Stewardship in practice
The questions that actually matter.
“What changed overnight — and where it touches you?”
Macro doesn’t move portfolios. Macro plus your specific 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.
Try the Executive Brief →01
Rates
Action before US open
US CPI surprised to the upside; 10Y real yields up 12 bp.
Your exposure
IG ladder · CHF 31M
6.4-yr duration
Projected impact
~CHF 420K
projected drawdown
Move to consider
→Review duration
before US open
02
European equities
Window · this week
Earnings broadening; STOXX 600 beat rate 68%, P/E gap to S&P 500 still −15%.
Your exposure
STOXX 600 sleeve · CHF 8.4M
Industrials −4 ppts
Projected impact
~CHF 320K
gap closed at 5% rotation
Move to consider
→Lift industrials +200 bps
within European sleeve
“What should I be paying attention to?”
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.
One governed intelligence system. Not many tools.
01
Signals
The world changes.
- Markets
- Geopolitics
- Shipping
- Aviation
- Rates
- Liquidity
02
Scenario creation
If this continues, accelerates, or breaks.
Each signal becomes a what-if path.
03
Aperture
The engine pressure-tests your book.
Across assets, structures, entities and obligations.
04
Client weakness
Where you’re exposed.
- Concentrated
- Illiquid
- Misaligned
- Over-leveraged
05
Actions
The next best move.
- Hedge
- Rebalance
- Raise cash
- Review structure
- Alert advisor
“Am I prepared for what’s coming?”
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.
Rates +100bps | USD −5% | Hormuz disruption | Vol +30% | Curve flatten | |
|---|---|---|---|---|---|
| Public equities | −2.1% | +1.4% | — | −3.5% | −0.8% |
| IG bonds | −4.6% | — | — | +0.4% | −2.1% |
| Direct real estate | −3.2% | +4.1% | — | −0.8% | −1.4% |
| Yachts & aviation | — | +2.3% | −0.5% | — | — |
| Shipping (PE) | −1.4% | +1.0% | −8.6% | −2.1% | −0.6% |
| FX overlay | — | −1.4% | — | — | −0.4% |
| Cash & treasuries | +0.6% | — | — | — | +0.2% |
Hormuz disruption
Shipping (PE) · −8.6%
A Strait closure shaves roughly CHF 1.2 M off the position. Re-hedge before US open — alongside the duration call on your IG ladder.
Review hedge“Will this outlast me?”
The part you don’t get a second chance at — already prepared.
- 01
Trustee accepted
Counsel of record · Geneva
Q4 2025 - 02
Investment Policy Statement
Reviewed and re-signed
Q1 2026 - 03
Beneficiary roles documented
Spouse · two children · one charity
Q2 2025 - 04
Annual governance review
Trustee, counsel, principal
Q4 2025 - 05
Emergency playbook
Sealed protocol · hour-by-hour drill due Q3 2026
due Q3 2026
Held under Swiss governance. Reviewed annually.
Successor signature on file · Last opened by Trustee, Q1 2026
“Can my agent ask too?”
One MCP endpoint. Every signal, every position, every policy — queryable under the same governance.
Your agent inherits VestAI’s governance the moment it connects.
01
Your agent
Wherever it lives.
- Claude · ChatGPT · Cursor
- Your custom assistant
- CLI · IDE · phone
02
Governed gateway
Policy-filtered. Auditable per query.
Every call passes through your IPS, your sharing rules, your trustee approvals.
03
Your intelligence
Same data the platform sees.
- Markets · Geopolitics
- IG ladder · STOXX sleeve · Carlyle
- Aperture stress matrix
- Continuity Charter §4.2
$claude mcp add vestai https://mcp.vestai.ai
✓47 tools registered · governed · audited