11.11.2025 15:32:57

State Street Global Advisors: New insights from 80+ wealth managers across Europe

New insights from 80+ wealth managers across Europe

The pace of change in wealth management shows no sign of slowing - from the surge in ETF innovation and active strategies to the growing influence of AI and client expectations. To understand what’s driving these shifts, State Street Investment Management surveyed more than 80 leading wealth managers across nine European countries, representing over $5 trillion in assets.

The findings are now available in our European Wealth Report 2025, which explores:

How portfolios are evolving - ETFs take centre stage while active strategies and alternatives accelerate.
The rise of private markets and alternatives - and the liquidity barriers managers face.
The impact of technology and AI - both as a thematic investment and operational driver.
The top challenges ahead - including technology, cost, regulation, client expectations, and market uncertainty.
What wealth managers want most - innovation, insight, and partnership.

Wealth report discussion

Explore the findings in depth with Amy Maxwell (Citywire), Antoine Lesné, Head of SPDR ETF Strategy & Research EMEA, and Vipul Faujdar, Senior Client Coverage for UK Wealth, State Street Investment Management, as they unpack the key takeaways from the survey and discuss what’s shaping $5 trillion of client portfolios across Europe.

Watch the video and read the full report:

European Wealth Report 2025

For Investment Professional Use Only. Marketing Communication.

SSGA entities

Israel: No action has been taken or will be taken in Israel that would permit a public offering of the Securities or distribution of this sales brochure to the public in Israel. This sales brochure has not been approved by the Israel Securities Authority (the "ISA").

Accordingly, the Securities shall only be sold in Israel to an investor of the type listed in the First Schedule to the Israeli Securities Law, 1978, which has confirmed in writing that it falls within one of the categories listed therein (accompanied by external confirmation where this is required under ISA guidelines), that it is aware of the implications of being considered such an investor and consents thereto, and further that the Securities are being purchased for its own account and not for the purpose of re-sale or distribution.

This sales brochure may not be reproduced or used for any other purpose, nor be furnished to any other person other than those to whom copies have been sent.

Nothing in this sales brochure should be considered investment advice or investment marketing as defined in the Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 1995 ( "the Investment Advice Law"). Investors are encouraged to seek competent investment advice from a locally licensed investment advisor prior to making any investment. State Street is not licensed under the Investment Advice Law, nor does it carry the insurance as required of a licensee thereunder.

This sales brochure does not constitute an offer to sell or solicitation of an offer to buy any securities other than the Securities offered hereby, nor does it constitute an offer to sell to or solicitation of an offer to buy from any person or persons in any state or other jurisdiction in which such offer or solicitation would be unlawful, or in which the person making such offer or solicitation is not qualified to do so, or to a person or persons to whom it is unlawful to make such offer or solicitation.

This communication is directed at professional clients (this includes eligible counterparties as defined by the appropriate EU regulator) who are deemed both knowledgeable and experienced in matters relating to investments. The products and services to which this communication relates are only available to such persons and persons of any other description (including retail clients) should not rely on this communication.

The information contained in this communication is not a research recommendation or ‘investment research’ and is classified as a ‘Marketing Communication’ in accordance with the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation. This means that this marketing communication (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research (b) is not subject to any prohibition on dealing ahead of the dissemination of investment research.

The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor. All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

ETFs trade like stocks, are subject to investment risk and will fluctuate in market value. The investment return and principal value of an investment will fluctuate in value, so that when shares are sold or redeemed, they may be worth more or less than when they were purchased. Although shares may be bought or sold on an exchange through any brokerage account, shares are not individually redeemable from the fund. Investors may acquire shares and tender them for redemption through the fund in large aggregations known as "creation units." Please see the fund’s prospectus for more details.

SPDR ETFs is the exchange traded funds ("ETF") platform of State Street Global Advisors and is comprised of funds that have been authorised by Central Bank of Ireland as open-ended UCITS investment companies.

The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates ("S&P DJI") and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®, US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC ("S&P"); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones") and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

Past performance is not a reliable indicator of future performance.

All forms of investments carry risks, including the risk of losing all of the invested amount. Such activities may not be suitable for everyone.

Diversification does not ensure a profit or guarantee against loss.

Investing in foreign domiciled securities may involve risk of capital loss from unfavourable fluctuation in currency values, withholding taxes, from differences in generally accepted accounting principles or from economic or political instability in other nations.

Investments in emerging or developing markets may be more volatile and less liquid than investing in developed markets and may involve exposure to economic structures that are generally less diverse and mature and to political systems which have less stability than those of more developed countries.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA's express written consent.

Expiration Date: 30/11/2026

8455620.2.1.EMEA.INST

This email is classified as General Access.

Newssuche

SMI
SPI
SLI
SMIM
DAX
ESTOXX
Dow Jones
S&P 500
NASDAQ 100
Nikkei 225

UBS Group	32.57	4.09 %	K V
Alcon	65.40	3.09 %	K V
Sika	160.25	2.40 %	K V
Part Grp Hldg	956.80	1.92 %	K V
Nestle	78.82	-0.57 %	K V
Swisscom	557.50	-0.62 %	K V
Lonza Grp	543.20	-0.95 %	K V
Logitech Intl	94.60	-1.27 %	K V
Swiss Re	129.45	-6.53 %	K V

mehr

ETFs statt Sparkonto: Warum Nicht-Investieren Geld kostet: ETF-Panel für Einsteiger & Fortgeschritten | Börsentag Zürich

ETF-Sparpläne boomen – aber wie fängst du richtig an und welche Produkte passen wirklich zu dir? Im ETF-Panel vom Börsentag 2025 in Zürich diskutieren Experten über alles, was du zu ETFs in der Schweiz wissen musst: von den Grundlagen bis zu aktiven ETFs, Themen-ETFs und den versteckten Kosten bei Brokern.

Du erfährst:
🔸Was ein ETF ist, warum er so transparent und günstig ist und wie du mit Sparplänen schon mit kleinen Beträgen (z.B. 50 CHF) Vermögen aufbauen kannst.
🔸Wie du dein ETF-Portfolio aufbaust: MSCI World vs. All Country, Emerging Markets, Themen-ETFs wie AI, Klima oder Gesundheit – und wann „Pfeffer im Depot“ Sinn macht.
🔸Warum „Time in the market“ wichtiger ist als Market Timing und wieso Finanzbildung und einfache Erklärungen für Einsteiger so entscheidend sind.
🔸Wie du Kosten wirklich vergleichst: TER, Courtage, FX-Gebühren, Stempelsteuer & Co. – und worauf du bei Schweizer Brokern und ETF-Anbietern achten solltest.
🔸Ob aktive ETFs eine echte Chance auf Mehrertrag bieten oder nur ein teurer Trend sind – inklusive ehrlicher Einschätzungen der Anbieter.
🔸Wenn du in der Schweiz lebst, ETF-Sparpläne nutzen willst und Schritt für Schritt Vermögen für Rente, Eigenheim oder dein Traumauto aufbauen möchtest, ist dieses Panel dein perfekter Einstieg

Ein besonderes Highlight auf dem diesjährigen Börsentag Zürich war die BX Swiss Bloggerlounge. Bekannte YouTuber und Finanz-Influencer standen für Gespräche und Diskussionen bereit und vermittelten Ihr Wissen und Ihre Erfahrungen in Vorträgen.

👉🏽 Jetzt auch auf BXplus anmelden und von exklusiven Inhalten rund um Investment & Trading profitieren!

ETFs statt Sparkonto: Warum Nicht-Investieren Geld kostet: ETF-Panel für Einsteiger & Fortgeschritten | Börsentag Zürich

03.12.25	Schroders: Outlook 2026: Robuste Gewinne und anhaltende Investitionen in neue Technologien könnten globale Aktien weiterhin stützen
28.11.25	Schroders: Outlook 2026: Aktiver Umgang mit Bewertungsrisiken und Suche nach Diversifizierungsmöglichkeiten
12.11.25	Schroders: Wie KI die Suche verändert und was dies für Google, ChatGPT und das offene Web bedeutet

mehr

Fondsname: Fondsgesellschaft:

Fondsart:

Jahresperformance:

Währung:

TER %:

Benchmark:

Volumen:

Mindestalter:

Sortieren nach:

KW 49: Das waren die Gewinner und Verlierer im DAX

Aktien von DroneShield, Rheinmetall, RENK und HENSOLDT als Profiteure? Deutlich mehr Zwischenfälle mit Drohnen in Deutschland

Gold, Öl & Co. in KW 49: So bewegten sich die Rohstoffe in der vergangenen Woche

TKMS-Aktie trotzdem schwächer: Norwegen will weitere U-Boote vom Marineschiffbauer

Nach starkem China-IPO: Moore Threads-Aktie erntet Interesse - Neue NVIDIA-Konkurrenz mit Fragezeichen

Boeing-Aktie vor Ausbruch? Analyst setzt auf starkes Comeback ab 2026

NVIDIA-Aktie & Co. bescheren KI ein Rekordjahr: Milliarden-Deals 2025 und Ausblick auf 2026

Ausblick: Salesforce zieht Bilanz zum jüngsten Jahresviertel

Diese Dividenden-Aktie könnte 2026 zu einer kräftigen Kurserholung ansetzen

Aktien New York Ausblick: Erholung erlahmt - Nvidia fallen nach Anteilsverkauf

Alternative Investmentfonds	Aktienfonds
Immobilienfonds	Sonstige Fonds

Amundi ETF	Invesco
ComStage	db x-trackers
iShares plc	Lyxor AM
UBS ETF	State Street SPDR

Datum	Titel
21:35	Norris-Krönung bei irrem Nervenkrimi von Abu Dhabi
20:34	dpa-AFX-Überblick: UNTERNEHMEN - Die wichtigsten Meldungen vom Wochenende
20:34	dpa-AFX Überblick: KONJUNKTUR - Die wichtigsten Meldungen vom Wochenende
19:52	ROUNDUP: Israels Generalstabschef erklärt neue Grenze zum Gazastreifen
19:31	Chef der Techniker Krankenkasse rechnet mit steigenden Beiträgen
20:16	BVB-Aktie: Borussia Dortmund nach Pokal-Aus in der Liga mit wichtigem Sieg
19:15	Späterer Renteneintritt für Akademiker? Bas hat Sympathie für Idee
18:59	Israels Generalstabschef erklärt neue Grenze zum Gazastreifen
18:37	Hongkong-Wahl endet mit niedriger Beteiligung
17:28	ROUNDUP: Treffer auf Staudamm in Ukraine unterbricht Nachschubroute

Fokus auf Notenbanken: SMI schliesst höher -- DAX geht fester ins Wochenende -- US-Börsen mit stabilem Wochenausklang -- Chinas Börsen letztlich im Plus - Verluste in Japan

Am heimischen Aktienmarkt ging es am Freitag leicht aufwärts, während auch der deutsche Leitindex höher notierte. Die US-Börsen schlossen etwas fester. Die asiatischen Aktienmärkte entwickelten sich zum Wochenausklang unterschiedlich.