James Hambro & Partners LLP has launched a fully branded, integrated digital experience across its financial planning and investment management services, delivered in partnership with Moneyinfo.

Technology has quietly transformed the way advisers and clients work together. What once required a physical meeting, a stack of paperwork and an afternoon out of the office can now be achieved in minutes.

Buying new technology is only ever half the story. The real question is whether your team will use it in a way that transforms how you work and delivers lasting impact. That’s where training comes in, and why we believe it should never be an afterthought.

Tessa Lee, managing director at Moneyinfo, looks at why, in a hybrid working world, being in the office and working with colleagues face to face still matters.

What does it take to transform the way advisers and clients experience wealth management technology?

At the 2025 Schroders UK Platform Awards, that question was answered in more ways than one.

Be it face to face, in communications, newsletters, website or social media, your brand is on display to your clients whenever your clients touch your organisation. Your content should be delivered in your brand and instantly recognisable to your clients and prospects.

If you’re not convinced that your future clients want access to their finances brought together in one place, you should look at the research conducted by IFF Research summarised in an article by Chris O’Brien: Digital consumers shine a light on future pension needs.

Creating the right technology infrastructure to support your business is not about adding more systems for the sake of it. It is about putting your clients at the heart of your processes and making sure every tool works seamlessly together.

Brett Davidson & Dominika Sieradzka-Maccuirc tackle the problem of how to make your business stand-out in a crowded market when most of your peers are offering very similar services.

Every firm is different. And when you’ve got a unique challenge that moneyinfo doesn’t solve out of the box, Datavana helps you bend the rules, without breaking your tech stack.

Owen James brought together senior leaders from across the northern advice market for A Meeting of Minds Winning Advisers North event. Their Scene Setter research sets out to uncover what’s keeping firms busy, and what’s holding them back.

Tessa Lee, our Managing Director, recently joined 50+ senior leaders from the wealth management community at the Spring WealthTech Matters: The Business, hosted by Owen James.