Artificial Intelligence (AI) is on the way to transform wealth management by improving quality, efficiency, and personalization. This chapter begins by introducing the foundational concepts of AI, including its key branches—machine learning, deep learning, and generative AI—and their relevance to wealth management. It then explores practical applications such as portfolio optimization, sustainable investing, fraud detection, and personalized client engagement. The chapter concludes by addressing current challenges and providing initial insights into potential solutions.

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Artificial Intelligence in Wealth Management

  • Sabrina Herold,
  • Christina Goltzsche

摘要

Artificial Intelligence (AI) is on the way to transform wealth management by improving quality, efficiency, and personalization. This chapter begins by introducing the foundational concepts of AI, including its key branches—machine learning, deep learning, and generative AI—and their relevance to wealth management. It then explores practical applications such as portfolio optimization, sustainable investing, fraud detection, and personalized client engagement. The chapter concludes by addressing current challenges and providing initial insights into potential solutions.