Wealth Intelligence Platform 1fs Wealth and S&W Announce Strategic Partnership

Wealth intelligence technology provider, 1fs Wealth, has announced a new partnership with leading professional services group S&W to deliver digital wealth management solutions to the firm’s family office, trust and ultra-high-net-worth personal clients. 

Headquartered in London and with a growing global customer base, the 1fs Wealth platform enables wealth owners to consolidate their assets, control risk, manage ownership and derive AI insights around their portfolio through the efficient use of data. The company’s award-winning, AI-driven solution is used by wealth owners and family offices across the world, who particularly value its ability to support long-term stewardship and succession planning.

S&W is the latest high profile name to enter into a strategic partnership with 1fs. Launched as a standalone professional services business in March 2025, S&W draws on the heritage of Smith & Williamson, which was founded in 1881. The company has more than 2,000 employees and more than 130 partners based in the UK and Ireland. 

Through the partnership, S&W clients will have access to 1fs Wealth’s digital infrastructure, which has the potential to enhance general governance, provide comprehensive insights, and allow instant access to family balance sheets. One core area of focus being the platform’s ability to support families and family offices with their interactions with S&W and to further allow advice to be delivered in an agile and collaborative fashion.

Chris Shepard, Head of Private Client Tax Services at S&W, commented: “We’re committed to supporting families as they navigate the complexities of succession planning and governance. Partnering with 1fs Wealth allows us to deliver advice in a more agile, collaborative and data-driven way – giving our clients greater clarity, control and confidence in their financial affairs. This technology enhances our ability to stay close to our clients and support them across generations.” 

Bobby Console-Verma, CEO, 1fs Wealth, said: “We are delighted to partner with S&W, a company that combines a rich heritage with a forward-thinking approach to digital innovation. By integrating our cutting-edge technology, S&W’s customers will experience unparalleled insight, joining wealth owners and family offices across the world who are already benefiting from our advance, wealth intelligence and insights. We are excited to bring these capabilities to S&W’s esteemed clientele, who are the latest in a line of strategic partners to come onboard.”