Wealth and individual behaviors among financial need, bias and misbelief

Caterina Lucarelli and Simona Maggi
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Simona Maggi: Associazione Italiana Private Banking

BANCARIA, 2012, vol. 04, 21-34

Abstract: The wealth management industry should re-think its business in order to be more adaptable to the specific financial needs and behaviors of High Net Worth customers; moreover, a particular attention should be paid on programs to increase investors’ financial culture, education and consciousness

Keywords: private banking; analisi dei fabbisogni; politiche di investimento (search for similar items in EconPapers)
JEL-codes: G11 G23 (search for similar items in EconPapers)
Date: 2012
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