Content of the study

Available languages

MARKET OVERVIEW

1.1 Presentation and definition of the market

Portfolio management refers to the set of activities linked to the investment of funds in different types of assets in a portfolio (e.g. financial, real estate, land, art, etc.) in order to optimize the return on investment while mitigating the risks. The typical products offered by portfolio management firms are savings, life insurance and investment products (equity, bond, currency and commodity portfolios).

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

  • The creation of a balance sheet for professional, economic or personal 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.

Portfolio management is mostly realized by large banking groups, mainly retail banks (Itaú, Bradesco, BB, etc.) or investment banks (BTG, BBA, XP, etc.), or insurance groups. Independent consulting firms, which were already present in the past, have recently experienced strong growth rates thanks to digital technologies, in particular thanks to the arrival of "Robo -advisors" on the market.

In recent years, Brazil has not thrived as in the first decade of the millennium. In other words, there has not been a substantial increase of the overall wealth of the population. [IBGE] However, based on the net financial assets per capita (6,317 euros), the country appeared at the 39th place on the list of the wealthiest countries in the world in 2018, with a total of 1.9 trillions of euros. [Allianz]

In addition, with the democratization of the internet, many opportunities for new players have been created, with cheaper and simpler asset management services. Some of them focus on customers with small amount of resources, offering a complete digital solution with substantially lower fees (e.g. Fiduc, Guide, Gfai, LifeFP). These newcomers are bringing a new dynamic to the market, transforming the sector with the digitalization of their services and products, which reduces their costs and, in turn, their fees.

DEMAND ANALYSIS

MARKET STRUCTURE

ANALYSIS OF THE OFFER

REGULATIONS

POSITIONING OF THE PLAYERS

To keep reading, buy the full research

What is in this market study?

  • What are the figures on the size and growth of the market?
  • What is driving the growth of the market and its evolution?
  • What are the latest trends in this market?
  • What is the positioning of companies in the value chain?
  • How do companies in the market differ from each other?
  • Access company mapping and profiles.
  • Data from several dozen databases

  • This market study is available online and in pdf format (38 p.)
  • Download an example
  • Recent reviews ★★★★☆ 
Buy this market study 89€

Availability within 2 business days

Method

Data
Analysts 1 sector analyzed
in 40 pages
Method
Control

Analysts

  • Top Universities
  • Expert opinion

Data

  • Databases
  • Press
  • Company reports

Control

  • Continuously updated
  • Permanent watch

Method

  • Synthetic structure
  • Standardized charts

Analysts

chargé d'études économiques, Xerfi

Hugo Schott

Hugo Schott logo 1 Hugo Schott logo 2

Associate Consultant

Mathieu Luinaud

Mathieu Luinaud logo 1 Mathieu Luinaud logo 2

PhD Industrial transformations

Robin Charbonnier

Robin Charbonnier logo 1 Robin Charbonnier logo 2

Analyst

Pierre Doussau

Pierre Doussau logo 1 Pierre Doussau logo 2

President Ross Alumni Club France

Arnaud Walter

Arnaud Walter logo 1 Arnaud Walter logo 2

Analyste de marché chez Businesscoot

Amaury de Balincourt

Amaury de Balincourt logo 1 Amaury de Balincourt logo 2

Consultant

Pierrick Cudonnec

Pierrick Cudonnec logo 1 Pierrick Cudonnec logo 2

Project Finance Analyst, Consulting

Maelle Vitry

Etudiante en Double-Diplôme Ingénieur-Manager Centrale

Héloise Fruchard

Héloise Fruchard logo 1 Héloise Fruchard logo 2

EDHEC

Imane Essadiq

Imane Essadiq logo 1 Imane Essadiq logo 2

Auditeur

Vincent Defrenet

Vincent Defrenet logo 1 Vincent Defrenet logo 2

Eva-Garance Tison

Eva-Garance Tison logo 1 Eva-Garance Tison logo 2

Market Research Analyst

Michela Grimaldi

Michela Grimaldi logo 1 Michela Grimaldi logo 2

Market Research Analyst @Businesscoot

Azelie Prigent

Azelie Prigent logo 1 Azelie Prigent logo 2

Market Research Analyst @Businesscoot

Cantiane Gueguen

Cantiane Gueguen logo 1 Cantiane Gueguen logo 2

Consultant

Jules Decour

Jules Decour logo 1 Jules Decour logo 2
Alexia Vacheron

Alexia Vacheron

Emil Ohlsson

Emil Ohlsson

Anna Oeser

Anna Oeser

Gabriel Salvitti

Gabriel Salvitti