By breakfast
The board raises five questions. Below, each one is answered for a demonstration book — CHF 158M across four jurisdictions — so the answers can have real numbers in them. Sign in, and the numbers become yours.
Overnight
“What changed overnight — and where does it touch me?”
Three things moved. One of them costs CHF 1.4M if nothing is done before the US open.
Every overnight signal is projected against the book’s actual duration, concentration and obligations — not against a model portfolio.
Rates
Action before the US open
US CPI surprised to the upside; 10-year real yields up 12 bp. The ladder carries the duration.
Exposure
CHF 31M
Duration
6.4 yr
Projected impact
−CHF 1.4M
This week
“What should I be paying attention to?”
Four things. The SNB on Thursday sits over CHF 31M of the book — the rest can wait.
Ranked by what each one lands on, not by headline volume. Every catalyst carries a date and the positions it touches.
The year ahead
“Am I prepared for what’s coming?”
Mostly. Two limits are breached — single-issuer concentration is at 14.2% against a policy of 10%.
Stress-tested against the scenarios the book is genuinely sensitive to, and measured against the policy set for it rather than a market average.
Generations
“Will this outlast me?”
Not yet. Eleven of fourteen entities reach a named beneficiary; two powers of attorney lapsed in March.
Structures, obligations and the gaps between them — reviewed as circumstances change, rather than at the reading of a will.
On your behalf
“Can my agent ask too?”
Yes — read-only, inside the policy set for it, and every question it asks is kept.
Connect Antevo to the assistant you already use. It answers from the book’s holdings and never beyond the permissions given.
ask "what is our exposure to the Strait of Hormuz?"
4 positions · CHF 8.2M · 2.4% of estate
concentrated in freight and refined product
policy: read-only · demonstration book
trace retained · 2026-08-09 06:44 CETPlans
Start with the house view.
One considered read of what moved, every market morning. No account needed.
Wealth+
CHF 149/month
Accountability without noise.
- Ten connections
- Succession · agent access
Executive
The desk relationship.
For family offices and institutions: the same intelligence, governed to your mandate — bespoke scopes, several books, your policies enforced across all of them. Price on request.
Tomorrow, 06:42