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Copilots, agents and changes AI is bringing to the wealth industry
Artificial Intelligence in Wealth and Investment Management
Burton Hanna
February 25, 2025
This weeks stories
The use of AI copilots is taking off
Risks of AI in Financial Markets
How AI is transforming investing for everyone
AI is changing the wealth management industry
The use of AI Copilots is taking off
From predicting settlement failures based on trade specifics to spotting data red flags to helping portfolio managers understand the currency exposures of their portfolios, AI copilots are your digital teammates. Their use is growing and they are saving money.
Risks of AI in Financial Markets
Autonomous AI agents designed to maximize returns could coordinate and engage in market manipulation. In the Flash Crash of 2010, algorithms caused the Dow to drop more than 1,000 points in a few minutes.
Michael Barr, Vice-Chair of Supervision at the Federal Reserve spoke recently at the Council on Foreign Relations and warned of this and other risks to the market. Barr argues that governance and regulation need to keep up with AI.
How AI is transforming investing for everyone
The number of stock analysts at the 15 largest banks dropped by 30% over the last 10 years. Agentic AI and Small Language Models are being used more and more by firms and individual investors.
The problem is trusting the AI. Using trust enabling technologies like Zero Knowledge Proofs, AI ouput can be validated without revealing sensitive data.
AI is changing the wealth management industry
Using AI tools, wealth managers and high net worth investors can gain insights into markets, stocks and alternative investments. Including startups, private equity and crypto.