Personalized Discretionary Mandates With AI

Customized discretionary mandates are rapidly gaining traction in wealth management as firms seek to transition from retrocession-based models to transparent, fee-driven services. This approach meets growing client demand for personalized portfolios aligned with specific goals and constraints, strengthening relationships and perceived value. However, while strategically attractive and easy to implement within existing structures, these mandates pose a major scalability challenge—delivering tailored solutions at scale requires resources that grow faster than client volumes.

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