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Global Portfolio Management Market Research Report 2025
Synopsis
Portfolio management comprises of entities primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.
The global Portfolio Management market was valued at US$ million in 2023 and is anticipated to reach US$ million by 2030, witnessing a CAGR of % during the forecast period 2024-2030.
Robo-Advisors are shaping the future of portfolio management which help to analyze and manage investor portfolios. These advisors allow traders to robotize their research and management processes. This technology helps to recreate human financial advisors, and make more money for their customers. One such robo-advisors which got popularity in 2018 is the Schwab’s Intelligent Portfolios “zero fee” structure which charges no account fees or commissions.
This report aims to provide a comprehensive presentation of the global market for Portfolio Management, 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 Portfolio Management.
Report Scope
The Portfolio Management market size, estimations, and forecasts are provided in terms of revenue ($ millions), considering 2023 as the base year, with history and forecast data for the period from 2019 to 2030. This report segments the global Portfolio Management market comprehensively. Regional market sizes, concerning products by Type, by Application, and by players, are also provided.
For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.
The report will help the Portfolio Management companies, new entrants, and industry chain related companies in this market with information on the revenues, sales volume, and average price for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.
Market Segmentation
By Company
Vanguard
Pacific Investment Management
BlackRock
J.P. Morgan Asset Management
State Street Global Advisors
Segment by Type
Fee
Commission
Segment by Application
Banks
Non-Banking Financial Institutions
Others
By Region
North America
United States
Canada
Europe
Germany
France
UK
Italy
Russia
Nordic Countries
Rest of Europe
Asia-Pacific
China
Japan
South Korea
Southeast Asia
India
Australia
Rest of Asia
Latin America
Mexico
Brazil
Rest of Latin America
Middle East & Africa
Turkey
Saudi Arabia
UAE
Rest of MEA
Chapter Outline
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by Application, etc), including the market size of each market segment, future development potential, and so on. 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 2: Introduces executive summary of global market size, regional market size, 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 3: Detailed analysis of Portfolio Management companies’ competitive landscape, revenue 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, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. 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, and capacity of each country in the world.
Chapter 11: 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 12: The main points and conclusions of the report.
Portfolio management comprises of entities primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.
The global Portfolio Management market was valued at US$ million in 2023 and is anticipated to reach US$ million by 2030, witnessing a CAGR of % during the forecast period 2024-2030.
Robo-Advisors are shaping the future of portfolio management which help to analyze and manage investor portfolios. These advisors allow traders to robotize their research and management processes. This technology helps to recreate human financial advisors, and make more money for their customers. One such robo-advisors which got popularity in 2018 is the Schwab’s Intelligent Portfolios “zero fee” structure which charges no account fees or commissions.
This report aims to provide a comprehensive presentation of the global market for Portfolio Management, 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 Portfolio Management.
Report Scope
The Portfolio Management market size, estimations, and forecasts are provided in terms of revenue ($ millions), considering 2023 as the base year, with history and forecast data for the period from 2019 to 2030. This report segments the global Portfolio Management market comprehensively. Regional market sizes, concerning products by Type, by Application, and by players, are also provided.
For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.
The report will help the Portfolio Management companies, new entrants, and industry chain related companies in this market with information on the revenues, sales volume, and average price for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.
Market Segmentation
By Company
Vanguard
Pacific Investment Management
BlackRock
J.P. Morgan Asset Management
State Street Global Advisors
Segment by Type
Fee
Commission
Segment by Application
Banks
Non-Banking Financial Institutions
Others
By Region
North America
United States
Canada
Europe
Germany
France
UK
Italy
Russia
Nordic Countries
Rest of Europe
Asia-Pacific
China
Japan
South Korea
Southeast Asia
India
Australia
Rest of Asia
Latin America
Mexico
Brazil
Rest of Latin America
Middle East & Africa
Turkey
Saudi Arabia
UAE
Rest of MEA
Chapter Outline
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by Application, etc), including the market size of each market segment, future development potential, and so on. 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 2: Introduces executive summary of global market size, regional market size, 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 3: Detailed analysis of Portfolio Management companies’ competitive landscape, revenue 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, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. 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, and capacity of each country in the world.
Chapter 11: 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 12: The main points and conclusions of the report.
Index1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Portfolio Management Market Size Growth Rate by Type: 2019 VS 2023 VS 2030
1.2.2 Fee
1.2.3 Commission
1.3 Market by Application
1.3.1 Global Portfolio Management Market Growth by Application: 2019 VS 2023 VS 2030
1.3.2 Banks
1.3.3 Non-Banking Financial Institutions
1.3.4 Others
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global Portfolio Management Market Perspective (2019-2030)
2.2 Portfolio Management Growth Trends by Region
2.2.1 Global Portfolio Management Market Size by Region: 2019 VS 2023 VS 2030
2.2.2 Portfolio Management Historic Market Size by Region (2019-2024)
2.2.3 Portfolio Management Forecasted Market Size by Region (2025-2030)
2.3 Portfolio Management Market Dynamics
2.3.1 Portfolio Management Industry Trends
2.3.2 Portfolio Management Market Drivers
2.3.3 Portfolio Management Market Challenges
2.3.4 Portfolio Management Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top Portfolio Management Players by Revenue
3.1.1 Global Top Portfolio Management Players by Revenue (2019-2024)
3.1.2 Global Portfolio Management Revenue Market Share by Players (2019-2024)
3.2 Global Portfolio Management Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by Portfolio Management Revenue
3.4 Global Portfolio Management Market Concentration Ratio
3.4.1 Global Portfolio Management Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Portfolio Management Revenue in 2023
3.5 Portfolio Management Key Players Head office and Area Served
3.6 Key Players Portfolio Management Product Solution and Service
3.7 Date of Enter into Portfolio Management Market
3.8 Mergers & Acquisitions, Expansion Plans
4 Portfolio Management Breakdown Data by Type
4.1 Global Portfolio Management Historic Market Size by Type (2019-2024)
4.2 Global Portfolio Management Forecasted Market Size by Type (2025-2030)
5 Portfolio Management Breakdown Data by Application
5.1 Global Portfolio Management Historic Market Size by Application (2019-2024)
5.2 Global Portfolio Management Forecasted Market Size by Application (2025-2030)
6 North America
6.1 North America Portfolio Management Market Size (2019-2030)
6.2 North America Portfolio Management Market Growth Rate by Country: 2019 VS 2023 VS 2030
6.3 North America Portfolio Management Market Size by Country (2019-2024)
6.4 North America Portfolio Management Market Size by Country (2025-2030)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Portfolio Management Market Size (2019-2030)
7.2 Europe Portfolio Management Market Growth Rate by Country: 2019 VS 2023 VS 2030
7.3 Europe Portfolio Management Market Size by Country (2019-2024)
7.4 Europe Portfolio Management Market Size by Country (2025-2030)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific Portfolio Management Market Size (2019-2030)
8.2 Asia-Pacific Portfolio Management Market Growth Rate by Region: 2019 VS 2023 VS 2030
8.3 Asia-Pacific Portfolio Management Market Size by Region (2019-2024)
8.4 Asia-Pacific Portfolio Management Market Size by Region (2025-2030)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia
9 Latin America
9.1 Latin America Portfolio Management Market Size (2019-2030)
9.2 Latin America Portfolio Management Market Growth Rate by Country: 2019 VS 2023 VS 2030
9.3 Latin America Portfolio Management Market Size by Country (2019-2024)
9.4 Latin America Portfolio Management Market Size by Country (2025-2030)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Portfolio Management Market Size (2019-2030)
10.2 Middle East & Africa Portfolio Management Market Growth Rate by Country: 2019 VS 2023 VS 2030
10.3 Middle East & Africa Portfolio Management Market Size by Country (2019-2024)
10.4 Middle East & Africa Portfolio Management Market Size by Country (2025-2030)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 Vanguard
11.1.1 Vanguard Company Detail
11.1.2 Vanguard Business Overview
11.1.3 Vanguard Portfolio Management Introduction
11.1.4 Vanguard Revenue in Portfolio Management Business (2019-2024)
11.1.5 Vanguard Recent Development
11.2 Pacific Investment Management
11.2.1 Pacific Investment Management Company Detail
11.2.2 Pacific Investment Management Business Overview
11.2.3 Pacific Investment Management Portfolio Management Introduction
11.2.4 Pacific Investment Management Revenue in Portfolio Management Business (2019-2024)
11.2.5 Pacific Investment Management Recent Development
11.3 BlackRock
11.3.1 BlackRock Company Detail
11.3.2 BlackRock Business Overview
11.3.3 BlackRock Portfolio Management Introduction
11.3.4 BlackRock Revenue in Portfolio Management Business (2019-2024)
11.3.5 BlackRock Recent Development
11.4 J.P. Morgan Asset Management
11.4.1 J.P. Morgan Asset Management Company Detail
11.4.2 J.P. Morgan Asset Management Business Overview
11.4.3 J.P. Morgan Asset Management Portfolio Management Introduction
11.4.4 J.P. Morgan Asset Management Revenue in Portfolio Management Business (2019-2024)
11.4.5 J.P. Morgan Asset Management Recent Development
11.5 State Street Global Advisors
11.5.1 State Street Global Advisors Company Detail
11.5.2 State Street Global Advisors Business Overview
11.5.3 State Street Global Advisors Portfolio Management Introduction
11.5.4 State Street Global Advisors Revenue in Portfolio Management Business (2019-2024)
11.5.5 State Street Global Advisors Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Disclaimer
13.3 Author Details
List of TablesList of Tables
Table 1. Global Portfolio Management Market Size Growth Rate by Type (US$ Million): 2019 VS 2023 VS 2030
Table 2. Key Players of Fee
Table 3. Key Players of Commission
Table 4. Global Portfolio Management Market Size Growth by Application (US$ Million): 2019 VS 2023 VS 2030
Table 5. Global Portfolio Management Market Size by Region (US$ Million): 2019 VS 2023 VS 2030
Table 6. Global Portfolio Management Market Size by Region (2019-2024) & (US$ Million)
Table 7. Global Portfolio Management Market Share by Region (2019-2024)
Table 8. Global Portfolio Management Forecasted Market Size by Region (2025-2030) & (US$ Million)
Table 9. Global Portfolio Management Market Share by Region (2025-2030)
Table 10. Portfolio Management Market Trends
Table 11. Portfolio Management Market Drivers
Table 12. Portfolio Management Market Challenges
Table 13. Portfolio Management Market Restraints
Table 14. Global Portfolio Management Revenue by Players (2019-2024) & (US$ Million)
Table 15. Global Portfolio Management Market Share by Players (2019-2024)
Table 16. Global Top Portfolio Management Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Portfolio Management as of 2023)
Table 17. Ranking of Global Top Portfolio Management Companies by Revenue (US$ Million) in 2023
Table 18. Global 5 Largest Players Market Share by Portfolio Management Revenue (CR5 and HHI) & (2019-2024)
Table 19. Key Players Headquarters and Area Served
Table 20. Key Players Portfolio Management Product Solution and Service
Table 21. Date of Enter into Portfolio Management Market
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global Portfolio Management Market Size by Type (2019-2024) & (US$ Million)
Table 24. Global Portfolio Management Revenue Market Share by Type (2019-2024)
Table 25. Global Portfolio Management Forecasted Market Size by Type (2025-2030) & (US$ Million)
Table 26. Global Portfolio Management Revenue Market Share by Type (2025-2030)
Table 27. Global Portfolio Management Market Size by Application (2019-2024) & (US$ Million)
Table 28. Global Portfolio Management Revenue Market Share by Application (2019-2024)
Table 29. Global Portfolio Management Forecasted Market Size by Application (2025-2030) & (US$ Million)
Table 30. Global Portfolio Management Revenue Market Share by Application (2025-2030)
Table 31. North America Portfolio Management Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 32. North America Portfolio Management Market Size by Country (2019-2024) & (US$ Million)
Table 33. North America Portfolio Management Market Size by Country (2025-2030) & (US$ Million)
Table 34. Europe Portfolio Management Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 35. Europe Portfolio Management Market Size by Country (2019-2024) & (US$ Million)
Table 36. Europe Portfolio Management Market Size by Country (2025-2030) & (US$ Million)
Table 37. Asia-Pacific Portfolio Management Market Size Growth Rate by Region (US$ Million): 2019 VS 2023 VS 2030
Table 38. Asia-Pacific Portfolio Management Market Size by Region (2019-2024) & (US$ Million)
Table 39. Asia-Pacific Portfolio Management Market Size by Region (2025-2030) & (US$ Million)
Table 40. Latin America Portfolio Management Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 41. Latin America Portfolio Management Market Size by Country (2019-2024) & (US$ Million)
Table 42. Latin America Portfolio Management Market Size by Country (2025-2030) & (US$ Million)
Table 43. Middle East & Africa Portfolio Management Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 44. Middle East & Africa Portfolio Management Market Size by Country (2019-2024) & (US$ Million)
Table 45. Middle East & Africa Portfolio Management Market Size by Country (2025-2030) & (US$ Million)
Table 46. Vanguard Company Detail
Table 47. Vanguard Business Overview
Table 48. Vanguard Portfolio Management Product
Table 49. Vanguard Revenue in Portfolio Management Business (2019-2024) & (US$ Million)
Table 50. Vanguard Recent Development
Table 51. Pacific Investment Management Company Detail
Table 52. Pacific Investment Management Business Overview
Table 53. Pacific Investment Management Portfolio Management Product
Table 54. Pacific Investment Management Revenue in Portfolio Management Business (2019-2024) & (US$ Million)
Table 55. Pacific Investment Management Recent Development
Table 56. BlackRock Company Detail
Table 57. BlackRock Business Overview
Table 58. BlackRock Portfolio Management Product
Table 59. BlackRock Revenue in Portfolio Management Business (2019-2024) & (US$ Million)
Table 60. BlackRock Recent Development
Table 61. J.P. Morgan Asset Management Company Detail
Table 62. J.P. Morgan Asset Management Business Overview
Table 63. J.P. Morgan Asset Management Portfolio Management Product
Table 64. J.P. Morgan Asset Management Revenue in Portfolio Management Business (2019-2024) & (US$ Million)
Table 65. J.P. Morgan Asset Management Recent Development
Table 66. State Street Global Advisors Company Detail
Table 67. State Street Global Advisors Business Overview
Table 68. State Street Global Advisors Portfolio Management Product
Table 69. State Street Global Advisors Revenue in Portfolio Management Business (2019-2024) & (US$ Million)
Table 70. State Street Global Advisors Recent Development
Table 71. Research Programs/Design for This Report
Table 72. Key Data Information from Secondary Sources
Table 73. Key Data Information from Primary Sources
List of Figures
Figure 1. Global Portfolio Management Market Size Comparison by Type (2024-2030) & (US$ Million)
Figure 2. Global Portfolio Management Market Share by Type: 2023 VS 2030
Figure 3. Fee Features
Figure 4. Commission Features
Figure 5. Global Portfolio Management Market Size Comparison by Application (2024-2030) & (US$ Million)
Figure 6. Global Portfolio Management Market Share by Application: 2023 VS 2030
Figure 7. Banks Case Studies
Figure 8. Non-Banking Financial Institutions Case Studies
Figure 9. Others Case Studies
Figure 10. Portfolio Management Report Years Considered
Figure 11. Global Portfolio Management Market Size (US$ Million), Year-over-Year: 2019-2030
Figure 12. Global Portfolio Management Market Size, (US$ Million), 2019 VS 2023 VS 2030
Figure 13. Global Portfolio Management Market Share by Region: 2023 VS 2030
Figure 14. Global Portfolio Management Market Share by Players in 2023
Figure 15. Global Top Portfolio Management Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Portfolio Management as of 2023)
Figure 16. The Top 10 and 5 Players Market Share by Portfolio Management Revenue in 2023
Figure 17. North America Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 18. North America Portfolio Management Market Share by Country (2019-2030)
Figure 19. United States Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 20. Canada Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 21. Europe Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 22. Europe Portfolio Management Market Share by Country (2019-2030)
Figure 23. Germany Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 24. France Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 25. U.K. Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 26. Italy Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 27. Russia Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 28. Nordic Countries Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 29. Asia-Pacific Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 30. Asia-Pacific Portfolio Management Market Share by Region (2019-2030)
Figure 31. China Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 32. Japan Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 33. South Korea Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 34. Southeast Asia Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 35. India Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 36. Australia Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 37. Latin America Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 38. Latin America Portfolio Management Market Share by Country (2019-2030)
Figure 39. Mexico Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 40. Brazil Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 41. Middle East & Africa Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 42. Middle East & Africa Portfolio Management Market Share by Country (2019-2030)
Figure 43. Turkey Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 44. Saudi Arabia Portfolio Management Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 45. Vanguard Revenue Growth Rate in Portfolio Management Business (2019-2024)
Figure 46. Pacific Investment Management Revenue Growth Rate in Portfolio Management Business (2019-2024)
Figure 47. BlackRock Revenue Growth Rate in Portfolio Management Business (2019-2024)
Figure 48. J.P. Morgan Asset Management Revenue Growth Rate in Portfolio Management Business (2019-2024)
Figure 49. State Street Global Advisors Revenue Growth Rate in Portfolio Management Business (2019-2024)
Figure 50. Bottom-up and Top-down Approaches for This Report
Figure 51. Data Triangulation
Figure 52. Key Executives Interviewed
Published By : QY Research
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