Abstract
Introduction
The country' s serious economic issues are having a major effect on Italy' s
onshore wealthy population, potentially causing them to lose faith in their
wealth managers. To keep clients, wealth managers need to know what this
lucrative customer wants from them, in terms of products, services and
interaction.
Scope of this research
- HNW demographic and attitudinal attributes based on our Wealth Management
Market Leaders Survey 2009
- Extensive primary research from 20 wealth management companies highlights
their strategies for revenue growth, acquiring and keeping clients
- Indepth assessment of how Intesa Sanpaolo' s Italian wealth management
operations are currently perceived
Research and analysis highlights
With 28% of their assets held in cash and near cash products, Italian HNWs
remain conservatively positioned in the face of economic instability. However,
as returns in the lower risk asset classes have all but dried up, there are
signs of a shift in the traditionally risk-averse Italian investment sentiment.
Italian wealth managers are successfully appealing to their clients core needs
such as personal relationships, financial stability, and investment
performance. However, there are a number of areas where weaknesses need to be
addressed. One such area is how proactively wealth managers are bringing ideas
to clients.
The megamerger looks set to provide Intesa Sanpaolo' s wealth management with
advantages in the long run, and currently its brand, image and reputation
continues to fare well despite the tough climate. Its wealth management
offering is seen as particularly impressive at identifying investment
opportunities in the downturn.
Key reasons to purchase this research
- Understand the HNW population' s investments by sector and geography,
appetite for risk, and reasons for choosing/leaving their wealth service
- Assess the threats and opportunities for wealth managers by understanding
how peers are planning to grow revenues, acquire and keep clients
- Gain an understanding of the strengths and weaknesses of Intesa Sanpaolo' s
Italian wealth management operations
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