Content of the study:
The portfolio management market - Portugal

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MARKET OVERVIEW

1.1 Presentation and definition

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.

Asset management is mostly realized by large banking groups, mainly retail banks (CGD, Santander, BCP, etc.) or investment banks (Banco BIG, BankInter, Finantia, 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 Portugal, where growth rates have been substantial since the recovery from the debt crisis in 2011, the net wealth per family increased by 13.2% in average terms between 2013 and 2017. [Inquérito à Situação Financeira das Famílias] With Portuguese people accumulating more and more resources, there is space for the demand of asset managing services to grow.

The Portuguese market is characterized by a vast dominance of discretionary mandates in comparison with other European countries. [European Fund and Asset Management Association] This is because most financial services groups operate an asset management company, which manages the group’s assets generally in the way of discretionary mandates.

In this context, some of the main asset management companies in Portugal, that are not subsidiaries of any bank, are Atrium, Dunas Capital and Lynx Asset Managers. Those players are being forced to adapt to a growing demand for access to sustainable and responsible investments that would help to partially reshape the investment model.

DEMAND ANALYSIS

MARKET STRUCTURE

ANALYSIS OF THE OFFER

REGULATIONS

POSITIONING OF THE PLAYERS

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Reviews (5)

Reviews (5)

The insurance brokerage market - France

Publicado en 19/05/2023 by Bruno Wets

Excellent quality statistical summaries to enrich a subject with reliable and solid information.


Businesscoot Response:

Thanks a lot :)

The wealth management market - France

Publicado en 18/05/2023 by Nicolas BERMIS - Société en création

L'étude de Businesscoot m'a permis de bien dégrossir le marché sur le plan macro, en résumant les grandes tendances, pour un coût acceptable ! Merci, cela a pu contribuer à appuyer mon projet!


Businesscoot Response:

Merci beaucoup Nicolas pour votre commentaire :)

The wealth management market - France

Publicado en 21/11/2022 by Sylvain Lorman - Avocode SAS

J'ai trouvé la plupart des informations recherchés. J'aurais toutefois souhaité trouver un peu plus de profondeur sur certains aspects

The wealth management market - France

Publicado en 21/07/2022 by Bruno Wets

Statistical study a little succinct but satisfactory and serious It lacks comparisons in terms of figures (assets, inflows, by product) between the global market (including bank-insurance) for asset management and that of the CGP CIF brokers

The mortgage brokerage market - France

Publicado en 29/04/2022 by Cédric AUBOIRON - PROLOGIA

Quickly obtained and appreciable synthetic approach. For all that, the content remains quiterelevant!

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Customer cases and references
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