European Wealth Management
Navigate the European wealth management industry. Understand private banking, family offices, UHNW services, and what drives valuations for wealth managers.
- Client Segments
- European wealth management serves clients across the wealth spectrum with tailored services
- Ultra High Net Worth (UHNW)
- Ultra wealthy individuals and families requiring comprehensive wealth solutions
- High Net Worth (HNW)
- Affluent individuals seeking diversified portfolios and advisory services
- Mass affluent clients served through digital and hybrid advisory models
- Leading European Private Banks
- The most prominent wealth managers serving Europe's affluent and ultra wealthy clients
- World's largest wealth manager after the Credit Suisse merger
- Julius Baer
- Lombard Odier
- Leading ESG integration and longstanding heritage
- Deutsche Bank PWM
- BNP Paribas Wealth
- Leading in European real estate lending
- Wealth Management Services
- Core services offered by European wealth managers to their clients
- European Family Offices
- A fast growing segment in European wealth management, driven by inter generational wealth transfer
- European Wealth Centres
- Major hubs for private banking and wealth management across Europe
- Industry Trends
- Digital Transformation
- Firms increasingly see GenAI improving customer interactions
- ESG & Sustainable Investing
- Growing demand for sustainable and impact portfolios
- Next Gen Wealth Transfer
- Significant wealth transferring to millennials/Gen X
- Consolidation Pressure
- Valuation Drivers
- Key factors that determine wealth management firm valuations
- AUM Quality & Stickiness
- Revenue Margins
- Client Demographics
- Advisor Productivity
- Sources: Mordor Intelligence Europe Wealth Management Report 2024 to 2030, UBS Annual Report 2024, EY European Wealth & Asset Management Outlook 2025, Statista, Euromoney Private Banking Survey
- Connect with Wealth Management Buyers
- Access our network of private banks and family offices seeking acquisitions.
- Perspective for what comes next.
- Free to start. No account needed for the instant benchmark.