the asset management market


1.1 Market definition and presentation

Asset management refers to the set of activities revolving around the investment of funds on behalf of customers in portfolios containing different types of assets (e.g. financial, real estate, land, art) with the aim of optimizing the return while limiting risk. The typical products offered by asset management consulting firms are savings, life insurance and investment products (equity, bond, currency and commodity portfolios).

In this context, asset management is structured around 3 main activities:

  • The creation of a balance sheet: professional, economic and familiar situations;
  • The implementation of an investment project: risk aversion, objectives in terms of return, etc. ...;
  • The management and investment of capital: according to predefined criteria of profitability, risk, transmission, financial flows, etc....

Asset management is often in the hands of large banking groups, mainly retail banks (Société Générale, BNP, etc.) or investment banks (Rothschild, Lazard, etc.), or insurance groups. Independent consulting firms, which were already present in the past, have recently experienced strong growth thanks to digital technologies, in particular thanks to the arrival on the market of "Robo -advisors".

According to a study conducted by ING, based on data from the Banque de France, French households totalled more than €5,200 billion in financial assets in the third quarter of 2017, an increase of 8.5% year-on-year. 5% of households owned 40% of this €5,200 billion total, and the richest households had savings 5 times higher than the average.

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Malcolm Vincent

Directeur Général, Astoria Finance

Une approche transparente des chiffres du marché