NEWSLETTER SIGN UP
Logo
Professional Wealth Management
NEWSLETTER SIGN UP
Digital and Tech
January 27, 2025

AI not just a buzzword but a game changer for wealth management

Lydie Percier, group head of innovation at Indosuez Wealth Management, speaks to PWM’s Elliot Smither about how best to deploy artificial intelligence and the responsible use of client data.

More from Digital and Tech

WMS
December 26, 2025

Spotlight on AI in wealth management

Hassan Suffyan from MSCI speaks to PWM about the impact of AI on adviser productivity and investments, while stressing the need for human relationships 
WMS
December 24, 2025

Family dynamics and dialogues

Northern Trust’s Belinda Aspinall discusses structures, data and technologies needed to help wealthy clients manage and protect their portfolios
Digital and Tech
December 16, 2025

Ageing demographics and tech drive global investment trends

Elisa Battaglia Trovato

As worker numbers dwindle and technology shapes sustained growth, investors seeking opportunities must juggle demographic, economic and political models
Driving the digital revolution in portfolio management
December 11, 2025

A symphony of agents orchestrating smarter stock trading

Soumya Bhattacharya and Raja Basu

Many different instruments are necessary in order to manage a harmonious portfolio, but they need to be directed by a skilled conductor in order to make beautiful music
A service from the Financial Times