In this episode of Wealth Management Invest, host David Bodamer speaks with Karl Desmond, senior client portfolio manager at Invesco, about how financial advisors are using model portfolios. Karl breaks down trends with both pre-built and custom model portfolios, including how advisors can maintain input on asset allocation, manager selection, and existing holdings while delegating
Wealth managers are no longer only competing with rival firms, robo-advisors or low-fee index funds. They’re now facing a stranger challenge: their own clients’ AI chatbots. CNBC’s Inside Wealth reports that large language models are giving financial advisors a new kind of pressure, as clients use tools like ChatGPT and Claude to ask investment, tax
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Morgan Stanley is betting a wave of upcoming IPOs will deliver windfalls worth tens of billions of dollars in client assets for its wealth management division, repeating the bonanza from SpaceX’s listing. In the second
Dubai has firmly established itself as one of the world’s leading destinations for family offices, wealth migration, and private capital, and is expected to remain a magnet for millionaires, ultra-high-net-worth individuals (UHNWIs), and family offices despite ongoing geopolitical uncertainties. Industry experts attribute the emirate’s continued appeal to its stable policy framework, robust regulatory environment, world-class
As the Registered Investment Advisor (RIA) channel continues to capture a larger share of the wealth management market, firms are increasingly locked in a high-stakes competition for top-tier talent to sustain their growth trajectories. This dynamic is intensified by demographic forces driving one of the largest wealth transfers in modern history as well as the
WRISE’s initial HKD30 million investment accelerates WRISE AI Labs while the appointment of Dr. Jeffrey Wu as Group Chief Scientist and a strategic collaboration with Panorama reinforces the Group’s long-term AI-native wealth management strategy HONG KONG SAR- Media OutReach Newswire – 30 July 2026 – WRISE Group (“WRISE”), one of Asia’s fastest-growing independent wealth management
There is a risk of deskilling health and social care staff through the overreliance on artificial intelligence tools, the health and safety watchdog has warned. The Health Information and Quality Authority (Hiqa) on Wednesday published the State’s first national guidance on the responsible and safe use of AI in health and social care services. The
…Launches $1bn buyback Standard Chartered posted a record operating income of $11.6 billion for the six months ended June 30, while profit before tax rose nine percent to $4.8 billion, powered by strong growth in its wealth management and global banking businesses. The lender announced a $1 billion share buyback and upgraded its earnings outlook
Confidence Wealth Management says “Company Inventions” tradition and four-question improvement process turn team initiative into expanded client service The Four-Question Process a Wealth Management CEO Uses to Turn Employee Ideas Into a Firm-Wide Capabilities Get the latest news delivered to your inbox Sign up for The Manila Times newsletters By signing up with an email
As artificial intelligence reshapes the financial services sector, wealth management firms are increasingly focusing on consumer behaviour rather than investment products alone, reflecting a broader industry trend toward personalised financial guidance and predictive decision-making. Industry executives say growing digital adoption, rising demand for financial literacy and advances in AI are accelerating a shift away from