Top 10 Asset Management Companies in 2024

Companies	Employees	HQ location	Revenue	Website	Industry
Motherson Sumi Systems	View 11,586 employees	🇮🇳 India, Uttar Pradesh, Noida	$ >1000M	motherson.com	Financial Services
Ubs	View 76,376 employees	🇨🇭 Switzerland, Zürich	$ >1000M	ubs.com	Financial Services, Lending and Investments, Professional Services
Hudson’s Bay Company	View 5,335 employees	🇺🇸 United States, New York	$ >1000M	hbc.com	Real Estate, Financial Services
Mansour Group	View 768 employees	🇪🇬 Egypt, Al Qahirah, Dar El Salam	$ 500-1000M	mansourgroup.com	Financial Services, Lending and Investments
Fidelity Investments	View 72,250 employees	🇺🇸 United States, Massachusetts, Boston	$ 500-1000M	fidelity.com	Financial Services, Lending and Investments
Credit Suisse	View 24,033 employees	🇦🇺 Australia, South Australia, Craigmore	$ >1000M	credit-suisse.com	Financial Services, Lending and Investments
BlackRock	View 22,482 employees	🇺🇸 United States, California, San Francisco	$ >1000M	blackrock.com	Financial Services, Lending and Investments
Guosen Securities	View 1,134 employees	🇨🇳 China, Guangdong, Shenzhen	$ 500-1000M	guosen.com.cn	Financial Services
Rbc Cees	View 13,045 employees	🇦🇺 Australia, New South Wales, Toronto	$ 500-1000M	rbcwealthmanagement.com	Financial Services, Professional Services, Community and Lifestyle
Macquarie Group	View 19,122 employees	🇺🇸 United States, Texas, Houston	$ >1000M	macquarie.com	Financial Services, Lending and Investments, Manufacturing, Professional Services

1. Motherson Sumi Systems

Motherson Sumi Systems is a leading global entity in automotive manufacturing, adept at delivering meticulously crafted and customized solutions to the automotive industry. While traditionally known for their prowess in manufacturing and supplying automotive components, they have expanded their proficiency into asset management to optimize and manage their operational assets effectively. This strategic pivot not only enhances their core manufacturing capabilities but also ensures greater efficiency and sustainability in their production processes. Motherson Sumi’s commitment to leveraging technology in asset management sets them apart as a forward-thinking player in the automotive sector.

Location 🇮🇳 India, Uttar Pradesh, Noida	Size View 11,586 employees
Revenue $ >1000M	Industries Financial Services
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2. Ubs

UBS Asset Management is a premier global firm specializing in investment management services across all major asset classes including equities, fixed income, and alternatives. As a division of UBS Group, the company leverages its deep market knowledge and an extensive global network to offer tailored investment solutions that meet the diverse needs of investors, ranging from institutions to private clients. With a strong focus on disciplined investment processes and robust risk management, UBS Asset Management helps clients navigate complex markets and seek sustainable returns, making it a trusted leader in the asset management industry.

Location 🇨🇭 Switzerland, Zürich	Size View 76,376 employees
Revenue $ >1000M	Industries Financial Services, Lending and Investments, Professional Services
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3. Hudson’s Bay Company

Hudson’s Bay Company (HBC), originally established as a fur trading business, has evolved into a significant player in the asset management sector, managing a diverse portfolio that includes real estate and investments across North America. With a rich history that spans over 350 years, HBC leverages its deep market knowledge and industry connections to optimize asset value and yield robust returns for its stakeholders. The company’s strategic approach to asset management focuses on long-term growth and financial stability, positioning HBC as a trusted entity in investment circles.

Location 🇺🇸 United States, New York	Size View 5,335 employees
Revenue $ >1000M	Industries Real Estate, Financial Services
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4. Mansour Group

Mansour Group is a distinguished player in the asset management industry, providing comprehensive investment solutions and advisory services. This firm leverages deep market insights and a proactive investment approach to manage assets effectively, aiming to maximize returns while mitigating risks for its clients. With a robust portfolio that includes equities, fixed income, and alternative investments, Mansour Group tailors its strategies to meet diverse investor needs, ensuring sustained growth and financial security in a dynamic economic landscape. Their expertise in navigating market complexities makes them a trusted advisor and partner in wealth management.

Location 🇪🇬 Egypt, Al Qahirah, Dar El Salam	Size View 768 employees
Revenue $ 500-1000M	Industries Financial Services, Lending and Investments
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5. Fidelity Investments

Fidelity Investments is a premier asset management firm renowned for its extensive range of investment solutions and financial planning services. With a focus on long-term wealth generation and retirement planning, Fidelity offers diverse mutual funds, retirement funds, and personal investment strategies. The company integrates cutting-edge technology with personalized advisory services, enabling investors to make informed decisions and achieve their financial goals. Fidelity’s commitment to investor education and market insights makes it a trusted advisor and leader in global asset management.

Location 🇺🇸 United States, Massachusetts, Boston	Size View 72,250 employees
Revenue $ 500-1000M	Industries Financial Services, Lending and Investments
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6. Credit Suisse

Credit Suisse, a distinguished global financial services company, excels in asset management by offering a diverse range of investment solutions and services to its clients worldwide. Their asset management sector specializes in tailored strategies across various asset classes, including equities, fixed income, and alternative investments, helping institutional and individual clients achieve their financial goals. Credit Suisse’s strategic approach in asset management is driven by deep market insights and a commitment to sustainable investing, positioning them as a pivotal player for investors seeking growth, income, and protection of capital in dynamic market conditions.

Location 🇦🇺 Australia, South Australia, Craigmore	Size View 24,033 employees
Revenue $ >1000M	Industries Financial Services, Lending and Investments
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7. BlackRock

BlackRock is the world’s largest asset management firm, overseeing a diverse portfolio that spans equities, bonds, and alternative investments. With a strong commitment to innovation and sustainability, BlackRock integrates sophisticated technology and ESG principles into its investment strategies. This approach not only drives performance but also shapes a financial ecosystem that prioritizes long-term societal benefits. Through its influential Aladdin technology platform, BlackRock offers risk analytics and portfolio management solutions, making them an indispensable partner for investors aiming to navigate complex markets and achieve fiscal growth with integrity.

Location 🇺🇸 United States, California, San Francisco	Size View 22,482 employees
Revenue $ >1000M	Industries Financial Services, Lending and Investments
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8. Guosen Securities

Guosen Securities is a prominent financial institution in China, specializing in asset management among other financial services. With a deep understanding of market dynamics and a client-centric approach, Guosen offers tailored investment solutions designed to meet diverse client needs. Their comprehensive services range from securities brokerage to wealth management, focusing on creating sustainable value for investors. Leveraging advanced analytics and a seasoned team of experts, Guosen Securities stands out for its strategic investment insights and commitment to excellence in the asset management sector.

Location 🇨🇳 China, Guangdong, Shenzhen	Size View 1,134 employees
Revenue $ 500-1000M	Industries Financial Services
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9. Rbc Cees

RBC CEES, part of the reputable Royal Bank of Canada (RBC) group, specializes in employee benefit and trustee services, focusing on asset management for a wide array of global clients. They leverage their expansive expertise to offer customized solutions that optimize employee incentives and retirement plans. RBC CEES’s proactive approach ensures compliance with regulatory frameworks and maximizes fund performance, supporting clients in achieving their financial and strategic objectives efficiently. With a strong commitment to client service and a deep understanding of global markets, RBC CEES stands as a pivotal player in asset management, aligning financial goals with corporate strategy seamlessly.

Location 🇦🇺 Australia, New South Wales, Toronto	Size View 13,045 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Community and Lifestyle
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10. Macquarie Group

Macquarie Group is a global leader in asset management, renowned for its expertise in managing investments across various asset classes including infrastructure, real estate, and agriculture. With a proactive approach to investment and a deep commitment to sustainable practices, Macquarie significantly contributes to economic growth while managing risks effectively. Their innovative strategies and global perspective ensure that they deliver consistent value to investors, making them a trusted partner in the asset management industry. Macquarie’s approach is informed by a deep understanding of market dynamics and a rigorous investment discipline.

Location 🇺🇸 United States, Texas, Houston	Size View 19,122 employees
Revenue $ >1000M	Industries Financial Services, Lending and Investments, Manufacturing, Professional Services
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Things to Consider When Prospecting into Asset Management Companies

Common Pain Points and Challenges for Companies in Asset Management

Regulatory Compliance and Reporting

Keeping up with constantly changing regulations is a major challenge in asset management.

Frequent updates to international, federal, and local laws.
High costs of compliance and reporting.
Risk of penalties for non-compliance.

Sales Insight: You can use this understanding to position your solutions as adaptable and compliant with the latest regulations. Offering tools or services that simplify compliance can set you apart from competitors and make you a trusted partner.

Data Management and Integration

Managing a vast amount of data from various sources is daunting in asset management.

Difficulty in integrating disparate systems.
Data accuracy and security concerns.
Time-consuming data management processes.

Sales Insight: Highlighting your capability to seamlessly integrate with existing systems can be a game changer. Show how your solution enhances data accuracy and security, giving your clients peace of mind and freeing their time to focus on strategic decisions.

Cost Pressure and Margin Compression

Increasing competition and market volatility put pressure on margins.

Need to reduce operational costs.
Pressure to deliver more value at competitive prices.
Challenges in maintaining profitability.

Sales Insight: Understanding the pressure your clients feel about costs can guide your discussions towards affordability and ROI of your offerings. Emphasize how your products or services optimize their operations financially without compromising quality.

Technology Adoption and Innovation

Staying ahead technologically is critical but challenging in a fast-evolving industry.

Necessity for ongoing technology updates and training.
Balancing traditional practices with new tech.
Cost and complexity of implementing new solutions.

Sales Insight: You can appeal to clients by demonstrating how easy it is to integrate and adopt your technology. Offering training and support can ease their transition and underscore the long-term benefits of staying ahead through innovation.

Client Retention and Satisfaction

Ensuring client satisfaction and retention is crucial in a service-oriented sector like asset management.

High expectations for personalized service.
Need for continuous value addition.
Competition from other service providers.

Sales Insight: Leverage personalized service as a key selling point. Show how your solutions adapt to individual client needs and how they contribute to enhanced client satisfaction and retention.

Environmental, Social, and Governance (ESG) Factors

Integrating ESG factors into investment strategies is increasingly important yet complex.

Rising demand for sustainable investment options.
Complexity in evaluating ESG impacts.
Regulatory pressure to include ESG factors.

Sales Insight: Being knowledgeable about ESG can help you connect with clients who prioritize sustainability. Showcasing your expertise and solutions that support ESG integration can distinguish you in a crowded market.

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Key Decision-Makers and Influencers in Asset Management

Key Departments

Risk Management

Insight: This department focuses on identifying, assessing, and mitigating risks related to investment activities. They look for solutions that provide comprehensive risk analysis, compliance support, and reporting tools to ensure that all investment decisions align with the firm’s risk tolerance and regulatory requirements.

Client Services

Insight: Client Services aim to maintain and enhance customer relationships. They value solutions that improve client communication, reporting, and portfolio transparency to ensure high client satisfaction and retention rates.

Technology & Information Systems

Insight: Critical for supporting the digital infrastructure of asset management firms, this department evaluates technology solutions that ensure robust, secure, and efficient management of data. They prioritize systems that integrate with existing platforms, enhance data security, and improve operational efficiency.

Compliance and Legal

Insight: Ensures that all investment activities adhere to laws and regulations. They are interested in purchasing decision-making technologies that aid in compliance monitoring and reduce legal risks, prioritizing solutions that provide excellent regulatory compliance support.

Finance

Insight: Oversees the firm’s financial health, focusing on cost management and budgetary allocations. Finance professionals in asset management seek cost-effective solutions that provide a clear ROI, enhancing overall financial management and reporting capabilities.

Seniority Level

Chief Investment Officer (CIO)

Insight: The CIO makes critical decisions about investment strategies and asset allocations. They look for tools that provide deep market insights, enhance investment decision-making, and improve portfolio performance while minimizing risks.

Compliance Officers

Insight: Compliance officers in asset management ensure all operations adhere to legal standards and regulations. They prioritize solutions that streamline compliance processes, reduce risk of violation, and keep the firm updated with current regulatory changes.

IT Directors

Insight: IT Directors are responsible for the technological infrastructure of the asset management firm. They seek secure, scalable solutions that integrate smoothly with existing systems to enhance data management and cybersecurity.

Portfolio Managers

Insight: Portfolio Managers are directly responsible for managing client investments and achieving financial goals. They require advanced analytical tools for market analysis, risk assessment, and efficient portfolio diversification.

Risk Managers

Insight: Risk Managers focus on identifying, analyzing, and mitigating risks associated with asset management. They need reliable tools that can predict market volatility and assess the risk associated with various investment vehicles.

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Buying Processes and Behaviors in Asset Management

Lengthy Procurement Processes

Asset management firms typically follow rigorous and lengthy procurement processes.

The high values at stake necessitate a comprehensive evaluation to mitigate financial risks.
Regulatory compliance requires thorough vetting of all potential solutions.
Stakeholder involvement from multiple departments demands more time and coordination.

How to leverage: Understand that patience is critical when dealing with asset management firms. Providing detailed information about your product’s compliance and security features upfront can help streamline the procurement process. Be proactive in addressing potential queries and prepare to engage with various stakeholders from compliance, IT, and operations to speed up decision-making.

Emphasis on Compliance and Security

Compliance and security are top priorities for asset management companies.

Asset managers are bound by strict industry regulations, which dictate much of their operational processes.
Data breaches or compliance failures can lead to severe financial penalties and loss of client trust.
The increasing cyber threats in the financial sector put additional pressure on these companies to prioritize robust security measures.

How to leverage: Highlight the security features of your services or products. Certifications, past compliance records, and case studies demonstrating effective security measures can be very convincing. Tailoring your communications to emphasize how your solution enhances both security and compliance will resonate with decision-makers in this field.

Importance of Scalability and Integration

Asset managers often prefer solutions that can scale and integrate easily with their existing systems.

Asset management firms experience fluctuating market demands and require solutions that adapt quickly.
Legacy systems are common, making integration capabilities a critical factor in purchasing decisions.
Scalable solutions support growth without the need for constant reinvestment in new technologies.

How to leverage: Offer clear examples of how your product or service can integrate smoothly with various legacy systems. Demonstrating scalability in terms of both technology and cost will help asset management firms see your product as a long-term investment. Focus your discussions on the adaptability and future-proofing aspects of your solutions.

Value Demonstrations through Case Studies

Demonstrating proven value through case studies is effective in the asset management industry.

Asset management professionals rely heavily on empirical data and past performance indicators.
Case studies can provide a concrete demonstration of efficiency gains and error reductions.
Real-world examples help in establishing credibility and trust in your product.

How to leverage: Prepare detailed case studies that highlight the challenges, solutions, and benefits your product offered similar clients. Make these case studies easily accessible and ensure they are well-documented and rich with data. Showcasing tangible outcomes such as cost savings, increased compliance, or efficiency enhancements can make a compelling argument for your solutions.

Long-term Partnership Focus

Asset management firms value long-term partnerships rather than one-off purchases.

The complex nature of asset management solutions makes switching providers costly and time-consuming.
Ongoing support and service are crucial to ensure the continuous effectiveness of deployed solutions.
Long-term relationships allow for deeper understanding and better service customization.

How to leverage: Emphasize your commitment to ongoing support and continuous improvement in your sales approach. Offer flexible service agreements and highlight any client support infrastructure you have in place. Demonstrating a willingness to adapt and responding promptly to service issues can help in building a sustainable, long-term relationship with your clients.

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Prospecting Tips for Selling to Asset Management Companies

Showcase Technological Integration

In an industry where precision and efficiency are paramount, highlighting the technological aspects of your product can be very appealing. Point out how your tech solutions can enhance asset management processes, improve accuracy, and increase efficiency.

Tip: Feature any pioneering technology or tools included in your offering that can streamline operations or provide deeper insights into asset performance.

Demonstrate Compliance and Risk Management

Regulatory compliance and risk management are top priorities in asset management. Demonstrating an understanding of these factors and how your product helps address them can set you apart.

Tip: Provide examples of how your product adheres to industry regulations or has enhanced risk management for other clients.

Highlight Scalability

As asset management firms often handle varying scales of assets, they need solutions that can grow and adapt with their business. Highlight the scalability of your product or service to meet their expanding needs.

Tip: Illustrate past examples where your solution scaled according to client growth or evolving market conditions.

Leverage Data-Driven Decisions

Data is crucial in asset management. Showcasing your capability to provide comprehensive, actionable insights through data analytics will catch the attention of decision-makers.

Tip: Share case studies or analytics that demonstrate how your data-driven tools have optimized asset allocation or performance for other clients.

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Want to see more Asset Management companies?

Things to Consider When Prospecting into Asset Management Companies

Common Pain Points and Challenges for Companies in Asset Management

Technology Adoption and Innovation

Client Retention and Satisfaction

Environmental, Social, and Governance (ESG) Factors

Start finding new prospects that match your ICP

Key Decision-Makers and Influencers in Asset Management

Key Departments

Seniority Level

Not joined surfe yet? Sign up to Surfe today

Buying Processes and Behaviors in Asset Management

Value Demonstrations through Case Studies

Long-term Partnership Focus

Not joined Surfe yet? Get 20 free credits

Prospecting Tips for Selling to Asset Management Companies

Need prospects?

Top 10 Asset Management Companies — a guide for sales

Want to see more Asset Management companies?

Things to Consider When Prospecting into Asset Management Companies

Common Pain Points and Challenges for Companies in Asset Management

Environmental, Social, and Governance (ESG) Factors

Start finding new prospects that match your ICP

Key Decision-Makers and Influencers in Asset Management

Key Departments

Seniority Level

Not joined surfe yet? Sign up to Surfe today

Buying Processes and Behaviors in Asset Management

Not joined Surfe yet? Get 20 free credits

Prospecting Tips for Selling to Asset Management Companies