璞砺营销咨询：2025 AI赋能投资机构：智能体时代财富与资产管理机构AI行动指南（英文版）（51页）.pdf

1、The AI-PoweredInvestment FirmAn AI playbook for wealth and assetmanagement firms in the agentic eraTable of contentsResearch background13456Keeping pace with AI innovation AI leaders show the way forwardFive best practicesof AI leadersKey takeawaysResearchbackgroundA variety of providers by type of

2、firmIn Q3 2025,we partnered with ThoughtLab to analyze the impact of of AI on wealth and asset-management providers by conducting a comprehensive survey of 500 firms across the worlds leading investment markets.Respondents by sectorNote:Asset management firms refer to firms that primarily focus on m

3、anaging investment portfolios,including investments such as stocks,bonds,mutual funds,real estate and commodities.Wealth management firms typically offer a broader range of services beyond investment management.General managementTechnology managementRespondents from firms offering services to both i

4、ndividual and institutional investorsRespondents from independent firmsfrom a division of a diversified financial firm85%61%39%Assetmanagement firm Wealth management firmPrivate bankFamily/multi-family officeHedge fund or private equity firmBroker-dealerOnline trading and investment platforms(fintec

5、hs)Corporate management function of a diversified fin.institution 15%14%13%12%12%11%12%11%Respondents by management type50%50%A mix of providers by size and location*Represents about 44%of world AUM,estimated at$168.2 trillion according to StatistaRevenue for the last fiscal year estimated in U.S.do

6、llarsJapan 8%China/Hong Kong 7%Australia/New Zealand 7%Singapore 6%Malaysia 3%Asia Pacific 31%Germany 8%United Kingdom 8%France 7%Spain 6%Switzerland 6%Finland 3%Sweden 3%Europe 41%United States 20%Canada 8%North America 28%Respondents by AUMRespondents by region and country$148.4 billionAverage AUM