Introduction to wealth management in Italy
In recent years, the wealth management sector in Italy has experienced significant growth, thanks to the adoption of digital tools and an increasingly widespread consulting network. Intesa Sanpaolo, one of the leading Italian banks, recently published quarterly results showing an increase in revenues deriving from its wealth management, Protection & Advisory activities. With around 100 billion euros in customer financial assets, the bank is positioned as a leader in the sector, focusing on innovation and quality of services
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Growth and innovation strategies
A key element of Intesa Sanpaolo’s success is represented by the excellent digital tools that the bank has implemented. These tools not only improve operational efficiency, but they also provide customers with a personalized and interactive experience. In addition, the consulting network, which currently has about 17 thousand professionals, is expected to grow to 20 thousand by 2027, guaranteeing increasingly dedicated and specialized support
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Financial activities and 360-degree consultancy
Intesa Sanpaolo highlighted that financial assets managed through consulting services amount to 134 billion euros, an increase of 27 billion compared to the previous period. This result is the result of an integrated strategy that combines the Private Banking, Asset Management and Insurance divisions, creating a unified structure for wealth management. The goal is to accelerate growth and promote greater integration of product factories, thus improving the offer for customers
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Fideraum Direct: the digital platform for private banking
Another important step in Intesa Sanpaolo’s strategy is Fideraum Direct, a digital wealth management platform that aims to reach around 150 thousand customers by 2025. Currently, the platform has around 74,200 customers and manages 2.84 billion euros in financial assets. This initiative demonstrates the bank’s commitment to responding to the needs of a constantly evolving market, where digitalization plays a crucial role
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Conclusion
In summary, Intesa Sanpaolo is successfully tackling the challenges of the wealth management market, thanks to a combination of innovation, growth of the consulting network and integration of services. With a clear vision and well-defined strategies, the bank is ready to consolidate its leading position in the sector, offering customers increasingly personalized and high-quality solutions
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