For family offices and independent advisers
AI for wealth management.
More time for your clients. Less on research and reporting.
Specialist agents prepare the analysis your team needs, when it needs it, inside the AI workspace it already uses. No new platform, no assets to move, no change of adviser.
The context
Clients expect more, and more often.
Your clients now use AI themselves. They expect guidance that is faster, deeper and more frequent, and still delivered to a professional standard. Meeting that with the same team means more time on research and less with clients.
Prompting a general-purpose AI does not close the gap. Without selected data and a defined method, the result reads well but cannot be relied upon.
Our agents
The research capability of a private bank,
for independent offices.
Specialist agents, each covering one area of work in depth. An office may begin with a single agent.
“What’s our view this month, and what changed?”
“Are we as diversified as we think?”
“Do the figures in this proposal hold?”
“Is the economy slowing or not?”
“Does this event matter for us?”
“Are stocks expensive right now?”
“What is the bond market telling us?”
“Should we hedge our currency exposure?”
“Is gold still worth holding?”
A workflow specific to your office.
What the work produces
Clear reviews from complex information.
Market intelligence
Developments across economics, geopolitics, equities, fixed income, currencies and commodities: what changed, why it matters and what could change the view.
Investment reviews
An opportunity’s economics, assumptions, financing and risks. Key calculations reconstructed, with the evidence and questions needed to advance the review.
Decision reports
Findings organised for investment committees, family meetings and client conversations, with supporting sources and material limitations.
Illustrative investment review
- Finding
- Projected income depends on forecast rental growth.
- Evidence
- The financial model assumes higher rent; signed leases have not been provided.
- Implication
- The forecast does not establish contracted income.
- Next question
- What lease evidence supports the assumption, and how does lower income affect debt coverage?
Our approach
Dependable before persuasive.
Chosen, maintained and dated.
Over 40 live feeds from 18 independent providers: central banks, sovereign yield curves, sanctions lists, shipping advisories, energy inventories.
Established institutional practice.
Each agent follows a method defined in advance, so that one report can be compared with the next.
Reconciled before concluded.
The CIO reconciles the specialists’ views before a conclusion is drawn. A storm track can change an energy view; three yield curves can decide one currency call.
General-purpose AI can produce convincing reports. Our aim is to make them dependable.
Working with us
Ready-made, then tailored.
We set up and maintain the agents. Your team works with what they produce.
Specialist agents.
Start with the agents your office needs. Each follows a defined method and works from maintained data, so one report can be compared with the next.
To your office.
We adapt the agents to your investment policy, reference currency, reporting conventions and house style, within the AI workspace your team already uses.
Where a need is specific.
Some questions fall outside the existing agents, such as a board-level view of a property portfolio. We scope and build a workflow for them as a defined advisory engagement.
A first step
Review a sample output with us and identify one workflow where additional investment-analysis capacity would be useful.
or write to info@talorai.com
Client documents remain in your own storage. Only the information a task requires is shared with the AI model. Investment decisions remain with the client and its advisers.