Ashley Longabaugh 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.
21 May 2019This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting indus…
9 May 2019I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provid…
30 April 2019In our latest report, US Self-Directed Market: The Evolving Marketplace and Associated Impact, Will and I discuss the outlook for the US retail b…
29 April 2019Shifts in the core client base, diverging expectations across client demographics, a stricter regulatory environment, internal and client-facing…
15 May 2019
The Financial Times is proud to announce the fifth FT Brexit and Beyond Summit. As project fear and project reality collide, stakeholders from bu…
Celent Webinar | Driving the Client Experience through Big Data: Regulations and Today’s Wealth Manager26 March 2019 11:00 - 11:30 EDT (15:00 GMT, 16:00 CET)
Webinar: 8:00 AM San Francisco | 11:00 AM New York | 3:00 PM London, United StatesOverview Join Celent Analyst Ashley Longabaugh for this webinar that will examine how wealth managers and service providers operate in today’s hi…
13 February 2019
Dublin, Ireland, IrelandThe Financial Times, in partnership with IDA Ireland, presents the fourth edition of the European Financial Forum, bringing together senior execu…
12 - 14 February 2019
United KingdomZilvinas Bareisis will be a Session Speaker on Analyst All-Stars Session at this year’s FinovateEurope on February 14, 2019. This event has cutti…