List of Tables
Table 1. Global Portfolio and Asset Management Services Market Size Growth Rate by Type (US$ Million): 2021 vs 2025 vs 2032
Table 2. Key Players of Portfolio Management
Table 3. Key Players of Liquidity Management
Table 4. Key Players of Others
Table 5. Global Portfolio and Asset Management Services Market Size Growth by Application (US$ Million): 2021 vs 2025 vs 2032
Table 6. Global Portfolio and Asset Management Services Market Size by Region (US$ Million): 2021 vs 2025 vs 2032
Table 7. Global Portfolio and Asset Management Services Market Size by Region (US$ Million), 2021–2026
Table 8. Global Portfolio and Asset Management Services Market Share by Region (2021–2026)
Table 9. Global Portfolio and Asset Management Services Forecasted Market Size by Region (US$ Million), 2027–2032
Table 10. Global Portfolio and Asset Management Services Market Share by Region (2027–2032)
Table 11. Portfolio and Asset Management Services Market Trends
Table 12. Portfolio and Asset Management Services Market Drivers
Table 13. Portfolio and Asset Management Services Market Challenges
Table 14. Portfolio and Asset Management Services Market Restraints
Table 15. Global Portfolio and Asset Management Services Revenue by Players (US$ Million), 2021–2026
Table 16. Global Portfolio and Asset Management Services Market Share by Players (2021–2026)
Table 17. Global Top Portfolio and Asset Management Services Players by Tier (Tier 1, Tier 2, and Tier 3), based on Portfolio and Asset Management Services Revenue, 2025
Table 18. Ranking of Global Top Portfolio and Asset Management Services Companies by Revenue (US$ Million) in 2025
Table 19. Global 5 Largest Players Market Share by Portfolio and Asset Management Services Revenue (CR5 and HHI), 2021–2026
Table 20. Global Key Players of Portfolio and Asset Management Services, Headquarters and Area Served
Table 21. Global Key Players of Portfolio and Asset Management Services, Products and Applications
Table 22. Global Key Players of Portfolio and Asset Management Services, Date of General Availability (GA)
Table 23. Mergers and Acquisitions, Expansion Plans
Table 24. Global Portfolio and Asset Management Services Market Size by Type (US$ Million), 2021–2026
Table 25. Global Portfolio and Asset Management Services Revenue Market Share by Type (2021–2026)
Table 26. Global Portfolio and Asset Management Services Forecasted Market Size by Type (US$ Million), 2027–2032
Table 27. Global Portfolio and Asset Management Services Revenue Market Share by Type (2027–2032)
Table 28. Global Portfolio and Asset Management Services Market Size by Application (US$ Million), 2021–2026
Table 29. Global Portfolio and Asset Management Services Revenue Market Share by Application (2021–2026)
Table 30. Global Portfolio and Asset Management Services Forecasted Market Size by Application (US$ Million), 2027–2032
Table 31. Global Portfolio and Asset Management Services Revenue Market Share by Application (2027–2032)
Table 32. North America Portfolio and Asset Management Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032
Table 33. North America Portfolio and Asset Management Services Market Size by Country (US$ Million), 2021–2026
Table 34. North America Portfolio and Asset Management Services Market Size by Country (US$ Million), 2027–2032
Table 35. Europe Portfolio and Asset Management Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032
Table 36. Europe Portfolio and Asset Management Services Market Size by Country (US$ Million), 2021–2026
Table 37. Europe Portfolio and Asset Management Services Market Size by Country (US$ Million), 2027–2032
Table 38. Asia-Pacific Portfolio and Asset Management Services Market Size Growth Rate by Region (US$ Million): 2021 vs 2025 vs 2032
Table 39. Asia-Pacific Portfolio and Asset Management Services Market Size by Region (US$ Million), 2021–2026
Table 40. Asia-Pacific Portfolio and Asset Management Services Market Size by Region (US$ Million), 2027–2032
Table 41. Latin America Portfolio and Asset Management Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032
Table 42. Latin America Portfolio and Asset Management Services Market Size by Country (US$ Million), 2021–2026
Table 43. Latin America Portfolio and Asset Management Services Market Size by Country (US$ Million), 2027–2032
Table 44. Middle East & Africa Portfolio and Asset Management Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032
Table 45. Middle East & Africa Portfolio and Asset Management Services Market Size by Country (US$ Million), 2021–2026
Table 46. Middle East & Africa Portfolio and Asset Management Services Market Size by Country (US$ Million), 2027–2032
Table 47. Guidehouse Company Details
Table 48. Guidehouse Business Overview
Table 49. Guidehouse Portfolio and Asset Management Services Product
Table 50. Guidehouse Revenue in Portfolio and Asset Management Services Business (US$ Million), 2021–2026
Table 51. Guidehouse Recent Development
Table 52. Infront Company Details
Table 53. Infront Business Overview
Table 54. Infront Portfolio and Asset Management Services Product
Table 55. Infront Revenue in Portfolio and Asset Management Services Business (US$ Million), 2021–2026
Table 56. Infront Recent Development
Table 57. Acuity Knowledge Partners Company Details
Table 58. Acuity Knowledge Partners Business Overview
Table 59. Acuity Knowledge Partners Portfolio and Asset Management Services Product
Table 60. Acuity Knowledge Partners Revenue in Portfolio and Asset Management Services Business (US$ Million), 2021–2026
Table 61. Acuity Knowledge Partners Recent Development
Table 62. Investec Company Details
Table 63. Investec Business Overview
Table 64. Investec Portfolio and Asset Management Services Product
Table 65. Investec Revenue in Portfolio and Asset Management Services Business (US$ Million), 2021–2026
Table 66. Investec Recent Development
Table 67. IQ-EQ Company Details
Table 68. IQ-EQ Business Overview
Table 69. IQ-EQ Portfolio and Asset Management Services Product
Table 70. IQ-EQ Revenue in Portfolio and Asset Management Services Business (US$ Million), 2021–2026
Table 71. IQ-EQ Recent Development
Table 72. CBRE Investment Management Company Details
Table 73. CBRE Investment Management Business Overview
Table 74. CBRE Investment Management Portfolio and Asset Management Services Product
Table 75. CBRE Investment Management Revenue in Portfolio and Asset Management Services Business (US$ Million), 2021–2026
Table 76. CBRE Investment Management Recent Development
Table 77. ICICI Securities Ltd. Company Details
Table 78. ICICI Securities Ltd. Business Overview
Table 79. ICICI Securities Ltd. Portfolio and Asset Management Services Product
Table 80. ICICI Securities Ltd. Revenue in Portfolio and Asset Management Services Business (US$ Million), 2021–2026
Table 81. ICICI Securities Ltd. Recent Development
Table 82. Raymond James Financial, Inc. Company Details
Table 83. Raymond James Financial, Inc. Business Overview
Table 84. Raymond James Financial, Inc. Portfolio and Asset Management Services Product
Table 85. Raymond James Financial, Inc. Revenue in Portfolio and Asset Management Services Business (US$ Million), 2021–2026
Table 86. Raymond James Financial, Inc. Recent Development
Table 87. Central 1 Credit Union Company Details
Table 88. Central 1 Credit Union Business Overview
Table 89. Central 1 Credit Union Portfolio and Asset Management Services Product
Table 90. Central 1 Credit Union Revenue in Portfolio and Asset Management Services Business (US$ Million), 2021–2026
Table 91. Central 1 Credit Union Recent Development
Table 92. Citigroup Inc. Company Details
Table 93. Citigroup Inc. Business Overview
Table 94. Citigroup Inc. Portfolio and Asset Management Services Product
Table 95. Citigroup Inc. Revenue in Portfolio and Asset Management Services Business (US$ Million), 2021–2026
Table 96. Citigroup Inc. Recent Development
Table 97. SimCorp A/S Company Details
Table 98. SimCorp A/S Business Overview
Table 99. SimCorp A/S Portfolio and Asset Management Services Product
Table 100. SimCorp A/S Revenue in Portfolio and Asset Management Services Business (US$ Million), 2021–2026
Table 101. SimCorp A/S Recent Development
Table 102. Close Asset Management Limited Company Details
Table 103. Close Asset Management Limited Business Overview
Table 104. Close Asset Management Limited Portfolio and Asset Management Services Product
Table 105. Close Asset Management Limited Revenue in Portfolio and Asset Management Services Business (US$ Million), 2021–2026
Table 106. Close Asset Management Limited Recent Development
Table 107. Research Programs/Design for This Report
Table 108. Key Data Information from Secondary Sources
Table 109. Key Data Information from Primary Sources
Table 110. Authors List of This Report
List of Figures
Figure 1. Portfolio and Asset Management Services Picture
Figure 2. Global Portfolio and Asset Management Services Market Size Comparison by Type (US$ Million), 2021–2032
Figure 3. Global Portfolio and Asset Management Services Market Share by Type: 2025 vs 2032
Figure 4. Portfolio Management Features
Figure 5. Liquidity Management Features
Figure 6. Others Features
Figure 7. Global Portfolio and Asset Management Services Market Size by Application (US$ Million), 2021–2032
Figure 8. Global Portfolio and Asset Management Services Market Share by Application: 2025 vs 2032
Figure 9. Individual Case Studies
Figure 10. Enterprise Case Studies
Figure 11. Portfolio and Asset Management Services Report Years Considered
Figure 12. Global Portfolio and Asset Management Services Market Size (US$ Million), Year-over-Year: 2021–2032
Figure 13. Global Portfolio and Asset Management Services Market Size, (US$ Million), 2021 vs 2025 vs 2032
Figure 14. Global Portfolio and Asset Management Services Market Share by Region: 2025 vs 2032
Figure 15. Global Portfolio and Asset Management Services Market Share by Players in 2025
Figure 16. Global Portfolio and Asset Management Services Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
Figure 17. The Top 10 and 5 Players Market Share by Portfolio and Asset Management Services Revenue in 2025
Figure 18. North America Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 19. North America Portfolio and Asset Management Services Market Share by Country (2021–2032)
Figure 20. United States Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 21. Canada Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 22. Europe Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 23. Europe Portfolio and Asset Management Services Market Share by Country (2021–2032)
Figure 24. Germany Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 25. France Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 26. U.K. Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 27. Italy Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 28. Russia Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 29. Ireland Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 30. Asia-Pacific Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 31. Asia-Pacific Portfolio and Asset Management Services Market Share by Region (2021–2032)
Figure 32. China Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 33. Japan Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 34. South Korea Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 35. Southeast Asia Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 36. India Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 37. Australia & New Zealand Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 38. Latin America Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 39. Latin America Portfolio and Asset Management Services Market Share by Country (2021–2032)
Figure 40. Mexico Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 41. Brazil Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 42. Middle East & Africa Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 43. Middle East & Africa Portfolio and Asset Management Services Market Share by Country (2021–2032)
Figure 44. Israel Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 45. Saudi Arabia Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 46. UAE Portfolio and Asset Management Services Market Size YoY Growth (US$ Million), 2021–2032
Figure 47. Guidehouse Revenue Growth Rate in Portfolio and Asset Management Services Business (2021–2026)
Figure 48. Infront Revenue Growth Rate in Portfolio and Asset Management Services Business (2021–2026)
Figure 49. Acuity Knowledge Partners Revenue Growth Rate in Portfolio and Asset Management Services Business (2021–2026)
Figure 50. Investec Revenue Growth Rate in Portfolio and Asset Management Services Business (2021–2026)
Figure 51. IQ-EQ Revenue Growth Rate in Portfolio and Asset Management Services Business (2021–2026)
Figure 52. CBRE Investment Management Revenue Growth Rate in Portfolio and Asset Management Services Business (2021–2026)
Figure 53. ICICI Securities Ltd. Revenue Growth Rate in Portfolio and Asset Management Services Business (2021–2026)
Figure 54. Raymond James Financial, Inc. Revenue Growth Rate in Portfolio and Asset Management Services Business (2021–2026)
Figure 55. Central 1 Credit Union Revenue Growth Rate in Portfolio and Asset Management Services Business (2021–2026)
Figure 56. Citigroup Inc. Revenue Growth Rate in Portfolio and Asset Management Services Business (2021–2026)
Figure 57. SimCorp A/S Revenue Growth Rate in Portfolio and Asset Management Services Business (2021–2026)
Figure 58. Close Asset Management Limited Revenue Growth Rate in Portfolio and Asset Management Services Business (2021–2026)
Figure 59. Bottom-up and Top-down Approaches for This Report
Figure 60. Data Triangulation
Figure 61. Key Executives Interviewed