About Financial Advisory
The financial advisory practice is aimed at clients ranging from multinational corporations, private equity firms, owner-managed companies and creditors, shareholders to the public sector. These offer specialization in Corporate Finance & Restructuring Services, Forensic, M&A Transaction Services, and Valuation & Modeling. Corporate finance professionals add value by providing strategic advisory and execution services to corporations, financial institutions, and public sector companies looking for value-adding solutions that complement their growth strategies. They have a team of specialists who actively work with private equity, venture capital, and other investors and lenders to arrange funding and close transactions for clients.
Attributes | Details |
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Study Period | 2018-2030 |
Base Year | 2023 |
Unit | Value (USD Million) |
The companies are exploring the market by adopting mergers & acquisitions, expansions, investments, new service launches, and collaborations as their preferred strategies. The players are exploring new geographies through expansions and acquisitions to avail a competitive advantage through combined synergies. Analyst at AMA Research estimates that European and United States Players will contribute the maximum growth to Global Financial Advisory market throughout the forecasted period. Established and emerging Players should take a closer view at their existing organizations and reinvent traditional business and operating models to adapt to the future.
The Goldman Sachs Group, Inc. (United States), JPMorgan Chase & Co. (United States), Morgan Stanley (United States), Deloitte Touche Tohmatsu Limited (United Kingdom), H&R Block (United States), KPMG (Netherlands), Ernst & Young Global Limited (United Kingdom), PwC (United Kingdom), HSBC Holdings plc (United Kingdom), BNP Paribas S.A. (France), Deutsche Bank AG (Germany), Santander Group (Spain), Fidelity Investment (United States), Edword Jones (United States), BlackRock, Inc. (United States), The Vanguard Group, Inc. (United States), State Street Corporation (United States) and UBS Group AG (Switzerland) are some of the key players that are part of study coverage.
Segmentation Overview
AMA Research has segmented the market of Global Financial Advisory market by Type (Accounting Advisory, Tax Advisory, Real Estate Advisory, Investment Management, Risk Management, Retirement Planning, Corporate Financial Advisory and Others), Application (Individual and Commercial [BFSI, Government, Healthcare, IT & telecom, Retail & E-commerce, Others]) and Region.
On the basis of geography, the market of Financial Advisory has been segmented into South America (Brazil, Argentina, Rest of South America), Asia Pacific (China, Japan, India, South Korea, Taiwan, Australia, Rest of Asia-Pacific), Europe (Germany, France, Italy, United Kingdom, Netherlands, Rest of Europe), MEA (Middle East, Africa), North America (United States, Canada, Mexico). If we see Market by Mode of Service, the sub-segment i.e. Online will boost the Financial Advisory market. Additionally, the rising demand from SMEs and various industry verticals gives enough cushion to market growth.
Influencing Trend:
Low Financial Awareness among High Net Individuals, Growing Investment Houses, Auditing, Real Estate Brokers, Consumer Finance, and Mortgage Lending and The Impact of Covid-19 on All Industries Is Expected To Create Lucrative Opportunities for the Financial Advisory Services
Market Growth Drivers:
Adoption of Financial Advisory Services for Employee Benefits Planning, Portfolio Management, Wealth Management, Brokerage Services, and Other Solutions, Increase in Focus on Brand Expansion to Withstand Competitors in the Market and Increase in Number of Retail Investors
Challenges:
Lack of Awareness about the Services
Restraints:
High Costs Associated With These Professional Services
Opportunities:
A Surge in Need for Financial Advisors to Overcome Liquidity Issues and To Rebuild Structures of Companies and Growth in Online Financial Advisors
Market Leaders and their expansionary development strategies
In September 2023, Broadridges financial solution, announces collaboration with Salesforce to help wealth management firm scale their business, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity.
Key Target Audience
New Entrants/Investors, Analysts and Strategic Business Planners, Providers of Financial Advisory, Venture Capitalists and Private Equity Firms, Government Regulatory and Research Organizations and End-Use Industry
About Approach
To evaluate and validate the market size various sources including primary and secondary analysis is utilized. AMA Research follows regulatory standards such as NAICS/SIC/ICB/TRCB, to have a better understanding of the market. The market study is conducted on basis of more than 200 companies dealing in the market regional as well as global areas with the purpose to understand the companies positioning regarding the market value, volume, and their market share for regional as well as global.
Further to bring relevance specific to any niche market we set and apply a number of criteria like Geographic Footprints, Regional Segments of Revenue, Operational Centres, etc. The next step is to finalize a team (In-House + Data Agencies) who then starts collecting C & D level executives and profiles, Industry experts, Opinion leaders, etc., and work towards appointment generation.
The primary research is performed by taking the interviews of executives of various companies dealing in the market as well as using the survey reports, research institute, and latest research reports. Meanwhile, the analyst team keeps preparing a set of questionnaires, and after getting the appointee list; the target audience is then tapped and segregated with various mediums and channels that are feasible for making connections that including email communication, telephonic, skype, LinkedIn Group & InMail, Community Forums, Community Forums, open Survey, SurveyMonkey, etc.