Recently Released!!!
Date Published: July 3, 2023
Summary PowerPoint Deck: 175 Slides
Reference PowerPoint Deck: 1,015 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the future of retail banking, insurance, brokerage, & investment management in Italy, which presents substantial wealth but also challenges for United States financial services firms, including a different language, currency, & laws. In short, this research defines the future of financial services in Italy and compares these findings to those of the United States in order to provide readers with some perspective. Italy has trends parallel to those in the United States, but also some fundamental market differences. This research is part of Tiburon's coverage of the future of wealth & investment management in Europe.

This research addresses the key historical phases of Italy, including:

• Early Phase
• Maturation Phase
• Stumbles Phase

This research defines distinct markets segments within Italy, including:

• Retail Banks
• Insurance Companies
• Brokerage Firms
• Investment Management Firms

And this research makes several future predictions for Italy, including:

• Moderate Market Growth
• Continued Dominance of Retail Banks
• Growth of Full-Services & Discount Brokerage Firms
• Emergence of Independent Advisors
• Increased Mergers & Acquisitions Opportunities