The intelligence desk for those who manage private wealth
See them coming.
For every name on your book.
Overnight, the desk reads markets, macro, and geopolitics against every mandate you run. By the open, each dossier carries what moved against it — and what it would cost.
The obligation
You answer to your clients and to your regulator. You carry many books at once — and the change that threatens any one of them rarely announces itself.
The Book
The whole book tells you
who needs you today.
Signal first, figures second. The quiet book stays quiet — and says so.
New sanctions designation touches two shipping positions. The model flags a review before Thursday’s rebalancing.
CHF 84.2M · −0.4% today · mandate since 2019
Concentration limit breached overnight on a single issuer — 6.2% against a 5% policy. Rebalance or document the exception.
CHF 58.1M · −1.1% today · mandate since 2021
Quiet. Within policy, nothing moving against them this week.
CHF 61.5M · +0.3% today · mandate since 2018
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The Radar
Every client carries
their own radar.
Not one market feed for the firm — a personal read for each mandate. Developments are tied to a catalyst and placed by proximity: what is here now, what arrives in weeks, what the desk is watching.
And when nothing is moving, the radar says so — checked, and quiet.
Now
- Sanctions designation — shippinglisting touches two holdings
Coming weeks
- CHF strength vs USD bookpolicy path repricing
- Mandate renewal windowopens in twelve days
Watching
- Private-credit spreadsplanned sleeve entry point
- Sanctions designation — shippingNow
listing touches two holdings
- CHF strength vs USD bookWeeks
policy path repricing
- Mandate renewal windowWeeks
opens in twelve days
Aperture
The mandate, watched.
Every book against its own policy — the band is the mandate, the marker is where the book sits. Drift is caught while it is still a conversation, not yet a finding.
The record
Meetings, calls, decisions, instructions — structured, authored, and filed where the relationship lives. The record a fiduciary is expected to keep, kept.
The Desk note
One executive read each morning — what matters across the book, and which clients it matters for. Every item is a door to the client it names.
Custody, connected
Broker and custody connections run under the client’s household — never through the firm — with sync state visible on every account.
Trust
Built to the standard you are held to.
Swiss data sovereignty. Every decision carries its reasoning trail. Access is governed by mandate, not granted by default. The ground a fiduciary is expected to stand on — engineered in, not added on.
Arrangements
See it against
your own book.
A guided walkthrough, tailored to your firm and mandate structure. Firm pricing is quoted per seat once we understand your book.