Fund Session

Fund Session is an intimate, exclusive networking event for wealth managers, offering rare opportunities for in-depth dialogue with partners – under the Fund Seminar umbrella.

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Retrospective: Fund Session — 20 May 2026

'AI in investment advice and asset management: what is really changing?' 

Conclusion: AI is no longer a promise — it is everyday practice in investment advice and asset management. 

During the AI session at the Fund Awards on Wednesday afternoon, 20 May, participants moved beyond the hype and examined what is truly changing. The role of the financial professional is shifting from subject-matter expert to director, with AI acting as an increasingly capable co-pilot. 

At the same time, added value is coming under pressure: if AI generates analyses and advice, the differentiating factor lies precisely in human interpretation, duty of care and trust — because AI is not accountable; the human being remains ultimately responsible. 

The practical impact is also becoming visible. AI is moving from the back office to the heart of organisations, strengthening processes and decision-making. This development raises new questions around regulation and risk, from bias in models to AI-generated complaints — a session for everyone who wanted to understand what AI is really changing and what it is not.


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