Seasoned at navigating financial markets, savvy investors understand that success hinges on effective portfolio management. This is especially true in Canada, where a robust financial sector and a diverse range of investment opportunities present both challenges and rewards.
At the core of financial portfolio management activities in Canada is the principle of diversification. Having access to a wide array of investment options, including equities, fixed-income securities, real estate and alternative investments, Canadian portfolio managers build resilient portfolios that weather market volatility and economic uncertainties. It is no wonder then that they are in high demand.
Reflecting this trend on a global scale, the financial portfolio management services market is projected to reach $1,986 billion by 2028, expanding at a CAGR of 0.52 percent. The primary factor influencing the market growth is technology, which plays a progressively important role in portfolio management. From advanced data analytics to artificial intelligence, portfolio managers are increasingly leveraging technology to gain deeper insights into market trends and make more informed investment decisions.
This edition of Financial Services Review Canada highlights the most influential developments in the financial portfolio management services market brought on by leading players in this segment.
It features thought leadership articles from Michael Williams, CFA, Director of Investments & Advice at RBC, who addresses common misconceptions and apprehensions of investors opting for robo-advisors. It also includes a perspective from Joao Galvao, Managing Director and Head of Trade Finance Sales, Americas at Standard Chartered Bank, who discusses how trade finance is a powerful tool for engaging and incentivizing companies across supply chains, fostering sustainable ESG practices while improving their working capital.
In this edition featuring the Top Financial Portfolio Management Services Providers in Canada for 2024, we hope you find the right partner to help diversify investments, optimize returns and achieve financial goals while navigating market volatility and economic uncertainties.
