At our most recent industry leaders roundtable, COOs and CEOs from across Asset Management gathered to discuss the evolving priorities shaping commercial teams, from AI adoption and data strategy to talent management and growth planning.
The conversation reflected a noticeable shift away from broad cost-cutting initiatives towards operational efficiency, business simplification and strategic investment in technology. There was significant focus on improving client data management, CRM effectiveness and automation, alongside ensuring distribution strategies remain aligned with changing client demands and regional growth opportunities. We also explored the role of third-party marketers and how firms can best leverage external partnerships within their broader distribution frameworks.
AI was a central theme throughout the discussion. Participants shared experiences with platforms including Salesforce, HubSpot, Backstop, StoneShot and HATS, with particular emphasis on integrating these systems into a coherent data ecosystem rather than allowing information to remain siloed. Data governance, security and the practical realities of AI implementation featured prominently, alongside discussion around middleware solutions, data warehousing and the importance of designing robust architecture that enables innovation while protecting sensitive information.
The employment market also generated considerable debate. Demand for experienced mid-level talent remains strong within private markets, while public markets continue to adopt a more selective “barbell” hiring approach, combining high-potential junior professionals with strategically chosen senior hires. Leaders highlighted the value of apprenticeship and graduate programmes as a means of building future capability, while also recognising the need to be more confident in backing talent and processes that may sit outside traditional industry pathways.
As always, the session provided a valuable opportunity for industry peers to share experiences, challenge conventional thinking and exchange ideas on the opportunities and challenges facing commercial functions today.
Thank you to everyone who joined us and contributed so openly under Chatham House Rules.