Table of Contents:
The wealth of savers is on the rise
In recent months, the assets of Italian savers have increased significantly, reaching 879.9 billion euros. This increase, equal to 2.8% compared to the end of June, was supported by a combination of net inflows and the positive effect of the financial markets. According to the report by Assoreti, the association of investment consulting firms, this trend highlights the growing confidence of savers and the ability of consulting networks to adapt to market dynamics
.
Consulting networks and their importance
Advisory networks have demonstrated a significant capacity to attract and manage the assets of savers. Massimo Doris, president of Assoreti, emphasized that the trust of savers and the competence of the networks have made it possible to protect and enhance financial assets. In a context of economic uncertainty, financial advice has proved essential to prevent a wait-and-see approach from compromising the value and purchasing power
of savers.
Details on managed assets
Analyzing the data provided by Assoreti, it emerges that the financial, insurance and social security component of the portfolio reached 754.1 billion euros, representing 85.7% of total assets. Savings deposited in current accounts and deposits amount to 125.8 billion euros, an increase of 9.4% compared to the previous year. In addition, assets managed through specific consultancy reached 125.8 billion euros, highlighting the importance of a personalized consulting service
.
Growing managed savings products
The value of managed savings products showed a significant increase, reaching 546.5 billion euros, with an increase of 15.9% on an annual basis. This result is largely attributable to the positive trend in the financial markets. Mutual investment funds (OICR) saw a valuation of 241.2 billion euros, an increase of 19% compared to the previous year. Individual management, which represents an important part of the portfolio, grew by 17.6%, reaching 89.5
billion euros.
The role of the insurance and social security sector
The insurance and social security sector recorded a value of 215.8 billion euros, with an increase of 12.1% on an annual basis, representing 24.5% of total assets. This sector is proving to be increasingly important for savers, who are looking for solutions to guarantee their long-term financial security. In addition, the contribution of networks to the assets invested in open UCITS is now 450.6 billion euros, highlighting the importance of distributing shares through direct and indirect
channels.
