Head of Investment and Client Solutions Andre Portelli provides a clear-eyed view on how complexity in markets, regulatory variance, and client demands are reshaping investment offerings. With the resurgence of hedge funds post-2008, increased macro volatility, and the growing importance of alternatives, diversification remains core, but with new challenges. Portelli also discusses how technology, particularly AI, is boosting productivity across global teams, even as the investment world’s rate and liquidity dynamics remain in flux.

Chapters

• 02:47 Hedge Funds and Alternative Assets
• 10:53 AI Adoption in Wealth Management