AI Transforms Wealth and Asset Management: Global Study Reveals Strategies for the Next Era of Investment Innovation

Wealth and Asset Management Leaders Launch Global Study on AI's Impact

A groundbreaking global study is underway to examine how artificial intelligence (AI) and related technologies are transforming the investment industry. Spanning 16 countries, this research will analyze how wealth and asset management firms can leverage AI across their front, middle, and back offices to address evolving client and employee demands.

ThoughtLab, a global research firm, has initiated this extensive study in partnership with industry leaders such as FNZ, Grant Thornton Advisors LLC, ServiceNow, Amazon Web Services (AWS), London Stock Exchange Group (LSEG), and Publicis Sapient. The goal is to provide clear, data-driven insights into how AI advancements will reshape investment firms worldwide.

Introducing a New Research Initiative

The study, titled The AI-Powered Investment Firm: How Wealth and Asset Management Providers Will Transform Their Businesses Through AI, promises to deliver a practical roadmap for firms aiming to thrive in the AI era. It will combine rigorous data analysis, expert opinions, case studies, and performance metrics to guide executives through strategic AI adoption.

This initiative will explore how AI-powered digital tools can enhance personalized client experiences, boost productivity for employees and advisors, reduce risks and fraud, improve cost efficiency, bridge advisory gaps, and drive profitability.

One key output will be the first-ever AI maturity model tailored for wealth and asset management firms. This framework will help organizations benchmark their AI capabilities and optimize their strategies effectively.

What This Means for the Industry

The research team highlights an $80 trillion wealth transfer underway to a tech-savvy generation that expects personalized services, democratized products, new service models, and lower fees. AI will be a critical tool for firms to meet these expectations and stay competitive.

Scope of the Program

The study is led by ThoughtLab and FNZ, with contributions from Grant Thornton, ServiceNow, AWS, Publicis Sapient, LSEG, and Wireside Communications. It involves a coalition of wealth and asset management firms, research bodies, and AI experts.

• A global survey of 500 financial institutions across diverse markets and asset classes.
• Insights from an advisory board of senior executives and industry experts.
• Analysis of AI technologies including generative, agentic, and multimodal AI, alongside blockchain and modern IT platforms.
• Interviews with executives leading AI transformation and AI specialists.
• Benchmarking of AI strategies, investments, and performance outcomes.

Key Questions the Study Will Address

• How will AI change investment firms in the next three years?
• What operational differences will AI-powered firms exhibit?
• What implications will AI have for the future workforce?
• Which AI use cases deliver the most impact across business functions?
• What business results are firms achieving through AI initiatives?
• How can AI support personalized wealth advisory services across client segments?
• How is the global AI regulatory environment evolving, and what does it mean for innovation?
• What immediate actions should firms take to prepare for AI’s next phase?
• What does a successful AI leadership roadmap look like?
• What challenges do firms face in their AI adoption journeys, and how can they overcome them?

Over the next three months, the study group will share updates and insights with the global wealth and asset management community. The full report, including actionable recommendations and decision-support tools, will be released in Q4 2025.

About ThoughtLab

ThoughtLab specializes in delivering fresh ideas and thorough analysis to help business and government leaders manage transformative change. Their expertise includes conducting surveys, executive interviews, economic modeling, benchmarking, and producing detailed reports and analytical tools focused on technology’s impact across industries and markets.

For those interested in gaining practical AI skills relevant to finance and management, exploring specialized AI training courses can be beneficial. Resources such as Complete AI Training’s finance-focused AI tools offer valuable learning opportunities.