VestAI — Wealth intelligenceThe world changes.
Your world feels it.
VestAI watches markets, geopolitics, and your private structures together — and projects each change against everything you hold, before the consequences arrive.
Quietly working“What changed overnight — and where does it touch me?”
Macro doesn’t move portfolios. Macro plus your structure does.
Every overnight signal is projected against your actual holdings — your duration, your concentration, your obligations — and returned with the cost in francs and the move to consider. Before your first meeting.
One market changed its mind twice this week; the other never changed it at all.
One market repriced without pause; the other went round in a circle
The transcript sides with the market that never wavered
Half a trillion dollars moved on who can finance the buildout
“What should I be paying attention to?”
One governed intelligence system. Not many tools.
VestAI watches the external world and your private exposures together. Markets, geopolitics, shipping, aviation, rates, liquidity and portfolio structure are translated into scenarios. Aperture then pressure-tests your book, identifies where you are vulnerable, and proposes the next best action.
- Markets
- Geopolitics
- Shipping
- Aviation
- Rates
- Liquidity
- Each signal becomes a what-if path.
- Across assets, structures, entities and obligations.
- Concentrated
- Illiquid
- Misaligned
- Over-leveraged
- Hedge
- Rebalance
- Raise cash
- Review structure
- Alert advisor
“Am I prepared for what’s coming?”
A shock you’ve rehearsed isn’t a shock.
We monitor what moves markets — ships, chokepoints, military flights, crop fires — and stress-test your actual holdings against real scenarios. So when volatility arrives, you’ve already seen it.
The level keeps being marked and equities capitalise cash flows at a higher rate
The adjustment arrives through the multiple rather than through earnings, which strong results will not cushion.
The seaborne premium was taken out of the wrong benchmark
Route-specific hedges lapse into the wrong risk while the underlying exposure is unchanged.
The AI cash burn outruns the revenue now being paid for
Discipline applied to the leaders does not protect the complex if input costs keep rising.
Same intelligence.
Different scopes of responsibility.
Choose what fits. Evolve as life does. The intelligence never changes — only the surface area you ask it to look after.
Capacity extends at any time with add-ons. Usage-based AI and API access is available on every plan.
“Can my agent ask too?”
Your agent inherits VestAI’s governance the moment it connects.
When you look after others’ wealth.
Multi-client oversight, compliance trails, governed AI — across your entire book.
Common questions.
01How do I choose the right plan?
02What happens if I reach my plan’s capacity?
03What does ‘Pay-As-You-Go’ mean?
04Can I bring my own model provider?
05Does the AI get ‘better’ on higher tiers?
06What is VestAI, underneath the interface?
07How current is the intelligence?
08Where is my data processed?
09Does VestAI replace professional advisors?
10Where can I find your legal and privacy policies?
11Who is VestAI not designed for?
12Important disclaimers
Speak to the desk.
For principals, family offices and advisors — a direct line, answered by people.
We watch the world change. We tell you what it costs you. Before the consequences arrive.