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Personal Context

What Corpo knows about your role and what matters to you today.

Top 3 Today

Urgent

Assign KYC remediation tasks to Claire Donovan and Marcus Bale in writing — deadline today

3 accounts are 30+ days overdue. FCA reporting is triggered within the next 7 days if unresolved. This is now a regulatory risk, not just an admin task.

Risk

Confirm Voss estate rebalancing is in progress — check with Claire Donovan

Active portfolio breach at 44% fixed income. Continued breach increases fiduciary liability exposure.

People

Brief Marcus Bale on Q3 portfolio expansion — schedule discussion this week

Marcus is the firm's highest performer and a retention risk if not developed. Early Q3 briefing gives him runway to perform.

Morning Brief

CEO · Meridian Wealth

Corpo ready

No briefing available for this role.

Decision Queue

Resolve 3 overdue KYC accounts before regulator deadline

critical

Isla Mackay flagged 3 accounts 7 days ago. No resolution has been logged. KYC overdue by 30+ days triggers mandatory FCA reporting if unresolved within 14 days — we are now inside that window.

→

Assign Claire Donovan to complete KYC for her 2 overdue clients today. Marcus Bale to handle his 1 account by EOD tomorrow.

Owner: Claire Donovan / Marcus Bale

Rebalance Voss estate account — 44% fixed income breach

critical

Eleanor Voss's estate account is 4 percentage points above the 40% concentration limit for fixed income. This is a live policy breach. Claire Donovan is the assigned RM.

→

Claire Donovan to contact Voss estate executor, propose rebalancing to 38% fixed income, and execute within 5 days.

Owner: Claire Donovan

Expand Marcus Bale's portfolio ahead of Q3 review

medium

Marcus is managing 8 accounts at 80% utilisation, consistently rated above expectation. The Q3 review cycle opens in 6 weeks — expanding his book now gives him runway to demonstrate performance.

→

Allocate 2 new mid-tier client introductions to Marcus before the Q3 review. Brief him on expectations this week.

Owner: CEO / Head of RM

Alerts & Actions

2 critical

3 KYC accounts overdue 30+ daysCritical

Flagged by Isla Mackay. No resolution recorded.

→ Action before end of week

Voss estate — concentration breachCritical

44% fixed income vs 40% policy limit.

→ Claire Donovan to rebalance

James Thornton review overdueAttention

6 months since last review. ESG preference on file.

Harcastle Trust review in 3 weeksInfo

£8.1M portfolio. 14-year client.

Active Projects / Operations

0 active

No project data available.

Targets & OKRs

Q2 2026

Key Metrics

AUM vs target

£2.28B/ £2.5B

ESG outflows slowing recovery

Client retention rate

94%/ 96%

New client acquisition

4/ 8

KYC compliance rate

88%/ 100%

FCA deadline approaching

Revenue per RM

£410K/ £450K

OKRs

Achieve full KYC compliance before FCA audit

Clear all overdue KYC reviews40%

Implement automated KYC reminder workflow80%

Complete compliance training for all RMs60%

Grow AUM through new client acquisition

Onboard 8 new HNW clients this quarter50%

Launch ESG-focused portfolio tier100%

Convert 2 referrals from existing clients50%

Achieved On Track At Risk Behind

Decision Support

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