The Future of Wealth: AI, Trust & the Great $80 Trillion Shift

Over $80 trillion in global wealth is moving to a younger, more digital generation. But who will manage it—and how will AI, trust, and technology reshape investing?

In this episode of Couchonomics with Arjun, Caesar Sengupta, Co-Founder and CEO of Arta Finance (backed by Eric Schmidt, Peak XV, and Ribbit Capital), shares how his company is democratizing wealth management—bringing institutional-grade investing to millions worldwide.

Discover how AI is redefining advice, why trust matters more than ever, and how digital platforms like Arta x Wio are changing the game for banks, advisors, and investors alike.

🎧 Listen now on YouTube, Spotify, or Apple Podcasts.



Couchonomics with Arjun Season 04 is brought to you by our partners:
Adyen https://www.adyen.com/
Thunes https://thunes.com/
Mastercard https://mastercard.com/
E& https://www.eand.com/
Digit9 https://www.digitnine.com/
SC Ventures https://scventures.io/
Hala https://hala.com/


Chapters:
00:00 Episode Highlights 
01:10 Introducing Caesar Sengupta
02:00 The Great Wealth Transfer
03:07 Secular Forces in Wealth Creation
05:38 The Myth of Democratization
10:13 Retail Trading: Speculation or Wealth Building?
13:33 Building Trust in Wealth Management
17:25 The Role of Technology in Wealth Management
24:42 Family Offices and Digital Capabilities
27:57 Regulatory Challenges and Partner Expertise
28:13 Designing and Offering Structured Products
30:13 AI's Role in Fintech and Wealth Management
33:41 AI's Impact on Wealth Strategies
35:46 AI in Customer Experience and Wealth Planning
42:26 Concerns and Future of AI in Wealth Management
45:39 Business Strategy and Future Directions
49:29 Conclusion and Final Thoughts

Our website 👉 https://bit.ly/3jk7UH0

Find us on our social media platforms:

• Arjun's LinkedIn https://www.linkedin.com/in/arjunvirsingh/
• CCN LinkedIn https://www.linkedin.com/showcase/couchonomics-with-arjun-singh/
• Instagram https://www.instagram.com/couchonomics/
• Twitter https://twitter.com/Arjun_Vir_Singh?s=20
• TikTok https://www.tiktok.com/@couchonomics

Subscribe to Arjun's LinkedIn newsletter, Couchonomics Crunch: https://bit.ly/3WI4A6E