Professional Wealth Management

Digital and Tech

US tech titans prepare for AI arms race

US tech titans prepare for AI arms race

By Nigel Green

The largest US tech firms, currently accelerating their AI infrastructure buildout, may also be the best insulated from geopolitical supply chain shifts and tra...
From data to AI: how wealth managers can evolve to meet rising client expectations

From data to AI: how wealth managers can evolve to meet rising client expectations

In this video interview, Cory McCruden, managing director at EY, speaks with Elisa Battaglia Trovato, deputy editor at PWM, about the mounting digital pressures...
Netwealth seeks to reshape relationships with private investors

Netwealth seeks to reshape relationships with private investors

By Elisa Battaglia Trovato

By blending smart technology with expert advice, Netwealth’s CEO Charlotte Ransom is transforming how wealthy clients engage with their money....

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PARTNER CONTENT
by Ocorian
May 21, 2025

Breaking the three-generation curse by building a lasting legacy

On a recent episode of Ocorian’s ‘Conversations in Private Wealth’ podcast, Shawn Wang shared a poignant Chinese proverb: 財富通常不會延續到三代之後 (‘wealth does not usuall...
May 20, 2025

SS&C aims to exploit changing demographics of wealth

By Ali Al-Enazi

Kindness and culture are as important as platforms and processes to SS&C founder Bill Stone, focusing on data and AI as key transformative factors for wealt...

Largest private banks seek to strike ‘digital gold’

By Yuri Bender

Mid-market wealth managers have the mindset and flexibility to rapidly transform their culture and client relationships, yet they often lack the assets to creat...

Inside Bank of Singapore’s data-driven transformation

By Elisa Battaglia Trovato

Bank of Singapore’s chief data and innovation officer Céline Le Cotonnec is searching for a “single source of truth” in her bid to future-proof private banking ...
May 2, 2025

Plotting the future of AI in wealth and asset management

By Giuseppe Sette

Within 10 years, artificial intelligence is expected to learn how to identify asset correlations that human analysts can never detect....
May 1, 2025

Family offices must prepare for cyber security threat

By Ali Al-Enazi

A lack of expenditure on IT and cyber security measures leaves many family offices exposed to scams and fraud threats, often powered by fast developing AI techn...