An asset management company (AMC) is an
asset management
Asset management is a systematic approach to the governance and realization of value from the things that a group or entity is responsible for, over their whole life cycles. It may apply both to tangible assets (physical objects such as buildings ...
/
investment management
Investment management is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors. Investors may be institut ...
company
A company, abbreviated as co., is a Legal personality, legal entity representing an association of people, whether Natural person, natural, Legal person, legal or a mixture of both, with a specific objective. Company members share a common p ...
/
firm
A company, abbreviated as co., is a Legal personality, legal entity representing an association of people, whether Natural person, natural, Legal person, legal or a mixture of both, with a specific objective. Company members share a common p ...
that invests the pooled funds of retail investors in
securities
A security is a tradable financial asset. The term commonly refers to any form of financial instrument, but its legal definition varies by jurisdiction. In some countries and languages people commonly use the term "security" to refer to any for ...
in line with the stated investment objectives. For a fee, the company/firm provides more
diversification
Diversification may refer to:
Biology and agriculture
* Genetic divergence, emergence of subpopulations that have accumulated independent genetic changes
* Agricultural diversification involves the re-allocation of some of a farm's resources to n ...
,
liquidity
Liquidity is a concept in economics involving the convertibility of assets and obligations. It can include:
* Market liquidity, the ease with which an asset can be sold
* Accounting liquidity, the ability to meet cash obligations when due
* Liqui ...
, and professional
management consulting
Management consulting is the practice of providing consulting services to organizations to improve their performance or in any way to assist in achieving organizational objectives. Organizations may draw upon the services of management consultant ...
service than is normally available to individual investors. The diversification of portfolio is done by investing in such securities which are inversely correlated to each other. Money is collected from investors by way of floating various
collective investment scheme
An investment fund is a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group such as reducing the risks of the investment by a significant percentage. These advantages inc ...
s, e.g.
mutual fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV i ...
schemes. In general, an AMC is a company that is engaged primarily in the business of investing in, and managing, portfolios of securities. A study by consulting firm Casey Quirk, which is owned by
Deloitte
Deloitte Touche Tohmatsu Limited (), commonly referred to as Deloitte, is an international professional services network headquartered in London, England. Deloitte is the largest professional services network by revenue and number of profession ...
, found that asset management firms ended 2020 with record highs in both revenue and
assets under management.
Largest companies
The following is a list of the top 20 asset managers in the world (as of 2022), ranked by total
assets under management (AUM):
Asset management firms worldwide
Africa and Middle East
*
Allan Gray
*
Clarity Capital
Clarity Capital is an investment firm based in Tel Aviv, Israel. Founded in 2007, the firm serves High-net-worth individual, high-net worth families and institutions including arts and educational Financial endowment, endowments and philanthro ...
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Coronation Fund Managers
Coronation Fund Managers is a South African third-party fund management company, headquartered in Cape Town. The company has locations in all South African major centers and offices in, Ireland, United Kingdom and in Namibia where it is represen ...
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EFG Hermes
EFG Hermes Holding S.A.E. (Egyptian Financial Group Hermes Holding Company) is an Egyptian financial services company present in the Middle East, North Africa, Sub-Saharan Africa, and South Asia regions and specializes in securities brokerage, ...
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eToro
eToro is an Israeli social trading and multi-asset Investment management, investment company that focuses on providing Financial trading, financial and copy trading services. Its headquarters are located in Central District (Israel), Central I ...
*
First City Monument Bank
First City Monument Bank (FCMB), a member of FCMB Group Plc, is a financial services holding company headquartered in Lagos. FCMB Group Plc has nine subsidiaries divided among three business groups: commercial and retail banking, investment bank ...
*
Heirs Holdings
Heirs Holdings is a family-owned investment holding company headquartered in Lagos, Nigeria with investment interests in various sectors in Africa. History
Heirs Holdings was founded in 2010 by Tony O. Elumelu, CON after his retirement in 2010 ...
*
Investcorp
Investcorp is a global manager of alternative investment products, for private and institutional clients. Founded in Bahrain in 1982, the firm has offices in United States, United Kingdom, Saudi Arabia, Qatar, United Arab Emirates, India, China, ...
*
Kingdom Holding Company
The Kingdom Holding Company (KHC) ( ar, شركة المملكة القابضة) is a Saudi conglomerate holding company, based in Riyadh. The KHC is a publicly listed company on the Tadawul (Saudi stock exchange). The KHC consists of a select ...
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NBK Capital
Watani Investment Company (NBK Capital) is a financial services firm with operations across the Middle East. NBK Capital was established in July 2005 as a fully owned subsidiary of the National Bank of Kuwait (NBK), the largest Kuwaiti bank and ...
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Ninety One plc
Ninety One is an Anglo-South African asset management business, based in London and Cape Town and dual-listed on the London Stock Exchange and the Johannesburg Stock Exchange. It is a constituent of the FTSE 250 index.
History
The company was ...
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Old Mutual
Old Mutual Limited is a pan-African investment, savings, insurance, and banking group. It is listed on the Johannesburg Stock Exchange, the Zimbabwe Stock Exchange, the Namibian Stock Exchange and the Botswana Stock Exchange. It was founded in S ...
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Sanlam
Sanlam is a South African financial services group headquartered in Bellville, Western Cape, South Africa. Sanlam is the largest insurance company in Africa. It is listed on the Johannesburg Stock Exchange, the Namibian Stock Exchange and the ...
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STANLIB
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UAP Old Mutual Holdings
Old Mutual Holdings Plc, Formally known as UAP Holdings Limited, is an investment, retirement, and insurance group that operates mainly in Eastern Africa, but has plans to be a pan-African insurance company. UAP Holdings is one of the leading ins ...
Americas
*
AdvisorShares
AdvisorShares Investments is a US-based investment management firm based in Bethesda, Maryland which offers actively managed exchange-traded funds (ETFs) through the AdvisorShares Trust. AdvisorShares partners with third party financial adviser ...
*
Affiliated Managers Group
Affiliated Managers Group, Inc. (NYSE: AMG) is a strategic partner to independent investment management firms globally, with equity stakes in a number of partner-owned traditional investment managers, hedge funds, and specialized private equity fi ...
*
AllianceBernstein
AllianceBernstein Holding L.P. (AB) is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors.
AllianceBernstein's headquarters are located in Nashvill ...
*
American Century Investments
American Century Investments is a privately controlled and independent investment management firm.
Operations
The Building has approximately 1,300 employees and its headquarters are located at 4500 Main in Kansas City, Missouri, near the Countr ...
*
Ameriprise Financial
Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth manage ...
*
AQR Capital
AQR Capital Management (Applied Quantitative Research) is a global investment management firm based in Greenwich, Connecticut, United States. The firm, which was founded in 1998 by Cliff Asness, David Kabiller, John Liew, and Robert Krail, offe ...
*
Barings LLC
Barings LLC, known as Barings, is an international investment management firm owned by Massachusetts Mutual Life Insurance Company (MassMutual). It operates as a subsidiary of MassMutual Financial Group, a diversified financial services organisat ...
*
BlackRock
BlackRock, Inc. is an American Multinational corporation, multi-national investment company based in New York City. Founded in 1988, initially as a Enterprise risk management, risk management and fixed income institutional asset manager, BlackR ...
*
Blackstone
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BNY Mellon Investment Management
BNY Mellon Investment Management (BNY Mellon IM) is the investment management division of BNY Mellon. It is one of the largest asset managers in the world with $2.4 trillion in assets under management as of December 31, 2021. BNY IM uses seven di ...
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Bridgewater Associates
Bridgewater Associates is an American investment management firm founded by Ray Dalio in 1975. The firm serves institutional clients including pension funds, endowments, foundations, foreign governments, and central banks.
It utilizes a globa ...
*
Brookfield Asset Management
Brookfield Asset Management Inc. is a Canadian multinational company that is one of the world's largest alternative investment management companies, with over US$725 billion of assets under management in 2022. It focuses on direct contr ...
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BTG Pactual
BTG Pactual is a Brazilian financial company that operates in the markets of investment banking, wealth management, asset management, corporate lending and sales and trading. It offers advisory services in mergers and acquisitions, wealth planni ...
*
Calamos Investments
Calamos Investments is a diversified global investment firm offering an array of investment strategies including active growth equity, risk managed, convertible, sustainable equity, fixed income and alternatives. The firm offers strategies throug ...
*
Cambridge Associates
Cambridge Associates is a privately held investment firm based in the United States. It provides investment portfolio management and advisory services to institutional investors, including foundations and endowments, pensions, private clients, an ...
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Cambridge Investment Research
*
Capital Group Companies
Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is pri ...
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Charles Schwab Corporation
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and instit ...
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CI Financial
CI Financial is the largest investment management firm by assets under management in Canada. Based in Toronto, Ontario, it offers investment management and wealth management services targeted to high net worth retail investors, as well as brokera ...
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Cohen & Steers
Cohen & Steers is an American investment management company. It focuses on investments in real estate securities via real estate investment trusts (REIT) and alternative income via preferred securities.
In August 2022, according to a report rel ...
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Columbia Threadneedle Investments
Columbia Threadneedle Investments is an American asset management firm. It is a subsidiary of Ameriprise Financial and operates as its asset management arm.
History
Columbia Threadneedle was formed in 30 March 2015 as the result of a merger bet ...
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Conning
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Dimensional Fund Advisors
Dimensional Fund Advisors, L.P. (branded Dimensional abbreviated DFA) is a private investment firm headquartered in Austin, Texas. Dimensional was founded in Chicago in 1981 by David Booth, Rex Sinquefield and Larry Klotz. The company has affilia ...
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Dodge & Cox
Dodge & Cox is an American mutual fund company, founded in 1930 by Van Duyn Dodge and E. Morris Cox, that provides professional investment management services.
Background
Dodge and Cox specializes in value investing and has been described as " ...
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Dreyfus Corporation
Dreyfus is an American investment management company that deals with investment products and strategies. It was established in 1951 and is currently headquartered in New York City.
Dreyfus currently is a subsidiary of BNY Mellon Investment Man ...
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Eaton Vance
Eaton Vance Corp. is an American investment management firm based in Boston, Massachusetts. It is one of the oldest investment companies in the United States, with a history dating back to 1924. Through five primary investment affiliates, Eaton ...
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Edward Jones Investments
Edward D. Jones & Co., L.P., (since 1995, d.b.a. Edward Jones Investments), simplified as Edward Jones, is a financial services firm headquartered in St. Louis, Missouri, United States. It serves investment clients in the U.S. and Canada, throug ...
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Federated Hermes
Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $624 billion of customer assets, as of Sept. 30, 2022. The company offe ...
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Fidelity Investments
Fidelity Investments, commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is on ...
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Fisher Investments
Fisher Investments is an independent money management firm headquartered in Camas, Washington.
History
Ken Fisher founded the firm in 1979, incorporated in 1986, then served as CEO until July 2016, when he was succeeded by long-time Fisher In ...
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Franklin Templeton Investments
Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. It is ...
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GAMCO Investors
GAMCO Investors, Inc., formerly known as Gabelli Asset Management Company, is an American provider of investment advice and brokerage services to mutual funds, institutional and select investors based in Rye, New York. It was founded by and is m ...
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GBC Asset Management
GBC Asset Management is a division of Pembroke Management Ltd., a privately held Canadian investment management firm that manages investment portfolios and separately managed accounts for Canadian pension funds, foundations, endowments, wealthy f ...
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Geode Capital Management
Geode Capital Management, LLC (Geode) is an American investment management firm based in Boston, Massachusetts.
History
Geode was originally set up by Fidelity Investments in 2001 to run systematic long/short equity strategies and to incubate n ...
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Gluskin Sheff
Gluskin Sheff + Associates Inc. is a Canadian independent wealth management firm that manages investment portfolios for investors, including entrepreneurs, professionals, family trusts, private charitable foundations and estates. The company was ...
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Guardian Capital Group
Guardian Capital Group, founded in 1962, operates several fully owned subsidiaries whose operations are to provide investment management services, financial advisory services, retail distribution of mutual funds, insurance, and general corporate ...
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Harbert Management Corporation
Harbert Management Corporation, based in Birmingham, Alabama, is a U.S. investment management company founded in 1993 by Raymond J. Harbert.
Overview
The company has investment funds in nine alternative asset classes in three areas of concentra ...
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Harris Associates
Harris Associates L.P. is a Chicago-based investment company that manages $86 billion in assets as of September 30, 2022. Harris manages long-only U.S. equity, international equity, and global equity strategies which are offered through its mut ...
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Hartford
Hartford is the capital city of the U.S. state of Connecticut. It was the seat of Hartford County until Connecticut disbanded county government in 1960. It is the core city in the Greater Hartford metropolitan area. Census estimates since the ...
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Invesco
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia, with additional branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York stock exc ...
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Itaú Unibanco
Banco Itaú Unibanco S.A. is a Brazilian financial services company headquartered in São Paulo, Brazil.
Itaú Unibanco was formed through the merger of Banco Itaú and Unibanco in 2008. It is the largest banking institution in Brazil, as well a ...
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J. & W. Seligman & Co.
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Janus Capital Group
Janus Capital Group, Inc. was an American publicly owned investment firm headquartered in Denver, Colorado.
The company's asset-management disciplines included growth, core, international, value, mathematical, alternative and fixed-income. These ...
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Knight Vinke Asset Management
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Legg Mason
Legg Mason was an American investment management and asset management firm headquartered in Baltimore, founded in 1899 and acquired by Franklin Templeton Investments as of July 2020. As of December 31, 2019, the company had $730.8 billion in asse ...
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Loomis, Sayles & Company
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Lord Abbett
Lord, Abbett & Co. LLC is an independent, privately-held investment management company headquartered in Jersey City, New Jersey. The firm offers a variety of fixed−income and equity strategies to individual and institutional investors. Lord Ab ...
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Mackenzie Investments
Mackenzie Investments was founded in 1967 and is one of Canada's largest investment management firms by assets under management. Mackenzie Investments provides investment advisory and related services for retail and institutional clients. With $ ...
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Manulife Investment Management
Manulife Financial Corporation (also known as Financière Manuvie in Quebec) is a Canadian multinational insurance company and financial services provider headquartered in Toronto, Ontario. The company operates in Canada and Asia as "Manulife" an ...
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Merrill Merrill may refer to:
Places in the United States
*Merrill Field, Anchorage, Alaska
*Merrill, Iowa
* Merrill, Maine
*Merrill, Michigan
*Merrill, Mississippi, an unincorporated community near Lucedale in George County
*Merrill, Oregon
*Merrill, Wis ...
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MFS Investment Management
MFS Investment Management (MFS) is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pionee ...
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Natixis Investment Managers
Natixis Investment Managers is an American French-based global asset management company that claims USD $1389.7 billion in assets under management as of December 31, 2020. The company has headquarters in Paris and Boston and it is the second bigg ...
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Neuberger Berman
Neuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth in ...
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Northern Trust
Northern Trust Corporation is a financial services company headquartered in Chicago that caters to corporations, institutional investors, and ultra high net worth individuals. Northern Trust is one of the largest banking institutions in the Un ...
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Nuveen Investments
Nuveen is an American asset manager and wholly owned subsidiary of financial planning firm TIAA, itself known for its legacy focus on managing money for not-for-profit institutions such as universities and their employees. As a consequence of int ...
*
Oaktree Capital Management
Oaktree Capital Management is an American global asset management firm specializing in alternative investment strategies. As of March 31, 2022, the company managed $164 billion for its clientele.
The firm was co-founded in 1995 by a group that ...
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Payden & Rygel
Payden & Rygel is a privately owned investment management firm based in Los Angeles with $161.7 billion AUM, founded in 1983 by Joan Payden. The firm offers a range of mutual funds with debt and public equity based strategies, and also directly ...
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PGIM
PGIM, Inc. (PGIM), formerly Prudential Investment Management, is the asset management arm of American life insurance company Prudential Financial.
Headquartered in Newark, New Jersey, United States, PGIM manages more than $1 trillion in assets a ...
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PIMCO
PIMCO (Pacific Investment Management Company, LLC) is an American investment management firm focusing on active fixed income management worldwide. PIMCO manages investments in many asset classes such as fixed income, equities, commodities, asset ...
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PineBridge Investments
PineBridge Investments (also known as PineBridge) is an American asset management firm. It was previously the asset management division of American International Group (AIG) known as AIG Investments before being sold to the Pacific Century Group ...
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Power Financial
Power Financial Corporation is a Canadian multinational company that was founded in 1984. Power Financial, a wholly owned subsidiary of Power Corporation of Canada, is an international management and holding company with interests in financial ...
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Principal Financial Group
Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, U.S.
Business operations
Four segments comprise the company: Retirement and Income Solutions, Principal G ...
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Putnam Investments
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. As one of the oldest mutual fund complexes in the Unite ...
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Pzena Investment Management
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RLJ Companies
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Ruane, Cunniff & Goldfarb
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Russell Investments
Russell Investments is an investment firm headquartered in Seattle, Washington.
Corporate overview
According to ''American Banker'', Russell Investments has approximately $300 billion of assets under management, as of September 2019. The firm r ...
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Sprucegrove Investment Management
Sprucegrove Investment Management Limited
Sprucegrove Investment Management Ltd. was founded in 1993 and is located in Toronto, Ontario, Canada.
Sprucegrove provides investment management services on a fully discretionary basis, in the special ...
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State Street Global Advisors
State Street Global Advisors (SSGA) is the investment management division of State Street Corporation and the world's fourth largest asset manager, with nearly $4.14 trillion (USD) in assets under management as of 31 December 2021.
The company ...
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Sun Life Financial
Sun Life Financial Inc. is a Canadian financial services company. It is primarily known as a life insurance company.
Sun Life has a presence in investment management with over CAD$1.3 trillion in assets under management operating in a number o ...
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T. Rowe Price
T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, subadvisory services, separate account management, and retirement plans and services for individuals, institutions, and financial inter ...
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TCW Group
TCW Group is an asset management firm based in Los Angeles, California.
History
Founded by Robert Addison Day in 1971 and headquartered in Los Angeles, TCW manages a broad range of investment products. The TCW Group was originally known as Trus ...
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TIAA
The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA, formerly TIAA-CREF), is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, ...
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Tsai Capital
Tsai Capital Corporation is a Manhattan-based investment management and advisory firm. The company was founded by Christopher Tsai in 1997. Tsai is the son of the late American financier Gerald Tsai. The firm follows a value-oriented investment a ...
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The Vanguard Group
The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7 trillion in global assets under management, as of January 13, 2021. It is the largest provider of mutual funds and the second-lar ...
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Virtus Investment Partners
Virtus Investment Partners, Inc. operates a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated subadvisers.
History
V ...
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Waddell & Reed
Waddell & Reed Financial, Inc. was an American asset management and financial planning company founded in 1937 in Kansas City, Missouri. It was a publicly traded company from 1998 to 2021, and briefly had its headquarters in Overland Park, Kansas ...
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Walden Asset Management
Walden Asset Management (WAM) is a division of Boston Trust & Investment Management Company. Founded in 1975, it has been described as a "leader in socially responsible investing" (SRI). Walden Asset management employs in-house research to mak ...
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Wellington Management Company
Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States.
The firm serves as an investment advisor to over 2 ...
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Wilshire Associates
Wilshire Associates, Inc. is an American independent investment management firm that offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base. Wilshire manages capital for more than ...
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WisdomTree Investments
WisdomTree Investments, Inc. is a New York-based exchange-traded fund (ETF) and exchange-traded product (ETP) sponsor and asset manager. WisdomTree launched its first ETFs in June 2006, and became one of the major ETF providers in the United St ...
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XP Inc.
Asia-Pacific
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Affin Hwang Capital
Affin Hwang Capital is the brand name of Affin Hwang Investment Bank Berhad, a specialist Malaysian-based investment banking group, formed in September 2014.
Affin Hwang Capital provides capital markets advisory and execution services in investm ...
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AMP Capital
AMP Capital is a large global investment manager headquartered in Sydney, Australia. Its owner, AMP Group, was established in 1849, and is one of Australia's largest retail and corporate pension providers. AMP Capital has a strategic alliance ...
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Asia Frontier Capital
Asia Frontier Capital Ltd. is an investment company created by a management buyout of Leopard Capital by the former CFO and COO, Thomas Hugger, at the end of May 2013. Leopard Capital Management Ltd. was subsequently renamed Asia Frontier Capital ...
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Asset Management One
Asset Management One Co., Ltd. (アセットマネジメントOne株式会社), abbreviated as AM-One, is a Japanese asset management company. It is a subsidiary of the Mizuho Financial Group and is one of the largest asset management companies i ...
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Australian Ethical Investment
Australian Ethical is Australia's largest and original 100% ethical investment manager based in Sydney.
Australian Ethical has $8.56 billion in funds under management and over 113,000 clients (managed fund investors and funded superannuation m ...
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Axis Mutual Fund
Axis Mutual Fund is an asset management company in India. It was established in the year 2009 and has its headquarter in Mumbai.
Axis Mutual Fund offers various types of mutual fund schemes to invest in India, such as equity funds, hybrid funds ...
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BetaShares
Betashares is an Australian provider of exchange-traded funds (ETFs) and other ASX-traded funds. The company introduced a range of products into the Australian ETF landscape, including Australia's first currency hedged ETF, Australia's first ra ...
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Bosera Asset Management
Bosera Asset Management Co., Limited. () is a Chinese asset manager. As of 2020, Bosera is the eighth largest asset manager and third largest Fund Management Company by AUM in Mainland China after China Asset Management and E Fund Management. Bos ...
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Aditya Birla Sun Life Asset Management
Aditya Birla Sun Life Asset Management Company Ltd. (ABSLAMC), formerly known as Birla Sun Life Asset Management Company Limited, is an investment managing company registered under the Securities and Exchange Board of India. It is a joint ventu ...
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BT
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Capital Dynamics
icapital.biz Berhad () is a Malaysia's only closed-end listed fund, listed on the Main Board of Bursa Malaysia. The fund is managed by Capital Dynamics Asset Management Sdn Bhd and advised by Capital Dynamics Sdn. Bhd.
Capital Dynamics is an i ...
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China Asset Management
China Asset Management Co., Ltd. (ChinaAMC; ) is one of China's biggest fund families. The company offers investment managers of National Social Security Fund, corporate annuities, Listed Open-end Fund (LOF), Qualified Domestic Institutional ...
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China Southern Asset Management
China Southern Asset Management () is a Chinese asset management company founded in 1998. It is considered one of the largest asset management companies in China.
History
The company was established on March 6, 1998, as one of the first local ...
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Colonial First State
Colonial First State (CFS), is an Australian wealth management group that provides investment, superannuation and retirement products to individuals and corporate and superannuation fund investors.
History
The company was established in 1988 ...
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E Fund Management
E Fund Management () is a Chinese asset management company founded in 2001. It is considered the largest asset management company in China.
History
The company was established in April 17, 2001. The initial shareholders were GF Securities, Gua ...
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Eastspring Investments
Eastspring Investments (also known as Eastspring) is an investment management firm headquartered in Singapore that is focused on investments throughout Asia. It is a subsidiary of Prudential plc.
History
Eastspring was originally the investme ...
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First Sentier Investors
First Sentier Investors, formerly known as Colonial First State Global Asset Management in Australia and First State Investments elsewhere, is a global asset management business that manages US$134.4 billion (as at 30 September 2022) in assets ...
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Harvest Fund Management
Harvest Fund Management (HFM; ) is a Chinese asset management company that invests in financial services.
History
Harvest was founded in March 1999 upon approval by the China Securities Regulatory Commission (CSRC). Currently, Harvest shareho ...
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ICICI Prudential Mutual Fund
ICICI Prudential Mutual Fund is an Indian asset management company founded in 1993 as a joint venture between ICICI Bank and Prudential plc. It is the second-largest asset management company in India after the SBI Mutual Fund.
History
Origin ...
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IDFC Project Equity
IDFC Project Equity is a finance company based in India and subsidiary of Infrastructure Development Finance Company Limited (IDFC).
IDFC Project Equity manages the India Infrastructure Fund (IIF), a SEBI-registered domestic venture capital f ...
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IFM Investors
IFM Investors is a provider of investment services.
As at 30 June 2021, IFM Investors invests on behalf of more than 550 institutions worldwide, including pension, superannuation and sovereign wealth funds, universities, insurers, endowment fun ...
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Investors Mutual Limited
Investors Mutual Limited (IML) is an Australian asset management limited company, established by Anton Tagliaferro in May 1998. The firm specializes in Australian equities and serves both retail and institutional investors through a conservative ...
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Kotak Mutual Fund
Kotak Mahindra Asset Management Company Limited (KMAMC), is the asset manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC started operations in December 1998 and has approximately 74 lac investors in various schemes.
History
Kotak Mutual ...
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L&T Mutual Fund
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Macquarie Asset Management
Macquarie Group Limited () is an Australian global financial services group. Headquartered and listed in Australia (), Macquarie employs more than 17,000 staff in 33 markets, is the world's largest infrastructure asset manager and Australia's t ...
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Magellan Financial Group
Magellan Financial Group is an Australian investment manager focusing on global equities and global listed infrastructure.
MFG funds are available to retail and institutional clients in both Australian Securities Exchange-listed and unlisted for ...
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Mirae Asset Financial Group
Mirae Asset Financial Group ( ko, 미래에셋금융그룹) is a financial services group headquartered in Seoul, South Korea. Mirae Asset provides comprehensive financial services including asset management, wealth management, investment banking ...
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Mitsubishi UFJ Trust and Banking Corporation
is the trust banking arm of the Mitsubishi UFJ Financial Group, a Japanese financial services group which is the largest in the world measured by assets. The bank is headquartered in Tokyo, Japan.
The merger of Mitsubishi Tokyo Financial Gro ...
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Perpetual Limited
Perpetual is an Australian investment fund and trustee group in the S&P/ASX 200. The company provides investment products, financial advice, philanthropic and corporate services to individuals, families, financial advisers and organisations.
...
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Platinum Asset Management
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Plenary Group
Plenary Group is an Australian infrastructure investment business specialising in public–private partnerships. It was founded in 2004 by three former ABN Amro employees, with Deutsche Bank taking a 20% shareholding.
Operations
Projects which ...
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SBI Mutual Fund
SBI Mutual Fund is an Asset Management Company introduced by State Bank of India (SBI) and incorporated in 1987 with its corporate head office located in Mumbai, India. SBIFMPL is a joint venture between the State Bank of India, an Indian p ...
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Shinhan Asset Management
Shinhan Asset Management () is an asset management company headquartered in Seoul, South Korea. It is one of the largest asset management companies in South Korea, with US$55.6 billion of assets under management as of end of 2020. It is a subsi ...
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SPARX Group
SPARX Group is a group of companies led by SPARX Group Co., Ltd as a holding company and is active in the investment and real estate business.
Background
SPARX Asset Management Co., Ltd was established on July 1, 1989.
On December 1, 2001, it ...
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Sumitomo Mitsui Trust Holdings
, formerly Chuo Mitsui Trust Holdings, Inc., is a Japanese financial holding company headquartered in Chiyoda, Tokyo. It provides an assortment of financial products to retail and wholesale customers, with a focus on asset management, financial ...
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Tianhong Asset Management
Tianhong Asset Management Co., Ltd. () is a Chinese asset management company founded in 2004. From 2014 it was considered the largest asset management company in China until 2021 when it was surpassed by E Fund Management. Its most notable produc ...
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UTI Asset Management
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Value Partners
Value Partners Group Limited () is a Hong Kong-based asset management company.
History
The company was founded in 1993 as a boutique firm by the present Chairman & Co-chief investment officer Dato' Seri Cheah Cheng Hye, and businessman Ye ...
Europe
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Abrdn
Abrdn plc (stylised as ‘abrdn’, disemvoweling of "Aberdeen"), formerly Standard Life Aberdeen plc, is a United Kingdom-based global investment company headquartered in Edinburgh, Scotland. It is listed on the London Stock Exchange and is a ...
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Aegon N.V.
Aegon N.V. is a Dutch multinational life insurance, pensions and asset management company headquartered in The Hague, Netherlands. As of July 21, 2020, the company had 26,000 employees. Aegon is listed on the Euronext Amsterdam and is a consti ...
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Alliance Trust
Alliance Trust plc is a publicly traded investment and financial services company, established in 1888 and headquartered in Dundee, Scotland. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. It is one of the ...
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Allianz Global Investors
Allianz Global Investors (commonly called AllianzGI or AGI), is a global investment management firm with offices in over 20 locations worldwide. It is owned by the global financial services group Allianz. Employing nearly 3,000, it manages ov ...
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Amundi
Amundi is a French asset management company. With €2 trillion of assets under management (AUM) at the end of 2021, it is the largest asset manager in Europe and one of the 10 biggest investment managers in the world.
Founded on 1 January 2010, ...
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APG
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Ashmore Group
Ashmore Group plc is a large British investment manager dedicated to the emerging markets. Headquartered in London, it is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
History
The business, which was establishe ...
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Aviva Investors
Aviva Investors is an asset management company and is part of the Aviva group.
History
The London unit, previously known as Morley, was founded in 1971 as Geoffrey Morley and Partners. This was bought by Globe Investment in 1988 and then sold to ...
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AXA Investment Managers
Axa Investment Managers (Axa IM) is a global investment management firm with offices in over 22 locations worldwide. As of 31 December 2021, it manages over €887 billion in assets on behalf of institutional and retail clients. It operates as th ...
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Azimut Holding
Azimut Holding is an Italian asset management company, based in Milan, Italy, with branches in Australia, Brazil, Chile, China, Egypt, Ireland, Luxembourg, Mexico, Monaco, Singapore, Switzerland, Taiwan, Turkey, United Arab Emirates and the Unite ...
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Baillie Gifford
Baillie Gifford is an investment management firm which is wholly owned by partners, all of whom work within the firm. It was founded in Edinburgh, Scotland, in 1908 and still has its headquarters in the city. It has corporate offices in New York ...
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Bluebay Asset Management
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BNP Paribas Asset Management
BNP Paribas Asset Management is the dedicated, autonomous asset management business of BNP Paribas Group.
History
In 2007, BNP Paribas regrouped its function in asset management under the brand name BNP Paribas Investment Partners.
In 2010, ...
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Brewin Dolphin
RBC Brewin Dolphin (the trading name for Brewin Dolphin Holdings) is one of the largest British wealth management firms with over 30 offices throughout the UK, Jersey and Ireland, and c. 2,000 employees. It provides investment management and finan ...
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Candriam Investors Group
Candriam, a subsidiary of New York Life, is a global multi-specialist asset management firm. By 30 June 2021, Candriam had 150 billion euros of assets under management (AUM).
Founded in 1998, Candriam manages investments focused on responsible i ...
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The Children's Mutual
The Children's Mutual is a United Kingdom-based financial savings and insurance provider aimed at children. It is the trading name of the Forester Fund Management Limited, part of Forester Life Ltd, which is owned by the Foresters Financial a mu ...
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Climate Change Capital
Climate Change Capital was a private asset management and advisory group founded in 2003 by Lionel Fretz and James Cameron to support efforts to develop solutions to climate change and resource depletion. Fretz left Climate Change Capital at the e ...
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DekaBank
DekaBank Deutsche Girozentrale is the central provider of asset management and capital market solutions of the Sparkassen-Finanzgruppe. It is registered in both Frankfurt and Berlin, with main operational headquarters in Frankfurt. It traces its ...
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DWS Group
The DWS Group (Formerly: Deutsche Asset Management) commonly referred to as SDWS, is a German asset management company. It previously operated as part of Deutsche Bank until 2018 where it became a separate entity through an initial public offering ...
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Edinburgh Partners
Edinburgh Partners Ltd (EPL) is an independent fund management company based in Edinburgh, Scotland that specialises in Global, International, EAFE, European and Emerging Market equities. Founded independently in 2003, EPL is a wholly owned subs ...
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Eurizon Capital
Eurizon Capital (also known as Eurizon and Eurizon Asset Management) is an asset management firm headquartered in Milan. It is the asset management division of Intesa Sanpaolo, Italy's largest banking group. It is considered to be one of the lar ...
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F&C Asset Management
F&C Asset Management Plc was an international asset management company. It was acquired by Bank of Montreal in 2014, and renamed as BMO Asset Management (Holdings) Plc in 2018. Its head office was in the City of London in Exchange House, Primrose ...
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Fidelity International
Fidelity International Ltd, or FIL for short, is a company that provides investment management services including mutual funds, pension management and fund platforms to private and institutional investors. Fidelity International was originally es ...
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Genevalor Benbassat & Cie
Genevalor Benbassat & Cie is an asset manager located in Geneva, Switzerland. The firm set up five European feeder funds that invested almost $2 billion into Bernie Madoff's criminal Ponzi scheme.
History
Genevalor was founded in 1983. In 1992 S ...
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Generali Investments
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Generation Investment Management
Generation Investment Management LLP (Generation IM) is a financial services and investment management firm founded in 2004. It was co-founded by former US Vice President Al Gore and Goldman Sachs' Asset Management head David Blood, with a stated ...
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Henderson Group
Henderson Group plc was a global investment management company with its principal place of business in the City of London. It merged with Janus Capital Group in May 2017 to create Janus Henderson.
History
The Company was established in 1934 t ...
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Henderson New Star
Henderson New Star was established in April 2009 when Henderson Group acquired ''New Star Asset Management'' and rebranded its UK retail business. Henderson New Star was rebranded Henderson Global Investors in April 2010.
It manages a various fun ...
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HSBC
HSBC Holdings plc is a British multinational universal bank and financial services holding company. It is the largest bank in Europe by total assets ahead of BNP Paribas, with US$2.953 trillion as of December 2021. In 2021, HSBC had $10.8 tri ...
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Insight Investment
Insight Investment (Insight) is one of the largest global asset management companies, responsible for £683.0 billion of assets under management as of 30 September 2022, represented by the value of cash securities and other economic exposure mana ...
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Invesco Perpetual
Invesco, based in Henley-on-Thames, Oxfordshire, is one of the largest investment managers in the United Kingdom, managing £91.59bn in assets on behalf of individual clients, fund platforms, nominees, pension funds and other corporate institut ...
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Intelligent Money
Intelligent Money is an investment management firm, personal pension provider and ISA Plan Manager, based in Nottingham, authorised and regulated by the Financial Conduct Authority. The company provides risk management investment portfolios to it ...
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Janus Henderson
Janus Henderson is a British-American global asset management group headquartered in the City of London, United Kingdom. It offers a range of financial products to individuals, intermediary advisors and institutional investors globally under the ...
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Jupiter Fund Management
Jupiter Fund Management is a UK fund management group, managing equity and bond investments for private and institutional investors. The company manages assets across a wide range of international and UK based mutual funds, investment companies ...
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Van Lanschot Kempen
Van Lanschot Kempen N.V. is a specialised, independent wealth manager that provides private banking, investment management and investment banking services to wealthy individuals and institutions. It is headquartered in 's-Hertogenbosch, the Nether ...
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La Française Group
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Legal & General
Legal & General Group plc, commonly known as Legal & General, is a British multinational financial services and asset management company headquartered in London, England. Its products and services include investment management, lifetime mortg ...
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LGT Group
LGT Group is the largest family-owned private banking and asset management group in the world. LGT, originally known as The Liechtenstein Global Trust, is owned by the princely House of Liechtenstein through the Prince of Liechtenstein Foundation ...
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Liongate Capital Management
Liongate Capital Management was a global investment management firm, focused on creating and managing fund of hedge fund investments for institutional and private investors. Liongate, founded in 2003 by Jeff Holland, Ben Funk and Randall Dillard ...
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M&G Investments
M&G plc is a global investment manager headquartered in the City of London. Since its de-merger from Prudential plc, it has been listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.
History
Pre-2000
Municipal & Gen ...
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Mercury Asset Management
Mercury Asset Management plc was a leading British investment management business. It was listed on the London Stock Exchange and was a constituent of the FTSE 100 Index.
History
The Company was established in 1969 when S. G. Warburg & Co., the ...
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Mirabaud Group
Mirabaud is an international banking and financial group based in Geneva, Switzerland. Founded in 1819, it gradually developed into the third largest private bank in the city.
Six partners are involved in the group's day-to-day management. Mirab ...
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Natixis Investment Managers
Natixis Investment Managers is an American French-based global asset management company that claims USD $1389.7 billion in assets under management as of December 31, 2020. The company has headquarters in Paris and Boston and it is the second bigg ...
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Newton Investment Management
Newton Investment Management is a investment management firm based in London. It is subsidiary of BNY Mellon Investment Management.
History
The firm was founded as Newton in 1978 as a joint venture with Scottish insurance broker Reed Stonehous ...
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NN Investment Partners
NN Investment Partners (also known as NN IP) is a Netherlands-based asset manager, with headquarters in The Hague and offices in 15 countries in Europe, Asia and the Americas. The company is a wholly owned subsidiary of Goldman Sachs. NN IP i ...
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Old Mutual
Old Mutual Limited is a pan-African investment, savings, insurance, and banking group. It is listed on the Johannesburg Stock Exchange, the Zimbabwe Stock Exchange, the Namibian Stock Exchange and the Botswana Stock Exchange. It was founded in S ...
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Rathbone Brothers
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Lombard Odier
The Lombard Odier Group is an independent Swiss banking group based in Geneva. Its operations are organised into three divisions: private banking (wealth management), asset management, and IT and back and middle office services for other financ ...
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Robeco
Robeco is an originally Dutch asset management firm, since 2013 part of Orix, founded in 1929 as the Rotterdamsch Beleggings Consortium (Rotterdam Investment Consortium). As of 2014, the company had €246 billion of assets under management. It ...
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Royal London Asset Management
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Schroders
Schroders plc is a British multinational asset management company, founded in 1804. The company employs over 5,000 people worldwide in 32 locations around Europe, America, Asia, Africa and the Middle East. Headquartered in the City of London, it ...
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Scottish Mortgage Investment Trust
Scottish Mortgage Investment Trust is a publicly traded investment trust. It invests globally, looking for strong businesses with above-average returns. Scottish Mortgage is managed by Baillie Gifford & Co Limited, the Edinburgh-based investment ...
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Scottish Widows
Scottish Widows is a life insurance and pensions company located in Edinburgh, Scotland, and is a subsidiary of Lloyds Banking Group. Its product range includes life assurance and pensions. The company has been providing financial services to the ...
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Skagen Funds
Skagen Funds is a Scandinavian mutual fund company founded in 1993 in Stavanger, Norway, which offers actively managed equity funds. In 2017, SKAGEN became part of Storebrand Asset Management but the company remains an independent fund management ...
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Stodir
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Superfund Group
Superfund Group (formerly Quadriga) is an asset management company, specializing in alternate quantitative investment strategies. The Superfund Group was founded in 1994 by Christian Baha in Vienna, Austria and utilizes fully automated proprie ...
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Tilney Ltd.
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UBS
UBS Group AG is a multinational Investment banking, investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres ...
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Union Investment
Union Investment (; formal name Union Asset Management Holding AG) is the investment arm of the DZ Bank Group and part of the cooperative financial services network. It was founded in 1956 and is headquartered in Frankfurt.
Trading in open-en ...
References
See also
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List of investment banks
The following list catalogues the largest, most profitable, and otherwise notable investment banks. This list of investment banks notes full-service banks, financial conglomerates, independent investment banks, private placement firms and notab ...
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List of private-equity firms
Below is a list of notable private-equity firms.
Largest private-equity firms by PE capital raised
Each year Private Equity International publishes the PEI 300, a ranking of the largest private-equity firms by how much capital they have raised for ...
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List of venture capital firms
Below is a list of notable venture capital firms.
Assets under management
Shown below are the largest venture capital firms ranked by Assets Under Management.
Capital raised
Data is for capital raised between January 1, 2017, and June 30, 2022. ...
{{DEFAULTSORT:Asset Management Firms, List Of
Finance lists
Asset
In financial accountancy, financial accounting, an asset is any resource owned or controlled by a business or an economic entity. It is anything (tangible or intangible) that can be used to produce positive economic value. Assets represent value ...
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Asset management
Knowledge firms