Keesystem and its KeeSense platform simplify international wealth management by consolidating assets, automating reporting, and ensuring compliance, while providing customized interfaces for family offices and wealth managers.
Eric Rosenthal is joining AG2R LA MONDIALE as Deputy CEO, bringing his expertise to strengthen the company’s wealth management and retirement savings business starting in October 2025.
Mirabaud has appointed Ricardo Castillo as Chief Investment Officer to strengthen innovation and excellence in asset management, in line with the bank’s long-standing values.
Strategic merger: Chahine Capital and Dynasty AM have formed IRIVEST, which manages over €1 billion in assets, thereby strengthening their presence in Europe.
Delmas Private Wealth Management: an independent and client-focused approach to wealth management, combining financial performance with a close relationship with clients.
Moea Ibrahim Ouali has been appointed to lead digital operations at Banque Palatine to drive strategic digital transformation and enhance the customer experience.
Meet Mia, Abbove’s AI agent, which is revolutionizing wealth management in Europe by simplifying the analysis of complex data for advisors and their clients.
InnovaFonds has appointed Aymeric Pélissier as Director of Partnerships to strengthen its relationships and develop sustainable, high-performing investment solutions.
Erasmus AM is strengthening its team with the arrival of Michaël Yatime, an expert in multi-asset management and discretionary management, to further enhance its diversified offering.
Life insurance, a mainstay of French savings, saw record inflows in July 2025, attracting 4.1 billion euros, thanks to the growing popularity of unit-linked policies.
