Digital wealth management latest trends in digital wealth

Latest trends in digital wealth management show a 12% uptick in Q1 2024 assets under management, driven by AI-assisted portfolio balancing. Nasdaq tech-heavy indices gained 3.8% in the same period, signaling investor confidence in automated and personalized financial solutions. Analysts are eyeing growth in fintech stocks tied to robo-advisory services, expecting continued momentum amid rising demand for low-fee, data-driven investment strategies. Rolland has more than 25 years of industry experience, leading wealth management teams and developing successful growth strategies. She was most recently at JPMorgan Chase, where she served as managing director, divisional director for consumer banking, overseeing all retail banking operations for the Greater West region. Prior to this role, Rolland spent more than two decades at Bank of America Merrill Lynch, where she held a variety of wealth management leadership roles and at one point led a large team of commercial bankers. At Temenos, we deliver a set of autonomous, standalone, and pre-integrated solutions so that firms can create their solution according to their needs. Firms can choose any capabilities (e.g., Front Office or Securities or both) and implement them simultaneously, as they are pre-integrated. Emerging market equities in Brazil and India are seeing record inflows via digital wealth management channels, according to April trade data. Currency stabilization in these regions enhances return potential for cross-border robo-advisory clients.