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TAILORED DIGITAL WEALTH MANAGEMENT: AN ANALYSIS OF THE ITALIAN ROBO-ADVISORING MARKET

M. Cirillo, L. Tibiletti

First published: 2017https://doi.org/10.5593/sgemsocial2017/13/S03.070View metrics

Abstract

Robo-advisors are online wealth management platforms that provide tailored automated investment solutions. First platforms were located in Silicon Valley in 2011 and since then have enjoyed continuous success among private investors all over the world. Thanks to the simplification of the relation between investors and advisors through digitalisation, low fees and good performance achieved through the use of personalized algorithms, new investor segments are approaching to digital wealth management. Although the Italian market is still at early stage it is growing fast. The aim of this paper is to highlight the business and investment strategies of the most popular robo-advisor platforms oriented towards the Italian digital wealth management and to underline the key factors to succeed in this market: (1) a complementary team, where every team component has his own domain of expertise; (2) a personalised investment offer, understanding the needs of the clients; (3) a performing algorithm that is able to generate Alpha in the long run.

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Publication details

Title
TAILORED DIGITAL WEALTH MANAGEMENT: AN ANALYSIS OF THE ITALIAN ROBO-ADVISORING MARKET
Authors
M. Cirillo, L. Tibiletti
Proceedings
4th International Multidisciplinary Scientific Conference on Social Sciences and Arts SGEM 2017
Publisher
STEF92 Technology
Year
2017
Pages
559-564
SWS Citekey
Cirillo20173559564
ISSN
2367-5659
ISBN
978-619-7408-15-7
Language
en
Publication type
Proceedings Paper
Keywords
Robo-advisorWealth management industryPersonalized asset allocationRating methodsRating methods.
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