Culture Archivi

PRIVATE BANKING AND GENDER EQUALITY

AP Private | February 2024 One hundred and thirty-five are the years that, according to the latest edition of the Global Gender Gap Report drawn up by the World Economic Forum, still separate us from full equality between men and women. In the same report,

THE PHILANTHROPIC EXPERIENCE OF WEALTHY PEOPLE IN ITALY

AP Private | July August 2023 In Italy, donations amount to €10 billion a year, that is only 0,2% of Italy’s total assets, which currently stands at €5 thousand billion. And yet, Americans, who are only six times as many, donate forty-eight times as much.

PLEASURE ASSETS: THE NEW RENAISSANCE

AP Private | February 2023 2022 is a year to be forgotten by the faint of heart who decided to invest without the support of a good financial advisor. However, the wind will soon change in favor of those who managed to keep their nerve.

THE VALUE OF COMMUNICATION

Advisor | January 2023 The man who stops advertising to save money is like the man who stops a clock to save time. This quote, attributed to Henry Ford, is very timely even for financial networks and banks. FINER’s annual monitoring on over 6.000 financial

YOUNG PRIVATE CLIENTS GROW

WeWealth | October 2022 75% of the wealth owned by private clients born between 1946 and 1964 (the boomers), in the next 10 years will pass into the hands of millennials. A generation, that of those born between 1981 and 1996, which today maintains a much more

FINER HOSTS A TALK ON ART AND COLLECTING WITH CHRISTIE’S

ArtsLife | 24 September 2022 On the evening of Thursday, September 15, an unprecedented round table was held in the heart of Milan. A meeting between professionals and amateurs of contemporary art. The occasion was the presentation of the first catalogue of Galleria Indice, a

RISK OFF RISK ON

Insurance Daily | May 2022 Let’s imagine two buttons, one green and one red. The green button defuses risk, while the red button triggers it. However, we are not dealing with an explosive device, but rather with the huge potential of offering protection tools together

PHILANTHROPY: AN APPEAL TO PRIVATE CLIENTS

AP Private | May June 2022 In the UK and the USA, affluent people compete to see who donates more. And what about Italy? To answer this question, Fondazione Italia Sociale and Finer Finance Explorer have conducted 1.375 interviews to people whose financial wealth stands

IF REAL, ESG INVESTMENTS YIELD MORE, BUT NOT EVERYONE KNOWS

Investire | May 2022 Surely, ESG investing is politically correct. However, just like any other big trend, sustainable investing is likely to lose a bit of shine as its novelty fades away. Let’s start from what, according to many, should be a given: ESG investing

FAMILY-DRIVEN FINANCIAL NETWORKS AND BANKS

Bluerating | April 2022 Family businesses are a distinctive feature of our Country. In most cases, they are small or very small businesses that occupy niche sectors of the market, where the distinctiveness of the funder and of their few followers are at once a

BEYOND COUNTRY AND OWNERSHIP: ART IS A BOUNDLESS LANGUAGE

WeWealth | April 2022 Had we not been in the midst of a conflict, the request made by the Russian Minister of Culture to his Italian counterpart to quickly repatriate the artworks lent to ongoing exhibitions between Milan and Rome would have sounded quite humorous.

ART AND FINANCE, A MILLENARY CONNECTION

Interview on ArtsLife | March 2022 The connection between art and the market is paramount for analyzing and understanding the intricate system of contemporary art. The market includes of course the auction market and the small number of big names who share the largest piece

ITALIAN COMPANIES, AN UNEASY GENERATIONAL SHIFT

Be Private | March 2022 Small and medium-sized businesses have a key role in the Italian economic fabric. They represent about 92% of active businesses and hire 80% of the workforce. Over the next 20 years, in our Country, business management is going to face

GENDER GAP: ARE BANKS BETTER THAN FINANCIAL NETWORKS?

Advisor | March 2022 Overcoming gender inequality has a social, economic, and financial value: companies with an equal number of men and women both overall and in top positions generate more profits. What is the current situation of financial networks, private and universal banks in

THE ANCIENT, OUR CONTEMPORARY

We Wealth | February 2022 The ancient and the contemporary do not always maintain easy relationships: filiation, lineage, legacy, and hierarchies generate struggles between the artists of today and the artists of the past. And the sudden changes in taste, dictated by thousands of reasons

PRIVATE BANKING, THE VALUE OF TRAINING

AP Advisor Private | January 2022 In the collective imagination, private bankers have come to represent an élite of sorts within banks and, lately, within networks of financial advisors. Working with high-net-worth individuals, being part of the same milieux and often sharing interests (e.g., golf,

THIS IS NOT A COUNTRY FOR PHILANTHROPISTS (BUT IT WILL BE)

Gentleman | December 2021 Changing the culture of donation, creating new tools for charity, betting on millennials: these are the goals of Fondazione Italia Sociale, which brings together some of the most important Italian companies By Emanuele Elli In Italy, people donate little and poorly

INNOVATION AND SUSTAINABILITY: TWO SIDES OF THE SAME COIN

AP Private | September 2021 The members of the most affluent population segment, the so called HNWIs, share a high level of awareness towards ESG issues, twice as high as their less affluent compatriots. In fact, having had their most basic needs met, HNWIs become

PRIVATE BANKING: BEWARE MILLENNIAL CLIENTS

AP Private | May-June 2021 After having assisted a client for years, any private baker who is suddenly dismissed by his client’s descendants must feel great frustration. It is one of the first rules of financial consultancy: when a patrimony is very articulated and complex

IN THE STORM. A TURBULENT SEA OF UNCERTAINTIES, NEW HORIZONS AND SECURITY NEEDS

May 2021 It can be a change of government or Janet Yellen’s personal initiatives, the shimmering mood of the ruling class in China, the whims of AstraZeneca, the off-and-on reopening of schools, the amount of work which increases for some and decreases for others, the

THE IMPORTANCE OF REMUNERATION

Bluerating | May 2021 Remuneration is crucial for two reasons. The first and most common reason is that money is necessary to live and satisfy needs, which tend to evolve throughout life. In 1954, the psychologist Abraham Maslow introduced a motivational theory comprising a five-tier

NATURE AND FREEDOM: ARTISTS AMONG THE ELEMENTS

We Wealth | March 2021 After many months in lockdown, the imagination wanders towards open spaces, where the art of people dialogues with the living forces and forms of nature. Their meeting, frequently celebrated by ancient peoples, has known moments of prosperity. The term “third nature”

Behavioural finance and the insurance industry

Insurance Connect | October 2020 Italians are frequently mocked for their poor financial education. Admittedly, the data are unforgiving: 795 billion euros are currently deposited in non-interest-bearing accounts, less than one Italian out of ten has home insurance, and we could add hundreds of other

The fragile and reckless lives of art

WeWealth | July 2020 Recent antiracism protests in the United States, Great Britain and elsewhere saw the toppling of statues representing figures that may offend political, ethnic or religious sensibilities. Statues of Christopher Columbus – guilty, according to some interpretations, of having paved the way

New codes of communication

How much do you love your mother? How much do you love your mummy? Same question, different answers, as shown by a study conducted on a sample of Italian people at the University of Milano-Bicocca.

New vulnerabilities, savers in search of protection.

A unique opportunity. Insurance Daily | May 2020 The issue of new vulnerabilities related to ESG themes has been on the agenda of all stakeholders since before the pandemic. We need only read the letter written in January 2020 by Larry Finch, Founder & CEO of BlackRock, the largest asset management company (7 million dollars): “We are on

Communication between HNWI

and private bankers in the time of coronavirus We Wealth | May 2020 How has the communication between HNWI clients and bankers changed in the time of lockdown? Let’s start with two emblematic cases, the product of ethnographic observations confirmed by the results of a

Starting over:

guidelines for fas and financial networks Bluerating | May 2020 Financial advisors and financial networks have never been so close to their clients – their prompt response to the emergency is characteristic of an industry carrying in its DNA proactivity, empathy and sympathy with clients.