AI Technology in Wealth Management: Leveraging Technology to Transform Financial Strategies
Mirghaemi, Mahnoosh, Wendt, Karen
相關主題
商品描述
This book explores AI technology in wealth management, including what it is, how it changes the wealth management and private banking landscape, its advantages, and how it democratizes wealth management. Specifically, this book investigates topics such as
- Hyper-personalized investment strategies
- Combined quantitative analysis with sentiment analysis to create prescriptive and predictive scenarios
- Expandable and transparent AI algorithms in wealth management
- Customer experience and client engagement
- Tailored financial content
Providing a clear and concise description of how AI driven wealth management differs from traditional investing, asset management, and wealth management offering new opportunities for investing, this book is ideal for students, scholars, researchers and professionals interested in accessible wealth management applications for investing in the 21st century.
商品描述(中文翻譯)
本書探討了人工智慧技術在財富管理中的應用，包括其定義、如何改變財富管理和私人銀行的格局、其優勢，以及如何使財富管理更加普及。具體而言，本書研究了以下主題：
- 超個性化的投資策略
- 將量化分析與情感分析結合，創造出可指導和預測的情境
- 可擴展且透明的財富管理人工智慧演算法
- 客戶體驗與客戶參與
- 量身定制的財務內容
本書清晰且簡明地描述了人工智慧驅動的財富管理如何與傳統投資、資產管理和財富管理有所不同，並為21世紀的投資提供了新的機會，適合對可及的財富管理應用感興趣的學生、學者、研究人員和專業人士。
作者簡介
Mahnoosh Mirghaemi is Managing Director of Colivar Gestion AG in Zug, Switzerland, a FINMA-regulated asset management firm. She exemplifies a rare blend of expertise in Electrical Engineering and Mathematics, revolutionizing trading algorithms through advanced digital signal processing and quantum physics strategies. Throughout her illustrious career, which includes significant tenures at Goldman Sachs, Societe Generale, and J.P. Morgan, Dr. Mirghaemi has been a fervent advocate for gender equality within the finance sector. Her work at Colivar not only sets new standards for female leadership in finance but also champions collective action toward a more equitable financial landscape. Through her role, she profoundly influences the industry, ensuring that the principles of equity and empowerment are woven into the fabric of financial strategy and practice.
Karen Wendt is the President of Sustainable Finance (Cham, Switzerland) and CEO of ECCOS Impact GmbH (Cham, Switzerland). She is also a serial entrepreneur, scientist and co-editor of the Sustainable Finance book series at Springer. She advises companies on sustainability and is proven expert in impact investing, international management, sustainable finance, and strategy development. She is currently conducting research on social entrepreneurship, stock exchanges and portfolio engineering.
作者簡介(中文翻譯)
Mahnoosh Mirghaemi 是瑞士楚格的 Colivar Gestion AG 的執行董事，這是一家受 FINMA 監管的資產管理公司。她展現了電機工程和數學的罕見專業結合，透過先進的數位信號處理和量子物理策略，革新交易算法。在她輝煌的職業生涯中，包括在高盛、法國興業銀行和摩根大通的顯著任期，Mirghaemi 博士一直是金融領域性別平等的熱情倡導者。她在 Colivar 的工作不僅為金融界女性領導力樹立了新標準，還推動了朝向更公平金融環境的集體行動。透過她的角色，她深刻影響著這個行業，確保公平和賦權的原則融入金融策略和實踐的基礎。
Karen Wendt 是可持續金融（瑞士Cham）的總裁及 ECCOS Impact GmbH（瑞士Cham）的執行長。她同時也是一位連續創業家、科學家，以及 Springer 出版的《可持續金融》書系列的共同編輯。她為公司提供可持續性建議，是影響力投資、國際管理、可持續金融和策略發展的專家。她目前正在進行有關社會企業、股票交易所和投資組合工程的研究。
