Intelligent capital.
With your future in mind.
Every change of direction needs your approval.
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Available
✓Proceeds from Strategies A, B and D.
Protected
✓Strategy C stays untouched.
Authorised
✓Within your existing approval.
Your agent deals with the chaos to give you clarity and control.
What your agent can and can’t do: coming soon
Research and Insights
Permissioned agents: let them act, but only within limits you set
AI agents can now trade, pay and move assets. Why every agent touching capital should work under explicit, limited and revocable permissions, what went wrong when they didn’t, and the principles that keep the keys with the owner.
Read articleAI is an accelerant for specialists, not a substitute for them
When leading AI models were given real money to trade, most of them lost it. Why AI amplifies the skill of specialists rather than replacing it, why having a model doesn’t make anyone the best trader in the world, and how capital owners can use AI to choose and oversee specialists instead.
Read articleHow to tell useful AI from AI theatre in wealth management
Every wealth platform now claims to use AI, and regulators are checking whether those claims are true. What AI washing is, the cases that defined it, and six questions that separate AI that genuinely helps with your capital from AI that’s mostly marketing.
Read article