# AI for wealth managers. Hands-on training for family offices and investment firms. AI for wealth managers 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](https://practical-ai-for-business.co.uk/about), founder of Practical AI, London. Last updated 29 October 2026 [Book a free 30-minute discovery call →](https://calendar.app.google/VdFNZ2w83GxmwKQ56) [Read the FAQ](https://practical-ai-for-business.co.uk/ai-training-for-wealth-management#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](https://www.campdenwealth.com/sites/default/files/FO_Op_Exc_2025_report_digital.pdf), about a third of family offices did more than half of their reporting by hand. See [family office finance teams](https://practical-ai-for-business.co.uk/ai-training-for-finance-teams), [family property portfolios](https://practical-ai-for-business.co.uk/ai-for-estate-agents) and [AI for art galleries](https://practical-ai-for-business.co.uk/ai-training-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 ### Venture builder, two founders A full-day session. Amongst other things, we built: - Xero P&L and balance sheet into an investor workbook - Investor decks, with call transcripts checked against the deck - Competitor monitoring > "Your course really turbo-charged both of us... I now have automated our whole back office. Our whole investor presentation decks, business plans, and models are now generated by an agent with my oversight." Founder, venture builder ## 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. Also from Practical AI ## Where to *next.* [### AI training in London Private AI training in London, at your office, and corporate AI training across the UK. Read more →](https://practical-ai-for-business.co.uk/ai-training-london) [### AI training for leadership teams Half-day and full-day intensives for leadership teams, in person in London and across the UK. Read more →](https://practical-ai-for-business.co.uk/ai-training-for-leadership-teams) [### ChatGPT training for business ChatGPT on your real work, for a business in London or elsewhere in the UK. Read more →](https://practical-ai-for-business.co.uk/chatgpt-training-for-business) [### Team AI workshop in London What a team AI workshop in London looks like, at your office, from the first hour to what you leave with. Read more →](https://practical-ai-for-business.co.uk/ai-workshop-london) [### Claude training for business Claude and Claude Cowork on your real workflows, for business teams in London and across the UK. Read more →](https://practical-ai-for-business.co.uk/claude-training-for-business) [### Claude training in London Hands-on Claude training in London, in person at your office, led by Ollie. Read more →](https://practical-ai-for-business.co.uk/claude-training-london) [### AI for art galleries AI for art galleries: hands-on training for London galleries, dealers, auction houses, art shippers and advisors. Read more →](https://practical-ai-for-business.co.uk/ai-training-art-galleries) [### AI for estate agents AI for estate agents: sales progression, vendor updates, valuation prep and particulars, for prime agency teams. Read more →](https://practical-ai-for-business.co.uk/ai-for-estate-agents) [### AI training for finance teams AI training for finance teams: month-end, reconciliations, management accounts and board packs, for CFOs and controllers. Read more →](https://practical-ai-for-business.co.uk/ai-training-for-finance-teams) [### Pricing Every price in one place, what each option includes, and how VAT works. Read more →](https://practical-ai-for-business.co.uk/pricing) ## 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 →](https://calendar.app.google/VdFNZ2w83GxmwKQ56)