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 retail brokerage market. Ashley’s research also covers nextgen and mass affluent customer segmentation models.
Ashley has been quoted in a number of trade publications, including: Business Insider, 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 while working closely with legal, risk, marketing, and sales teams.
Ashley received her BSBA in Business Management and a minor in French from Bucknell University. She holds her Series 7 and 63 licenses.
Designing the Digital Wealth Management Client Experience: Emerging Technologies and Client ExpectationsJanuary 22 2018This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look at…
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…
1 March 2018
Luxembourg, LuxembourgAshley Globerman will be attending this year’s FinTechStage Luxembourg on March 1, 2018. The agenda will focus on artificial intelligence in fina…
12 April 2018
London, United KingdomAshley Globerman will be at this year’s Temenos on 4/12/2018. The Innovation Jams are back! For the third year, Temenos is running their global…
7 - 11 May 2018
Milan, ItalyAshley Globerman will be attending this year’s FinTechStage Festiva. The FinTechStage Festival 2018 will explore the themes of Fintech, Regtech,…