Retail investment strategy & private banking

Torresi, Caterina (A.A. 2023/2024) Retail investment strategy & private banking. Tesi di Laurea in Market law and regulation, Luiss Guido Carli, relatore Paola Lucantoni, pp. 99. [Master's Degree Thesis]

Full text for this thesis not available from the repository.

Abstract/Index

MiFID in the European perspective. Introduction to MiFID. From MiFID I to MiFID II. MiFID II questionnaires. Retail investment strategy. Retail investment strategy in Italy. Overview of the new retail investment strategy directive. Impact of inducements on Italian players. RIS and financial advisory. Mediolanum life planning. Goal based investing.

References

Bibliografia: pp. 87-90. Sitografia: pp. 91-96.

Thesis Type: Master's Degree Thesis
Institution: Luiss Guido Carli
Degree Program: Master's Degree Programs > Master's Degree Program in Economics and Finance (LM-56)
Chair: Market law and regulation
Thesis Supervisor: Lucantoni, Paola
Thesis Co-Supervisor: Guglielmetti, Romina
Academic Year: 2023/2024
Session: Autumn
Deposited by: Alessandro Perfetti
Date Deposited: 11 Jun 2025 10:11
Last Modified: 11 Jun 2025 10:11
URI: https://tesi.luiss.it/id/eprint/42444

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