概要

This eSeminar is a recorded session of the 'Unlocking Strategic Advantage: Agentic AI in Wealth and Asset Management' webinar held on 30 April 2026.

Mr Chris Leung, Partner in EY's AI and Data practice, explores how Agentic AI is transforming wealth and asset management. The session walks through the evolution from machine learning and generative AI to agentic systems capable of autonomous reasoning and execution. Key topics include AI use cases in client advisory, portfolio management, risk, compliance, KYC, operations, and the key considerations around governance, human oversight, talent readiness, and organisational change needed to unlock sustainable value in a regulated environment.

宗旨

After completing this course, you will be able to:

1. Identify key applications and strategic priorities for Generative AI in wealth and asset management, including emerging front-office use cases.
2. Explain how Agentic AI can enhance client engagement, risk management, and operational efficiency within wealth and asset management firms.
3. Recognise key workforce, governance, and implementation considerations for scaling AI adoption responsibly and effectively.

內容

1. Early wins with GenAI in wealth and asset management: Delivering immediate impact

2. Identifying strategic priorities for GenAI adoption, with a growing focus on front-office applications

3. Preparing the wealth and asset management workforce for transformation

4. Realising the strategic potential of Agentic AI in wealth and asset management

5. Understanding common barriers to GenAI adoption and approaches to overcoming them

對象

This webinar is designed for senior executives including directors, responsible officers, and managers-in-charge who oversee AI adoption within WAM sector. It is also suitable for compliance officers, risk managers, RegTech professionals, and responsible for governance, risk, and regulatory compliance in relation to artificial intelligence and emerging technologies.