Aveni brings wealth-management heavyweights together to accelerate responsible AI

Edinburgh-based fintech Aveni has brought together a new Customer Advisory Board made up of senior technology and operations leaders from Succession Wealth (part of Aviva), Schroders Personal Wealth, 7IM and Rathbones. The group will act as a sounding board for Aveni’s product roadmap while driving industry wide collaboration on safe and effective AI adoption in financial advice and wealth management.

By pooling insight from four major advice firms, the board will help ensure new tools are built with practitioners, not just for them. It aligns with the collaborative ethos we see across the Scottish fintech community.

Early priorities include balancing client expectations, regulatory obligations and operational pressures. Regular workshops will provide an agile feedback loop so that lessons learned in one organisation can quickly inform solutions used across the market.

Building on FinLLM

The board’s formation follows Aveni’s May launch of FinLLM, one of the UK’s first domain specific large language models trained on financial services data and aligned with FCA and forthcoming EU AI Act requirements. Early benchmarking shows FinLLM outperforming general purpose models on specialist tasks while maintaining strong baseline accuracy.