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.
April 10 2018Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busines…
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…
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,…
22 - 24 May 2018
Dublin, IrelandAshley Globerman will be attending this year's TCF 2018 - Digital to the Core on May 22. Temenos organizes its annual global event called Temenos…
13 June 2018
Zurich, SwitzerlandAshley Globerman will be attending this year’s Avaloq Community Conference 2018 on 6/13/2018. An annual flagship event brings together companies…