State Street Investment Management’s 2025 EMEA Wealth Manager Survey captures perspectives from 80+ wealth managers across nine countries, representing over $5 trillion in AUM.
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ETFs dominate portfolios (88%), driven by liquidity, transparency, and cost efficiency; one in ten firms plans to launch their own branded ETFs.
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Alternatives are gaining traction, with 53% of respondents increasing private equity exposure and 42% adding private credit—though liquidity remains the top hurdle.
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AI-driven portfolio management and digital onboarding lead technological priorities as firms balance innovation with personal client service.
How will flexibility and innovation shape the next decade of European wealth management? Explore the full report for deeper insights.
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