Global Fund Investment Advisory Supply, Demand and Key Producers, 2023-2029

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Published Date: 20 Jan 2023

Category: Service & Software

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Description
Table of Contents
Table of Figures
Research Methodology
Companies Mentioned
Related Reports
Product Tags

Description

The global Fund Investment Advisory market size is expected to reach $ million by 2029, rising at a market growth of % CAGR during the forecast period (2023-2029).

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 studies the global Fund Investment Advisory demand, key companies, and key regions.

This report is a detailed and comprehensive analysis of the world market for Fund Investment Advisory, and provides market size (US$ million) and Year-over-Year (YoY) growth, considering 2022 as the base year. This report explores demand trends and competition, as well as details the characteristics of Fund Investment Advisory that contribute to its increasing demand across many markets.

Highlights and key features of the study
Global Fund Investment Advisory total market, 2018-2029, (USD Million)
Global Fund Investment Advisory total market by region & country, CAGR, 2018-2029, (USD Million)
U.S. VS China: Fund Investment Advisory total market, key domestic companies and share, (USD Million)
Global Fund Investment Advisory revenue by player and market share 2018-2023, (USD Million)
Global Fund Investment Advisory total market by Type, CAGR, 2018-2029, (USD Million)
Global Fund Investment Advisory total market by Application, CAGR, 2018-2029, (USD Million)
This reports profiles major players in the global Fund Investment Advisory market based on the following parameters – company overview, revenue, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study 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.

This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals, COVID-19 and Russia-Ukraine War Influence.

Stakeholders would have ease in decision-making through various strategy matrices used in analyzing the World Fund Investment Advisory market
Detailed Segmentation:
Each section contains quantitative market data including market by value (US$ Millions), by player, by regions, by Type, and by Application. Data is given for the years 2018-2029 by year with 2022 as the base year, 2023 as the estimate year, and 2024-2029 as the forecast year.

Global Fund Investment Advisory Market, By Region:
    United States
    China
    Europe
    Japan
    South Korea
    ASEAN
    India
    Rest of World

Global Fund Investment Advisory Market, Segmentation by Type
    Robo Advisor
    Traditional Investment Advisory

Global Fund Investment Advisory Market, Segmentation by Application
    Personal Finance
    Corporate Pension Fund
    Insurance Fund
    University Endowment Fund
    Corporate Investment

Companies Profiled:
    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

Key Questions Answered
1. How big is the global Fund Investment Advisory market?
2. What is the demand of the global Fund Investment Advisory market?
3. What is the year over year growth of the global Fund Investment Advisory market?
4. What is the total value of the global Fund Investment Advisory market?
5. Who are the major players in the global Fund Investment Advisory market?
6. What are the growth factors driving the market demand?

Table of Contents

1 Supply Summary
    1.1 Fund Investment Advisory Introduction
    1.2 World Fund Investment Advisory Market Size & Forecast (2018 & 2022 & 2029)
    1.3 World Fund Investment Advisory Total Market by Region (by Headquarter Location)
        1.3.1 World Fund Investment Advisory Market Size by Region (2018-2029), (by Headquarter Location)
        1.3.2 United States Fund Investment Advisory Market Size (2018-2029)
        1.3.3 China Fund Investment Advisory Market Size (2018-2029)
        1.3.4 Europe Fund Investment Advisory Market Size (2018-2029)
        1.3.5 Japan Fund Investment Advisory Market Size (2018-2029)
        1.3.6 South Korea Fund Investment Advisory Market Size (2018-2029)
        1.3.7 ASEAN Fund Investment Advisory Market Size (2018-2029)
        1.3.8 India Fund Investment Advisory Market Size (2018-2029)
    1.4 Market Drivers, Restraints and Trends
        1.4.1 Fund Investment Advisory Market Drivers
        1.4.2 Factors Affecting Demand
        1.4.3 Fund Investment Advisory Major Market Trends
    1.5 Influence of COVID-19 and Russia-Ukraine War
        1.5.1 Influence of COVID-19
        1.5.2 Influence of Russia-Ukraine War

2 Demand Summary
    2.1 World Fund Investment Advisory Consumption Value (2018-2029)
    2.2 World Fund Investment Advisory Consumption Value by Region
        2.2.1 World Fund Investment Advisory Consumption Value by Region (2018-2023)
        2.2.2 World Fund Investment Advisory Consumption Value Forecast by Region (2024-2029)
    2.3 United States Fund Investment Advisory Consumption Value (2018-2029)
    2.4 China Fund Investment Advisory Consumption Value (2018-2029)
    2.5 Europe Fund Investment Advisory Consumption Value (2018-2029)
    2.6 Japan Fund Investment Advisory Consumption Value (2018-2029)
    2.7 South Korea Fund Investment Advisory Consumption Value (2018-2029)
    2.8 ASEAN Fund Investment Advisory Consumption Value (2018-2029)
    2.9 India Fund Investment Advisory Consumption Value (2018-2029)

3 World Fund Investment Advisory Companies Competitive Analysis
    3.1 World Fund Investment Advisory Revenue by Player (2018-2023)
    3.2 Industry Rank and Concentration Rate (CR)
        3.2.1 Global Fund Investment Advisory Industry Rank of Major Players
        3.2.2 Global Concentration Ratios (CR4) for Fund Investment Advisory in 2022
        3.2.3 Global Concentration Ratios (CR8) for Fund Investment Advisory in 2022
    3.3 Fund Investment Advisory Company Evaluation Quadrant
    3.4 Fund Investment Advisory Market: Overall Company Footprint Analysis
        3.4.1 Fund Investment Advisory Market: Region Footprint
        3.4.2 Fund Investment Advisory Market: Company Product Type Footprint
        3.4.3 Fund Investment Advisory Market: Company Product Application Footprint
    3.5 Competitive Environment
        3.5.1 Historical Structure of the Industry
        3.5.2 Barriers of Market Entry
        3.5.3 Factors of Competition
    3.6 Mergers, Acquisitions Activity

4 United States VS China VS Rest of the World (by Headquarter Location)
    4.1 United States VS China: Fund Investment Advisory Revenue Comparison (by Headquarter Location)
        4.1.1 United States VS China: Fund Investment Advisory Market Size Comparison (2018 & 2022 & 2029) (by Headquarter Location)
        4.1.2 United States VS China: Fund Investment Advisory Revenue Market Share Comparison (2018 & 2022 & 2029)
    4.2 United States Based Companies VS China Based Companies: Fund Investment Advisory Consumption Value Comparison
        4.2.1 United States VS China: Fund Investment Advisory Consumption Value Comparison (2018 & 2022 & 2029)
        4.2.2 United States VS China: Fund Investment Advisory Consumption Value Market Share Comparison (2018 & 2022 & 2029)
    4.3 United States Based Fund Investment Advisory Companies and Market Share, 2018-2023
        4.3.1 United States Based Fund Investment Advisory Companies, Headquarters (States, Country)
        4.3.2 United States Based Companies Fund Investment Advisory Revenue, (2018-2023)
    4.4 China Based Companies Fund Investment Advisory Revenue and Market Share, 2018-2023
        4.4.1 China Based Fund Investment Advisory Companies, Company Headquarters (Province, Country)
        4.4.2 China Based Companies Fund Investment Advisory Revenue, (2018-2023)
    4.5 Rest of World Based Fund Investment Advisory Companies and Market Share, 2018-2023
        4.5.1 Rest of World Based Fund Investment Advisory Companies, Headquarters (States, Country)
        4.5.2 Rest of World Based Companies Fund Investment Advisory Revenue, (2018-2023)

5 Market Analysis by Type
    5.1 World Fund Investment Advisory Market Size Overview by Type: 2018 VS 2022 VS 2029
    5.2 Segment Introduction by Type
        5.2.1 Robo Advisor
        5.2.2 Traditional Investment Advisory
    5.3 Market Segment by Type
        5.3.1 World Fund Investment Advisory Market Size by Type (2018-2023)
        5.3.2 World Fund Investment Advisory Market Size by Type (2024-2029)
        5.3.3 World Fund Investment Advisory Market Size Market Share by Type (2018-2029)

6 Market Analysis by Application
    6.1 World Fund Investment Advisory Market Size Overview by Application: 2018 VS 2022 VS 2029
    6.2 Segment Introduction by Application
        6.2.1 Personal Finance
        6.2.2 Corporate Pension Fund
        6.2.3 Insurance Fund
        6.2.4 University Endowment Fund
        6.2.5 University Endowment Fund
    6.3 Market Segment by Application
        6.3.1 World Fund Investment Advisory Market Size by Application (2018-2023)
        6.3.2 World Fund Investment Advisory Market Size by Application (2024-2029)
        6.3.3 World Fund Investment Advisory Market Size by Application (2018-2029)

7 Company Profiles
    7.1 Harvest Fund
        7.1.1 Harvest Fund Details
        7.1.2 Harvest Fund Major Business
        7.1.3 Harvest Fund Fund Investment Advisory Product and Services
        7.1.4 Harvest Fund Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.1.5 Harvest Fund Recent Developments/Updates
        7.1.6 Harvest Fund Competitive Strengths & Weaknesses
    7.2 China Asset Management
        7.2.1 China Asset Management Details
        7.2.2 China Asset Management Major Business
        7.2.3 China Asset Management Fund Investment Advisory Product and Services
        7.2.4 China Asset Management Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.2.5 China Asset Management Recent Developments/Updates
        7.2.6 China Asset Management Competitive Strengths & Weaknesses
    7.3 Lombarda China Fund Management
        7.3.1 Lombarda China Fund Management Details
        7.3.2 Lombarda China Fund Management Major Business
        7.3.3 Lombarda China Fund Management Fund Investment Advisory Product and Services
        7.3.4 Lombarda China Fund Management Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.3.5 Lombarda China Fund Management Recent Developments/Updates
        7.3.6 Lombarda China Fund Management Competitive Strengths & Weaknesses
    7.4 Southern Fund
        7.4.1 Southern Fund Details
        7.4.2 Southern Fund Major Business
        7.4.3 Southern Fund Fund Investment Advisory Product and Services
        7.4.4 Southern Fund Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.4.5 Southern Fund Recent Developments/Updates
        7.4.6 Southern Fund Competitive Strengths & Weaknesses
    7.5 E Fund
        7.5.1 E Fund Details
        7.5.2 E Fund Major Business
        7.5.3 E Fund Fund Investment Advisory Product and Services
        7.5.4 E Fund Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.5.5 E Fund Recent Developments/Updates
        7.5.6 E Fund Competitive Strengths & Weaknesses
    7.6 China Merchants Bank
        7.6.1 China Merchants Bank Details
        7.6.2 China Merchants Bank Major Business
        7.6.3 China Merchants Bank Fund Investment Advisory Product and Services
        7.6.4 China Merchants Bank Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.6.5 China Merchants Bank Recent Developments/Updates
        7.6.6 China Merchants Bank Competitive Strengths & Weaknesses
    7.7 Ping An Bank
        7.7.1 Ping An Bank Details
        7.7.2 Ping An Bank Major Business
        7.7.3 Ping An Bank Fund Investment Advisory Product and Services
        7.7.4 Ping An Bank Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.7.5 Ping An Bank Recent Developments/Updates
        7.7.6 Ping An Bank Competitive Strengths & Weaknesses
    7.8 Huatai Securities
        7.8.1 Huatai Securities Details
        7.8.2 Huatai Securities Major Business
        7.8.3 Huatai Securities Fund Investment Advisory Product and Services
        7.8.4 Huatai Securities Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.8.5 Huatai Securities Recent Developments/Updates
        7.8.6 Huatai Securities Competitive Strengths & Weaknesses
    7.9 Guotai Junan Asset Management
        7.9.1 Guotai Junan Asset Management Details
        7.9.2 Guotai Junan Asset Management Major Business
        7.9.3 Guotai Junan Asset Management Fund Investment Advisory Product and Services
        7.9.4 Guotai Junan Asset Management Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.9.5 Guotai Junan Asset Management Recent Developments/Updates
        7.9.6 Guotai Junan Asset Management Competitive Strengths & Weaknesses
    7.10 Galaxy Securities
        7.10.1 Galaxy Securities Details
        7.10.2 Galaxy Securities Major Business
        7.10.3 Galaxy Securities Fund Investment Advisory Product and Services
        7.10.4 Galaxy Securities Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.10.5 Galaxy Securities Recent Developments/Updates
        7.10.6 Galaxy Securities Competitive Strengths & Weaknesses
    7.11 China Securities
        7.11.1 China Securities Details
        7.11.2 China Securities Major Business
        7.11.3 China Securities Fund Investment Advisory Product and Services
        7.11.4 China Securities Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.11.5 China Securities Recent Developments/Updates
        7.11.6 China Securities Competitive Strengths & Weaknesses
    7.12 CICC
        7.12.1 CICC Details
        7.12.2 CICC Major Business
        7.12.3 CICC Fund Investment Advisory Product and Services
        7.12.4 CICC Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.12.5 CICC Recent Developments/Updates
        7.12.6 CICC Competitive Strengths & Weaknesses
    7.13 Shen Wan Hongyuan
        7.13.1 Shen Wan Hongyuan Details
        7.13.2 Shen Wan Hongyuan Major Business
        7.13.3 Shen Wan Hongyuan Fund Investment Advisory Product and Services
        7.13.4 Shen Wan Hongyuan Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.13.5 Shen Wan Hongyuan Recent Developments/Updates
        7.13.6 Shen Wan Hongyuan Competitive Strengths & Weaknesses
    7.14 Guolian Securities
        7.14.1 Guolian Securities Details
        7.14.2 Guolian Securities Major Business
        7.14.3 Guolian Securities Fund Investment Advisory Product and Services
        7.14.4 Guolian Securities Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.14.5 Guolian Securities Recent Developments/Updates
        7.14.6 Guolian Securities Competitive Strengths & Weaknesses
    7.15 ICBC
        7.15.1 ICBC Details
        7.15.2 ICBC Major Business
        7.15.3 ICBC Fund Investment Advisory Product and Services
        7.15.4 ICBC Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.15.5 ICBC Recent Developments/Updates
        7.15.6 ICBC Competitive Strengths & Weaknesses
    7.16 Tengan Fund
        7.16.1 Tengan Fund Details
        7.16.2 Tengan Fund Major Business
        7.16.3 Tengan Fund Fund Investment Advisory Product and Services
        7.16.4 Tengan Fund Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.16.5 Tengan Fund Recent Developments/Updates
        7.16.6 Tengan Fund Competitive Strengths & Weaknesses
    7.17 Yingmi Fund
        7.17.1 Yingmi Fund Details
        7.17.2 Yingmi Fund Major Business
        7.17.3 Yingmi Fund Fund Investment Advisory Product and Services
        7.17.4 Yingmi Fund Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.17.5 Yingmi Fund Recent Developments/Updates
        7.17.6 Yingmi Fund Competitive Strengths & Weaknesses
    7.18 Ant Fund
        7.18.1 Ant Fund Details
        7.18.2 Ant Fund Major Business
        7.18.3 Ant Fund Fund Investment Advisory Product and Services
        7.18.4 Ant Fund Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023)
        7.18.5 Ant Fund Recent Developments/Updates
        7.18.6 Ant Fund Competitive Strengths & Weaknesses

8 Industry Chain Analysis
    8.1 Fund Investment Advisory Industry Chain
    8.2 Fund Investment Advisory Upstream Analysis
    8.3 Fund Investment Advisory Midstream Analysis
    8.4 Fund Investment Advisory Downstream Analysis

9 Research Findings and Conclusion

10 Appendix
    10.1 Methodology
    10.2 Research Process and Data Source
    10.3 Disclaimer

Table of Figures

List of Tables
    Table 1. World Fund Investment Advisory Revenue by Region (2018, 2022 and 2029) & (USD Million), (by Headquarter Location)
    Table 2. World Fund Investment Advisory Revenue by Region (2018-2023) & (USD Million), (by Headquarter Location)
    Table 3. World Fund Investment Advisory Revenue by Region (2024-2029) & (USD Million), (by Headquarter Location)
    Table 4. World Fund Investment Advisory Revenue Market Share by Region (2018-2023), (by Headquarter Location)
    Table 5. World Fund Investment Advisory Revenue Market Share by Region (2024-2029), (by Headquarter Location)
    Table 6. Major Market Trends
    Table 7. World Fund Investment Advisory Consumption Value Growth Rate Forecast by Region (2018 & 2022 & 2029) & (USD Million)
    Table 8. World Fund Investment Advisory Consumption Value by Region (2018-2023) & (USD Million)
    Table 9. World Fund Investment Advisory Consumption Value Forecast by Region (2024-2029) & (USD Million)
    Table 10. World Fund Investment Advisory Revenue by Player (2018-2023) & (USD Million)
    Table 11. Revenue Market Share of Key Fund Investment Advisory Players in 2022
    Table 12. World Fund Investment Advisory Industry Rank of Major Player, Based on Revenue in 2022
    Table 13. Global Fund Investment Advisory Company Evaluation Quadrant
    Table 14. Head Office of Key Fund Investment Advisory Player
    Table 15. Fund Investment Advisory Market: Company Product Type Footprint
    Table 16. Fund Investment Advisory Market: Company Product Application Footprint
    Table 17. Fund Investment Advisory Mergers & Acquisitions Activity
    Table 18. United States VS China Fund Investment Advisory Market Size Comparison, (2018 & 2022 & 2029) & (USD Million)
    Table 19. United States VS China Fund Investment Advisory Consumption Value Comparison, (2018 & 2022 & 2029) & (USD Million)
    Table 20. United States Based Fund Investment Advisory Companies, Headquarters (States, Country)
    Table 21. United States Based Companies Fund Investment Advisory Revenue, (2018-2023) & (USD Million)
    Table 22. United States Based Companies Fund Investment Advisory Revenue Market Share (2018-2023)
    Table 23. China Based Fund Investment Advisory Companies, Headquarters (Province, Country)
    Table 24. China Based Companies Fund Investment Advisory Revenue, (2018-2023) & (USD Million)
    Table 25. China Based Companies Fund Investment Advisory Revenue Market Share (2018-2023)
    Table 26. Rest of World Based Fund Investment Advisory Companies, Headquarters (States, Country)
    Table 27. Rest of World Based Companies Fund Investment Advisory Revenue, (2018-2023) & (USD Million)
    Table 28. Rest of World Based Companies Fund Investment Advisory Revenue Market Share (2018-2023)
    Table 29. World Fund Investment Advisory Market Size by Type, (USD Million), 2018 & 2022 & 2029
    Table 30. World Fund Investment Advisory Market Size by Type (2018-2023) & (USD Million)
    Table 31. World Fund Investment Advisory Market Size by Type (2024-2029) & (USD Million)
    Table 32. World Fund Investment Advisory Market Size by Application, (USD Million), 2018 & 2022 & 2029
    Table 33. World Fund Investment Advisory Market Size by Application (2018-2023) & (USD Million)
    Table 34. World Fund Investment Advisory Market Size by Application (2024-2029) & (USD Million)
    Table 35. Harvest Fund Basic Information, Area Served and Competitors
    Table 36. Harvest Fund Major Business
    Table 37. Harvest Fund Fund Investment Advisory Product and Services
    Table 38. Harvest Fund Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 39. Harvest Fund Recent Developments/Updates
    Table 40. Harvest Fund Competitive Strengths & Weaknesses
    Table 41. China Asset Management Basic Information, Area Served and Competitors
    Table 42. China Asset Management Major Business
    Table 43. China Asset Management Fund Investment Advisory Product and Services
    Table 44. China Asset Management Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 45. China Asset Management Recent Developments/Updates
    Table 46. China Asset Management Competitive Strengths & Weaknesses
    Table 47. Lombarda China Fund Management Basic Information, Area Served and Competitors
    Table 48. Lombarda China Fund Management Major Business
    Table 49. Lombarda China Fund Management Fund Investment Advisory Product and Services
    Table 50. Lombarda China Fund Management Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 51. Lombarda China Fund Management Recent Developments/Updates
    Table 52. Lombarda China Fund Management Competitive Strengths & Weaknesses
    Table 53. Southern Fund Basic Information, Area Served and Competitors
    Table 54. Southern Fund Major Business
    Table 55. Southern Fund Fund Investment Advisory Product and Services
    Table 56. Southern Fund Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 57. Southern Fund Recent Developments/Updates
    Table 58. Southern Fund Competitive Strengths & Weaknesses
    Table 59. E Fund Basic Information, Area Served and Competitors
    Table 60. E Fund Major Business
    Table 61. E Fund Fund Investment Advisory Product and Services
    Table 62. E Fund Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 63. E Fund Recent Developments/Updates
    Table 64. E Fund Competitive Strengths & Weaknesses
    Table 65. China Merchants Bank Basic Information, Area Served and Competitors
    Table 66. China Merchants Bank Major Business
    Table 67. China Merchants Bank Fund Investment Advisory Product and Services
    Table 68. China Merchants Bank Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 69. China Merchants Bank Recent Developments/Updates
    Table 70. China Merchants Bank Competitive Strengths & Weaknesses
    Table 71. Ping An Bank Basic Information, Area Served and Competitors
    Table 72. Ping An Bank Major Business
    Table 73. Ping An Bank Fund Investment Advisory Product and Services
    Table 74. Ping An Bank Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 75. Ping An Bank Recent Developments/Updates
    Table 76. Ping An Bank Competitive Strengths & Weaknesses
    Table 77. Huatai Securities Basic Information, Area Served and Competitors
    Table 78. Huatai Securities Major Business
    Table 79. Huatai Securities Fund Investment Advisory Product and Services
    Table 80. Huatai Securities Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 81. Huatai Securities Recent Developments/Updates
    Table 82. Huatai Securities Competitive Strengths & Weaknesses
    Table 83. Guotai Junan Asset Management Basic Information, Area Served and Competitors
    Table 84. Guotai Junan Asset Management Major Business
    Table 85. Guotai Junan Asset Management Fund Investment Advisory Product and Services
    Table 86. Guotai Junan Asset Management Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 87. Guotai Junan Asset Management Recent Developments/Updates
    Table 88. Guotai Junan Asset Management Competitive Strengths & Weaknesses
    Table 89. Galaxy Securities Basic Information, Area Served and Competitors
    Table 90. Galaxy Securities Major Business
    Table 91. Galaxy Securities Fund Investment Advisory Product and Services
    Table 92. Galaxy Securities Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 93. Galaxy Securities Recent Developments/Updates
    Table 94. Galaxy Securities Competitive Strengths & Weaknesses
    Table 95. China Securities Basic Information, Area Served and Competitors
    Table 96. China Securities Major Business
    Table 97. China Securities Fund Investment Advisory Product and Services
    Table 98. China Securities Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 99. China Securities Recent Developments/Updates
    Table 100. China Securities Competitive Strengths & Weaknesses
    Table 101. CICC Basic Information, Area Served and Competitors
    Table 102. CICC Major Business
    Table 103. CICC Fund Investment Advisory Product and Services
    Table 104. CICC Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 105. CICC Recent Developments/Updates
    Table 106. CICC Competitive Strengths & Weaknesses
    Table 107. Shen Wan Hongyuan Basic Information, Area Served and Competitors
    Table 108. Shen Wan Hongyuan Major Business
    Table 109. Shen Wan Hongyuan Fund Investment Advisory Product and Services
    Table 110. Shen Wan Hongyuan Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 111. Shen Wan Hongyuan Recent Developments/Updates
    Table 112. Shen Wan Hongyuan Competitive Strengths & Weaknesses
    Table 113. Guolian Securities Basic Information, Area Served and Competitors
    Table 114. Guolian Securities Major Business
    Table 115. Guolian Securities Fund Investment Advisory Product and Services
    Table 116. Guolian Securities Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 117. Guolian Securities Recent Developments/Updates
    Table 118. Guolian Securities Competitive Strengths & Weaknesses
    Table 119. ICBC Basic Information, Area Served and Competitors
    Table 120. ICBC Major Business
    Table 121. ICBC Fund Investment Advisory Product and Services
    Table 122. ICBC Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 123. ICBC Recent Developments/Updates
    Table 124. ICBC Competitive Strengths & Weaknesses
    Table 125. Tengan Fund Basic Information, Area Served and Competitors
    Table 126. Tengan Fund Major Business
    Table 127. Tengan Fund Fund Investment Advisory Product and Services
    Table 128. Tengan Fund Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 129. Tengan Fund Recent Developments/Updates
    Table 130. Tengan Fund Competitive Strengths & Weaknesses
    Table 131. Yingmi Fund Basic Information, Area Served and Competitors
    Table 132. Yingmi Fund Major Business
    Table 133. Yingmi Fund Fund Investment Advisory Product and Services
    Table 134. Yingmi Fund Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 135. Yingmi Fund Recent Developments/Updates
    Table 136. Ant Fund Basic Information, Area Served and Competitors
    Table 137. Ant Fund Major Business
    Table 138. Ant Fund Fund Investment Advisory Product and Services
    Table 139. Ant Fund Fund Investment Advisory Revenue, Gross Margin and Market Share (2018-2023) & (USD Million)
    Table 140. Global Key Players of Fund Investment Advisory Upstream (Raw Materials)
    Table 141. Fund Investment Advisory Typical Customers
List of Figure
    Figure 1. Fund Investment Advisory Picture
    Figure 2. World Fund Investment Advisory Total Market Size: 2018 & 2022 & 2029, (USD Million)
    Figure 3. World Fund Investment Advisory Total Market Size (2018-2029) & (USD Million)
    Figure 4. World Fund Investment Advisory Revenue Market Share by Region (2018, 2022 and 2029) & (USD Million) , (by Headquarter Location)
    Figure 5. World Fund Investment Advisory Revenue Market Share by Region (2018-2029), (by Headquarter Location)
    Figure 6. United States Based Company Fund Investment Advisory Revenue (2018-2029) & (USD Million)
    Figure 7. China Based Company Fund Investment Advisory Revenue (2018-2029) & (USD Million)
    Figure 8. Europe Based Company Fund Investment Advisory Revenue (2018-2029) & (USD Million)
    Figure 9. Japan Based Company Fund Investment Advisory Revenue (2018-2029) & (USD Million)
    Figure 10. South Korea Based Company Fund Investment Advisory Revenue (2018-2029) & (USD Million)
    Figure 11. ASEAN Based Company Fund Investment Advisory Revenue (2018-2029) & (USD Million)
    Figure 12. India Based Company Fund Investment Advisory Revenue (2018-2029) & (USD Million)
    Figure 13. Fund Investment Advisory Market Drivers
    Figure 14. Factors Affecting Demand
    Figure 15. World Fund Investment Advisory Consumption Value (2018-2029) & (USD Million)
    Figure 16. World Fund Investment Advisory Consumption Value Market Share by Region (2018-2029)
    Figure 17. United States Fund Investment Advisory Consumption Value (2018-2029) & (USD Million)
    Figure 18. China Fund Investment Advisory Consumption Value (2018-2029) & (USD Million)
    Figure 19. Europe Fund Investment Advisory Consumption Value (2018-2029) & (USD Million)
    Figure 20. Japan Fund Investment Advisory Consumption Value (2018-2029) & (USD Million)
    Figure 21. South Korea Fund Investment Advisory Consumption Value (2018-2029) & (USD Million)
    Figure 22. ASEAN Fund Investment Advisory Consumption Value (2018-2029) & (USD Million)
    Figure 23. India Fund Investment Advisory Consumption Value (2018-2029) & (USD Million)
    Figure 24. Producer Shipments of Fund Investment Advisory by Player Revenue ($MM) and Market Share (%): 2022
    Figure 25. Global Four-firm Concentration Ratios (CR4) for Fund Investment Advisory Markets in 2022
    Figure 26. Global Four-firm Concentration Ratios (CR8) for Fund Investment Advisory Markets in 2022
    Figure 27. United States VS China: Fund Investment Advisory Revenue Market Share Comparison (2018 & 2022 & 2029)
    Figure 28. United States VS China: Fund Investment Advisory Consumption Value Market Share Comparison (2018 & 2022 & 2029)
    Figure 29. World Fund Investment Advisory Market Size by Type, (USD Million), 2018 & 2022 & 2029
    Figure 30. World Fund Investment Advisory Market Size Market Share by Type in 2022
    Figure 31. Robo Advisor
    Figure 32. Traditional Investment Advisory
    Figure 33. World Fund Investment Advisory Market Size Market Share by Type (2018-2029)
    Figure 34. World Fund Investment Advisory Market Size by Application, (USD Million), 2018 & 2022 & 2029
    Figure 35. World Fund Investment Advisory Market Size Market Share by Application in 2022
    Figure 36. Personal Finance
    Figure 37. Corporate Pension Fund
    Figure 38. Insurance Fund
    Figure 39. University Endowment Fund
    Figure 40. Corporate Investment
    Figure 41. Fund Investment Advisory Industrial Chain
    Figure 42. Methodology
    Figure 43. Research Process and Data Source

Research Methodology

Client Requirements

Review and analyze client requirements

Discussion of all the project requirements and queries

Flexibility Check

Project Feasibility Analysis

Finalizing tentative research programme

Structuring project proposal with scope, timeline, and costs

Analyzing Market Dynamics

Determination of key drivers, restraints, challenge, and opportunity

Identifies market needs and trends

Market Size Estimation & Forecast

Estimation of historical data based on secondary and primary data

Anticipating market recast by assigning weightage to market forces (drivers, restraints, opportunities)

Freezing historical and forecast market size estimations based on evolution, trends, outlook, and strategies

Consideration of geography, region-specific product/service demand for region segments

Consideration of product utilization rates, product demand outlook for segments by application or end-user.

Data Source

Secondary Source
Data collections from annual reports, presentations,associations, journals, analyst reports, paid database, press releases, blogs, newsletters,and GIR repositories.

Primary Source
Research discussion with manufacturers, distributors, suppliers, end user, industry experts to verify insights.

Validation and
triangulation of
secondary and primary source.

Collection of data

Cumulating and collating the essential qualitative and quantitative data

Generation of report in client requested format by research analysts

Reviews by expert analysts

Final quality check

Clarifying queries

Receiving feedback

Ensuring satisfaction

01 Identification of data

This step involves identification of several primary and secondary data research sources, including Global Info Research's internal data sources. The primary sources consist of in-depth discussions and interviews with policy makers, industry experts, and data evaluators, whereas secondary sources include a thorough study of market journals, press releases, annual reports, and government and non-government agencies websites.
02 Evaluation of Market Dynamic

This phase includes a detailed evaluation of several factors that are likely to affect the market dynamics. It involves a comprehensive assessment of major market pain points, drivers, and trends. It also comprises a detailed study of research plans and methodology.
03 Collection of Data

This process consists of gathering data, accessing proprietary databases, and reaching out to key industry participants that operate in the market across the value chain. It also involves studying several patterns in the historical data and comparing it with the current scenario.
04 Collaboration of Data

This stage involves the validation of data and arrival at actual statistics, and evolution of the market over the years. It entails the study and analyzes various segments and verticals of the market. An impact analysis is also performed to observe which factors will affect the market in the next few years.
05 Verification and Analysis

This is the final stage, which involves both quantity and quality checks. Although the process of data verification is an integral part of the research process, all data points and statistics and figures are re-checked to uphold their authenticity and validity.

Companies Mentioned

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

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