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Empowering the asset management workforce of…
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Designing a strong tech foundation for…
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How Private Banks Could Better Engage…
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Three trends in investment operations for…
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Responding to megatrends for future success
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Video: The real value of AI in wealth management
Posted on • By Scott Reddel
Recently, I had the pleasure of speaking with John Manganaro, managing editor of PLANADVISER, at their webinar on artificial intelligence and financial advice. We talked about why Accenture recently conducted a study on the state of AI in wealth management, what surprised me from the survey results and what were some of the eye-opening numbers…
Empowering the asset management workforce of the future with new tech
Posted on • By Mike Kerrigan
In my last blog, I looked at two Accenture Tech Vision 2021 trends that I believe will shape the future technology foundations of the asset management industry. Today, I investigate two additional trends that could have profound implications for the asset management workforce: “I, Technologist” and “Anywhere, Everywhere.” ‘I, Technologist’—The democratization of technology Powerful technology…
Designing a strong tech foundation for asset managers
Posted on • By Mike Kerrigan
Few industries are experiencing changes in technology advancement as dramatically as investment management. No longer is the impact limited to sophisticated functions such as investment research within the front office—nearly all aspects of asset management are being disrupted. Even asset classes that many expected to remain analog are being digitized at an unprecedented rate. A…
How Private Banks Could Better Engage with Gen Z
Posted on • By Zabeen Moser
Traditional private banks and wealth managers often struggle in adapting their offerings to appeal to younger generations of clients. As a result, they are at risk of losing those clients to competitors that have more compelling proposals (e.g. in terms of social responsibility, client centricity or flexibility) and they might be missing valuable opportunities to…
Three trends in investment operations for the new digital era
Posted on • By Caroline Chambers
Asset managers have been focused in the past mainly on driving scale and efficiencies into their investment operations. Now, many firms are turning to a new playbook. Its priorities? Using digital as the engine to enhance revenue, client centricity and market share. And doing this successfully requires firms to embrace a new way of working…
Responding to megatrends for future success
Posted on • By Ian Woodhouse
As part of Accenture and Orbium’s continued commitment to help drive valuable discussions within the wealth management industry, we have created our annual Wealth Management Digest—a curated selection of articles written by our practice over the last year. This year’s publication draws on insights from the Accenture–Orbium Wealth Management C-Level Survey, and we have aligned…
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Meet Our Bloggers

Michael Spellacy
Senior Managing Director – Global Capital Markets Lead

Scott Reddel
Managing Director – Wealth Management Lead

Mike Kerrigan
Managing Director – Asset Management Lead

Tom Syrett
Managing Director – Capital Markets Platforms Lead

Nicole Bodack
Managing Director – Capital Markets, Growth Markets

Kimberly Richards
Managing Director – Banking and Capital Markets Strategy

Diane Nolan
Managing Director – Capital Markets

Zabeen Moser
Managing Director – Wealth Management

Ian Woodhouse
Head of Strategy and Change, Orbium – Part of Accenture Wealth Management

Michael Cheek
Managing Director – Capital Markets

Girard Healy
Managing Director – Asset Management

Jasmine Dhiman
Managing Director – Capital Markets, Technology

Rachel Silver
Managing Director – Wealth Management

Keri Smith
Managing Director - Applied Intelligence

Graeme Hughes
Managing Director – Capital Markets

Dean Jayson
Managing Director – Banking and Capital Markets, United Kingdom & Ireland

Paulo Salomao
Managing Director – Asset Management

Caroline Chambers
Senior Manager – Asset Management

Bill Beaulieu
Director – Asset Management

Ross Tremblay
Senior Manager – Asset Management

Christian Spitz
Senior Manager – Capital Markets

Mike Marsiglio
Director – Wealth Management

James Petitto
Senior Manager – Asset Management
