"Is your wealth strategy AI-ready?" - AI in the service of the new finance

In response to the AXA Wealth Europe and Sapians session.

At the latest Family Offices & Asset Management Summit in Luxembourg, Gaëlle Haag (AXA Wealth Europe) and Souleymane-Jean Galadima (Sapians) asked a crucial question: "Is your wealth strategy AI-ready?" For family offices, the question is no longer whether they should adopt AI, but how to integrate it pragmatically in order to gain efficiency and personalisation.

This question echoes Mandalore Partners' strategy directly, whose portfolio is full of gems that are transforming the administration of finance and data. Startups such as Mipise and INVYO illustrate this underlying trend perfectly. Mipise, with its end-to-end solutions for digitising complex flows (onboarding, private-equity investing), enables financial institutions to automate critical processes through SaaS platforms, thereby freeing their teams for higher value-added tasks.

In the same spirit, INVYO's expertise as a marketplace and integrator of data-management solutions is at the heart of the "AI-ready" strategy. Advanced data management and analysis are the indispensable prerequisite for any high-performing AI implementation. As the speakers stressed, AI is not an end in itself but a tool for executing the wealth strategy. These startups' solutions give family offices the technological foundations to get there, by automating information collection, securing flows and enabling a consolidated, intelligible view of assets. Preparing for AI first means equipping oneself with the right management and analysis tools - advice that the summit's seasoned investors were able to reflect on.