We're thrilled to announce that Zeta Wealth has officially signed a Letter of Intent (LOI) with TPIO, marking a pivotal step forward in our journey to revolutionise wealth management with cutting-edge AI solutions. A special thank you to Ian Pigney, Chief Operating Officer and Tim O'Connor, CEO & Managing Director at TPIO, for their belief in Zeta Wealth and for their collaboration in driving meaningful change in the industry. Together, we're looking forward to transforming the future of financial planning, empowering advisors, and delivering smarter, more personalised experiences for clients. Here’s to new horizons and innovation ahead!
The Private Investment Office (TPIO) is dedicated to providing integrated wealth planning, bespoke investment management and private banking services tailored to the unique needs of entrepreneurs, private individuals, and families. With a commitment to "making things happen," TPIO brings together a team of experienced entrepreneurs and financial experts who understand what it takes to succeed, both personally and professionally.
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