AI in Wealth Management: Where It Creates Value, and Where It Destroys It
swissQuant CEO Dr. Hassan Mouheb on AI in wealth management. The scarce resource has moved from information to verification, and the adviser’s job is now
Insights
Fat Tails and Tail Risk: Why Standard Models Miss Geopolitical Shocks
Standard risk models assume returns are normally distributed. The empirical record has not supported that assumption for decades, and the gap matters more in a
Hypothetical Stress Testing for Multi-Asset Portfolios: Why Forward-Looking Scenario Analysis Is Now A Competitive Necessity
Stress testing is no longer a back-office function. According to the EY/IIF 2026 Global Bank Risk Management Survey, enhanced risk measurement, stress testing and scenario
Geopolitical Risk Stress Testing: What the ECB’s 2026 Exercise Means for Wealth Managers
In December 2025, the European Central Bank announced that its 2026 supervisory stress test will require all 110 directly supervised banks to identify the geopolitical
Brazil’s Rising Wealth Landscape: Opportunities and Challenges for Modern Portfolio Management
Brazil’s Wealth Growth and Shifting Investment Strategies Brazil has seen a remarkable increase in the number and total wealth of Ultra High Net Worth Individuals
AI, Succession, and the Trillion-Dollar Question Facing Private Banking
By 2030, as much as half of today’s private banking advisors will be retired. At the same time, over $85 trillion will change hands globally
Yet Another Review of the Fundamental Review of the Trading Book (FRTB)
The financial crisis of 2007–2008 exposed significant vulnerabilities in the global banking system, particularly in how banks assessed and managed market risks. The reliance on
The Risk of Simple Outperformance: Why Index Benchmarking Falls Short in Modern Markets
Introduction Investment managers today find themselves navigating markets that are more unpredictable and fast-moving than ever before. Geopolitical upheavals, shifting trade policies, and economic surprises
The Crucial Role of Product Risk Classification (PRC) in Today’s Regulatory Environment
Understanding and managing risk is a fundamental aspect of financial services, especially within the context of regulatory requirements. Product Risk Classification (PRC) is a critical
Optimal Transport From Theory to Real-World: Insights From swissQuant Scientific Board Member
At swissQuant, we’re committed to harnessing the transformative power of mathematics in finance and technology. As we approach International Day of Mathematics on March 14,
