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Wealth management - Investments in non financial assets. Technical and organizational aspects

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  • Lippi Andrea

    ()
    (DISCE, Università Cattolica)

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    Abstract

    In recent years private customers have shown a growing interest in investing in non-financial assets such as physical gold, real estate properties, artworks, diamonds and wine. Consequently, two new analysis perspectives became available for scholars' to examine - one within the sphere of portfolio theory, the other related to organizational studies. This study aims at: a) examining the existing correlations between traditional asset class (stocks, bonds and liquidity) and non-financial assets; b) showing the results of a survey based on a questionnaire submitted to a wide range of private banks operating in Italy, aimed at verifying the strategic value of this new business field and the related organization changes; c)examining the sub-advisory organization models which, in our opinion, are more adequate for this new business - therefore, they should be adopted by those operating in this sector in order to offer an excellent non-financial investment service to their clients.

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    File URL: http://www.unicatt.it/dipartimenti/DISES/allegati/dises0850.pdf
    File Function: First version, 2008
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    Bibliographic Info

    Paper provided by Università Cattolica del Sacro Cuore, Dipartimenti e Istituti di Scienze Economiche (DISCE) in its series DISCE - Quaderni del Dipartimento di Scienze Economiche e Sociali with number dises0850.

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    Length: 38 pages
    Date of creation: Jul 2008
    Date of revision:
    Publication status: Published in Review of Economics, Month aaaa, pages nn1-nn2
    Handle: RePEc:ctc:serie2:dises0850

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    Web page: http://www.unicatt.it/Dipartimenti/DISES
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    Keywords: wealth management; private banking; non financial assets;

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