Trusted by brands worldwide
Abby handles HNW enquiries in your firm's voice with appropriate discretion. Books advisor meetings, runs onboarding, surfaces opportunities. Live in 7 days.
Trusted by brands worldwide
HNW prospects expect immediate, personalised, and discreet responses. Your senior advisors are in client meetings 6 hours a day. Inbound enquiries from £1m+ investable assets sit in an info@ inbox for half a day.
Referral-only growth has a ceiling. You know it, your partners know it, but nobody has time to build the channel beyond what existing clients send. Referral volume is flat or declining as your introducer network ages.
Content and thought leadership is supposed to drive HNW awareness. Each partner promises to write quarterly, nobody does. Your firm's brand is held up by 1-2 partners with the discipline to publish.
Every enquiry gets a personalised, discreet response in your firm's voice within 5 seconds. Abby qualifies investable asset bands, primary need, and books with the right advisor.
Outbound to HNW prospects runs through carefully vetted channels: LinkedIn, referrals via your introducer network, content distribution to high-affinity audiences. No mass cold outbound.
Each partner gets a ghostwritten content engine in their voice. They review and approve, the AI handles publication across LinkedIn, the FT, Medium, your blog. Brand authority compounds quietly.
No. Abby is not an advisor and we explicitly restrict her from any regulated activity. Her job is to triage, qualify, schedule, and follow up. The advice, the planning, and the relationship work stays with humans. Most wealth firms that adopt AI see advisor retention go up because the AI removes the worst parts of the job (response chasing, calendar admin, CRM updates) and leaves the meaningful parts (client relationships, complex planning).
The fear of AI replacing advisors makes sense from headlines and misses the reality. Robo-advisors competed with mass-affluent advisors on price, not HNW advisors on trust. The Capgemini World Wealth Report consistently shows the HNW segment is more relationship-intensive than ever, not less.
For investable assets under £100k, a robo-advisor is fine. For £100k-£500k, a hybrid model (robo for execution, human for planning) works for most. For £500k+, you need a human wealth manager for the planning, tax, and trust complexity that robos don’t handle. AI is a tool inside the human-led service, not a replacement for it.
The Agency stack assumes your firm operates at £500k+ minimums and configures Abby accordingly. She handles enquiry response, qualification, and scheduling. She does not give advice, recommend investments, or make commitments on your firm’s behalf.
No, and we explicitly do not configure Abby to make investment decisions. Wealth management is regulated and high-stakes. The Agency stack handles the conversation layer (response, qualification, scheduling, content distribution) and the operations layer (CRM, follow-up, introducer nurturing). The investment, planning, and advisory layers remain entirely human and entirely under your compliance regime.
This boundary is non-negotiable. Any vendor that promises AI making investment decisions for HNW clients is either operating outside compliance or overselling. Our scope is the client-acquisition and operations layer, full stop.
The Agency stack starts at $1,000/mo for Inbound (response, qualification, CRM, rebuilt website), $2,500/mo for Outbound (adds content engine and introducer nurturing), and $8,000/mo for Full Stack (adds calling agents, expanded outbound, monthly call with Chris). For a firm at £500m AUM, the Outbound tier represents roughly 0.006% of AUM annually.
The ROI is calibrated in net new client wins: one new client at £2m investable assets adds £20k-£24k in annual recurring fees. The right way to think about cost is the AUM growth it enables, not internal cost comparison.
The Agency stack is configured for regulatory compliance per your regime. UK firms get FCA (Financial Conduct Authority) aware configuration: Consumer Duty compliance, suitability standards, vulnerability flags. US firms get SEC aware Abby: Reg BI compliant conversation patterns, Investment Adviser Act considerations. Conversation logs are retention-ready for regulatory inspection.
The infrastructure is SOC 2 Type II compliant, GDPR-aligned, and configurable to your data residency requirements. We sign NDAs with every wealth client. Most firms run their CRM in a UK or EU region; some Full Stack clients run on dedicated infrastructure.
Per Knight Frank Wealth Report data, UHNW client acquisition is dominated by three channels. First, warm introductions from professional services (legal, accounting, family office) account for the majority of new UHNW client wins. Second, referrals from existing clients within social and family networks. Third, content-led discovery, increasingly via AI search (ChatGPT, Perplexity, Gemini) rather than traditional Google search.
The AI search shift matters because Princeton and Georgia Tech research shows that pages cited and attributed in AI answers gain compounding authority. For wealth firms, this means content programmes need to be optimised for entity-citation, not just Google SEO. The Agency stack ships content per-partner with this in mind.
The Capgemini World Wealth Report sizes the global HNW population at over 22 million individuals with combined investable wealth exceeding $86 trillion. The fastest-growing segments are in Asia-Pacific (driven by China and India), the Middle East (driven by Gulf wealth), and selective European markets. Demographically, the average HNW client is getting older, with significant intergenerational wealth transfer to under-50 inheritors over the next decade.
For boutique wealth firms, this creates opportunity in two places: serving the rising HNW population in growth markets, and capturing the next-generation inheritors who research advisors digitally rather than via family introductions.
Traditional wealth firms have under-marketed for decades because the marketing channels available (mass media, generic digital, cold outbound) felt inappropriate for an HNW audience. AI changes this. Highly-personalised, research-led outbound at scale is now possible without crossing the discretion line. Each contact references specific, factual details about the prospect. Each message is shorter, more thoughtful, and more relevant than what traditional marketing produced.
The result is that AI-led firms can grow new-client acquisition without sacrificing discretion. The Agency stack ships this exact capability configured for HNW-appropriate channels only.
Wealth management ROI is calibrated in client lifetime value. Adding 3-5 new HNW clients per year at average £2m investable assets and 0.8-1.2% recurring fee equals £48k-£120k in annual recurring revenue per client. The Outbound tier ($2,500/mo, $30k/year) pays for itself with one new HNW client onboarded per year. Most firms onboard 4-8 in year one, generating roughly £200k-£600k in incremental ARR against £30k in annual platform cost.
Book a discovery call. We walk through your regulatory regime, your firm’s voice, your current pipeline, and the leaks in your existing enquiry flow. If The Agency is a fit, your compliance officer joins the design call and we build to your exact regulatory standard. Full payment starts the build. Live in 7 days.
0 to 550K+ engaged audience, sells out every drop
3-year partnership
Three signals: stated minimum investable assets (usually £500k+ for HNW), services beyond investment management (trust, multi-generational, tax), and visible expertise in your wealth bracket via published content and verified case studies.
A wealth manager handles the whole picture: investment, tax, estate, philanthropy, multi-generational planning. A regular advisor focuses on investment. Wealth managers operate at £500k+ minimums per Capgemini World Wealth Report definitions.
Most boutique wealth firms set minimums between £500k and £2m investable assets. Larger firms set £5m+. The Agency stack helps firms surface and qualify prospects in the right band before advisor time is invested.
Three primary channels per Knight Frank Wealth Report data: warm introductions from existing advisors (legal, accounting, family office), direct referrals from current clients, and content-led discovery via FT pieces, LinkedIn, and trust-focused publications.
Speed of initial response, depth of pre-meeting research, and discretion. HNW prospects test the advisor before they trust the firm. Abby handles the response, the research, and the discretion automatically, freeing your partners to be exceptional in the meeting.
Standard cadence is quarterly reviews plus event-driven check-ins (market shifts, life changes). The Agency CRM schedules these automatically, prepares the brief beforehand, and captures action items afterward.
Yes, for the same reason successful businesses have CFOs: the maths gets harder with more capital. HNW clients work with advisors for tax efficiency, multi-generational planning, illiquid alternatives, and risk coordination. Self-managing at HNW scale is rarely optimal.
Independent sources cited in this analysis. Verifiable and updated.
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