Wealth managers get to grip with AI: ‘The race is on to find efficiencies’

Jennifer Davis

2026-01-02 20:58:23

Wealth managers get to grip with AI: ‘The race is on to find efficiencies’

ShareResize https://cdn.accountdigital.net/FpDrB5stLq67Rv5uhzWWzQ5mHLtX Wealth managers could use AI to provide 24-hour customer servicePhoto: Getty Images UBS’s chief executive Sergio Ermotti is an...

ShareResize

Wealth managers could use AI to provide 24-hour customer servicePhoto: Getty Images

UBS’s chief executive Sergio Ermotti is an AI convert. In September, Ermotti and 49 of the Swiss wealth manager’s top bosses from around the globe gathered at the Oxford Saïd Business School for a crash course on how to get to grips with machine learning tools.

The AI programme, which ran from mid-September to mid-November, was initially available to 250 senior leaders, and structured over five cohorts.

I’m Lost About My Grandpa’s Social Security Money, Where Do I Start?

Deutsche Bank to roll out ‘banking butlers’ for affluent clients

Sanrio’s CEO on expanding beyond Hello Kitty and traditional retail to succeed in global markets

Why an obsession with Big Tech is not progress

Earn up to 4.18% APY. Here are the best CD rates today, Dec. 8, 2025

I Struggled to Repair My 2010 Prius And Don’t Know If It Was Worth the $4,300 Investment

Personal Finance — 2025-12-31 01:55:58

I’m Lost About My Grandpa’s Social Security Money, Where Do I Start?

Of the 70 million-plus people who receive monthly Social Security checks, many rely heavily on this money. For a large percentage of this group, this...

Wealth Management — 2025-12-23 01:40:46

Deutsche Bank to roll out ‘banking butlers’ for affluent clients

ShareResizeDeutsche Bank will create a 'unique service', according to private banking boss Claudio de SanctisPhoto: Ore Huiying/Bloomberg/Getty...

Business — 2025-12-12 15:21:23

Sanrio’s CEO on expanding beyond Hello Kitty and traditional retail to succeed in global markets

When Tomokuni Tsuji became president and CEO of Sanrio in 2020, he made headlines as Japan’s youngest-ever chief executive of a listed company. The...