Driving the digital revolution in portfolio management

Private banks and family offices have been disappointed at the lack of performance by active asset managers, forcing them to delve into increasingly automated portfolio management techniques.

Agentic AI is transforming stock trading, following long-term trends, backed by extensive data collection and analysis. One of the main innovations is a willingness to use a greater range of data, including geolocations from mobile phones to forecast earnings, footfall and other variables, rather than traditional fundamental analysis of stocks.

For private banks, however, human oversight remains crucial, in order to avoid ‘AI hallucinations’, a great fear of ultra-wealthy clients. Moreover, AI simulation, coupled with behavioural modelling, is now transforming the way client preferences for investments are being predicted for advisers.