//.for_wealth_managers
High-net-worth families ask an AI who to trust with their money before they ask a friend.Win the clients it recommends.
There's a difference between showing up and being recommended.
Start free. No commitment.
User prompt: “Who's the best wealth manager for a high-net-worth family in Surrey?”
(Is your firm in this answer? The Recommendation Index tells you.)
Firms can't see where they stand
Wealthy clients ask an AI who to trust before they call anyone. If your name isn't in the answer, you never knew.
(Jenny Hunter, IFA Magazine.) HNW clients research the same way — and they judge a firm on credentials, track record and trust before they ever call.
//.built_for_a_regulated_firm
You're FCA-regulated, and trust is the whole product. So is how we work — nothing goes out without a person checking it and your sign-off, and every claim is balanced on risk.
The shift is already in the numbers
of UK advisers now use AI, up from 29% a year earlier (IFA Magazine). Adoption is compounding — and so is the visibility gap between firms.
The biggest names have put AI copilots in front of thousands of advisers. The tools your clients use to vet firms get better every quarter.
Visibility is a trust question
HNW clients arrive sceptical and stay only if they trust you. Win the ones the engine already vouches for, and the relationship starts on the front foot.
Every quarter you stay invisible, better-fit families pick the firm the engine named. The retainer pays for itself by winning clients who arrive already trusting you.
What the Recommendation Index shows for a wealth manager
Inside a week you'll know where you stand, who's getting recommended instead, and what it takes to change it.
- How your firm appears today when a wealthy client asks AI who to trust, across seven engines.
- Which firms get recommended instead, and why those names.
- Whether the engines understand you, confuse you, or know nothing about you.
- The high-intent questions no firm yet owns in your area.
Then a plan, sequenced over four quarters.
- The content that's already earning you citations.
- The pages and proof the engines need before they'll quote you.
- The effort going nowhere AI can read.
By firm type
Boutique private-client firm
Known offline, thin in the sources an engine reads when a wealthy client asks who to trust.
Multi-family office
Discreet by design — which often means invisible to the engines your prospects ask.
Discretionary manager (DFM)
A real track record the engines should name you for — if the proof is where they look.
Wealth questions
- Will AI really recommend a specific wealth manager?
- Yes. Ask an AI "who should manage my money?" and it increasingly answers with named firms and a source, not generic advice. The only question is whether yours is one of those names. The Recommendation Index measures it across seven engines.
- We're FCA-regulated — is AI content compliant?
- Yes. Every piece we publish is written to the FCA's financial-promotion rules: clear, fair, never misleading, and balanced on risk. We strip out personal client details, and a person reviews and signs off everything before it goes live.
- Our clients come by referral — why does this matter?
- Referrals still happen — but the referred client now checks you against AI before they call. If the engines can't confirm who you are, the warm introduction cools. This makes sure the answer backs you up.
AI can't recommend what it doesn't know.
Start free. No commitment.