Kian Sarreshteh

1 week ago | pwmnet.com | Alex Hughes |Elisa Trovato |Ali Al-Enazi |Kian Sarreshteh

Younger investors, coming of age in a social media world, are increasingly expecting digital-first communication from wealth managers. Investor relations (IR) has traditionally revolved around quarterly reports, earnings calls, and in-person meetings. However, as Generation Z emerges as a significant force in the investment landscape, these conventional approaches are undergoing transformation.

1 month ago | pwmnet.com | Ali Al-Enazi |Kian Sarreshteh |Jasper van Brakel |Elisa Trovato

As AI innovations gather pace, wealth firms must learn to manage the expectations of private clients who believe their financial returns will be quickly boosted. Wealth management has been passing through an era of digital transformation for the best part of a decade. The integration of artificial intelligence (AI) and machine learning (ML) has impacted the ‘journey’ of clients and expanded the toolbox of their advisers.

1 month ago | pwmnet.com | Kian Sarreshteh |Jasper van Brakel |Elisa Trovato |Dan Davis

With a new administration in the White House, financial services in the US is entering a transformative stage, tempered by concerns about the president’s own crypto projects. With his finger on the pulse of public opinion, Donald Trump and his wife Melania have not been slow to launch their own meme coins. His fans have been watching them closely, many not realising there is no real value attributed to these coins.