EY & MDOTM: Scaling AI in Asset & Wealth Management

Beyond The Noise

In this episode, MDOTM and EY discuss why the real value of AI in asset and wealth management emerges only when it moves beyond pilots and is deployed at enterprise scale. The conversation focuses on how firms can embed AI across investment, advisory, and operational workflows—aligning technology, governance, and operating models. Key themes include the most impactful AI use cases, common adoption pitfalls, and the strategic capabilities required to scale AI reliably and compliantly within institutional environments.

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MDOTM Ltd
MDOTM Ltd. is the global provider of AI-driven investment solutions for Institutional Investors. Founded in London in 2015, the company has a team of over 100 physicists, data scientists, engineers, and finance professionals.  MDOTM Ltd. provides Portfolio Advisory and Asset Allocation services to Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. Financial institutions across the UK, Europe, and the US leverage MDOTM Ltd.’s advisory and its AI platform to support their investment process.
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MDOTM Ltd (FRN: 824056) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority.