Professional Wealth Management

Digital and Tech

Preparing for the stablecoin revolution

Preparing for the stablecoin revolution

Charles Chang and Yvonne Dai

New regulations overseeing cryptocurrencies must be welcomed as we step into the next financial era, learning key lessons from the collapse of FTX and Terra...
AI’s future can’t be ‘Made in America’ alone

AI’s future can’t be ‘Made in America’ alone

Himanshu Tyagi

A new era of AI internationalism, uniting technological progress between regions, should take the place of the dangerous US v China arms race, which will hamper...
Asset managers adopting AI will overpromise and underdeliver

Asset managers adopting AI will overpromise and underdeliver

Miro Mitev

Wealth firms are sleepwalking into an outsourcing trap, as they lose control of external vendors and the impact they have on client-facing business...

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August 22, 2025

The power of precision: private banks turn to new generation of clients

Mark Trousdale

By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent clients...
August 8, 2025

Don’t underestimate China’s staying power

Kunal Desai

Amid geopolitical turmoil and rising trade restrictions, limiting Beijing’s access to Western technology, China is showing increased resilience in its capacity ...
July 29, 2025

AI, ethics and advice: rethinking digital transformation in wealth management

The future of wealth management depends not only on technological innovation, but on empowering people across every level of the industry...
July 25, 2025

From silos to synergy: how AI is transforming investment analysis

Giovanni Beliossi

Human judgment can be amplified by machine-assisted analysis to build an emerging hybrid-intelligence model, but the industry must stay vigilant to avoid potent...
July 7, 2025

Big Bang Theory star tells finance firms to prepare for the ‘nerd world’

Yuri Bender

Kunal Nayyar, who rose to fame playing an astrophysics professor in a popular TV comedy, is now following his dream as a fintech entrepreneur for global familie...
July 4, 2025

Wealth managers yet to benefit from ‘mind-blowing’ AI solutions

Ali Al-Enazi

While a productivity crisis is troubling the wealth management c-suite, they fear advisers can become further demoralised by a new set of systems accompanying t...