Report cover image

Italy Wealth Management: HNW Investors 2024

Publisher GlobalData
Published Jul 24, 2024
SKU # GBDT19138859

Description

Italy Wealth Management: HNW Investors 2024

Summary

This report sizes the opportunity within Italy's wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of its HNW investors. The report is based on GlobalData's annual Global Wealth Managers Survey.

The Italian HNW market is dominated by professional and high-earning males, while female HNWs and family businesses also present a lucrative target market for wealth managers. In a highly competitive market such as this, advisory mandates have the highest demand, yet offering a multi-service proposition underpinned by a proven ability to demonstrate returns will be key to tapping into demand. A burgeoning appetite for robo-advice coupled with increasing demand for alternatives provide the most significant growth opportunities for wealth managers going forward.

Scope
  • Expats constitute 12.1% of the local HNW population. Despite this proportion being much lower than the regional average, these individuals still represent an attractive target market thanks to their more complex service requirements.
  • Robo-advice accounts for 23.4% of the Italian HNW portfolio and has strong current demand.
  • Equities, bonds, and commodities dominate the average Italian HNW portfolio.
Reasons to Buy
  • Understand Italy's HNW wealth market, including the investment preferences of HNW individuals.
  • Develop and enhance your client targeting strategies using our data on HNW demographics and sources of wealth.
  • Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals.

Table of Contents

1. Demographics
2. Expats
3. Investment Style Preferences
4. Asset Allocation Preferences
5. Offshore Investment Preferences
6. Products and Services
7. Appendix

Pricing

Currency Rates
How Do Licenses Work?

How Do Licenses Work?

The primary function of a report license is to define how many people within a company are authorized to use the purchased report. This is separate to how a report might be delivered. Unless specifically identified otherwise, the purchase option is Single User. Below is a helpful description of that license, along with a sampling of others most commonly offered.

  • This license allows only one user to have access to and to use/read the report. It is not one user at a time or one user group; it is an individual who will be reading and utilizing the report.

  • This license allows for the entire purchasing company to read and use the report. This is the license level that would allow for a report to be placed on an internal company shared drive for access by all employees of that direct company. This license does not extend to parent or sister company use.

  • This license is designed to allow an entire department within a company full access to a report. The departmental license is a great option for companies that have more than one location and the department is spread out all over the country/world

  • This license is for companies that have one location where they want the report to be accessible by all employees within that physical location.

  • This is the most flexible of the licensing options. Some publishers will allow you to get a license for a preset number of people (typically 5). These licenses are ideal for small work groups.

License options are at the discretion of each publisher. As such, not all licenses indicated above are available for every product. If you are uncertain of the best license for your needs or would like a license that is not proactively available, please contact us and we will be happy to assist.

Request A Sample
Head shot

Questions or Comments?

Our team has the ability to search within reports to verify it suits your needs. We can also help maximize your budget by finding sections of reports you can purchase.
Chat Now
Contact Us