This article draws on interviews for an upcoming report. The material explores how firms translate AI experimentation into practical value, including the choices around data, implementation and the economics of delivering wealth management services.

This article continues WealthBriefing’s interview series ahead of its forthcoming AI in Wealth Management research report, produced in partnership with Arta Finance.

For SagePoint Capital Partners, AI offers a way to expand family office services and examine private investment opportunities without increasing the workload at the same pace. Winston Justice (main picture), chief executive of the multi-family office platform, described a business still early in its adoption of AI but preparing to move quickly in selected areas.

Its priorities are practical: handling routine administration, making information easier to find and helping a small team to research the opportunities presented to clients.

“I’m going to put my investment in being flexible, not being tied to one thing. Investment in technology must also leave room to change direction.” Justice told this publication.

From information searches to family services
Justice described using AI to organise and retrieve data, and to support systematic outreach to families based on information in their profiles. These applications are intended to improve the client experience while releasing the team from recurring tasks which can be automated for efficiency. The next area to look at will be family office administration. 

Justice expects these tools to help the firm deliver more tailored services while containing the staffing costs associated with manual processes. 

Building capacity for private deal research
A second priority is due diligence on private companies. Justice said the firm’s athlete and entertainment business receives a substantial volume of investment opportunities, creating demands that a small team cannot easily meet through additional manual research alone.

SagePoint has been using AI to support that research. Justice sees potential to investigate opportunities in greater depth and identify promising deals more quickly. That makes research capacity a service question as well as an operational one. Justice wants the firm to respond to the volume of opportunities families receive, using AI to help its team get to quality deals faster and investigate them more thoroughly.

Together, these two areas illustrate SagePoint’s intended approach: use technology to absorb routine work and strengthen the information available to the people serving clients.

Protecting data and testing quality
The implementation questions remain significant. Justice identified protecting client data, the standard of outputs and the ability to maintain that standard as issues the firm is working through.

“We just want to protect client data,” he said. “We don’t want to put that on an open platform.”

Skills are another consideration and new recruits bring strong AI capabilities and an interest in applying them.

For Justice, the strategic question is how effectively the business can adapt as the available technology changes. For an emerging platform, that flexibility means choosing applications around service needs while retaining the ability to reassess tools as capabilities and business requirements evolve.

As mentioned above, this article draws on interviews for the AI in Wealth Management Research Report, produced in partnership with Arta Finance and due for publication in Q4 2026. The report will bring together survey findings and further interview insights. Professionals working in private banking and wealth management are invited to contribute their views by completing the survey.