List of Tables
Table 1. Global Fund Investment Advisory Market Size Growth Rate by Type (US$ Million): 2020 VS 2024 VS 2031
Table 2. Key Players of Robo Advisor
Table 3. Key Players of Traditional Investment Advisory
Table 4. Global Fund Investment Advisory Market Size Growth by Application (US$ Million): 2020 VS 2024 VS 2031
Table 5. Global Fund Investment Advisory Market Size by Region (US$ Million): 2020 VS 2024 VS 2031
Table 6. Global Fund Investment Advisory Market Size by Region (2020-2025) & (US$ Million)
Table 7. Global Fund Investment Advisory Market Share by Region (2020-2025)
Table 8. Global Fund Investment Advisory Forecasted Market Size by Region (2026-2031) & (US$ Million)
Table 9. Global Fund Investment Advisory Market Share by Region (2026-2031)
Table 10. Fund Investment Advisory Market Trends
Table 11. Fund Investment Advisory Market Drivers
Table 12. Fund Investment Advisory Market Challenges
Table 13. Fund Investment Advisory Market Restraints
Table 14. Global Fund Investment Advisory Revenue by Players (2020-2025) & (US$ Million)
Table 15. Global Fund Investment Advisory Market Share by Players (2020-2025)
Table 16. Global Top Fund Investment Advisory Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Fund Investment Advisory as of 2024)
Table 17. Ranking of Global Top Fund Investment Advisory Companies by Revenue (US$ Million) in 2024
Table 18. Global 5 Largest Players Market Share by Fund Investment Advisory Revenue (CR5 and HHI) & (2020-2025)
Table 19. Global Key Players of Fund Investment Advisory, Headquarters and Area Served
Table 20. Global Key Players of Fund Investment Advisory, Product and Application
Table 21. Global Key Players of Fund Investment Advisory, Date of Enter into This Industry
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global Fund Investment Advisory Market Size by Type (2020-2025) & (US$ Million)
Table 24. Global Fund Investment Advisory Revenue Market Share by Type (2020-2025)
Table 25. Global Fund Investment Advisory Forecasted Market Size by Type (2026-2031) & (US$ Million)
Table 26. Global Fund Investment Advisory Revenue Market Share by Type (2026-2031)
Table 27. Global Fund Investment Advisory Market Size by Application (2020-2025) & (US$ Million)
Table 28. Global Fund Investment Advisory Revenue Market Share by Application (2020-2025)
Table 29. Global Fund Investment Advisory Forecasted Market Size by Application (2026-2031) & (US$ Million)
Table 30. Global Fund Investment Advisory Revenue Market Share by Application (2026-2031)
Table 31. North America Fund Investment Advisory Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
Table 32. North America Fund Investment Advisory Market Size by Country (2020-2025) & (US$ Million)
Table 33. North America Fund Investment Advisory Market Size by Country (2026-2031) & (US$ Million)
Table 34. Europe Fund Investment Advisory Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
Table 35. Europe Fund Investment Advisory Market Size by Country (2020-2025) & (US$ Million)
Table 36. Europe Fund Investment Advisory Market Size by Country (2026-2031) & (US$ Million)
Table 37. Asia-Pacific Fund Investment Advisory Market Size Growth Rate by Region (US$ Million): 2020 VS 2024 VS 2031
Table 38. Asia-Pacific Fund Investment Advisory Market Size by Region (2020-2025) & (US$ Million)
Table 39. Asia-Pacific Fund Investment Advisory Market Size by Region (2026-2031) & (US$ Million)
Table 40. Latin America Fund Investment Advisory Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
Table 41. Latin America Fund Investment Advisory Market Size by Country (2020-2025) & (US$ Million)
Table 42. Latin America Fund Investment Advisory Market Size by Country (2026-2031) & (US$ Million)
Table 43. Middle East & Africa Fund Investment Advisory Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
Table 44. Middle East & Africa Fund Investment Advisory Market Size by Country (2020-2025) & (US$ Million)
Table 45. Middle East & Africa Fund Investment Advisory Market Size by Country (2026-2031) & (US$ Million)
Table 46. Harvest Fund Company Details
Table 47. Harvest Fund Business Overview
Table 48. Harvest Fund Fund Investment Advisory Product
Table 49. Harvest Fund Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 50. Harvest Fund Recent Development
Table 51. China Asset Management Company Details
Table 52. China Asset Management Business Overview
Table 53. China Asset Management Fund Investment Advisory Product
Table 54. China Asset Management Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 55. China Asset Management Recent Development
Table 56. Lombarda China Fund Management Company Details
Table 57. Lombarda China Fund Management Business Overview
Table 58. Lombarda China Fund Management Fund Investment Advisory Product
Table 59. Lombarda China Fund Management Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 60. Lombarda China Fund Management Recent Development
Table 61. Southern Fund Company Details
Table 62. Southern Fund Business Overview
Table 63. Southern Fund Fund Investment Advisory Product
Table 64. Southern Fund Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 65. Southern Fund Recent Development
Table 66. E Fund Company Details
Table 67. E Fund Business Overview
Table 68. E Fund Fund Investment Advisory Product
Table 69. E Fund Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 70. E Fund Recent Development
Table 71. China Merchants Bank Company Details
Table 72. China Merchants Bank Business Overview
Table 73. China Merchants Bank Fund Investment Advisory Product
Table 74. China Merchants Bank Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 75. China Merchants Bank Recent Development
Table 76. Ping An Bank Company Details
Table 77. Ping An Bank Business Overview
Table 78. Ping An Bank Fund Investment Advisory Product
Table 79. Ping An Bank Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 80. Ping An Bank Recent Development
Table 81. Huatai Securities Company Details
Table 82. Huatai Securities Business Overview
Table 83. Huatai Securities Fund Investment Advisory Product
Table 84. Huatai Securities Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 85. Huatai Securities Recent Development
Table 86. Guotai Junan Asset Management Company Details
Table 87. Guotai Junan Asset Management Business Overview
Table 88. Guotai Junan Asset Management Fund Investment Advisory Product
Table 89. Guotai Junan Asset Management Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 90. Guotai Junan Asset Management Recent Development
Table 91. Galaxy Securities Company Details
Table 92. Galaxy Securities Business Overview
Table 93. Galaxy Securities Fund Investment Advisory Product
Table 94. Galaxy Securities Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 95. Galaxy Securities Recent Development
Table 96. China Securities Company Details
Table 97. China Securities Business Overview
Table 98. China Securities Fund Investment Advisory Product
Table 99. China Securities Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 100. China Securities Recent Development
Table 101. CICC Company Details
Table 102. CICC Business Overview
Table 103. CICC Fund Investment Advisory Product
Table 104. CICC Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 105. CICC Recent Development
Table 106. Shen Wan Hongyuan Company Details
Table 107. Shen Wan Hongyuan Business Overview
Table 108. Shen Wan Hongyuan Fund Investment Advisory Product
Table 109. Shen Wan Hongyuan Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 110. Shen Wan Hongyuan Recent Development
Table 111. Guolian Securities Company Details
Table 112. Guolian Securities Business Overview
Table 113. Guolian Securities Fund Investment Advisory Product
Table 114. Guolian Securities Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 115. Guolian Securities Recent Development
Table 116. ICBC Company Details
Table 117. ICBC Business Overview
Table 118. ICBC Fund Investment Advisory Product
Table 119. ICBC Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 120. ICBC Recent Development
Table 121. Tengan Fund Company Details
Table 122. Tengan Fund Business Overview
Table 123. Tengan Fund Fund Investment Advisory Product
Table 124. Tengan Fund Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 125. Tengan Fund Recent Development
Table 126. Yingmi Fund Company Details
Table 127. Yingmi Fund Business Overview
Table 128. Yingmi Fund Fund Investment Advisory Product
Table 129. Yingmi Fund Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 130. Yingmi Fund Recent Development
Table 131. Ant Fund Company Details
Table 132. Ant Fund Business Overview
Table 133. Ant Fund Fund Investment Advisory Product
Table 134. Ant Fund Revenue in Fund Investment Advisory Business (2020-2025) & (US$ Million)
Table 135. Ant Fund Recent Development
Table 136. Research Programs/Design for This Report
Table 137. Key Data Information from Secondary Sources
Table 138. Key Data Information from Primary Sources
Table 139. Authors List of This Report
List of Figures
Figure 1. Fund Investment Advisory Picture
Figure 2. Global Fund Investment Advisory Market Size Comparison by Type (2020-2031) & (US$ Million)
Figure 3. Global Fund Investment Advisory Market Share by Type: 2024 VS 2031
Figure 4. Robo Advisor Features
Figure 5. Traditional Investment Advisory Features
Figure 6. Global Fund Investment Advisory Market Size by Application (2020-2031) & (US$ Million)
Figure 7. Global Fund Investment Advisory Market Share by Application: 2024 VS 2031
Figure 8. Personal Finance Case Studies
Figure 9. Corporate Pension Fund Case Studies
Figure 10. Insurance Fund Case Studies
Figure 11. University Endowment Fund Case Studies
Figure 12. Corporate Investment Case Studies
Figure 13. Fund Investment Advisory Report Years Considered
Figure 14. Global Fund Investment Advisory Market Size (US$ Million), Year-over-Year: 2020-2031
Figure 15. Global Fund Investment Advisory Market Size, (US$ Million), 2020 VS 2024 VS 2031
Figure 16. Global Fund Investment Advisory Market Share by Region: 2024 VS 2031
Figure 17. Global Fund Investment Advisory Market Share by Players in 2024
Figure 18. Global Top Fund Investment Advisory Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Fund Investment Advisory as of 2024)
Figure 19. The Top 10 and 5 Players Market Share by Fund Investment Advisory Revenue in 2024
Figure 20. North America Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 21. North America Fund Investment Advisory Market Share by Country (2020-2031)
Figure 22. United States Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 23. Canada Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 24. Europe Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 25. Europe Fund Investment Advisory Market Share by Country (2020-2031)
Figure 26. Germany Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 27. France Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 28. U.K. Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 29. Italy Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 30. Russia Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 31. Nordic Countries Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 32. Asia-Pacific Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 33. Asia-Pacific Fund Investment Advisory Market Share by Region (2020-2031)
Figure 34. China Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 35. Japan Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 36. South Korea Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 37. Southeast Asia Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 38. India Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 39. Australia Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 40. Latin America Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 41. Latin America Fund Investment Advisory Market Share by Country (2020-2031)
Figure 42. Mexico Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 43. Brazil Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 44. Middle East & Africa Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 45. Middle East & Africa Fund Investment Advisory Market Share by Country (2020-2031)
Figure 46. Turkey Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 47. Saudi Arabia Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 48. UAE Fund Investment Advisory Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 49. Harvest Fund Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 50. China Asset Management Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 51. Lombarda China Fund Management Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 52. Southern Fund Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 53. E Fund Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 54. China Merchants Bank Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 55. Ping An Bank Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 56. Huatai Securities Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 57. Guotai Junan Asset Management Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 58. Galaxy Securities Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 59. China Securities Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 60. CICC Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 61. Shen Wan Hongyuan Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 62. Guolian Securities Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 63. ICBC Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 64. Tengan Fund Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 65. Yingmi Fund Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 66. Ant Fund Revenue Growth Rate in Fund Investment Advisory Business (2020-2025)
Figure 67. Bottom-up and Top-down Approaches for This Report
Figure 68. Data Triangulation
Figure 69. Key Executives Interviewed