Generali, Donnet wants to arrive at the investor day of January 30 with a draft of the agreement with Natixis in hand that will guarantee Generali a hook to grow in asset management: key board meeting of January 20
In 2025, Unicredit is preparing to reorganize mergers and alliances, starting with an agreement with Prelios for impaired loans. Meanwhile, it is playing the game with Amundi for managed savings, with new moves coming
For Anima, November closed with a positive net collection in managed savings (formerly branch I insurance delegations) of 3 million euros (+660 since the beginning of the year)
According to rumours, the negotiations fell through due to doubts over the distribution of control of the enlarged entity
Anima continues to trade above the price of Banco Bpm's takeover bid, raising doubts about buyers and strategies. The relaunch of the offer is possible, but the situation is complicated by the interest of Unicredit and the role of Mps
With a $1,5 billion offer and a 24,9% premium to the average price of the last six months and 8,5% to Tuesday's close, the move aims to shield Anima from potential foreign takeovers and prepare the ground…
The agreement establishes a partnership in which Eurizon will offer its products in Greece, supporting and enhancing the offer of Eurobank Asset Management
After Burberry's alarm comes that of Hugo Boss, while Richemont holds up despite the decline in Asia. European stock markets ignore Powell and Wall Street's records and are in the red
In May, Banca Generali raised 648 million euros, bringing the annual total to over 2,9 billion. Demand for investment products and services has doubled and flows into domestic products have tripled
New episode of the Finance Guide: what is behind the growth of real estate funds? In Europe since the beginning of the century their net worth has increased 7 times and exceeds one thousand billion euros
Canè: "We want to present ourselves as the most relevant Italian operator in investments in private markets". In addition to private equity, there are also other asset classes, such as private debt or infrastructure investments and real estate
Saturday's episode of the Financial Guide, created by REF Ricerche in collaboration with Allianz Bank Financial Advisors, and published in 16 languages by FIRSTonline will be dedicated to the importance of insurance products in the household portfolio. Riccardo Sabbatini, journalist…
Sale to Goldman Sachs. Azimut's initial investment in Klim was 60 million. In March Azimut announced the spin-off of part of the financial advisor network to create a fintech bank which should be listed within 6-9…
Asset managers recorded losses in the fourth quarter of 2023, with annual outflows close to 50 billion euros - Open-end funds continue to lose, but bonds end a golden year
Fineco, Interpump, Telecom Italia and Campari drag down the Ftse Mib which defends with its teeth the psychological threshold of 30 thousand basis points - Wall Street anxiously awaits the Fed meeting scheduled for this week but it is not…
2023 in Italian managed savings sees an increase in assets thanks to the market rally, but redemptions for the industry are close to 50 billion. Assogestioni data
Intesa Sanpaolo and Centro Einaudi presented their survey on the savings and financial choices of Italians in 2023. With the rush for bonds, the stock market remains a minority choice. However, 48% of wealth remains liquid
The two protagonists of managed savings publish positive data on November collections. For Finecobank the cumulative figure exceeds 7,5 billion, for Banca Generali it exceeds 5 billion, in line with 2022
On the horizon there are major changes in trends and huge transfers of wealth between generations: the sector is preparing
Kairos manages almost 5 billion euros in assets, with products and services aimed at high-end customers, while Anima has around 190 billion in assets under management
The sale of the Italian financial boutique is not just a question of money. The management of the founding members is also at stake. With Anima, an all-Italian managed savings giant would be created
Uncertain morning on Wall Street, but European stock markets regain strength - Oil rebounds, while gas catches fire - deflation appears in China
According to Assogestioni's usual survey, the losses affected equity products - Only bond funds were positive - Total assets also fell, to 2.228 billion, penalized by a negative market effect
With an unexpected push in the middle of the morning, the European lists reacted to the streak of declines that has lasted for six sessions. The rebound, which coincided among other things with the release of new negative data from Germany (production…
Investments and the market rally buoyed the accounts of the world's largest investment firm in the second quarter. Adjusted earnings per share were $9,28 per share, up 26% from $7,36 in the…
Kairos is one of the historic Italian leaders in assets under management, with over 5 billion in assets. In recent days, the assembly of shareholders had to note a 2022 budget loss of almost 9 million
Banco Bpm stock boom after the excellent accounts presented by Castagna and consolidation rumors - Asset management is bad despite the excellent quarterly results
The independent financial advisory firm sees an increase in returns on both equities and bonds in the medium term
US labor data have a positive influence on Wall Street and the European stock exchanges, except for the Ftse Mib which pays for the fall in asset management
The transaction makes it possible to accelerate the strategy of Banca Generali's 2022-2024 business plan, consolidating the "positioning in the field of sustainability". It comes following the control by Allfunds, which closes 2022 with a profit of +16%
In a very difficult year for the markets, flows slowed down compared to the boom of 2021. Equities shine with over 21 billion
Ad Foti: for savers we have a wide and diversified range of products which has protected them from inflation. Brokerage revenues are solid, asset management is growing
Uncertainty, prudence, but also the difficulty of choosing how to invest underlie the behavior of Italian savers. We need more financial information. This is what emerges from the Savings Survey presented today by Intesa Sanpaolo and the Einaudi Centre
The total assets of the asset management industry are still decreasing, falling to 2.282 billion. Open funds are also negative by 328 million, while bonds float (+ 20 million)
World's largest investment firm predicts factors could triple investment in bond ETFs by 2030
It's official: the markets are in a rare situation, with stocks and bonds moving in the same direction. What can the investor do then? Here are some tips
Perissinotto, Marzotto and Baroncelli compare their views on the subject of ESG from three different angles. At the Salone del Risparmio which opened yesterday in Milan
Unanimous nomination for the manager of Generali Investments partners sgr, who will lead the Italian asset management association for the next three years
The Group is confirmed as one of the leading private banks in Europe with assets under management at an all-time high and net inflows of over €15,7 billion. Asset management is growing
When yields are close to zero, the high yield market can be a good alternative, but beware of volatility. Ver Capital then focuses on super short sectors
INTERVIEW WITH LUCA TOBAGI, Investment Strategist of INVESCO - In 2022, the substantial liquidity in Italy could be channeled to the underlying economy and inflation will remain contained. No Big Tech or Big Pharma speculative bubbles are on the horizon: there may be a correction, but…
The institute led by Gian Maria Mossa has updated its monthly and annual collection records - The CEO: "Goals higher than estimates"
In the third quarter, net inflows reached 18,5 billion, while in the 9 months subscriptions reached 70 billion euro, marking the best result since 2017
The private bank of the Intesa Sanpaolo group has recorded a new all-time high in assets under management and the best inflows ever in 9 months - The CEO Corcos: "We are a sustainable service model capable of generating value over time"
After having lived through two difficult years due to the continuous revolutions imposed from above, in 2021 the collection returns to positive - Alternative PIRs are doing well - What prospects for the future?
Selling day on all European stock exchanges and partly on Wall Street - The drop in business confidence in Germany also weighs - Sharp decline in Piazza Affari, where pharmaceutical stocks suffer above all
The shock wave of the Unicredit-Mps project also shakes asset management, starting with Anima Sgr but not only - Mediobanca hunting for prey - Here are the objects of desire
The Group led by Carlo Messina also received awards for the quality of the service offered and the best financial disclosure among the Italian Large Cap companies. Marco Delfrate best Investor Officer in Italy
Piazza Affari is among the liveliest stock exchanges and marks an increase of 0,5% thanks to the progress of industrial stocks (Prysmian and Cnh above all) and asset management (Azimut and Banca Mediolanun)
According to Assogestioni's monthly map, managed assets have dropped below 2.460 billion, from the record of almost 2.470 in March. Intesa Sanpaolo is the first group
While the boom in low-cost passive management continues, France is preparing the new national ETF champion and laying the foundations for European leadership in the sector. Closing by February 2022
The initial portfolio includes loans for 200 million, with the aim of supporting SMEs.
Despite Covid, 2020 closed for Fineco with revenues growing by 17,9% and a record net profit of 324,5 million (+19,2%)
Record December for asset management groups. Banca Generali is close to six billion in 2020, Fineco one step away from 100 billion in assets. Azimuth grows. Waiting for Eurizon, on Mediolanum. And the stock market applauds
In the month of November alone, net inflows amounted to 406 million - CEO Mossa: "Despite the pandemic, we achieved last year's achievements in advance".
The Intesa Sanpaolo group company wins as the best “European Asset Management Company of the Year, with over 100 billion euro”.
During Assogestioni's R-Evolution event, there was talk of the post-Covid challenges and the role of savings as an engine of future evolution - Perissinotto (Eurizon): "the best choice is a diversified asset allocation with a risk or volatility component higher".…
INTERVIEW with TOMMASO CORCOS, CEO of Fideuram-Intesa Sanpaolo Private Banking and chairman of Assogestioni - "It is precisely in times like these that we must not lose sight of the basic objectives of our investment choices" - "The reaction of…
Kairos launches Kais Renaissance Eltif, a closed-end alternative investment fund that fits into the alternative PIR market launched by the relaunch decree - Here are all the features of the new product
In the first half of the year, net inflows from assets under management were positive by €1,367 billion, an improvement over the same period last year (+€1,19 billion)
The pet economy is increasingly attractive for medicine manufacturers and for the asset management industry which is driving investments in veterinary healthcare. With excellent returns on capital for shareholders
With the relaunch decree, the PIRs split in two. Investors will be able to choose between traditional plans and alternative plans: here are the most important differences (and similarities) and the main innovations introduced by the new legislation
Asset management timidly emerges from the shock of Covid-19: Assogestioni's monthly map shows a recovery after the collapse in March.
According to Assogestioni's quarterly map, the asset management industry is paying the consequences of the coronavirus, but also the previous uncertainties of the macro-economic situation
In America BlackRock changes hands and ends up under the umbrella of the Fed while in Milan the banking group led by Foti has won new customers with the pandemic and the rally continues after the quarterly. And it could lay the foundations…
The slowdown in infections gives confidence to the markets - Stock markets all up and, at midday, Piazza Affari is among the best stock exchanges in Europe
The holding company which collects around 20% of Azimut's capital announces its intention to strengthen its capital - The operation would involve around 3% of the company's shares
After the January record, assets drop to 2.292 billion, while inflows are negative for 405 million - Open-ended funds are suffering, fleeing equities - The results of the main players
Negative inflows in January of -4,7 billion, but assets continue to rise, reaching a new all-time high
Zero trading commissions for those who use Finecobank's Plus and Advice services - The novelty will be operational from March.
Tommaso Corcos, at the helm of Eurizon since 2013, presented the latest results before joining the Private Banking division of the Intesa Sanpaolo group: profit and equity grew by 11% in 2019.
The figure compares with the 152 million in funding in December 2019 and with the 142 million in January 2019. Stock up
Money Monitor 2019 by Lyxor Etf Research - Assets rose to 234 billion (+40%) - ETFs hold 7% of the assets of European funds - The bond asset class did well, the equity class contrasted - Inflows of 16,4 billion …
Acceleration in December, when the bank led by Gian Maria Mossa raised 614 million - The CEO: "A year of strong growth in a difficult time for the savings industry"
In the monthly map of managed savings, Assogestioni reports a new record for assets, reaching 2.271,7 billion - Positive collective and portfolio management
The global private equity firm has closed its Permira VII buyout fund, reaching its maximum funding limit.
The words of Banco Bpm's number one on a possible future merger with Ubi make it clear that a new season of banking combinations has already begun - Here are all the wedding candidates, which also concern asset management
Last month the asset management industry raised 3,8 billion - Boom in open-ended funds, minus sign for portfolio management - Bonds and money market are on the rise
The third largest French bank is evaluating the opportunity to sell or marry off Lyxor, the pearl of asset management, and the Paris Stock Exchange rewards it
According to Assogestioni's monthly map, it is above all open-ended funds that are favoring the recovery, which catch their breath after the red slump in May - New record for assets under management at 2,195 billion.
Galeazzo Pecori Giraldi takes the place of the founder Antonello Manuli - The family confirms its commitment to society
Redemptions from Natixis H20 funds are also strong among Italians due to the riskiness of illiquid securities and the conflicts of interest of the company's founder - The fear is that redemptions will be blocked
Total assets including assets under administration stood at 54,6 billion at the end of May, of which 42,2 billion refer to assets under management
In April, net inflows were negative by 3,9 billion euro, but assets reached a new all-time record with assets of 2.171 billion
Net inflows recorded a drop of 3 billion due to the difficulties that weighed down the entire sector - Commission margin at 166,7 million - Corcos: "Positive trend, we are confident we can achieve the objectives set for 2019%.
Assets reach 2.144,3 billion euros, but after the negative data in February, funding is still decreasing - Savers are cautious, fleeing equities and pouring into bonds
Santo Borsellino was instead appointed Chairman of the savings management company of the Trieste group.
From 16 April Fabio Bariletti will be the new CEO of Kairos in place of Paolo Basilico, who has decided to take a step back and remain in the group as an advisor
The theme of the tenth edition of the Salone del Risparmio, in Milan until 4 April, is that of "sustainable, responsible, inclusive" savings: this is why ESG will be the norm for funds and portfolios in a few years - Corcos (Assogestioni): …
2019 was with net inflows of +55,3 billion, but the figure was "doped" by the internal movements of the Poste group and therefore not indicative of the moods of Italian savers - All data from Assogestioni for the month of…
The race of the Milan Stock Exchange continues, at the top for 4 months - Today it is Fineco, Azimut and Banca Generali who are taking the lead on the Ftse Mib which is now one step away from the psychological level of 20 points…
Eurizon Capital ranks first in Italy for net fund inflows in asset management with over 4 billion euro - Intesa San Paolo Vita, the insurance hub of Intesa San Paolo improves net income by 5,1% with…
The last month of 2018 closed with positive net inflows for the networks of financial advisors enabled for door-to-door selling: 2,6 billion, a third more than in November.
According to Assogestioni's monthly map, net inflows in December amounted to 1,5 billion euro, an improvement compared to -4 billion in November - In the ranking by company Eurizon Capital of the Intesa Sanpaolo group remains…
The asset management industry is looking for a new balance, for which performance, costs and information asymmetries can make the difference: this is what Morningstar's analysis says.
In November, funding closed at -4 billion euro. The annual balance remains positive for 8,8 billion, but compared to 2017 the comparison is abysmal: last year in the same period funding traveled towards an altitude…
According to the Assogestioni map, after the outflows in the second quarter, funds raise 4 billion in the third - Portfolio management is good, bonds are bad, PIR compliant funds are slowing down - Funds raised at 13,8 billion from the beginning of the year.
The value of assets under management as at 30 September 2018 amounted to 312 billion euro, an increase of 1,5% compared to September 2017. Commission margin up 7% - On open funds raised 4,8 billion: Eurizon is at…
In September, Assogestioni's monthly map shows a decrease in net inflows compared to the results of August when it amounted to 2,54 billion and reveals the escape from bond funds at -2,2 billion. Amundi flies to +1,388 billion
Surprise move by Banca Generali which has made a binding offer (already accepted by the counterparty) to acquire 100% of Nextam Partners, a Milanese financial boutique active in asset management and large wealth management - Generali launches the acquisition of…
