Content of the study:
The wealth management market - Italy

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MARKET OVERVIEW

1.1 Introduction

Asset management refers to the set of activities revolving around the investment of funds on behalf of customers in portfolios containing different types of assets (e.g. financial, real estate, land, art) with the aim of optimizing the return while limiting risk. The typical products offered by asset management consulting firms are savings, life insurance and investment products (equity, bond, currency and commodity portfolios).

In this context, asset management is structured around 3 main activities:

  • The creation of a balance sheet: professional, economic and familiar situations;
  • The implementation of an investment project: risk aversion, objectives in terms of return, etc. ...;
  • The management and investment of capital: according to predefined criteria of profitability, risk, transmission, financial flows, etc....

Asset management is often in the hands of large banking groups, mainly retail banks (Société Générale, BNP, etc.) or investment banks (Rothschild, Lazard, etc.), or insurance groups. Independent consulting firms, which were already present in the past, have recently experienced strong growth thanks to digital technologies, in particular thanks to the arrival on the market of "Robo -advisors". Italian individuals are increasingly oriented towards safe, transparent and efficient asset management, parameters to keep in mind in a context that is progressively more competitive on the supply side.

DEMAND ANALYSIS

MARKET STRUCTURE

ANALYSIS OF THE OFFER

REGULATION

POSITIONING OF THE PLAYERS

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Analysts 1 sector analyzed
in 40 pages
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Reviews (3)

Reviews (3)

The wealth management market - France

Publicado en 18/05/2023 by Nicolas BERMIS - Société en création

L'étude de Businesscoot m'a permis de bien dégrossir le marché sur le plan macro, en résumant les grandes tendances, pour un coût acceptable ! Merci, cela a pu contribuer à appuyer mon projet!


Businesscoot Response:

Merci beaucoup Nicolas pour votre commentaire :)

The wealth management market - France

Publicado en 14/02/2022 by David Ninitte

Excellent study to discover. Bravo for the quality of your content. Sincerely


Businesscoot Response:

David, thank you for your comment.

The wealth management market - France

Publicado en 15/12/2021 by Jean Philippe Perrin


Businesscoot Response:

Hello Jean Philippe, Thank you for the rating you have given to our study. :)

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