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May 2025

The Wealth Mosaic - AI Toolkit 2025

A report focusing on AI trends and AI-driven technology. Where alongside industry experts, Jacobi contributed insights on how AI Agents will reshape the way investment firms construct portfolios, enhance investment operations and better engage with clients.

This issue takes the form of a thematic report and focuses on AI trends and the AI-driven technologies wealth managers are increasingly adopting to enhance efficiency, deliver greater levels of personalisation, and power decision-making. It features 16 articles contributed by a range of industry participants – from wealth managers, to vendors, to consultants focused on financial services.

Access the full report here.

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Jacobi shortlisted - Wealth & Asset Management awards 2026
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