Moderation Round table session:
Artificial Intelligence in the private
clients practice: AI as a friend or foe,
a round table discussion

IBA 31 international Private Client Conferece

Artificial intelligence is increasingly shaping the private clients practice, transforming how advisors work, make decisions, and interact with their clients. While AI offers significant opportunities for greater efficiency, deeper insights, and innovative services, it also raises important legal, ethical, and practical questions. In this round-table discussion, we will explore whether AI should be viewed as a trusted ally or a potential challenge in the private clients practice, and how professionals can navigate the opportunities and risks ahead.