Investbanq's Berik Yernazarov on AI-Native Wealth Management
Source: hubbis.com
Published on: 2026-10-13 08:34
At the Hubbis Investment Forum - Singapore 2026, Berik Yernazarov, Head of Investments at Investbanq, examined how artificial intelligence (AI) is changing wealth management as a major intergenerational transfer approaches. Cerulli expects US$124 trillion to move through US estates by 2048, including US$105 trillion to heirs and US$18 trillion to charities. The commercial risk lies in whether firms retain those assets. Younger investors expect real-time information, broader investment choice and a mix of human and digital support. Many also intend to reconsider the advisers inherited with family wealth. Yernazarov argued that AI can help firms respond by joining client, portfolio and market information in one operating layer. Investbanq applies that approach through a modular wealth platform and six specialist co-pilots for advisers, analysts and clients. Key Takeaways * A Large Transf...
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