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.
6 September 2018Celent's 2014 report Don’t Be Creepy: Analytics and the Client Experience found clients did not react positively to contextual messaging leveragi…
6 September 2018Celent is pleased to announce that we are now accepting nominations for the 2019 Model Wealth Manager and Asset Manager ("WAM") Awards program! F…
14 August 2018I recently researched the US and UK online brokerage markets in my report, The US and UK Online Retail Brokerage Markets: Market Trends, Client S…
23 July 2018In this report, Celent aims to provide an overview of the UK and US online retail brokerage markets with particular attention to market trends, c…
20 September 2018
Barber-Surgeons' Hall, London, United KingdomJoin analyst Ashley Globerman at Synpulse's event, Intelligent operations: Smart End-to-end Operations in Private Wealth. The forum will bring t…
Celent Roundtable | Digital Wealth Management: Boosting Distribution with Technology (Invitation only)19 June 2018 14:00 - 18:00 BST (09:00 EDT, 15:00 CEST)
55 Baker Street, London, United KingdomOverview This exclusive, invitation-only event will allow senior leaders from leading financial firms to discuss the latest trends, developments…
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…
22 - 24 May 2018
Dublin, IrelandCelent Analysts will be attending this year's TCF 2018 - Digital to the Core on May 22. Temenos organizes its annual global event called Temenos…