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DTSTAMP:20260411T140931
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LAST-MODIFIED:20260402T161729Z
UID:354947-1782378000-1782410400@www.pimfa.co.uk
SUMMARY:The AI Leaders Incubator Programme June 2026
DESCRIPTION:2023 woke us up to AI.\n2024 got us experimenting with AI.\n2025 proved what’s possible.\n2026 is when wealth managers scale AI with discipline\, confidence and measurable ROI.\nMost firms are no longer asking whether AI matters. They are asking where it delivers real value\, how to govern it properly\, and how to move beyond pilots without creating new risk. \nThat is where the PIMFA AI Leaders Incubator Programme comes in. \nDelivered in partnership with Publicis Sapient\, this hands-on\, one-day programme is designed for senior leaders in wealth and advice who need to turn AI ambition into practical\, defensible action. It is not a conference\, not passive learning\, and not AI theatre. It is a working environment where firms test ideas\, shape use cases\, build business cases and leave with a clearer route to execution. \nCohort 1 in February 2026 has already shown what this can unlock. \nLeaders with little or no coding experience from firms including Quilter\, Evelyn Partners and Absolute Financial reported a 50% increase in confidence in sponsoring or constructively challenging AI initiatives inside their firms. \n100% said the Incubator improved their ability to identify strong AI use cases and strengthened cross-functional collaboration. \n75% said it improved their ability to prioritise AI initiatives based on risk and value. \nWhat participants valued most: \n\nA more actionable way to think about risk and prioritisation\nGreater confidence to think bigger about AI\, without losing control\nPractical tools to build a compelling business case\nA clearer blueprint for turning ambition into implementation\n\nCohort 1 left with more than inspiration. They left with a clearer grip on risk\, a stronger business case for action and greater confidence in how to turn AI ambition into practical progress. \n“A more actionable way to tackle risk and prioritisation.” \n“Permission to think bigger about what AI could do\, without losing sight of human oversight\, validation and learning.” \n“The right tools to build a compelling business case for AI\, grounded in meaningful\, practical value across the business.” \n“A clearer sense that while AI can feel new and overwhelming\, implementation is tangible and practical if you follow a blueprint\, test\, learn and build with intent.” \nThe Incubator is built to help senior leaders answer the questions that matter most: \n\nWhere can AI genuinely improve performance?\nWhich use cases are worth backing?\nHow do we balance opportunity\, risk and regulation?\nHow do we build a credible business case for action?\n\nAs an Incubator participant\, you’ll work alongside seasoned AI practitioners and peers to develop use cases\, test ideas\, strengthen governance thinking and build a more confident narrative for change inside your firms. \nAs a senior leader\, you’ll leave the Incubator with: \n\nclearer\, higher-value AI use cases\nstronger cross-functional alignment\na sharper view of risk\, value and prioritisation\ngreater confidence to sponsor\, challenge and lead AI initiatives internally\n\nWho’s the AI Leaders Incubator for? \nYou’re a senior leader\, not a coder. No background in IT or data science required. You’re the decision-maker in your firm\, shaping digital strategy\, driving innovation\, and making the big calls on investment\, risk\, and transformation. You’re ready to turn data and AI into your next competitive advantage. The AI Leaders Incubator is built for senior executives who want to move beyond experimentation and make AI real\, embedding it into operations\, culture\, and strategy to deliver measurable business results. \nEnrolment \nEnrolment is now open for Cohort 2 of the AI Leaders Incubator. Places are limited to one senior leader per firm and will be allocated on a first-come\, first-served basis. Please note that each applicant’s level of seniority will be reviewed by PIMFA and admission will be subject to our final approval. \nStill have questions? \nPlease contact:\nPhilip Allen\, Head of Learning\nlearning@pimfa.co.uk \n 
URL:https://www.pimfa.co.uk/event/the-pimfa-ai-leaders-incubator-programme-2/
LOCATION:Publicis Sapient\, 63 Turnmill Street\, London\, EC1M 5NP\, United Kingdom
CATEGORIES:Learning,On Site Training
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DTSTART;TZID=Europe/London:20280928T080000
DTEND;TZID=Europe/London:20280928T170000
DTSTAMP:20260411T140931
CREATED:20250828T083517Z
LAST-MODIFIED:20260127T152009Z
UID:336303-1853740800-1853773200@www.pimfa.co.uk
SUMMARY:AI for Wealth Management: From Curiosity to Confidence
DESCRIPTION:AI is reshaping wealth management\, but many advice firms are stuck at the exploration stage. This one-day in-house training course prepares your leaders\, managers\, and team members to transition from curiosity to confident adoption\, providing practical insights into how AI supports client service\, compliance\, operations\, and investment advice. \nOur expert trainer Richard Preece demystifies AI\, focusing on real-world use cases from UK advice firms\, regulatory implications\, and the leadership mindsets required for successful adoption. Whether you’re a senior manager shaping digital strategy or a compliance officer navigating new risks\, you’ll gain the insight and language needed to lead informed conversations about AI in your firm. \nCourse Information: \nDelivered in-house\, this course is fully flexible to your preferred date and location. \nDuration: One Day (9:30am – 4:30pm)\nFormat: In-person or virtual delivery course that’s tailored to your specific needs\nTarget Audience: CEOs\, Partners\, COOs\, Investment Managers\, Heads of Compliance\, and Client Service Directors who want to explore AI confidently and responsibly.\nMax # of participants: 15\nFee: Available on request \nEnquiries: To find out more about this in house course contact learning@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/ai-for-wealth-management-from-curiosity-to-confidence/
CATEGORIES:Learning,On Site Training
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