Market Size
The Italian private wealth asset pool managed by banks and insurance companies stands at over 2 trillion euros in December 2017, numbers provided by Assogestioni.
Solutions offered to wealth management clients have an open architecture nature, using best-of-breed building blocks.
Access
Erasmus Capital Partners has longstanding relationships in the Italian market. Senior Manager Cor Dücker is fluent in Italian and has been active in this market for over 10 years, with a proven track record of business development and sustainable client relationships.
Approach
Sustainable client profiles; High involvement in post- sales process/client servicing;
Focus on quality and reliability;
Bridging the gap between client and provider cultures; Expert intermediary; Strict adherence to EU/local rules and regulations.
Inbound service
The Italian market for asset management solutions is big, vibrant and well-developed. The main private wealth pool is managed by banking groups and insurance companies, providing investment solutions to private and retail clients. UCITS funds are the main building blocks for these solutions. The market is highly competitive and reputation and trust are essential to gain market access. Erasmus Capital Partners helps high quality boutiques to develop their business in Italy.