Finer - research institute

We have been operating in the world of financial research for the past 20 years. And not only.

CF explorer istituto di ricerca finanziaria CF Explorer

Annual monitoring of a significant sample of the over 25.000 financial advisors with an active mandate operating in the major Italian networks.

TOP CF Explorer TOP CF Explorer

Annual monitoring of a significant sample of financial advisors with above-average portfolios and a high concentration of private clients; they represent the top 10% of FAs, managing over 30 % assets under management.

PB Explorer Private Bank Explorer

Annual monitoring of a significant sample of private bankers and wealth managers operating in the main Italian private banks, divisions or business units of large banking groups, specialized banks and networks of financial advisors.

Bank Manager Explorer Bank Manager Explorer

Annual monitoring of a significant sample of bank managers working with the segment of most affluent customers of the main banks operating in Italy.

Fund Selector Explorer Fund Selector Explorer

Annual monitoring of a significant sample of Italian fund selectors, chosen from among the most influential fund buyers, institutional investors (pension funds, insurance, provident funds).

insurance explorer Insurance Explorer

Annual monitoring of a significant sample of the key stakeholders of the insurance industry: top managers, agents, agents’ associations, sub-agents, sales managers, inspectors, brokers and end clients (corporate and private).

Finance Mirror Finance Mirror

Annual monitoring of a significant sample of Italian savers and investors (mass market, affluent, private and HNWI) whereby possible cognitive dissonances between those who invest and those who propose investments are investigated.

We believe in fair and respectful financial practices, dictated by accuracy and sustainability. Our high profile marketing research and studies target the areas of economy and finance and aim at translating results into tangible actions.

On focus News from Finer Finance Explorer

FINANCE AND PROTECTION: WHEN TRUST IS EVERYTHING

Insurance Daily | May 2023 Trust is the cornerstone of any personal relationship, all the more when it comes to protection and asset management. EGEA has recently published “Fiducia Sostantivo Plurale,” an insightful book by Sergio Sorgi and Francesca Bertè. In it, the authors and

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PRIVATE BANKING AND ELECTIVE AFFINITIES

AP Private | May 2023 Elective affinities, that is the mutual attraction between two or more people with common interests and tastes, are the core of any personal relationship. Likewise, the relationship between bankers and clients is driven by elective affinities. With one substantial difference:

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HOARDERS, HEIRS, OR SPECULATORS

Wall Street Italia | May 2023 Wealth is gained through either speculation, hoarding or inheritance. In the event of inheritance, wealth can be managed in different ways, with or without a sense of responsibility. In this respect, below are the words of the lawyer Gianni

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On focus News from Finer Finance Explorer

Fill Rouge

The awareness of the past helps us to better understand the present and find our way to the future.

presentazioni finer centro studi e ricerche di mercato

Institutional Research

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