First Wealth

'I'm not convinced everyone putting their use of AI front and centre understands the risks of going all-in'

Appoints David Aaron as head of compliance

‘From a client’s perspective, it feels like earning more while keeping less’

‘Sadly, in every industry there is good and bad'

Prospective clients using AI tools to find financial advisers

Follows significant financial backing from Marlborough

Division will support elite clients across sports and entertainment

First Wealth manages approximately £480m of assets

Sahar Nazir talks to four firms who are marketing towards LGBTQ+ clients

Intelliflo, PortfolioMetrix, and First Wealth included as sponsors