It is still collection boom in March for consultancy networks financial, which collected 5.3 billion euros, a figure that results in growth of 35.6% Compared to a year ago and which brings the total from the beginning of the year to over 14.8 billion euros (10.3 billion in 2024). This is what emerges from the last report of ASSORTESthe association that represents the sector led by Marco Tofanelli.
“The results of March are part of a path of structural growth that confirms the increasingly central role of the financial advice industry in enhancing the savings of Italians”, says secretary Tofanelli, “adding” goals today represent a strategic lever to guide the choices of families towards conscious investments, capable of generating value over time ”
The managed saving pulls the sprint
The push to the collection mainly comes from the products of the Savings managedon which net investments almost tripled for 3,6 MiliardI of euros (+185%), with the involvement of all the macro types of product and, more particularly, of the mutual investment funds.
The collection of investment funds It is in fact almost quadrupled for 1.9 billion euro. The investment choices always favor the collective management of foreign law, on which net resources for 1.5 billion flow, but the liking towards the Italian OICRs for which the balance of movements reaches 412 million euros are also strengthened.
The greatest success is that of bond funds which catalyze positive flows of collection for 1.6 billion of euros, followed by flexible (415 million) and monetary (210 million) products; The balance of balanced funds (-234 million) and shareholders (-161 million) are still negative.
Asset management and insurance products
THE Insurance/social security products The Second asset class of the gesture for monthly collection volumes, with clear prizes paid that are worth 933 million euros, almost tripled value (+172%) compared to the data of the previous year. The tendential growth dynamics involve the Unit Linked (561 million) and the Traditional life policies (122 million), while the multiram products (174 million) are in minimal contraction.
Net collection in individual property gestions it stands at 697 million euros (+71.2% on year); The growth compared to the previous year is mainly attributable to the securities management management, involved by net flows for 419 million. The total since the beginning of the year stands at over 1.7 billion, being almost tripled compared to a year ago.
Savings administered in contraction
There net collection made on administrative financial instruments, albeit down (-67.4% a/a), it is confirmed on significant amounts, with 1.7 billion euros collected, also due to the success of the placement of corporate bonds (867 million) on the primary market. Positive balance also for shareholders (217 million) and government bonds (255 million), with the latter, however, in a strong slowdown.
Pull liquidity lessalso considering the erosive effect of inflation, which penalizes unproductive resources. The net flow of resources to Current accounts and deposits It is therefore confirmed positive, but remains on very contained amounts (62 million).
