Financial Investment Service Market Report 2025

The financial investment services market size has grown strongly in recent years. It will grow from $2.54 trillion in 2024 to $2.78 trillion in 2025 at a compound annual growth rate (CAGR) of 9.5%. The growth during the historic period can be attributed to rising global wealth, increased demand for wealth management services, greater participation in the stock market, improving financial literacy, growing institutional investments, and the globalization of capital markets.

The financial investment services market size is expected to see strong growth in the next few years. It will grow to $3.95 trillion in 2029 at a compound annual growth rate (CAGR) of 9.2%. In the forecast period, growth is expected to be driven by expanding adoption of digital platforms, rising interest in alternative investments, heightened focus on retirement planning, increased use of robo-advisors, growing cross-border investment flows, and a rising number of high-net-worth individuals. Key trends anticipated include advancements in artificial intelligence for portfolio management, innovations in robo-advisory services, integration of blockchain technology in trading platforms, enhanced data analytics for investment insights, incorporation of ESG factors into investment strategies, and improvements in mobile trading applications.

The increasing adoption of fintech is expected to drive growth in the financial investment service market. Fintech involves integrating technology into financial services to automate and enhance financial processes and delivery. Its adoption is rising rapidly due to the widespread penetration of smartphones and internet access, making digital financial tools more accessible to users in both urban and rural regions. Financial investment services support fintech by offering advanced technologies that provide personalized, data-driven strategies and real-time portfolio monitoring while improving accessibility, automating decision-making, and optimizing advisory efficiency. For example, the European Central Bank, based in Germany, reported that contactless card payments in the first half of 2023 increased by 24.3% compared to the same period in 2022, reaching 20.9 billion transactions, with the total value rising by 25.9% to €0.5 trillion ($545.27 billion). Thus, the growing adoption of fintech is fueling the expansion of the financial investment service market.

Key companies in the financial investment service market are emphasizing strategic partnerships to offer more personalized and efficient investment solutions to clients. Strategic partnerships are collaborative agreements where firms combine strengths, resources, or technologies to foster mutual growth, expand services, and improve competitiveness without merging. For example, in March 2024, PT Bank Negara Indonesia, an Indonesian commercial bank, partnered with Schroders, a UK-based asset management firm, and Fullerton Fund Management, a Singapore-based asset management group, to launch BNI Emerald Singapore, a wealth management service. This offering targets high-net-worth individuals and the Indonesian diaspora in Singapore who meet accreditation criteria, including a minimum net asset of SGD 2 million ($1.54 million) or an annual income of at least SGD 300,000 ($231,356). The service includes exclusive investment options, attractive time deposit interest rates, and increased portfolio management flexibility. Launching in Singapore, a key financial hub in Asia, represents a major milestone in BNI’s "Go Global" strategy to innovate and compete globally in wealth management.

In April 2022, Goldman Sachs Group, Inc., a US-based investment banking, securities, and asset and wealth management firm, acquired NN Investment Partners for €1.7 billion ($1.94 billion). Through this acquisition, Goldman Sachs aims to expand its asset management platform, strengthen its presence in Europe, enhance sustainable investing capabilities, and secure its position among the top five active asset managers worldwide. NN Investment Partners is a Netherlands-based provider of financial investment services.

Major players in the financial investment service market are J.P. Morgan Chase & Co., Bank of America Corporation, Wells Fargo & Company, HSBC Holdings PLC, Citigroup Inc., BNP Paribas, Morgan Stanley, Royal Bank of Canada, Goldman Sachs Group Inc., UBS Group AG, Barclays PLC, Societe Generale S.A., Deutsche Bank AG, Charles Schwab Corporation, BlackRock Inc., Credit Suisse Group AG, Nomura Holdings Inc., The Vanguard Group, Inc., Macquarie Group Limited, Lazard Ltd.

North America was the largest region in the financial investment services market in 2024. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in financial investment service report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East and Africa. The countries covered in the financial investment service market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report’s recommendations and conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.

The rapid escalation of U.S. tariffs and the resulting trade tensions in spring 2025 are significantly impacting the financial sector, particularly in investment strategies and risk management. Heightened tariffs have fueled market volatility, prompting cautious behavior among institutional investors and increasing demand for hedging instruments. Banks and asset managers are facing higher costs associated with cross-border transactions, as tariffs disrupt global supply chains and dampen corporate earnings, key drivers of equity market performance. Insurance companies, meanwhile, are grappling with increased claims risks tied to supply chain disruptions and trade-related business losses. Additionally, reduced consumer spending and weakened export demand are constraining credit growth and investment appetite. The sector must now prioritize diversification, digital transformation, and robust scenario planning to navigate the heightened economic uncertainty and protect profitability.

Financial investment services are professional offerings designed to help individuals or organizations manage and grow their assets through a variety of investment strategies. These services can include investment advice, portfolio management, retirement planning, asset allocation, and the buying or selling of financial instruments such as stocks, bonds, mutual funds, or real estate. Delivered by financial advisors, wealth managers, or investment firms, the primary objective is to assist clients in reaching their financial goals through informed and strategic investment decisions.

The main categories of financial investment services include wealth management, financial planning, portfolio management, retirement planning, and others. Wealth management is a comprehensive, tailored financial service aimed at high-net-worth individuals, combining investment planning, estate and tax strategies, and risk management to grow and protect long-term wealth. Clients served range from individual investors and institutional investors to high-net-worth individuals and more. The services offer various investment products such as equities, fixed-income securities, and alternative investments. They address multiple investment objectives, including growth, income generation, and capital preservation, and are distributed via channels such as banks, investment firms, online platforms, and others.

The financial investment services market research report is one of a series of new reports that provides financial investment services market statistics, including the financial investment services industry global market size, regional shares, competitors with the financial investment services market share, detailed financial investment services market segments, market trends, opportunities, and any further data you may need to thrive in the financial investment services industry. This financial investment services market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.

The financial investment service market includes revenues earned by entities through tax optimization services, risk management and insurance planning, investment advisory services, cash flow and budgeting services, and debt management services. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

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