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The Future of Wealth Management: Why 2026 Changes Everything
AI is simultaneously the greatest threat to traditional wealth management and the only viable defence against that threat.
AI and the Future Client Experience in Wealth Management
AI has the potential to finally bridge the industry's moat of inconvenience and radically alter the client experience.
AI in Wealth Management: How Technology Is Reshaping the Future of the Industry
This article introduces some of the key areas AI is likely to impact across wealth management and provides our perspective on the opportunities this technology presents.
Press Release
Davies debuts AI workbench to accelerate underwriting decisions
Designed by its underwriting experts, the Davies solution enables clients to make smarter risk decisions.
Davies appoints new senior hire to lead Asset & Wealth Management consulting practice
With deep expertise in investment strategy and technology transformation, Stephanie will drive growth and innovation as the firm expands its consulting services.
Davies grows insurance consulting team with new senior hire
With over 30 years of international experience, Daniele will drive transformation, digitisation, and AI initiatives for clients in the U.S. and Canada. This appointment aligns with Davies' Vision2030 strategy to significantly expand its services and market presence.
White Papers
Citizenship Verification: The Next Frontier in Client Due Diligence
Download the full white paper to understand why potential citizenship‑verification requirements may be far more complex than they appear—and what many institutions may be overlooking as they prepare for regulatory change.
Wealth Management Is Changing — But Not in the Way You Think
Download the full white paper to discover why the transfer of wealth is not as simple or straightforward as many assume—and what the wealth management industry may be missing about this complex and often misunderstood dynamic.
The Future of Operating Models in Asset Management
Download our report with Amundi Technology to dive deeper into what's shaping the future of operating models in asset management.