Our Story
Technology meets
wealth management
Reshaping technology for wealth management since 2011.
"As someone new to investing, the learn-to-invest modules gave me the confidence to get started. Wish I'd done it sooner."
Tom D., First-time Investor
Meet the team behind Quai Wealth
A dedicated team of investment professionals and technologists working to make expert wealth management accessible, transparent and affordable for everyone.
Our team combines deep financial expertise with cutting-edge technology to deliver a seamless, modern investment experience.
Quai Wealth
Reshaping technology for wealth management since 2011.
Meet our Directors
Leading Quai Digital with decades of combined experience in wealth management and financial planning.
Tony Webb
Chief Executive Officer
Tony leads Quai Wealth with a vision for making expert investment management accessible to everyone through innovative technology and transparent pricing.
Caroline George
Head of Client Services
Caroline ensures every client receives outstanding service and support throughout their investment journey, from onboarding through to ongoing portfolio management.
Tim Sargisson
Non-Executive Director
Tim brings extensive boardroom and advisory experience to Quai Wealth, having held senior leadership positions across the financial advice and wealth management sector.
Investment Committee
The experts behind our portfolio service, responsible for research, asset allocation, and portfolio management.
Iain Willis
Chief Investment Officer
Iain oversees all investment strategy and portfolio construction, bringing decades of institutional experience to our managed portfolios.
Graham Beschizza
Portfolio Manager
Graham manages the day-to-day portfolio allocations and conducts research across all asset classes to support investment decisions.
Operations Team
The dedicated team ensuring every client receives exceptional service and support.
Michelle Beeton
Operations Director
Sarah Taylor
Head of Compliance
David Smith
Technology Director
2011
Founded
70,000+
Accounts powered
£4.5bn
Assets on platform
450+
Adviser firms
Built for the future of wealth
2011
Quai Digital founded
Established to reshape technology for wealth management.
2020
ISA & SIPP platform launched
Full suite of tax-efficient wrappers available to adviser firms and direct clients.
2024
Major expansion
126,000 ISA and JISA accounts migrated. Caroline George and Tim Sargisson join the team.
2025
Quai Wealth launched
Direct-to-consumer digital wealth management platform goes live.
What our clients say
Reshaping technology for wealth management since 2011.
"The platform makes managing my investments incredibly straightforward. I finally understand where my money is going."
Sarah K., ISA Investor
2025
"I love the transparency — I can see exactly how my portfolio is performing at any time, on any device."
James R., SIPP Client
2025
"Switching from my old provider was seamless. The consolidation tool saved me hours of paperwork."
Claire M., ISA & GIA Client
2026
"As someone new to investing, the learn-to-invest modules gave me the confidence to get started. Wish I'd done it sooner."
Tom D., First-time Investor
2025
Our Values
The principles that guide everything we do.
Transparency
No hidden fees, no jargon. We believe you should understand exactly where your money is and what you're paying — always.
Accessibility
Everyone deserves access to professional investment management, not just the wealthy. Technology makes this possible.
Innovation
We combine cutting-edge technology with proven investment principles to deliver a modern, seamless wealth management experience.
Evidence-based
Our portfolios are built on decades of academic research and real-world evidence, not hunches or market timing.
Regulated & Protected
Your investments are protected by robust UK financial regulations.
FCA Authorised
Regulated by the Financial Conduct Authority (FRN: XXXXXX)
FSCS Protected
FSCS protected — up to £85,000 for investments, £120,000 for deposits
Secure Custody
Assets held with institutional-grade custodians
Data Protection
ICO registered with bank-grade encryption