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Excellence Observatory : all our professionals' studies
Our studies
14 December 2022
Managed savings - The paradox of listed networks: revenues go up but valuations go down
The situation which sees economic uncertainty at the same time - from high energy prices to out-of-control inflation - and the increase in interest rates, while on the one hand depressing the market v…
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15 November 2022
Wealth Management - One in three seniors prefer insurance companies to banks to buy investment products
Wealth Management - One in three seniors prefer insurance companies to banks to buy investment products moreover, a certain distrust of the banks prevails. In fact, to purchase investment products, on…
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14 September 2022
Banks, 12 billion up in smoke but commissions are rising
Ample space is given to the new research by Excellence Consulting in the printed edition and on the website of Il Sole 24 Ore, which highlights how rates have burned a fifth of Italian credit revenues…
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12 September 2022
New research from Excellence: "Fintech startups aspire to ESG criteria, but few put them into practice"
Fintech startups are aware that ESG criteria are fundamental, but applying them in practice remains difficult. More than 62% of them recognize the strategic importance of ESG criteria - Environmental …
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10 May 2021
Research of Excellence: "Banks that do more consultancy reduce liquidity on customer accounts"
Numerous sector publications such as Advisor, Azienda Banca, Focus Risparmio and Economy Magazine highlight the new research by Excellence - available directly below - which highlights how banks, by f…
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