IDEAS home Printed from https://ideas.repec.org/a/ban/bancar/v06y2012mjunep22-33.html
   My bibliography  Save this article

Wealth management industry in search of new demand-driven models

Author

Listed:
  • Caterina Lucarelli

    (Università Politecnica delle Marche)

  • Simona Maggi

    (Associazione Italiana Private Banking)

Abstract

A survey on the Italian wealth management industry outlines the opportunity to re-think a service model in which the size of wealth under management is integrated with new criteria to cluster customers, that also consider the client’s risk propensity, the time horizon and the need to diversify investments.The aim is to cope with behavioral and emotional biases characterizing individuals in investment decisions

Suggested Citation

  • Caterina Lucarelli & Simona Maggi, 2012. "Wealth management industry in search of new demand-driven models," BANCARIA, Bancaria Editrice, vol. 6, pages 22-33, June.
    • Handle: RePEc:ban:bancar:v:06:y:2012:m:june:p:22-33
    as

    Download full text from publisher

    File URL: http://www.bancaria.it/en/wealth-management-industry-in-search-of-new-demand-driven-models/
    Download Restriction: no
    ---><---

    More about this item

    JEL classification:

    • G23 - Financial Economics - - Financial Institutions and Services - - - Non-bank Financial Institutions; Financial Instruments; Institutional Investors
    • G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:ban:bancar:v:06:y:2012:m:june:p:22-33. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    We have no bibliographic references for this item. You can help adding them by using this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Francesco Emiliano Tani (email available below). General contact details of provider: https://www.bancaria.it .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.