AI for wealth managers

AI for wealth managers. Hands-on training for family offices and investment firms.

AI for wealth managers, family offices and investment firms. Hands-on AI training for wealth managers on review packs, client letters and research, set up so client data stays private. In London, across the UK or virtual.

450+ executives trained. 100+ sessions run.

By Ollie Ayton, founder of Practical AI, London. Last updated

Book a free 30-minute discovery call →Read the FAQ

The facts

Who it's for
Principals, wealth managers, financial advisers, family offices, asset managers and some private equity teams.
What we work on
Review packs, client letters, meeting notes, briefings and research, amongst other things.
Price
Half day £3,500 + VAT. Full day £6,500 + VAT. Partnership from £3,500 a month. Builds from £7,500.
Where
In person in London or across the UK, or virtual.
Afterwards
A shortlist of what to change first, and a 30-day review call.

The problem

The week goes on reporting. AI drafts. We don't give financial advice.

AI for family offices

In Campden Wealth's 2025 survey, about a third of family offices did more than half of their reporting by hand. See family office finance teams, family property portfolios and AI for art galleries.

What we cover

For family offices and wealth managers, a session could cover these, depending on who's in the room. Bring a review pack, a client letter and next week's diary.

Daily briefings

  • A daily briefing for the principal or adviser
  • Research on a company or person before a meeting

Review packs

  • Client review packs and portfolio summaries
  • Pulled from statements, with figures checked against the source

Client letters and notes

  • Letters and meeting notes in your house tone
  • Notes cut to decisions and actions

Investment papers

  • Manager updates, summarised
  • Committee papers from your notes

Office admin

  • Receipts and expenses into a spreadsheet
  • Travel and diary admin

Privacy and sign-off

  • A properly set-up business account, so client data stays private
  • What never goes in, agreed up front
  • You sign off every letter and figure

AI in wealth management: examples

Wealth and investment firms tend to value discretion, which is why we don't name clients.

Investment and corporate finance advisory boutique, London and continental Europe

A 1:1 with the founder, then sessions for the wider team. Amongst other things, we worked on:

  • Data team Working inside a merged codebase. Sat with their data science and engineering team in their own code, using Claude Code to plan the files that keep AI coding agents consistent.
  • Performance deck Six strategies, about a day by hand. A skill that updates the fund performance slides from a CSV.
  • Model audit A growth-stage financial model. Formulae and the exit waterfall checked.
  • Board packs Keeping the pack consistent. A consistency check, plus an 8am briefing.
  • Board minutes A manual job that took over an hour. A skill that outputs the minutes as a branded PDF.
  • LP prospects Researching prospective LPs. Prospect research, with confidence scores.
  • Portfolio dashboard Quarterly portfolio reporting. A quarterly portfolio dashboard.
"The training was hands-on, you were very knowledgeable, and we learned a lot about where we could do more to accelerate things. It's transformed the way we work."
Office manager, advisory boutique

How it works

  1. Discovery first. A free call, or a short form for everyone attending.
  2. Set up. Every session starts with setting up Claude properly, using our Practical AI plugin, which maps the person and the business to build the best structure for them.
  3. The right room. Principals, advisers and the people who write the reporting. Small groups (typically up to 5) or 1:1. Private.
  4. Your own material. Your templates and a real review pack, with anonymised or fictional client data where that's the right call.
  5. Ways of working. Ways of thinking, problem framing, context engineering and tool selection, so the skills keep working as the tools change. We're Claude-first, not tied to one vendor. Most of the training is in Claude, but we work with ChatGPT and Microsoft Copilot too.
  6. Afterwards. A 30-day review call.

Pricing

Half day

£3,500 + VAT

Full day

£6,500 + VAT

Usually split across two teams, for example the client team and operations.

Ongoing partnership

from £3,500 a month

Sessions on live work, office hours and priority WhatsApp support.

Builds

from £7,500

For example, client review packs built from your statements.

Larger groups and team rollouts are priced in your proposal.

FAQ

FAQs

Is it safe to use AI with client information?
Only with a proper setup: a business account that doesn't train on your data, clear rules on what never goes in, and a person who signs off.
What about regulated data and the FCA?
The FCA is clear that firms stay responsible for outcomes when they use AI. AI drafts, you check, and your compliance lead has the final say.
We use Microsoft Copilot. Should we use Claude?
Start with what your firm has approved. Microsoft Copilot sits inside Outlook and Excel. We train on Copilot or Claude.
Does it suit a family office of 3 to 6 people?
Yes. We work in small groups (typically up to 5) or 1:1, so the principal and the team each work on their own tasks.
Do you give financial advice?
No. AI drafts the writing around the advice. Every recommendation stays with you.
How do family offices use AI?
Briefings, review packs, letters in the house tone, and diary admin. You sign off.
What's the best AI for a family office?
Claude or Copilot, in a business account. We start with our plugin. Keep any client code names.
How is this different from an AI course for wealth managers?
No. In person, on your own documents, with a 30-day review.
How much does the training cost?
Half day £3,500 + VAT. Full day £6,500 + VAT. From £3,500 a month, and builds from £7,500. The discovery call is free.

More of the week with clients.

Book a free 30-minute discovery call. We'll look at where the reporting and admin time goes, from review packs to diary admin, and what's worth fixing first.

Book a free 30-minute discovery call →