Baton Wealth Get in touch For UK financial advice firms
Old-world craft, new-world intelligence. An AI-native platform that carries the relationship — and the wealth — to the next generation.
II · The Handover
Over the next 30 years, around £5.5 trillion will pass between generations in the UK. Most of it sits today with clients over 65. When it moves, most firms lose it — because the adviser never really built a relationship with the heirs.
Wealth is not lost in a lifetime — it is lost in the handover.
Raphael · The School of Athens · c. 1509–1511
III · The Platform
Baton works quietly alongside the adviser — capturing every conversation, understanding every family, and carrying the relationship to the generation that inherits it.
Capture
Baton sits in on every client meeting — in the room or on the call. Notes, summaries and action points are drafted before you're back at your desk, and every word is compliance-logged.
Understand
Not a CRM record — a portrait of each client and the people around them. Goals, assets, gifting plans and life events, held in one place and kept current, in language every generation understands.
Carry
Baton begins building the relationship with the heirs years before the wealth moves — so when the baton passes, the family already knows and trusts their adviser. The assets stay.
Family assets
£2,847,300
+12.4% over 12 months
Last meeting · summarised by Baton
Margaret wants Amelia in the next gifting conversation. Action: model a £50,000 ISA gift before Thursday.
Compliance loggedCaptured
Meeting notes drafted
Summary, action points and audit trail — two minutes after the call.
Carried
£50,000 gifted to Amelia
ISA funded · explained in plain English · same family adviser, next generation.
How the baton passes
Baton joins the meetings you're already having and turns them into a structured, compliant record of the family's world.
Spouses, children, grandchildren — everyone who will one day hold the wealth is drawn into one living picture of goals, assets and intentions.
The next generation is invited into a shared space early — gifting, first ISAs, honest conversations — with you at the centre of every one.
When the wealth finally moves, the heirs already trust their family's adviser. The relationship — and the AUM — stays with the firm.
Most heirs leave their parents' adviser within a year of inheriting.
Baton is built to change that.
The next generation is already on their way. Meet them first.
Every inheritance carries more than money.
IV · The Invitation
To be sure I'm solving a real problem and not an imagined one. If you've felt this in your own book, I'd genuinely value 15 minutes of your time.
Or just reply to my email — a line of honest feedback is worth a lot too.
