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Insights

The studies of the Excellence Observatory and the contributions of our professionals

Our studies

After 20 years of growth, a new phase begins for financial advisory networks: the challenge from commercial banks

Milan, 16 July 2026 – After more than 20 years of growth, which led financial advisory networks to exceed €1,000 billion in assets under management in 2025, equal to 26.7% of the investable financial …

03 February 2026

Excellence Consulting study – Bank wealth management: assets grow but revenues per euro managed fall (2019–2024)

Milan, 02/02/2026 – Between 2019 and 2024, in the wealth management segment, Italian banks saw their ability to monetize assets under management decrease despite the growth in fees and indirect fundin…

11 December 2025

Excellence Payments - In 2024 bank fees on payment services rise: +2% to €9.5 billion

Milan, 10/12/2025 – After years of sustained growth, fees on payment services for Italian banks are clearly slowing: in 2024 revenues reached €9.5 billion, up 2% compared to €9.3 billion in 2023, but …

Our contributions

21 September 2026

The client is never just a target

by Francesco Minelli Senior Advisor Insurance & Wealth Management at Excellence ConsultingFor years, financial marketing has thought in terms of segments. Age, wealth, profession, geographical are…

10 September 2026

Pay Transparency and People Strategy: beyond compliance, a new culture of pay

According to the most recent European data, in 2024 women in the European Union still earn, on average, hourly wages 11.1% lower than men. In Italy, the gap stands at 5.3%, one of the lowest figures i…

The feedback that shapes: giving back in order to foster growth

By the Education/Concentric TeamThere is a moment that those who work in training know well. It is when the working group has just completed a simulation, an interview, a role play... a presentation. …