This book explores AI technology in wealth management, including what it is, how it changes the wealth management and private banking landscape, its advantages, and how it democratizes wealth management. Specifically, this book investigates topics such as
- Hyper-personalized investment strategies
- Combined quantitative analysis with sentiment analysis to create prescriptive and predictive scenarios
- Expandable and transparent AI algorithms in wealth management
- Customer experience and client engagement
- Tailored financial content
Providing a clear and concise description of how AI driven wealth management differs from traditional investing, asset management, and wealth management offering new opportunities for investing, this book is ideal for students, scholars, researchers and professionals interested in accessible wealth management applications for investing in the 21st century.
Table of Content
.- Introduction to Wealth Management.
.- Defining Wealth Management.
.- Importance in Modern Financial Landscape.
.- Traditional Wealth Management Practices.
.- Emergence of AI in Wealth Management.
.- How AI is Transforming Wealth Management.
.- Data Analytics and Predictive Modeling.
.- Automated Investment Platforms.
.- Personalization and Customization.
.- Enhancing Efficiency and Accuracy.
.- Key Differences between Traditional and AI Wealth Management.
.- Conclusion: Harnessing the Power of AI in Wealth Management.
.- Glossary: Key Terms and Concepts in Wealth Management and AI.
.- References: Suggested Readings and Resources.
About the author
Mahnoosh Mirghaemi is Managing Director of Colivar Gestion AG in Zug, Switzerland, a FINMA-regulated asset management firm. She exemplifies a rare blend of expertise in Electrical Engineering and Mathematics, revolutionizing trading algorithms through advanced digital signal processing and quantum physics strategies. Throughout her illustrious career, which includes significant tenures at Goldman Sachs, Societe Generale, and J.P. Morgan, Dr. Mirghaemi has been a fervent advocate for gender equality within the finance sector. Her work at Colivar not only sets new standards for female leadership in finance but also champions collective action toward a more equitable financial landscape. Through her role, she profoundly influences the industry, ensuring that the principles of equity and empowerment are woven into the fabric of financial strategy and practice.
Karen Wendt is the President of Sustainable Finance (Cham, Switzerland) and CEO of ECCOS Impact Gmb H (Cham, Switzerland). She is also a serial entrepreneur, scientist and co-editor of the Sustainable Finance book series at Springer. She advises companies on sustainability and is proven expert in impact investing, international management, sustainable finance, and strategy development. She is currently conducting research on social entrepreneurship, stock exchanges and portfolio engineering.
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