Assoreti, the customer portfolio stands at 732 billion

Assoreti the customer portfolio stands at 732 billion

(Finance) – At the end of June the enhancement of financial products and investment services distributed by associated intermediaries, through the activities of their financial advisors qualified for door-to-door selling, amounted to € 731.9 billion. The instability of the markets financial caused the decrease in the figure for heritage in the last three months (-4.7% qoq) and, consequently, also in comparison with June 2021 (-1.7% y / y).

The total assets of managed savings products amounted to a 502.5 billion euros, with a cyclical reduction of 5.8%; the financial component of assets under administration also decreased (-4.6% qoq), equal to 102 billion euro, and liquidity (-0.4% qoq), which stood at 127.4 billion.

Paolo Molesini, President of the Association, comments: “It was a quarter of great tension for the financial markets, under the pressure of a geopolitical and economic context that continues to be particularly critical. Despite the difficulties of the period, the Networks continued to actively manage the resources entrusted with confidence by their customers: between April and June, net investments in managed solutions amounted to 3.9 billion and those in equities to 1.7 billion while they were 2 7 billion for government bonds and 2.2 billion for bonds, all with a negative balance for liquidity. Active behavior with a view to better diversification “.

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