AI in Private Banking & Investment Management: Video & Further Reading
AI in Private Banking & Investment Management
24/02/2026
Background
On the 26th February, we partnered with Funds Talent to host our ‘AI in Private Banking & Investment Management’ webinar. The full webinar can be watched below. For individuals who wish to further their understanding of AI, our speakers and the team at PryceWilliams have created a list of educational resources.
Approach
To ensure we can best serve our clients, we rigorously upskill ourselves to be able to adapt to technological change. We believe that this commitment to self-education and our extensive experience working with Private Banking and Investment Management Firms who are integrating AI systems, allows us to provide a practical perspective on the intersection of AI and Private Banking and Investment Management.
Analysis
From Crispian Lord
Crispian is a freelance consultant having recently left PwC where he was a senior Partner and responsible for the build out of the Asset & Wealth Management Practice. He regularly advises c- suite clients in the definition and delivery of new operating models as a result of business and regulatory change and recently completed his qualification in AI Business Transformation at Imperial College.
From Jo Bottrill
Jo is the managing director at Newgen KnowledgeWorks and the senior leader behind FundHive. He has over 20 years experience working at the intersection of publishing, financial services and technology, and helps organisations reduce risk, improve speed-to-market, and bring greater control and transparency to complex, compliance-driven content workflows.
From Jonathan Armstrong
Jonathan is widely recognised as an expert in AI governance. He is an experienced lawyer at Punter Southhall Law, the co-author of Managing Risk: Technology & Communications, has advised Fortune 250 organisation across more than 60 countries, and has served on the New York State bar Association’s AI Task Force.
- Report and Recommendations of the New York State Bar Association: Task Force on Artificial Intelligence
- AI Information Vacuums: AI-generated search results expose organisations to new threats
- What are the AI Literacy Obligations from the EU AI Act?
- TechLaw10: Agentic AI – what is it & what are the risks?
- Life With GDPR Podcast: AI in Recruitment
- AI Hallucination Cases – Damien Charlotin
From the PryceWilliams team
Understanding LLMs:
AI in industry:
- KMPG: Agentic AI in Wealth Management
- EY: Unlocking strategic advantage: Generative AI in wealth and asset management
- Barclays Private Bank: AI Outlook 2026 Agents of Productivity
- Citi: AI in Investment Management
- McKinsey: The state of AI in 2025: Agents, innovation, and transformation
Courses and videos:
- ChatGPT & Generative AI – The Complete Guide
- Andrej Karpathy: Deep Dive into LLMs like ChatGPT
- Andrej Karpathy: How I use LLMs
- Marc Andreesen: The real AI boom hasn’t even started yet
- Benedict Evans: AI Eats the World
Conclusions
We believe the full potential of AI in Private Banking & Investment Management can only be achieved by a workforce that can effectively use and understand AI. This blog post provides a starting point for motivated individuals to upskill themselves, allowing them to be more effective in their current and future professional careers.
Recommendations
- Start with the foundations: To understand the impact of AI, it’s useful to understand foundational concepts. Andrej Karpathy’s deep dive into LLMs provides a gentle walkthrough of core concepts.
- Branch out: Individuals like Marc Andreesen and Benedict Evans provide useful ‘big picture’ perspective on AI. They often reflect on historical similarities and differences, value creation, and possible future scenarios.
- Drill down: Once you have completed the previous steps, drill down into specific industries by reviewing the ‘AI in industry’ section and the recommended resources from our speakers.
- Contact: For personalised recommendations, support upskilling staff, or researching and executing solutions, refer to us.
Next Steps
PryceWilliams provides specialist consulting and project delivery services for organisations undergoing strategic change, regulatory compliance and technology transformation needs. Our focus is on supporting the project sponsor to ensure project implementation is delivered on time and within budget. Should you need support, contact us to make progress happen.
