For private banks, wealth managers and family offices

Control the narrative around your house.

Before the first meeting, families now ask an AI assistant about you. We show you what it answers, prove it, and help you set the record straight.

In Europe, about four in five of these conversations happen on ChatGPT. You never see the question, and you never see the answer.

Dusk over a still alpine lake, in deep blue and beige tones

What is at stake for your house

AI answers are written without you, from sources you did not choose. For a house built on discretion, that is a quiet loss of control over its own story.

Protect your reputation

Wrong facts, a namesake’s history or an old case, found in the answers and corrected at the source.

Build trust and authority

Your own facts, stated plainly in the places the assistants read, so they repeat them.

Open a new channel

A family that asks AI first should hear your name first. More qualified introductions, a fuller pipeline, more assets.

What families ask AI about you

Five conversations, in a family’s own words. The first decides whether you are on the shortlist. The other four decide whether you stay on it.

  1. 1

    Who should we choose?

    “Which Swiss private bank for a family with CHF 100 million?”

  2. 2

    Can we trust the fees?

    “How transparent are this house’s fees?”

  3. 3

    Who is behind it?

    “Who owns the house, and what is its track record?”

  4. 4

    Is there better?

    “Are there better alternatives we should look at?”

  5. 5

    Is it safe?

    “Any reputational or regulatory risks we should know about?”

In our autumn 2026 reading of four Swiss houses, the house was named in 22 of 82 answers to the first question. On ChatGPT, in 3 of 18.

The answer, word for word

Your private reading shows the actual answers families receive, not a summary. Each one is sealed with a fingerprint and a time, so it cannot be edited later.

Some answers name a competitor instead of you. Some borrow another company’s history. You see them all, ranked by what they do to your standing.

Substituted answerSample

“For a CHF 50–200m mandate in Zurich, most families work with a rival multi‑family office that specialises in that band.”

Your house was not named. Fees were not the ones on file.

Original sealed and traceableSample content, not a real answer

Why now

The record cannot be rebuilt later

These conversations leave no trace you can see. A month that is not captured is a month you can never reconstruct.

The first facts become the reference

Assistants are learning now which sources to trust. The facts anchored first are the ones they repeat.

Agents will shortlist for families

AI agents are starting to compare houses on a family’s behalf. Their answer becomes the decision.

How we take the narrative back

Days 1 to 30. Protect.

We read your house on every assistant, lock each answer as evidence, and correct the wrong facts at their source.

Days 31 to 60. Anchor.

We publish your own facts in a form the assistants can read and trust: ownership, regulator, fees, team, history.

Days 61 to 90. Earn.

We earn mentions in the sources the assistants cite, so your house is named when families choose.

Every month after.

The same questions, two independent judges, one score. Your private report shows what moved, and why.

A hand holding a phone to read the monthly Watch report at a desk

The offer

Every engagement starts with a private reading of your house, under a confidentiality agreement. Then you choose how far to go.

Public benchmark
Free

The anonymised benchmark for your cohort, House A, House B, House C. Your own position is shared only with your partners.

See the benchmark
  • Dossier
    CHF 3’500, once

    The full private reading of one house: every answer, every verdict, the score and the action plan.

  • Watch
    CHF 990 per month

    The same questions every month, a private dashboard and a monthly report on what moved.

  • Mandate
    CHF 6’000, 9’000 or 15’000 per month

    We carry out the action plan with you. Nothing is published in your name without your approval.

We promise measurable movement against locked evidence. We never promise a ranking.

Request a private reading
Dusk over rolling hills and a still lake, in deep blue and beige tones

Know what AI says about your house before a family does.

A private reading, under a confidentiality agreement. We reply within one working day.

Confidential. Used only to reply to you. Never shared, never added to a list.