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Archive » June 2012 » Wealth management industry in search of new demand-driven models

Wealth management industry in search of new demand-driven models

Caterina Lucarelli, Simona Maggi
June 2012 - n°6
Jel codes: G23, G11

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

 

 

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