Artificial Intelligence (AI) and the Future of Financial Advice
ek Public Voices by ek Private Advisory
Episode notes
Artificial intelligence is becoming one of the most discussed topics in finance today, but what does it actually mean for ultra-high-net-worth (UHNW) and high-net-worth (HNW) investors and the financial advice industry?
In this episode of ek Public Voices, Karam Singh, managing partner of ek Private, explores how AI is beginning to influence the world of global wealth advisory.
Drawing on questions he regularly receives from both clients and industry peers, Karam discusses how AI can support:
• modelling complex global financial scenarios
• improving coordination between multiple advisers
• screening investment opportunities based on client preferences
• enhancing long-term decision-making in complex portfolios
He also addresses the broader questions facing the profession today: How shoul ...