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3
Introduction
How should we approach AI in the evolution of the Wealth Manager’s profession? Are we at risk of seeing human wealth managers replaced by automated AI solutions ?
Charles
Bok
Createrra Finance
Chief Executive & Managing Director
Secondary Private Equity and Evergreen Structure: The Winning Duo
Jonathan
Aiach
Coller Capital
Head of Southern Europe Private Wealth Distribution
Water and Waste: Still under the radar, opportunities to diversify equity portfolios.
Bertrand
Lecourt
J O Hambro Capital Management
Senior Portfolio Manager - Head of Thematic Investing
Introduction
How should we approach AI in the evolution of the Wealth Manager’s profession? Are we at risk of seeing human wealth managers replaced by automated AI solutions ?
Charles
Bok
Createrra Finance
Chief Executive & Managing Director
Secondary Private Equity and Evergreen Structure: The Winning Duo
Jonathan
Aiach
Coller Capital
Head of Southern Europe Private Wealth Distribution
Water and Waste: Still under the radar, opportunities to diversify equity portfolios.
Bertrand
Lecourt
J O Hambro Capital Management
Senior Portfolio Manager - Head of Thematic Investing
