How European wealth managers are preparing for the future
Our 2025 European Wealth Manager Survey reveals how firms are adapting portfolios, overcoming challenges, and reshaping their businesses to meet evolving client expectations.
See how wealth managers are positioning portfolios, from ETFs and active strategies to alternatives and thematics.
Explore obstacles reshaping the industry, from technology and cost pressures to regulation, client demands, and market uncertainty.
Uncover what managers are looking for from their industry partners: innovation, deeper insights, broader access, and stronger support.
Learn how firms are balancing innovation with caution — and why many remain hesitant to fully embrace digital tools and AI-driven decision-making.
Explore the trends shaping the future of wealth management. Watch State Street’s Antoine Lesne and Vipul Faujdar bring the survey data to life with fresh insight into how European wealth managers are navigating shifting markets, adapting portfolios, and preparing for what comes next.
Respondents
Countries represented
Combined AUM of respondents
The Wealth Management Survey was conducted by State Street Investment Management from May to July 2025. More than 80 wealth managers across 9 European countries (in order of number of respondents greatest to smallest: Switzerland, UK, Spain, Italy, Germany, Israel, France, Finland and Denmark) shared their perspectives. Together, respondents represented over $5 trillion in assets under management.