The financial consultancy networks closed 2023 with the best monthly collection of the year in the managed savings sector.
In December, the data collected by Assoreti highlight net investments in mutual funds, individual management and insurance/pension products for 2 billion euros;
the result, together with the overall net collections achieved on administered securities, equal to 2.4 billion, and the liquidity flows of 1.4 billion, determines overall net volumes of 5.7 billion euros, a value more than doubled compared to the month of November and in growth of 7.2% compared to the previous year.
The overall balance sheet for 2023 therefore closes with the third best annual collection ever, equal to 43.9 billion euros (-2.4% on 2022).
Investments are concentrated in public and corporate debt securities, but collections are also confirmed as positive for other types of financial instruments such as certificates and exchange traded products as well as mutual investment funds and individual management.
The balance of movements on current accounts and deposits is negative for 5.7 billion euros.
At the end of 2023, there were 4.852 million first-time customers of the consultancy networks, with an annual growth quantifiable at 150 thousand units.
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