle East & Africa Fund Investment Advisory Market Size by Country (2018-2029)
10.2 Turkey
10.3 Saudi Arabia
10.4 UAE
10.5 Rest of Middle East & Africa
11 Fund Investment Advisory Market Dynamics
11.1 Fund Investment Advisory Industry Trends
11.2 Fund Investment Advisory Market Drivers
11.3 Fund Investment Advisory Market Challenges
11.4 Fund Investment Advisory Market Restraints
12 Research Finding /Conclusion
13 Methodology and Data Source
13.1 Methodology/Research Approach
13.1.1 Research Programs/Design
13.1.2 Market Size Estimation
13.1.3 Market Breakdown and Data Triangulation
13.2 Data Source
13.2.1 Secondary Sources
13.2.2 Primary Sources
13.3 Disclaimer
13.4 Author List
Published By : QY Research
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