Ashley Globerman is a wealth management analyst and is based out of Celent’s London office. Ashley’s research and consulting experience concentrates on the application of digital strategies and emerging technologies for global wealth managers, technology vendors and the self-directed, retail brokerage market. Her expertise also encompasses the evolving client base within wealth management as it relates to nextgen, millennial and mass affluent 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. As a university-level intern, Ashley interned with UBS Wealth Management and Convergent Wealth Advisors.
Ashley achieved her Series 7 and 63 licenses and received her BSBA (Bachelor of Science in Business Administration) in Business Management and a minor in French from Bucknell University in Pennsylvania, USA.
May 31 2018Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers. This report examines the leading vendors in the CRM for wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.…
April 24 2018Celent recognizes ProShares as the 2018 Model Asset Manager: Core Transformation for their initiative Investment Book of Record System (“IBOR”) I…
April 24 2018Celent recognizes Charles Schwab as the 2018 Model Wealth Manager: Client Experience for their initiative Schwab Intelligent Advisory™. Schwab In…
April 10 2018Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busines…