S1|Ep66 Wealth Management 2.0: The AI-Powered Investment Revolution No One is Talking About
Manage episode 492501017 series 3571165
Let’s dive into the next generation of Wealth Management and discuss The AI-Powered Investment Revolution No One is Talking About, together with Stijn Ceelen (Belgium), a Seasoned & result-driven C-level leader in Banking & WealthTech, Managing Director, CEO of Alkiemist Advisors, Advisory Board Member (Banque Thaler (Genève, Zwitserland)), COHERRA (Copenhagen, Denmark and others), Chief Investment Officer of a single family office.
Key Topics Covered:
✔ AI in Wealth Management: Key trends, disruptions, and what the future holds for asset managers, banks, and investors
✔ How AI is Redefining Financial Strategy: From high-net-worth exclusivity to the democratization of smart investing
✔ Bridging Traditional Finance and Digital Assets: AI’s role in connecting stocks, bonds, cryptocurrencies, and tokenized assets
✔ Top Investor Pain Points: What challenges investors face today - and how AI is solving them
✔ AI-Powered Risk Management and Decision Support: Handling market volatility in both traditional and crypto sectors
✔ Next-Gen AI Wealth Solutions: An exclusive look into a tested AI-driven wealth management system and what makes it innovative
✔ The Human and AI Advisor Model: Will financial advisors stay relevant in the era of predictive and personalized AI?
✔ Emerging Trends (2025–2030): Wealth preservation, tax optimization, asset allocation, and how AI reshapes each layer
✔ Actionable Advice for Financial Professionals: What investors and advisors need to unlearn, embrace, and build for the AI-powered future
Connect with Stijn Ceelen on LinkedIn: https://www.linkedin.com/in/stijnceelen/
Learn more about the CxO Section (Brand Leadership Community, Denmark)
About the host, Emi Olausson Fourounjieva
With over 20 years in IT, digital transformation, business growth & leadership, Emi specializes in turning challenges into opportunities for business expansion and personal well-being.
Her contributions have shaped success stories across the corporations and individuals, from driving digital growth, managing resources and leading teams in big companies to empowering leaders to unlock their inner power and succeed in this era of transformation.
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Chapters
1. Introduction to Digital Transformation and AI (00:00:00)
2. Stan's Journey in AI-Driven Investments (00:02:05)
3. Trends in AI Wealth Management (00:03:54)
4. Democratizing Financial Strategies (00:13:31)
5. Bridging Traditional Finance and Digital Assets (00:17:31)
6. Pain Points and AI Solutions (00:21:44)
7. AI for Enhanced Risk Assessment (00:33:20)
8. Stan's AI-Driven Investment Model (00:37:56)
9. Future of AI in Wealth Management (00:41:32)
10. Key Advice and Closing Thoughts (00:47:26)
66 episodes