Ashley Globerman is an analyst with Celent’s Wealth Management practice and is based in the firm’s London office. Her research spans the North American and European wealth management markets, with a focus on digital strategies and emerging technologies across the wealth management vendor solutions market and the self-directed and retail brokerage market. Ashley’s research also covers next-gen and mass affluent customer segmentation models.
Ashley has been quoted in a number of trade publications, including: Yahoo Finance, FTSE Global Markets, Asian Private Banker, IBS Intelligence, Chartered Banker, eFinancialNews, e-Forex Magazine, Finextra, Private Asset Management (PAM) Magazine, and WealthBriefing.
Prior to joining Celent, Ashley was based in New York and worked for Credit Suisse Asset Management on the institutional sales and consultant coverage teams for North America.
Previously, Ashley worked for Lyxor Asset Management as an Analyst on the operational due diligence team, which was responsible for evaluating the overall risk of the platform’s hedge fund managers.
Ashley received her BSBA in Business Management and a minor in French from Bucknell University. She holds her Series 7 and 63 licenses.
North American Wealth Management Technology Vendors: Evaluating Front-to-Back Office Platform VendorsOctober 19 2017We compare major front-to-back wealth management platforms using our ABCD analysis. This is the second report in our report series evaluating Nor…
August 01 2017How do agile frameworks differ from waterfall implementations? Can the two transformations coexist? This report looks at the implementation steps…
July 04 2017Wealth managers continue to operate in a challenging and dynamic environment driven by changing client expectations, heightened regulatory scruti…
March 28 2017
Celent has released a new report titled Serving NextGen Investors: Innovative Technologies and Platforms. The report was written by Ashley…
6 December 2017
London, United KingdomDigital technology offers wealth managers a means to break traditional trade-offs between customisation and scale. Data, in this context, is a st…