MiFID II: Value-Generation for Investors
MiFID II: Value-Generation for Investors
Paolo Sironi and Maurizio Ravezzi
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MiFID II represents the most ambitious regulatory project to affect the modality of interaction among investors, distributors, advisors and manufacturers. The book's analysis of MiFID II will serve as a canvas to showcase how best practices, grounded in goal-based investing and probabilistic scenarios, will create a new framework. This framework will allow the reader to evade the pitfalls of progressively commoditised investment solutions, and avoid disruption to their business by harnessing the 'human element' to achieve sustained innovation.
"Ravezzi and Sironi hit the bullseye in identifying clients' goals as the central focus in the next generation of financial advice. They recognise that pairing clients' goals with the distribution of financial products via comprehensive advice leads to a balanced and transparent approach that brings the consumer and institution together in the right way. As vanguards of the FinTech industry, they have identified that banks must provide the personalisation their customers want and need with sustaining innovation necessary to avoid disruption." - Tom White, Founder & CEO - iQuantifi, Inc.
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About the Author
Paolo Sironi is elective member of IBM Industry Academy and recognised bestselling author of in the areas of fintech, investment management, risk management and banking regulation. He advises IBM clients on digital transformation by linking finance (FIN), regulation (REG) and technology (TECH) into ROI-Oriented business models. He was formerly head of market risk management for investment banks and a fintech startup entrepreneur. Paolo is also the author of Modern Portfolio Management: From Markowitz to Probabilistic Scenario Optimisation (Risk Books 2015). Paolo’s posts can be read on specialised media, LinkedIn, Twitter @ thepsironi or his personal website, thepsironi.com.
Maurizio Ravezzi has worked for the past 20 years in a variety of roles in the finance industry including being general manager of an international establishment and head of private banking in Italy. Timing is of the essence. Philosopher and problem solver, Maurizio combines theory and methodology (with empirical validity) in an in-depth way: markets and products, regulation, investors and psychology. Mauizio provides advice for institutional investors and on bank restructuring. Maurizio plays an active role in professional discussions on LinkedIn and can be contacted by email: maurizio.ravezzi@me.com.
Table of contents
1 Regulation Drives Financial Advice R-Evolution
2 The Main Actors of Financial Advice
3 On-boarding and In-boarding
4 On-boarding
5 In-boarding
6 Delegation and Industrialisation
7 A Framework for Compliant Added Value of Financial Advice
8 Silicon Valley is Coming