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Summary and extracts
1 Market Overview
1.1 Introduction
Asset management refers to the activities that revolve around the investment of funds on behalf of clients. The money is invested in portfolios containing different types of assets (e.g., financial, real estate, land, art) to optimize returns while limiting risk. 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 budget: professional, economic, and family situations;
- The implementation of an investment project: risk aversion, return objectives, etc...;
- The management and investment of capital: according to predefined criteria of profitability, risk, transmission, cash flows, etc...
Asset management is often in the hands of large banking groups, especially retail banks (Société Générale, BNP, etc.), investment banks (Rothschild, Lazard, etc.), or insurance groups. Independent advisory firms, which were already present in the past, have recently experienced strong growth thanks to digital technologies. "Robo-advisors" have particularly contributed to this growth. The Italian population is increasingly fond of safe, transparent, and efficient wealth management. These parameters should be kept in mind in a progressively more competitive supply-side environment.
List of charts presented in this market study
- The asset management market - Expected market size
- The Asset Management Market - Segmentation by Asset Class
- The Asset Management Market - Segmentation by Intermediary
- The Asset Management Market - Number of Entities
- The Asset Management Market - Number of Employees
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Latest news
Generali strengthens its position in asset management - 12/07/2023
- The competing asset managers have the following assets under management: Amundi (€1,935 billion), Natixis IM (€1,112 billion), AXA IM (€823 billion) and BNP Paribas AM (€555 billion)
- Acquisition of Spanish Liberty Seguros and Taiwanese Conning
- Conning's assets under management are estimated at 144 billion euros.
- Generali Investments Holding's total assets under management will increase to 775 billion euros
Generali acquires Liberty Seguros for 2.3 billion euros - 18/06/2023
- Italy's leading insurance company, Generali, acquires Liberty Seguros for 2.3 billion euros.
- generali's biggest acquisition in ten years.
- Liberty Seguros has a portfolio of over 1.2 billion euros in premiums in 2022.
- Liberty Seguros has around 1,700 employees and 5,600 intermediaries in its markets.
- Generali acquired the Italian insurer Cattolica in 2021 for 1.2 billion euros
- Generali acquired the La Médicale group in February 2022 for 435 million euros
- Generali achieved a net profit of 2.9 billion euros in 2022.
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the wealth management market | Italy
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