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Ammonite, Robert Hannadine | Secure AI for UK IFAs: Faster Reports & Reviews

July 1, 2026 | 13m 41s

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Learning: Unstructured

UK IFAs face mounting pressure to automate and streamline back-office operations, but concerns over rigidity and data security often hold back adoption. Co-founder Rob Harradine reveals how Ammonite’s AI templates drastically reduce the time needed for suitability reports, annual reviews, and forms, all tailored for each firm’s unique processes. The multi-user design empowers everyone from paraplanners to administrators, and strict data handling means nothing is held for more than eight hours.

Chapters

02:08 Identifying Industry Pain Points
09:19 Lessons Learned and AI Evolution

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Robert Hannadine

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Ammonite

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BNY Investments is a global asset manager with $2.2 trillion in AUM (as of December 31, 2025) and offers products and investments for institutional and intermediary clients. Backed by over 240 years of financial heritage, BNY Investments combines long-term perspective with forward-thinking investment expertise.

Our specialised investment firms bring deep expertise across asset classes and regions: our liquidity solutions provider, BNY Investments Dreyfus; index provider, BNY Investments Mellon; premier fixed income franchise, Insight Investment; equity and multi-asset management, BNY Investments Newton; specialised equity manager, Walter Scott; and Brazilian equity manager ARX. Each highly experienced investment team has its own proprietary investment process and approach.

Through six specialist investment firms and a robust global distribution platform, we deliver differentiated equity, fixed income and multi-asset strategies, supporting advisers with scalable model portfolios, and outcome-focused strategies. Our expertise in ETFs, model portfolios and OCIO solutions helps advisers and institutions navigate complexity with sharper insights and disciplined portfolio construction. We are proud to be a partner that delivers sharper insights, efficiency, value—and a winning edge—to our global client base.

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Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income strategies for different types of investors.

Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. We build our investment strategies with durability in mind, backed by our experience in varying market conditions. Fundamental proprietary research forms the backbone of our approach, provided by our integrated global network of more than 480 experienced investment professionals, with an average portfolio manager investment experience of 28 years.

Today Capital Group works with financial intermediaries and institutions to manage more than US$3.2 trillion in long-term assets for investors around the world.

*All data as at 31 December 2025

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Vanguard has been a different kind of investment company since our founding in 1975. Built on the groundbreaking idea that an investment company can be owned by its own funds which, in turn, are owned by our investors in the US, Vanguard operates solely in the interests of our clients. 50 years later, Vanguard continues to champion the same mission: provide value to investors and give them the best chance of investment success.

Vanguard is one of the largest asset managers in the world, with over $12 trillion in AUM*. We serve over 50 million clients worldwide from our headquarters in Malvern, Pennsylvania and our international operations in the UK, Europe, Australia and the Americas. Vanguard’s mission is visible in everything we do, from lowering costs for investors, to broadening investor access in a range of quality, long‑term investment solutions.

*Source: Vanguard. as at 31/12/25. $12 trillion represents total assets under management globally.

© 2026 Vanguard Asset Management Limited. All rights reserved. Marketing communication. For professional investors only. Capital at risk.

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