Asset & Wealth Management / Life Insurance
Asset and Wealth managers must leverage AI, technology and digital for distribution and operations while expanding their product range to include new asset classes (Private equity…) and inject purpose (ESG…)
Asset Management
Asset management is marked by an evolving economic landscape, with interest rates maintained at a high level and elevated geopolitical risks. Active investment strategies, diversification, and risk management will play a crucial role in generating alpha and adapting to this dynamic context.
Wealth Management
Overall economic context and increased competition from digital players dictates the stakes facing wealth managers around two main drivers : NBI increase and costs control
Life Insurance
Life insurance is evolving in an environment of constrained guaranteed rates, growing competition from alternative wrappers and a strengthened prudential and regulatory framework. Diversifying the unit-linked offering, controlling the economics of euro funds, and improving operational efficiency will play a key role in preserving inflows and profitability for players in this market
AI in Asset Management
Artificial intelligence is emerging as a critical enabler of modernization in asset management, as firms face rising regulatory pressure, shifting operating models, and increasingly complex investor expectations, requiring fundamental transformation.
AI in Wealth Management
Artificial intelligence is becoming a strategic lever for private banks, as they face mounting pressure on revenues and intensifying digital competition, enabling both asset growth and cost efficiency.
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