Over the past year, in conversations with financial advisers, wealth managers, single-family offices and other financial firms, the same topic came up again and again. Everyone knows they should be doing more with AI. Almost nobody has a clear path to do it: the technology has advanced so fast it is hard to keep up, and it is hard to adopt inside the compliance, data-security and conduct rules our industry runs on.
That gap is our new line of work, and we believe we can share quality information that helps people across the industry.
From here on, on the Serra Wealth blog and in our newsletters, we will share what we are learning about AI in wealth: what actually works, what regulators expect, which tools earn their place, and where the real edge is for firms and advisers who get it right.
Why we care
The firms that work out how to put AI into their processes while staying inside the rules will do more, and do it better, with the same headcount, and give clients a better service. The ones that wait fall behind, quietly at first, then all at once. For some of our clients, the time saved on email alone has already justified the effort.
Why we think we can add something
We sit on both sides of it. We run a wealth consulting practice; our founder, Daniel Martinez, has taught AI and portfolio management in university and master’s lectures at IAU, Esade and UPF; and we continually build and refine our own AI systems in the open. So we can tell you what holds up in real work, not just what looks good in a demo. When a new tool or model shows up, our job is to tell you fast whether it matters to a wealth firm, and how to use it without breaking the rules.
What to expect
If AI in wealth is your problem too, this is the series for you — we go deeper every time a new technology is worth diving into.
If biotech and healthcare investing is more your lane, our Biopharma Insights newsletter, led by Ife Desamours, is also live. Worth a look.
More soon.