A coalition of global wealth and asset management leaders has launched a study into how artificial intelligence (AI) will reshape the investment industry.
The initiative is led by research firm ThoughtLab in partnership with FNZ, Grant Thornton, ServiceNow, Amazon Web Services (AWS), London Stock Exchange Group and Publicis Sapient.
It will examine how firms across 16 countries are harnessing AI and other transformative technologies to meet rapidly changing customer and employee needs.
The study, The AI-Powered Investment Firm, aims to provide an actionable roadmap for firms looking to deploy AI across the front, middle and back office.
It will explore how AI can drive personalisation, boost adviser productivity, reduce risk and fraud, deliver cost efficiencies and close the advice gap.
ThoughtLab CEO Lou Celi said: “AI will give industry executives the tools to navigate profound shifts already transforming the investment landscape, including an $80 trillion-plus wealth transfer to a new digital generation.
“Our pioneering research will provide wealth and asset management executives with the decision support they need to propel true strategic change.”
The programme will include a global benchmarking survey of 500 institutions, expert interviews and the development of the first AI-maturity model tailored to wealth and asset managers.
Interim updates will be shared over the next three months, with full findings due in Q4 2025.
