#008 - The Impact of AI on Wealth Management with Edward Webster

Edward Webster is a Director at Plurimi Wealth, where he specialises in providing bespoke wealth management and investment advisory services to high-net-worth and ultra-high-net-worth individuals. With a deep understanding of global financial markets and sophisticated investment strategies, Edward helps clients navigate complex financial landscapes to achieve their long-term wealth objectives. Before joining Plurimi Wealth, Edward gained over a decade of experience at leading financial institutions, including Bank Leumi, Morgan Stanley, and Bank of America. He holds the Level 6 Private Client Investment Advice & Management (PCIAM) qualification and is a Chartered Member of the Chartered Institute for Securities & Investment (CISI). Plurimi Wealth is a leading independent wealth management firm with offices in London, Dubai, and Monaco. The firm is dedicated to providing tailored financial solutions to its clients, combining institutional expertise with a highly personalised approach.In this episode, Edward joins Graeme to discuss the evolving role of technology and artificial intelligence in the wealth management sector. They explore how digital innovation is reshaping investment strategies, client interactions, and the broader financial advisory landscape.The opinions and information shared in this podcast are for informational purposes only and reflect the personal views of the participants. They do not constitute financial advice or a recommendation to act on any investment opportunity. Viewers should not rely on these discussions as a basis for making investment decisions. We strongly advise consulting a qualified investment professional before making any financial or investment choices.