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Sprint Enterprise Technologies, Gary Shepherd | UK Wealth Tech’s Data Revolution: Why Hubs Are Winning the Race

May 12, 2026 | 23m 36s

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Learning: Unstructured

Access to accurate, timely data is quickly reshaping the UK adviser and wealth management landscape. Gary Shepherd of Sprint Enterprise Technologies reveals how data ‘hubs’ are replacing tangled point-to-point integrations, giving advisers, platforms, and DFMs instant access to performance-critical information. Whether you’re tired of manual rekeying, keen on emerging CRM reinventions, or sceptical of the latest tech ‘gold rush’, you’ll find fresh insights on what it takes to lead in the advice market today.

Chapters

02:50 The Role of Data Hubs and Intermediaries
11:53 FINIO’s Clients: Platforms, DFMs, Third Parties, and Advisers
17:00 Efficiency and Trust: What the Ideal Firm Looks Like

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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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