For asset & wealth managers: AI-driven model delivery that ensures consistency with investment views and scalable portfolio distribution.

MDOTM Ltd and Clarity AI have entered into a strategic partnership to help wealth managers deliver large-scale, truly personalized portfolios that integrate sustainability preferences and meet growing client expectations.

The European wealth management industry is undergoing a profound transformation. For decades, advisory services appeared “free” to clients, since banks and distributors were compensated through retrocessions on the products they sold. But this model is being challenged. The European Commission’s Retail Investment Strategy is pushing for greater transparency and the elimination of conflicts of interest — a path already taken by the UK and the US, where retrocessions are banned and advisory fees are paid directly by clients.