AI in Asset Management
AI in Asset
Management Index
A data-driven analysis of how artificial intelligence is reshaping wealth and asset management — from front-office alpha generation to back-office operations, governance, and the global investment landscape.
Compiled by T3 Consultants | Sources: Stanford HAI AI Index 2025, EY, Publicis Sapient, Deloitte, Bain, KPMG
of wealth and asset managers run 3+ GenAI use cases
U.S. private AI investment (2024)
of firms use closed-source LLMs
of PE and corporate use GenAI in M&A
Top Takeaways
Fourteen signals defining AI adoption, investment, governance, and operational impact across the global asset management industry in 2025.
ChatGPT leads the advisor channel at 35.71% share — but institutions default to closed-source models.
In the financial advisor channel, ChatGPT commands the largest share at 35.71%, followed by Microsoft Copilot (12.12%) and Google Gemini (6.86%). At the institutional level, 87% of firms report using closed-source LLMs.
Source: EY GenAI in Wealth & Asset Management, 2025
Front-office AI use cases are mainstream, not experimental.
Customer analysis (59%) and personalisation (55%) lead deployed use cases. Portfolio management support sits at 46% — firmly in the top tier of production deployments, not pilots.
Source: Publicis Sapient & ThoughtLab, 2025
Compliance and regulatory monitoring match front-office adoption rates.
Middle-office AI use cases are at parity with client analytics. Monitoring regulatory and tax changes (59%) and automating compliance (57%) lead. AI adoption is not solely about alpha — it is equally about the operating model and controls.
Source: Publicis Sapient & ThoughtLab, 2025
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