New wealth management firm pioneers the use of AI conversational chat assistant technology

City Wharf Private Wealth, a new modern UK wealth management firm backed by St. James’s Place, launches with a mission to ‘change the face of wealth’ management. Their mission is to change the way ‘wealth’ is seen, felt, and experienced through leveraging online face to face advice, AI and digital client experiences combined with a modern representation of society.

New wealth management firm pioneers the use of AI conversational chat assistant technology

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