Citi, DBS, Leo Wealth warn of AI-driven portfolio homogenisation

With advisors in the city relying on the same AI models for portfolio construction, how will they differentiate their offerings?

The wealth industry’s rush into artificial intelligence (AI) is already rapidly moving beyond basic efficiency tools and into more complex portfolio advisory tasks, as implementation becomes a top-tier operational priority. But has anyone stopped to ask an obvious question: How will banks differentiate their advice if every advisor in the city relies on the same or similar machine-driven insights? DBS…

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