Recently, MDOTM Ltd., a global provider of AI-driven investment solutions, participated in the We Wealth event in Milan. The event brought together wealth management experts to discuss the rapid transformations reshaping the industry, with a special focus on how AI is transforming portfolio management and client experiences. The event covered crucial topics, including longevity planning, the role of AI in investment, and how emerging advisory platforms are driving innovation in the sector.
We Wealth was a great opportunity for wealth management professionals to connect with academia, tax and legal consultants, fiduciaries, trust companies, and family offices, all dedicated to building a successful wealth management landscape. Attendees heard from top industry leaders who are shaping the future of wealth management.
Key Sessions with MDOTM Ltd. Experts
MDOTM’s CEO & Co-Founder, Tommaso Migliore, and Partner and Head of Americas, Peter J. Zangari, Ph.D., led sessions on AI’s transformative power. Tommaso Migliore explored AI's role in wealth management in the presentation, “Focus AI: una rivoluzione per i portafogli e la customer experience,” highlighting how AI is transforming portfolio management and client interactions. He showcased how Sphere, MDOTM’s AI-powered platform, delivers investment insights, creates and rebalances portfolios at scale and automates reporting, enabling wealth managers to provide personalized, high-value services to clients.
%2520(32).jpeg)
In a separate session, Peter J. Zangari, Ph.D discussed “Analytical & Generative AI: How Do They Support Investment Decision-Making?”. He also delved into how AI technologies equip investors with deeper insights and greater precision. Attendees learned about AI-driven analysis's impact on Strategic and Tactical Asset Allocation, and how AI helps wealth managers comprehensively understand macroeconomic trends and risk exposures. Peter also demonstrated how AI’s analytical capabilities allow wealth managers to offer clients more accurate and well-informed investment strategies.
%2520(8).png)
In conclusion, MDOTM Ltd.’s participation at the We Wealth event in Milan highlighted the exciting transformations underway in the wealth management industry. The in-depth discussions around longevity planning, the impact of AI on investment strategies, and the evolving regulatory landscape provided invaluable insights. We had the opportunity to engage with leading experts, academics, and professionals from the tax, legal, fiduciary, and family office sectors, all dedicated to shaping the future of Italian wealth management.
___________________________________________________________________________
Discover the 3 Proven AI Uses Cases for Investment Managers
Learn how MDOTM’s AI adds speed and scale to your investment process. Click here to schedule a call with our customer success team where they will show you how our clients are leveraging AI successfully. During the call they will walk you through:
- AI-Driven Investment Insights on expected returns, risk and market regimes
- Portfolio Rebalancing at Scale to build & optimize hyper-personalized portfolios
- Automated Reporting & Commentaries for an enhanced portfolio understanding with Analytical & Generative AI
.jpg)
%20(2).png){kind=spacer}
