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The Top 20 Financial Management And Advisory Firms In Europe For 2025 - Customers With Assets Under 2 Million Euros
- WorkNourish.com
- Mar 17
- 6 min read
Whether you're looking for tailored investment solutions or comprehensive financial planning, these firms are well-equipped to navigate the complexities of both personal and business wealth.
These 20 firms represent the leading wealth management and advisory services across Europe for corporate executives and entrepreneurs with assets under €2 million. They each offer a personalized, client-centric approach, with a range of strategies designed to optimize tax efficiency, business succession, sustainable investing, and long-term wealth preservation.
20. Barclays Private Bank
Barclays Private Bank offers bespoke wealth management solutions for entrepreneurs, executives, and high-net-worth individuals across Europe.
Strengths:
Expertise in creating personalized investment portfolios and retirement plans.
Offers comprehensive estate and succession planning, particularly for family businesses.
Access to global markets and tailored investment strategies.
Strong focus on risk management and long-term wealth preservation.
19. Deutsche Bank Wealth Management
Deutsche Bank Wealth Management delivers a wide range of services including investment management, tax optimization, and estate planning for individuals and business owners.
Strengths:
Expertise in wealth structuring and cross-border tax planning, making it ideal for executives with international business interests.
Specializes in managing executive compensation and advising on business succession.
Tailored portfolio management strategies designed to meet individual risk profiles and long-term goals.
Strong global presence with access to exclusive investment opportunities.
18. BNP Paribas Wealth Management
BNP Paribas Wealth Management focuses on providing integrated wealth management solutions for entrepreneurs, executives, and individuals in need of personalized financial strategies.
Strengths:
Expertise in investment planning, tax optimization, and retirement strategies for business owners and corporate executives.
Focus on sustainability with environmentally conscious investment opportunities.
Strong capabilities in cross-border financial planning, catering to clients with international financial needs.
Dedicated financial advisors providing customized and holistic wealth management solutions.
17. Edmond de Rothschild
Edmond de Rothschild is a Swiss-based wealth management firm that specializes in helping entrepreneurs, family offices, and corporate executives across Europe.
Strengths:
Expertise in tax-efficient investment strategies, portfolio management, and retirement planning.
Provides customized solutions for business succession and wealth preservation for entrepreneurs.
Known for its focus on sustainable and socially responsible investing.
A client-first approach that emphasizes the integration of family and business wealth goals.
16. Rothschild Martin Maurel
Rothschild Martin Maurel, part of Rothschild & Co, focuses on providing wealth management services to high-net-worth individuals and family businesses across Europe.
Strengths:
Expertise in cross-border wealth structuring, business succession planning, and tax optimization.
Strong focus on maintaining long-term relationships with clients.
Personalized investment strategies to help families and business owners grow and preserve their wealth.
Expertise in estate planning and managing complex multi-generational wealth transitions.
15. Investec Wealth & Investment
Investec Wealth & Investment is a UK-based wealth management firm specializing in assisting entrepreneurs and corporate executives with personal and business financial planning.
Strengths:
Focus on tailored wealth management strategies that balance business growth and personal wealth preservation.
Specializes in business succession planning and the optimization of wealth transfer.
Expertise in UK tax laws and cross-border financial strategies for international clients.
Comprehensive financial planning, including retirement, tax optimization, and investment management.
14. Vontobel Wealth Management
Vontobel Wealth Management, headquartered in Switzerland, offers customized wealth management solutions for entrepreneurs, corporate executives, and high-net-worth individuals.
Strengths:
Expertise in wealth preservation and tax-efficient investment strategies.
Focus on business succession planning for family-owned businesses.
Access to exclusive investment opportunities, including private equity and alternative investments.
Deep research-driven approach to managing investments and risks.
13. UBS Wealth Management
UBS Wealth Management is a global wealth management leader, offering personalized financial solutions to corporate executives and entrepreneurs across Europe.
Strengths:
Comprehensive financial services, including retirement planning, estate management, and tax optimization.
Expertise in managing executive compensation and stock options for corporate leaders.
Strong focus on long-term wealth creation with diversified investment opportunities.
Access to exclusive UBS resources, including top-tier research and investment strategies.
12. Coutts
Coutts, a part of the NatWest Group, offers premium wealth management services to high-net-worth individuals and families, including business owners and corporate executives.
Strengths:
Expertise in investment management, estate planning, and retirement planning.
Provides tailored advice for entrepreneurs looking to balance business and personal wealth goals.
Strong focus on tax-efficient investment strategies and business succession planning.
A longstanding reputation for offering personalized and relationship-driven service.
11. Schroders Personal Wealth
Schroders Personal Wealth is part of the global investment firm Schroders, providing customized wealth management services to individuals and families across Europe.
Strengths:
Specializes in holistic financial planning, including retirement, tax planning, and estate management.
Expertise in sustainable investing, offering a broad array of socially responsible investment opportunities.
Strong relationship with clients, providing personalized financial advice to meet individual goals.
Access to Schroders' global investment platform, giving clients access to a wide range of asset classes.
10. Lombard International Assurance
Lombard International Assurance, based in Luxembourg, specializes in wealth planning for high-net-worth individuals, family offices, and corporate executives across Europe.
Strengths:
Focus on cross-border wealth structuring and asset protection strategies.
Expertise in providing flexible insurance-based wealth solutions for tax efficiency.
Strong capabilities in multi-jurisdictional financial planning and estate management.
Offers tailored solutions for wealth preservation and retirement planning for entrepreneurs and corporate leaders.
9. Credit Suisse Private Banking
Credit Suisse Private Banking offers sophisticated wealth management solutions to high-net-worth clients across Europe, including entrepreneurs and corporate executives.
Strengths:
Expertise in business succession planning and optimizing wealth transfer for family-owned businesses.
Comprehensive services, including investment management, retirement planning, and estate management.
Access to global investment opportunities and alternative assets.
Personalized service, with dedicated advisors focused on managing both personal and business financial needs.
8. Berenberg Bank
Berenberg Bank, one of Europe’s oldest private banks, offers wealth management services to entrepreneurs, corporate executives, and high-net-worth individuals, with a strong focus on personalized financial planning.
Strengths:
Expertise in business succession planning and tax optimization strategies.
Comprehensive services that include investment management, estate planning, and retirement solutions.
Strong relationship-based service model with a deep focus on understanding clients' unique financial situations.
Offers tailored investment strategies that align with clients' long-term financial and personal goals.
7. Bank J. Safra Sarasin
Bank J. Safra Sarasin is a Swiss private bank known for its personalized wealth management services for high-net-worth individuals, including entrepreneurs and corporate executives.
Strengths:
Expertise in managing cross-border wealth and optimizing tax planning strategies.
Strong focus on sustainable investments and ethical investing.
Customized wealth management strategies that integrate both business and personal financial goals.
A deep commitment to long-term relationships and personal client service.
6. Pictet Wealth Management
Pictet Wealth Management, a leading Swiss wealth manager, is widely recognized for its expertise in managing wealth for corporate executives and entrepreneurs across Europe.
Strengths:
Specializes in providing personalized wealth management solutions for clients with international business interests.
Strong focus on sustainable and responsible investing, appealing to executives and entrepreneurs with ethical investment priorities.
Expertise in estate planning, tax-efficient investment strategies, and multi-generational wealth transfer.
Highly personalized approach, with a deep understanding of clients’ business and personal financial needs.
5. Lazard Wealth Management
Lazard Wealth Management is a global leader in wealth management services, providing highly personalized solutions for corporate executives, entrepreneurs, and high-net-worth individuals across Europe.
Strengths:
Expertise in tax-efficient investing, asset protection, and estate planning.
Specializes in advising clients with entrepreneurial ventures and business interests.
Focus on long-term wealth preservation and growth, with access to exclusive investment opportunities.
A client-centric approach, focusing on building strong relationships and personalized financial strategies.
4. BMO Private Banking
BMO Private Banking provides wealth management solutions tailored to the needs of high-net-worth individuals, particularly executives and entrepreneurs in Europe.
Strengths:
Focus on personalized wealth management and financial planning strategies.
Expertise in investment management, tax planning, and estate planning.
Strong capabilities in business succession and wealth preservation for entrepreneurs.
Known for its global reach and customized wealth strategies designed to meet diverse client needs.
3. Julius Baer Group
Julius Baer, headquartered in Switzerland, is a global wealth management firm that tailors its services to meet the unique needs of corporate executives and entrepreneurs.
Strengths:
Expertise in global tax planning, estate management, and business succession.
Access to exclusive investment strategies, including private equity and hedge funds.
Focus on multi-generational wealth transfer and legacy planning for high-net-worth families.
A client-first approach with an emphasis on personalized service and investment solutions.
2. Lombard International Assurance
Lombard International Assurance, based in Luxembourg, specializes in wealth planning for high-net-worth individuals, family offices, and corporate executives across Europe.
Strengths:
Expertise in cross-border wealth structuring and tax-efficient investment solutions.
Strong capabilities in wealth preservation and insurance-based solutions for high-net-worth clients.
Focus on long-term financial planning and retirement strategies for business owners and executives.
Tailored solutions for international clients, providing flexibility in wealth structuring and asset management.
1. J.P. Morgan Private Bank
J.P. Morgan Private Bank offers top-tier wealth management services, delivering tailored financial strategies for executives, entrepreneurs, and high-net-worth individuals in Europe.
Strengths:
Expertise in managing complex portfolios and business succession for entrepreneurs.
Offers global financial insights and access to unique investment opportunities.
Personalized tax optimization, estate planning, and retirement solutions.
Strong reputation for providing high-quality, holistic wealth management services.
Whether you're looking for tailored investment solutions or comprehensive financial planning, these firms are well-equipped to navigate the complexities of both personal and business wealth.
