| Product Code: ETC13308954 | Publication Date: Apr 2025 | Updated Date: Jul 2025 | Product Type: Market Research Report | |
| Publisher: 6Wresearch | Author: Dhaval Chaurasia | No. of Pages: 190 | No. of Figures: 80 | No. of Tables: 40 |
According to 6Wresearch internal database and industry insights, the Global Equity Portfolio Management and Advisory Services Market was valued at USD 5.6 Billion in 2024 and is expected to reach USD 10.1 Billion by 2031, growing at a compound annual growth rate of 11.50% during the forecast period (2025-2031).
The Global Equity Portfolio Management and Advisory Services Market encompasses a range of financial services aimed at managing and advising on equity investments across various markets worldwide. This market is driven by factors such as increasing demand for professional investment advice, growing awareness of equity markets, and the need for effective portfolio diversification. Key players in this market include asset management firms, investment banks, and wealth management companies offering tailored solutions to individual and institutional investors. Technological advancements such as algorithmic trading and robo-advisors are also shaping the landscape of equity portfolio management services. With the rise of digital platforms and data analytics, firms are increasingly focusing on providing personalized investment strategies and improving overall portfolio performance for their clients.
The Global Equity Portfolio Management and Advisory Services Market is experiencing a shift towards personalized and technology-driven solutions to meet the evolving needs of clients. Firms are increasingly leveraging artificial intelligence and big data analytics to enhance investment decision-making and offer tailored investment strategies. Additionally, there is a growing focus on sustainable and responsible investing, with ESG criteria playing a significant role in portfolio construction. Opportunities exist for firms to expand their offerings in thematic investing, such as in renewable energy or healthcare innovation, to cater to increasing demand for specialized investment strategies. Furthermore, the rise of robo-advisors is opening up new avenues for reaching a broader client base and providing cost-effective investment management services. Overall, the market is ripe for innovation and differentiation to stay competitive in a rapidly changing landscape.
The Global Equity Portfolio Management and Advisory Services Market faces several challenges, including increased competition among service providers leading to fee compression and margin pressure. Regulatory changes and compliance requirements also pose a significant challenge, as firms need to adapt to evolving regulations across different jurisdictions. Additionally, the market is constantly being reshaped by technological advancements, such as the rise of robo-advisors and AI-driven investment tools, which are disrupting traditional business models. Geopolitical uncertainties and market volatility further add to the challenges faced by portfolio managers and advisors in navigating the complexities of global equity markets. Overall, staying competitive, compliant, and technologically adept while effectively managing risks and delivering returns remains a key challenge in this dynamic and ever-changing market landscape.
The Global Equity Portfolio Management and Advisory Services Market is being driven by several key factors. First, the increasing demand for investment diversification and personalized wealth management solutions is fueling the growth of this market. Investors are seeking professional guidance to optimize their equity portfolios and navigate volatile market conditions. Additionally, the rise of digital platforms and technology-driven solutions is enabling easier access to portfolio management services, attracting a broader range of clients. Furthermore, the growing awareness of sustainable investing and environmental, social, and governance (ESG) criteria is driving the demand for socially responsible investment strategies within equity portfolios. Overall, the market is expected to continue expanding as investors look for sophisticated and tailored approaches to managing their equity investments effectively.
Government policies related to the Global Equity Portfolio Management and Advisory Services Market typically focus on regulations aimed at ensuring transparency, investor protection, and market stability. These policies may include requirements for disclosure of investment strategies, risk management practices, and conflicts of interest, as well as rules governing capital adequacy and leverage ratios for financial institutions offering these services. Additionally, regulatory bodies often monitor and enforce compliance with anti-money laundering and anti-fraud measures to safeguard the integrity of the market. Governments may also implement tax policies that impact the profitability of equity portfolio management services, influencing investment decisions and market dynamics. Overall, government policies play a crucial role in shaping the operating environment for firms in the Global Equity Portfolio Management and Advisory Services Market, balancing the interests of investors, service providers, and market stability.
The Global Equity Portfolio Management and Advisory Services Market is expected to witness steady growth in the coming years due to increasing demand for professional investment services and the rising trend of equity investments worldwide. Factors such as technological advancements, growing awareness about financial planning, and the need for diversified portfolios are driving the market growth. Additionally, the emergence of robo-advisors and digital platforms is making equity portfolio management more accessible to a wider range of investors. The market is also likely to see consolidation among service providers and increased focus on sustainable and ESG investing strategies. Overall, the Global Equity Portfolio Management and Advisory Services Market is projected to expand as investors seek expertise and guidance in navigating the complexities of equity markets.
In the Global Equity Portfolio Management and Advisory Services Market, Asia is experiencing rapid growth driven by increasing wealth, technological advancements, and a growing emphasis on investment diversification. North America remains a mature market with a high adoption rate of equity portfolio management services, driven by a strong regulatory environment and investor sophistication. Europe is seeing a shift towards sustainable investing and ESG considerations in equity portfolios, influencing advisory services. The Middle East and Africa region is witnessing a rise in demand for Sharia-compliant equity portfolio management solutions. Latin America is characterized by a growing middle class and increasing interest in equity investments, leading to a rise in demand for advisory services. Overall, the market is dynamic with varying trends and opportunities across regions, reflecting diverse economic conditions and investor preferences.
Global Equity Portfolio Management and Advisory Services Market |
1 Executive Summary |
2 Introduction |
2.1 Key Highlights of the Report |
2.2 Report Description |
2.3 Market Scope & Segmentation |
2.4 Research Methodology |
2.5 Assumptions |
3 Global Equity Portfolio Management and Advisory Services Market Overview |
3.1 Global Regional Macro Economic Indicators |
3.2 Global Equity Portfolio Management and Advisory Services Market Revenues & Volume, 2021 & 2031F |
3.3 Global Equity Portfolio Management and Advisory Services Market - Industry Life Cycle |
3.4 Global Equity Portfolio Management and Advisory Services Market - Porter's Five Forces |
3.5 Global Equity Portfolio Management and Advisory Services Market Revenues & Volume Share, By Regions, 2021 & 2031F |
3.6 Global Equity Portfolio Management and Advisory Services Market Revenues & Volume Share, By Service Type, 2021 & 2031F |
3.7 Global Equity Portfolio Management and Advisory Services Market Revenues & Volume Share, By End User, 2021 & 2031F |
3.8 Global Equity Portfolio Management and Advisory Services Market Revenues & Volume Share, By Advisory Type, 2021 & 2031F |
3.9 Global Equity Portfolio Management and Advisory Services Market Revenues & Volume Share, By Risk Profile, 2021 & 2031F |
3.10 Global Equity Portfolio Management and Advisory Services Market Revenues & Volume Share, By Portfolio Size, 2021 & 2031F |
4 Global Equity Portfolio Management and Advisory Services Market Dynamics |
4.1 Impact Analysis |
4.2 Market Drivers |
4.3 Market Restraints |
5 Global Equity Portfolio Management and Advisory Services Market Trends |
6 Global Equity Portfolio Management and Advisory Services Market, 2021 - 2031 |
6.1 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Service Type, 2021 - 2031 |
6.1.1 Overview & Analysis |
6.1.2 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Portfolio Advisory, 2021 - 2031 |
6.1.3 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Wealth Management, 2021 - 2031 |
6.1.4 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Asset Allocation, 2021 - 2031 |
6.1.5 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Risk Advisory, 2021 - 2031 |
6.2 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By End User, 2021 - 2031 |
6.2.1 Overview & Analysis |
6.2.2 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Individual Investors, 2021 - 2031 |
6.2.3 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Institutional Investors, 2021 - 2031 |
6.2.4 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Family Offices, 2021 - 2031 |
6.2.5 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Corporate Clients, 2021 - 2031 |
6.3 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Advisory Type, 2021 - 2031 |
6.3.1 Overview & Analysis |
6.3.2 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Retirement Planning, 2021 - 2031 |
6.3.3 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Tax Advisory, 2021 - 2031 |
6.3.4 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Estate Planning, 2021 - 2031 |
6.3.5 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Asset Management, 2021 - 2031 |
6.4 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Risk Profile, 2021 - 2031 |
6.4.1 Overview & Analysis |
6.4.2 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Low Risk, 2021 - 2031 |
6.4.3 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Moderate Risk, 2021 - 2031 |
6.4.4 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By High Risk, 2021 - 2031 |
6.4.5 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Diversified Risk, 2021 - 2031 |
6.5 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Portfolio Size, 2021 - 2031 |
6.5.1 Overview & Analysis |
6.5.2 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Small Cap, 2021 - 2031 |
6.5.3 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Mid Cap, 2021 - 2031 |
6.5.4 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Large Cap, 2021 - 2031 |
6.5.5 Global Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Balanced Portfolio, 2021 - 2031 |
7 North America Equity Portfolio Management and Advisory Services Market, Overview & Analysis |
7.1 North America Equity Portfolio Management and Advisory Services Market Revenues & Volume, 2021 - 2031 |
7.2 North America Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Countries, 2021 - 2031 |
7.2.1 United States (US) Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
7.2.2 Canada Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
7.2.3 Rest of North America Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
7.3 North America Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Service Type, 2021 - 2031 |
7.4 North America Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By End User, 2021 - 2031 |
7.5 North America Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Advisory Type, 2021 - 2031 |
7.6 North America Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Risk Profile, 2021 - 2031 |
7.7 North America Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Portfolio Size, 2021 - 2031 |
8 Latin America (LATAM) Equity Portfolio Management and Advisory Services Market, Overview & Analysis |
8.1 Latin America (LATAM) Equity Portfolio Management and Advisory Services Market Revenues & Volume, 2021 - 2031 |
8.2 Latin America (LATAM) Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Countries, 2021 - 2031 |
8.2.1 Brazil Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
8.2.2 Mexico Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
8.2.3 Argentina Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
8.2.4 Rest of LATAM Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
8.3 Latin America (LATAM) Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Service Type, 2021 - 2031 |
8.4 Latin America (LATAM) Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By End User, 2021 - 2031 |
8.5 Latin America (LATAM) Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Advisory Type, 2021 - 2031 |
8.6 Latin America (LATAM) Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Risk Profile, 2021 - 2031 |
8.7 Latin America (LATAM) Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Portfolio Size, 2021 - 2031 |
9 Asia Equity Portfolio Management and Advisory Services Market, Overview & Analysis |
9.1 Asia Equity Portfolio Management and Advisory Services Market Revenues & Volume, 2021 - 2031 |
9.2 Asia Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Countries, 2021 - 2031 |
9.2.1 India Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
9.2.2 China Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
9.2.3 Japan Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
9.2.4 Rest of Asia Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
9.3 Asia Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Service Type, 2021 - 2031 |
9.4 Asia Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By End User, 2021 - 2031 |
9.5 Asia Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Advisory Type, 2021 - 2031 |
9.6 Asia Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Risk Profile, 2021 - 2031 |
9.7 Asia Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Portfolio Size, 2021 - 2031 |
10 Africa Equity Portfolio Management and Advisory Services Market, Overview & Analysis |
10.1 Africa Equity Portfolio Management and Advisory Services Market Revenues & Volume, 2021 - 2031 |
10.2 Africa Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Countries, 2021 - 2031 |
10.2.1 South Africa Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
10.2.2 Egypt Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
10.2.3 Nigeria Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
10.2.4 Rest of Africa Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
10.3 Africa Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Service Type, 2021 - 2031 |
10.4 Africa Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By End User, 2021 - 2031 |
10.5 Africa Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Advisory Type, 2021 - 2031 |
10.6 Africa Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Risk Profile, 2021 - 2031 |
10.7 Africa Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Portfolio Size, 2021 - 2031 |
11 Europe Equity Portfolio Management and Advisory Services Market, Overview & Analysis |
11.1 Europe Equity Portfolio Management and Advisory Services Market Revenues & Volume, 2021 - 2031 |
11.2 Europe Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Countries, 2021 - 2031 |
11.2.1 United Kingdom Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
11.2.2 Germany Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
11.2.3 France Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
11.2.4 Rest of Europe Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
11.3 Europe Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Service Type, 2021 - 2031 |
11.4 Europe Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By End User, 2021 - 2031 |
11.5 Europe Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Advisory Type, 2021 - 2031 |
11.6 Europe Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Risk Profile, 2021 - 2031 |
11.7 Europe Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Portfolio Size, 2021 - 2031 |
12 Middle East Equity Portfolio Management and Advisory Services Market, Overview & Analysis |
12.1 Middle East Equity Portfolio Management and Advisory Services Market Revenues & Volume, 2021 - 2031 |
12.2 Middle East Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Countries, 2021 - 2031 |
12.2.1 Saudi Arabia Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
12.2.2 UAE Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
12.2.3 Turkey Equity Portfolio Management and Advisory Services Market, Revenues & Volume, 2021 - 2031 |
12.3 Middle East Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Service Type, 2021 - 2031 |
12.4 Middle East Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By End User, 2021 - 2031 |
12.5 Middle East Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Advisory Type, 2021 - 2031 |
12.6 Middle East Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Risk Profile, 2021 - 2031 |
12.7 Middle East Equity Portfolio Management and Advisory Services Market, Revenues & Volume, By Portfolio Size, 2021 - 2031 |
13 Global Equity Portfolio Management and Advisory Services Market Key Performance Indicators |
14 Global Equity Portfolio Management and Advisory Services Market - Export/Import By Countries Assessment |
15 Global Equity Portfolio Management and Advisory Services Market - Opportunity Assessment |
15.1 Global Equity Portfolio Management and Advisory Services Market Opportunity Assessment, By Countries, 2021 & 2031F |
15.2 Global Equity Portfolio Management and Advisory Services Market Opportunity Assessment, By Service Type, 2021 & 2031F |
15.3 Global Equity Portfolio Management and Advisory Services Market Opportunity Assessment, By End User, 2021 & 2031F |
15.4 Global Equity Portfolio Management and Advisory Services Market Opportunity Assessment, By Advisory Type, 2021 & 2031F |
15.5 Global Equity Portfolio Management and Advisory Services Market Opportunity Assessment, By Risk Profile, 2021 & 2031F |
15.6 Global Equity Portfolio Management and Advisory Services Market Opportunity Assessment, By Portfolio Size, 2021 & 2031F |
16 Global Equity Portfolio Management and Advisory Services Market - Competitive Landscape |
16.1 Global Equity Portfolio Management and Advisory Services Market Revenue Share, By Companies, 2024 |
16.2 Global Equity Portfolio Management and Advisory Services Market Competitive Benchmarking, By Operating and Technical Parameters |
17 Top 10 Company Profiles |
18 Recommendations |
19 Disclaimer |