Blog

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By: Víctor Varela, 

Business Development & Research Associate

This report explores how artificial intelligence is reshaping the asset and wealth management industry — moving from isolated pilots to enterprise-wide operating model transformations.

• In Wealth Management, AI is addressing an impending shortage of financial advisors by automating client onboarding, KYC, and portfolio oversight. Intelligent copilots and real-time drift monitoring systems are boosting advisor productivity, shortening time-to-funding, and enhancing client trust.
   
• In Hedge Funds, adoption has become mainstream, with 95% of managers integrating generative and agentic AI into research, signal generation, and execution. Early adopters report 3–5% higher annualized returns. Use cases include modular agentic systems for research synthesis, reinforcement learning for trade optimization, and AI-driven risk monitoring.
   
• Governance and Regulation are emerging as critical success factors. As regulators like the SEC and ESMA tighten oversight on AI explainability and fiduciary standards, firms with auditable, human-in-the-loop systems gain credibility with allocators and investors.
   

Sustainable advantage in asset management will come not from tools alone, but from AI-first operating models that combine human judgment, explainability, and disciplined governance — a shift positioning AI as an organizational capability, not a technological experiment.