IBS Intelligence Podcasts

EP932: Crossing the tech divide, the future of wealth management

IBS Intelligence Podcasts | A Cedar Consulting Unit Episode 932

Peter O’Brien, Head of Global Growth+Partnerships, Addepar

Some 87% of UK wealth managers believe that AI is crucial to the future of the wealth management industry yet over half believe their current technology systems still need to be upgraded. Alternative investments, from art and wine to vintage cars, are booming, but UK firms are struggling to access and track them. Peter O’Brien, Head of Global Growth+Partnerships, at Addepar speaks to Robin Amlôt of IBS Intelligence about how wealth managers can attract both new clients and young talent, by investing in smarter technology tools.