Return to insights
April 2023

Jacobi highlighted in 2023 APAC WealthTech Landscape Report

The 2023 APAC WealthTech Landscape Report has been released. The report is a comprehensive guide to the technology and related vendor marketplace for the APAC Wealth Management Community. In the report, Jacobi's Tanya Bartolini discusses the growing need for an institutional process for the mass affluent market.

The Jacobi article is found here.

The full WealthTech Landscape Report is found here.

Recent Insights

Beyond the PMS
Model Portfolios

Beyond the PMS: Why Model Portfolios Are Exposing Weakness in Operating Models

The investment management industry is undergoing a fundamental shift. As firms look to scale investment decisions across a growing range of clients, channels and products, .....
Read More >
AI harness round table summary
Investment Management

The AI Harness: When The Sandpit Meets Governance And Regulatory Reality

Jacobi Strategies and Alpha FMC recently hosted a Round Table with leading investment industry figures. The Round Table’s focus was on the pace of AI-assisted .....
Read More >