Wealth Management

Early succession planning and open family communication are key to ensuring wealth transfer and long term business continuity. (Photo: Joel Kieffer)

WEALTH MANAGEMENT

The art of transferring family wealth

When it comes to passing on wealth, things often get complicated. With good planning and communication, disputes can be avoided and wealth can be safely transferred to the next generation. The ideal approach is one that balances the needs of both the giving and receiving generations.

Bank Julius Baer Europe • 08.05.2026

Swiss Life Banque Privée, a subsidiary of Swiss Life, is a leading player in the private banking sector in France. It is set to open a branch in Luxembourg in the second half of the year. (Photo: Shutterstock)

WEALTH MANAGEMENT

Swiss Life Private Bank is planning to open a branch in Luxembourg

Thierry Labro • 04.05.2026

Giorgio Medda: “Founded in Italy in 1990 and listed on the Milan Stock Exchange since 2004, Azimut was built on the principle of independence.” Photo: Azimut

WEALTH MANAGEMENT

“Serve the intergenerational needs of our clients”

Paperjam Club • 29.04.2026

“The acquisition of AssetCare is a meaningful step in our growth journey and a strong strategic fit for our clients and people,” Wouter Plantenga, chief executive of Trustmoore, in the group’s announcement on 15 April 2026. Photo: Trustmoore

WEALTH MANAGEMENT

Trustmoore acquires AssetCare to expand fund services

Kangkan Halder • 16.04.2026

Private equity is a key performance driver, potentially adding 1.5% to 2% to portfolio returns with a 10% to 15% allocation, says Christophe Deltomme, head of Wealth Management Luxembourg at Banque Pictet in an interview on 10 April 2026. Photo: Nicolas Righetti/Pictet

WEALTH MANAGEMENT

Playing the long game in a short-term world

Sylvain Barrette • 14.04.2026

“Statistics show that when the main customer disappears, the heirs very often change banks within two or three years,” explains Marc Flammang, CEO of Intesa Sanpaolo Wealth Management. (Photo: Jan Hanrion/Paperjam)

WEALTH MANAGEMENT

Wealth management: how to attract the next gen

Guillaume Meyer • 27.03.2026

“For a long time, private banks were not pushed as hard to digitise as other parts of financial services,” says Dave Sparvell of Swissquote Bank Europe. Photo: Paperjam archives

WEALTH MANAGEMENT

Private banking faces a digital stress test

Mike Gordon • 23.03.2026

Despite several benefits, Laetitia Carroz, senior tax advisor at the ABBL, stressed that the directive “contains a certain number of carve-outs and options that might lead to potential fragmentation in its implementation and reduce its effectiveness.” Photo: Vio Dudau

WEALTH MANAGEMENT

Faster directive: fast track or false start

Sylvain Barrette • 17.03.2026

Joan Kehoe, founder and chief executive of Alchelyst, said Luxembourg is well placed to benefit from growth in private wealth, but warned that scaling infrastructure and talent will be crucial, in an interview with Paperjam. Photo: Alchelyst

WEALTH MANAGEMENT

Real-time demands reshaping private markets: Joan Kehoe

Kangkan Halder • 16.03.2026

Faster will also reduce the risk of fraud (such as Cum-Cum schemes) by providing greater transparency regarding the ultimate beneficiaries, explained Patrice Fritsch, tax partner at EY Luxembourg during an interview late last year. Photo: EY

WEALTH MANAGEMENT

Getting tax refunds on dividends and interests Faster

Sylvain Barrette • 16.03.2026

“I sometimes hear our clients’ children say: we don’t want to pay a minimum tax, we want to pay a fair tax,” stresses Yours founder Jean-Louis Waucquez. (Photo: Yours—Business & Family Advisory)

WEALTH MANAGEMENT

Yours celebrates ten years of supporting families

Thierry Labro • 13.03.2026

“Our clients are mostly French, but their assets are increasingly international,” explains Baudouin Mallez, founder of Odax Wealth Partners. (Photo: Odax Wealth Partners)

WEALTH MANAGEMENT

Odax Wealth Partners opens a family office in Paris

Ioanna Schimizzi • 13.03.2026

Norman K’s wealth management business is about “people, expertise, transparency, support, and proactivity, features that will not be replaced by AI,” says Brice Monvoisin, co-founding partner. Photo: Norman K

WEALTH MANAGEMENT

Norman K: a “one-stop shop” on four pillars

Sylvain Barrette • 13.03.2026

Jessica Rabut, CEO, and Xavier Bonna, Managing Partner of Lombard Odier. Photo: Julian Pierrot/Paperjam

WEALTH MANAGEMENT

Switzerland, rival and partner in Europe

Sébastien Lambotte • 11.03.2026

For families, passing on wealth represents a major challenge, in order to ensure that assets are preserved over the generations. Photo: Shutterstock

WEALTH MANAGEMENT

Five key trends in wealth management

Sébastien Lambotte • 10.03.2026

“We are willing to say 'no’ to services we don’t master to ensure long-term relationships based on what we do best,” says Michel Buysschaert, group CEO of Delen Private Bank, during an interview on 25 February 2026. Photo: Delen Private Bank

WEALTH MANAGEMENT

Delen Private Bank: The case against financial supermarkets

Sylvain Barrette • 09.03.2026

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