Wealth Managers

ING has brought all its investment expertise together in a newly established Global Investment Centre, effective 1 September. The unit is headed by Chris van Schuppen, who until this summer held senior roles at ABN Amro.

Amundi COO Guillaume Lesage, in an interview, reveals how Alto is trying to break Aladdin’s spell, offering a European SaaS alternative in portfolio management tech.

First-half numbers posted last week by Partners Group, followed by a sober warning from Morningstar on Monday, suggest that momentum in semi-liquid evergreens may stall if returns continue to disappoint.

This week’s overview of people transfers and appointments includes updates from Mirabaud, Alfi, Carmignac and River Global.

Degroof Petercam, once a pillar of Belgian finance, has now been fully absorbed into the Indosuez group in Luxembourg, marking the end of its independent operations in the Grand Duchy.

Amundi COO Guillaume Lesage, in an interview, reveals how Alto is trying to break Aladdin’s spell, offering a European SaaS alternative in portfolio management tech.

The world’s wealthiest families are pouring billions into artificial intelligence as an investment theme. But when it comes to using the technology themselves, most are still watching from the sidelines.

The number of millionaires in Luxembourg fell significantly in 2024, but those at the top of the wealth pyramid continued to grow their fortunes.

External portfolio reviews are becoming a core strategic tool for wealth managers navigating volatile markets. For firms like Natixis Investment Managers, Blackrock, and Morgan Stanley, these second opinions deepen client engagement and sharpen their competitive edge.

Wealth managers enjoy exceptionally high levels of client satisfaction worldwide, yet nearly one-third of those clients are considering switching providers in the coming years. More specialized service providers are emerging as the preferred alternative.