Knowledge Centre

An independent guide to AI-augmented advice in wealth management, explaining how UK wealth managers use AI in 2026 and what investors should understand.

A UK-focused guide to cross-border wealth management for expats, covering tax residence, investments, pensions, reporting and international financial planning in 2026.

A practical guide to evaluating wealth manager performance using meaningful timeframes, annualised net-of-fee returns, benchmarks, and peer comparison.

This article explains the differences between model portfolios and bespoke advice, highlighting suitability, limitations, hybrid approaches, and the importance of clarity in wealth management.