Citi's Wealth Head on Brazil's Sophisticated Clients and AI

Great to see NeuGroup's member insights featured in Citi's new paper on Generative AI in Treasury: A Practitioner’s Guide, developed in collaboration with Zanders. The report captures what we see across our community every day — finance leaders experimenting thoughtfully with AI, balancing innovation with governance, and translating curiosity into measurable progress. Worth a read for anyone exploring how to apply GenAI responsibly within Treasury and Finance. 𝗁𝗍𝗍𝗉𝗌://𝗐𝗐𝗐.𝖼𝗂𝗍𝗂𝗀𝗋𝗈𝗎𝗉.𝖼𝗈𝗆/𝗀𝗅𝗈𝖻𝖺𝗅/𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌/𝗀𝖾𝗇𝖺𝗂-𝗂𝗇-𝗍𝗋𝖾𝖺𝗌𝗎𝗋𝗒

🌏 New report: Asia-Pacific’s Private Credit Market Set for Rapid Growth 🌏 Together with AIMA, ACC, EY, and Broadridge – we’ve launched a major report which finds that APAC’s private credit market is projected to grow by 46%—from US$59 billion in 2024 to US$92 billion by 2027. Wealth investors’ share of AUM is set to rise, driven by innovation and digital access. The region’s expanding middle class and infrastructure needs present major opportunities, yet market fragmentation, regulatory complexity, and currency risk also remain key challenges. Read more: https://lnkd.in/g5gngRFy #PrivateCredit #AsiaPacific | Ester Chow

German banks are increasingly opening private equity opportunities to retail investors, with institutions like Deutsche Bank and fintech platforms such as Trade Republic leading the charge. The shift reflects both investor appetite for alternative assets and private equity firms’ search for new capital amid slower institutional inflows. 💥Explore how private markets are transforming retail investing and the evolving role of alternative assets at the 8th Annual Germany Institutional Forum: https://hubs.li/Q03Prmry0 Deutsche Bank has partnered with Partners Group to launch a private markets product, requiring a €10,000 minimum, while Trade Republic offers access through EQT Group and Apollo Global Management, Inc. starting from just €1. This mirrors trends in the US and UK, where regulatory and digital innovations have widened access to private markets. Experts note that while local investors remain cautious after past financial crises, fintech platforms and regulatory changes are accelerating engagement. Read more: https://hubs.li/Q03PrmCG0 #MarketsGroupNews #FinancialServices #GermanyInvesting #PrivateEquity

Deutsche Bank pushes affordable, standardised digital trade to unlock liquidity Watch the full interview and read more: https://lnkd.in/gcf3QTnN At #Sibos Frankfurt 2025, Borislav Ivanov-Blankenburg, global head of documentary trade and CEO of Central & Eastern Europe at Deutsche Bank, outlined how interoperability, legal frameworks, cost, and ESG compliance shape the digitalisation of trade finance and why tokenisation and data standards will define its future. 🔹 Many markets still rely on paper-based systems, slowing full digital adoption. 🔹 ESG and compliance are embedded but remain the hardest to digitise. 🔹 Trade finance is shifting from “buy and hold” to tokenised distribution for broader investor access. 🔹 High-quality, standardised data is key to scale and transparency. Deutsche Bank aims to lead in building an affordable, compliant, and data-rich trade ecosystem through modular platforms and digital-first processes. More about Sibos Annual Conference 2025: https://lnkd.in/dPyztaHn #Sibos2025 #TradeFinance #DeutscheBank #Tokenisation #Digitalisation #ESG #Compliance #DLT #Innovation #TheAsianBanker #TABGlobal

Julius Baer is advancing its entrepreneurial vision for financial intermediaries across Asia – at a pivotal moment of historic wealth transfer and growing demand for independent advice. In his first interview since joining in August 2025, Markus Haeny, Market Head Intermediaries Asia, shares his perspective on the region’s shifting dynamics, the importance of trust and operational excellence, and how strategic investments in talent and technology are powering the next phase of growth. ➡️ Read the article: https://ow.ly/ug8B30sQJ2e #JuliusBaer #Intermediaries

From balance sheets to blockchains — finance is entering its most transformative decade yet. The next decade of banking won’t be led by balance sheets — it will be led by technology. AI, tokenization, and private credit are redefining the architecture of capital markets. ☕ BCG Executive Breakfast — The Future of Corporate & Investment Banking to 2030 (Held during IIF / IMF Week in Washington, D.C.) It was insightful to join BCG’s closed-door breakfast discussion yesterday morning on the future of Corporate & Investment Banking (CIB) to 2030 — exploring how technology, private markets, and digital assets are reshaping the industry’s foundations. According to BCG’s 2030 “Tech & Alts” scenario analysis, the next decade will be defined by those who integrate AI, tokenization, and alternative capital at the core of their strategy — not at the edge. 🔹 CIB revenue could expand by up to 32%, driven by non-bank financial institutions (NBFIs), sponsor clients, and digital market infrastructure. 🔹 Tokenization and digital assets are scaling fast — nearly $19 trillion in tokenized assets projected by 2033, with stablecoins and private credit among the most transformative use cases. 🔹 GenAI adoption is unlocking massive efficiency gains — over 90% of trading workflows could soon be digital and automated. 🔹 Leading CIBs are re-balancing toward emerging domains, building token-native product lines, strategic partnerships, and new capital pools. The message was clear: ➡️ The convergence of AI, tokenization, and private credit will define the next decade of financial leadership. ➡️ The ability to build trust through technology — not around it — will separate tomorrow’s leaders from today’s incumbents. #BCG #IIF #IMF #AI #Tokenization #Stablecoins #PrivateCredit #DigitalAssets #StructuredCredit #Leadership #Finance #StandardCharteredBank

Asia’s wealth landscape is changing fast and financial intermediaries are at the center of it. Julius Baer highlights how independent advisory models are gaining ground as clients in the region seek more flexibility and personalisation. Technology and regulation are reshaping how value is delivered, but also creating big opportunities for those who adapt quickly. A good reminder that in wealth management, as in any industry, entrepreneurial thinking and agility remain key advantages. 🔗 Read more here: https://ow.ly/RgUx30sQKc9 #JuliusBaer #Intermediaries #wealthmanagement #Asia

Julius Baer is advancing its entrepreneurial vision for financial intermediaries across Asia – at a pivotal moment of historic wealth transfer and growing demand for independent advice. In his first interview since joining in August 2025, Markus Haeny, Market Head Intermediaries Asia, shares his perspective on the region’s shifting dynamics, the importance of trust and operational excellence, and how strategic investments in talent and technology are powering the next phase of growth. ➡️ Read the article: https://ow.ly/T6m130sQLCP #JuliusBaer #Intermediaries

Julius Baer is advancing its entrepreneurial vision for financial intermediaries across Asia – at a pivotal moment of historic wealth transfer and growing demand for independent advice. In his first interview since joining in August 2025, Markus Haeny, Market Head Intermediaries Asia, shares his perspective on the region’s shifting dynamics, the importance of trust and operational excellence, and how strategic investments in talent and technology are powering the next phase of growth. ➡️ Read the article: https://ow.ly/Q8Gj30sQION #JuliusBaer #Intermediaries

Julius Baer is advancing its entrepreneurial vision for financial intermediaries across Asia – at a pivotal moment of historic wealth transfer and growing demand for independent advice. In his first interview since joining in August 2025, Markus Haeny, Market Head Intermediaries Asia, shares his perspective on the region’s shifting dynamics, the importance of trust and operational excellence, and how strategic investments in talent and technology are powering the next phase of growth. ➡️ Read the article: https://ow.ly/HgMb30sQOBx #JuliusBaer #Intermediaries