Artificial Intelligence (AI) and the Future of Financial Advice

Artificial intelligence is becoming one of the most discussed topics in finance today, but what does it actually mean for ultra-high-net-worth (UHNW) and high-net-worth (HNW) investors and the financial advice industry?In this episode of ek Public Voices, Karam Singh, managing partner of ek Private, explores how AI is beginning to influence the world of global wealth advisory.Drawing on questions he regularly receives from both clients and industry peers, Karam discusses how AI can support:• modelling complex global financial scenarios • improving coordination between multiple advisers • screening investment opportunities based on client preferences • enhancing long-term decision-making in complex portfoliosHe also addresses the broader questions facing the profession today: How should advisers incorporate AI into holistic advice? And how will the financial advice industry evolve in an increasingly AI-driven world?For globally connected individuals and families, the conversation highlights how technology and human judgement can work together to navigate complexity.About ek Public Voicesek Public Voices is a conversation series hosted by ek Private Advisory exploring global markets, wealth, leadership, and long-term thinking through thoughtful discussions with leaders across finance, business, and advisory. Important:Karam Singh, Authorised Representative of Capella Advisory Pty Ltd ABN 54 669 300 163 AFSL no. 550125. He can be reached at [email protected] or 1300 193 136The information in this publication is factual information, and not financial advice. The information is objectively ascertainable information and is not tailored to your personal circumstances. You should consider obtaining financial advice before making a decision in relation to this information.