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GATELAB
Italy
B
101-250 Employees
1989
Key takeaway
LSEG offers comprehensive wealth management solutions that leverage its extensive financial data and capital markets expertise, supporting the growth and stability of advisors and investors.
Reference
Product
Wealth Management Solutions | Data, Markets and Services | LSEG
Discover LSEG's wealth management solutions & learn how our leading financial data, capital markets & post-trade services can help support your business.
Valori Asset Management
Italy
B
11-50 Employees
2014
Key takeaway
Valori Asset Management addresses the needs and requirements of its clients by taking comprehensive care of their wealth, ensuring a full alignment of interests. Established in 2014, the company offers innovative and independent services aimed at supporting both private and institutional clients in achieving their financial goals.
Reference
Core business
Home - VALORI ASSET MANAGEMENT
Wealth Masters - Persone & Patrimoni
Milan, Italy
B
11-50 Employees
-
Key takeaway
The company offers a comprehensive wealth management service through a team of experts, including lawyers and tax advisors, aimed at guiding clients through all stages of their financial lives. Their services are designed to manage and protect individual and family assets over the long term, addressing potential risks related to personal and business activities.
Reference
Core business
Wealth Masters – Persone & Patrimoni
Wealth Masters è un Network professionale che mette a profitto in maniera sinergica le diverse esperienze e competenze di professionisti del settore legale e fiscale.
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HERITAGE CAPITAL MANAGEMENT L.T.D
Segrate, Italy
B
11-50 Employees
2015
Key takeaway
HERITAGE CAPITAL offers comprehensive financial services, including investment banking and capital raising, which are essential for effective wealth management. With expertise in both debt and equity, they cater to high net worth investors and corporations, ensuring access to capital and strategic financial advice.
Reference
Core business
Heritage Capital Management
Objectway
Milan, Italy
B
501-1000 Employees
1990
Key takeaway
Objectway is dedicated to transforming wealth management through its innovative Software as a Service platform, which enhances the entire value chain for banks, wealth, and asset managers. With a strong presence in the market, Objectway supports over 100,000 investment professionals in managing more than €1 trillion in assets, positioning itself as a key player in the wealth management sector.
Reference
Core business
Objectway Homepage | Objectway
Consulenza e Patrimonio
Milan, Italy
B
1-10 Employees
-
Key takeaway
The text highlights the ongoing concerns about wealth management, particularly in the context of potential taxation on assets. It emphasizes the importance of financial advisors in navigating these issues, suggesting that knowledge and presence in professional networks can significantly impact their effectiveness in managing clients' wealth.
Reference
Core business
Private & Co. – Consulenti, Private bankers e Wealth managers
Consulenti, Private bankers e Wealth managers
Green Stag Asset Management
Milan, Italy
B
11-50 Employees
-
Key takeaway
The Green Stag Platform specializes in asset management solutions, particularly in real estate, finance, and investment, ensuring compliance with RICS Regulation. Their comprehensive services include asset and portfolio management, capital markets advisory, and dedicated support for institutional clients, making them well-equipped to meet unique investment needs.
Reference
Core business
Green Stag AM – Real Estate Asset Management
Open Capital SGR
Milan, Italy
B
11-50 Employees
-
Key takeaway
The company specializes in asset management, offering strategic solutions that focus on both protecting and creating long-term value for clients. Their expertise includes advisory services, asset management, and family office solutions, all designed to adapt to market conditions and support clients in managing their wealth effectively.
Reference
Service
Open Capital | Services
Generali Investments
Trieste, Italy
B
501-1000 Employees
-
Key takeaway
Generali Investments is dedicated to providing clients with access to unique investment opportunities and prioritizes their long-term interests. With a focus on clean energy infrastructure equity investing and a diverse portfolio of specialist capabilities, they aim to help investors unlock opportunities and generate sustainable long-term performance.
Reference
Service
NEW Capabilities redesigned - Generali Investments | Working with you since 1831
Generali Investments is one of the leaders in asset management. We gather the Generali Group’s primary investment companies, leveraging focused skillsets to create and share enduring value with our clients both inside and outside the Group.
LABS Corporate Finance
Italy
B
1-10 Employees
2013
Key takeaway
LABS Corporate Finance is a prominent independent advisory and merchant banking boutique that offers investment banking and corporate finance services, which may be relevant for wealth management. Their expertise in private equity and transaction arrangement further enhances their capability to provide comprehensive financial advice.
Reference
Core business
A UNIQUE ADVISORY AND MERCHANT BANKING BOUTIQUE
Technologies which have been searched by others and may be interesting for you:
In the Wealth Management industry in Italy, several key considerations emerge for potential entrants and investors. Regulatory frameworks are critical, as the sector is governed by both national laws and European Union regulations, emphasizing compliance with anti-money laundering (AML) and know your customer (KYC) protocols. This regulatory landscape can pose challenges, but it also ensures a level of trust and security for clients. The competitive landscape is marked by both traditional banks offering wealth management services and independent advisory firms. Understanding the unique offerings and client segments targeted by these firms is essential. Opportunities abound in sustainable and responsible investing, driven by increasing client demand for environmental, social, and governance (ESG) criteria in investment decisions. Furthermore, the Italian market has shown resilience, although it faces challenges such as economic fluctuations and demographic shifts that affect investment behaviors. The global market relevance of Italy's wealth management sector is significant, as it attracts foreign investment and serves expatriates. Being aware of cultural nuances and local investment preferences is vital for success in this industry. Overall, anyone exploring wealth management in Italy should prioritize a deep understanding of regulatory compliance, market dynamics, and evolving client expectations to navigate this complex landscape effectively.
Some interesting numbers and facts about your company results for Wealth Management
| Country with most fitting companies | Italy |
| Amount of fitting manufacturers | 8 |
| Amount of suitable service providers | 24 |
| Average amount of employees | 11-50 |
| Oldest suiting company | 1989 |
| Youngest suiting company | 2015 |
Some interesting questions that has been asked about the results you have just received for Wealth Management
What are related technologies to Wealth Management?
Based on our calculations related technologies to Wealth Management are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Wealth Management?
The most represented industries which are working in Wealth Management are Finance and Insurance, Consulting, Other, Real Estate, Construction
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