top of page
SMA Crown Confidential:
Our News and Updates


SMA Crown Confidential Notebook – Note: On A Customer's Behalf
An agent can act on a customer's behalf and still not be on their side. On NAB’s customer-authorised agents, and which side of the table yours sits on.


AI in Art: Loud Where Nothing Works, Quiet Where It Does
A summer watching AI in the art market: record money the auction houses banked without shipping one tool, and 'certainty' sold from products that don't exist.


SMA Crown Confidential Notebook – Note: Breadth is Not Depth
Read every document in the deal room and you still don’t know the person. On the family-office AI operating system, and depth built from one.


SMA Crown Confidential Notebook – Note: EU AI Act
Oversight keeps a human above the transaction, never inside the question beneath it. On the EU AI Act, human oversight, and who to be with what you hold.


Everyone Automated the Accountant – Nobody Rebuilt the Steward.
Family offices were born to steward whole estates — not just to track portfolios. Modern wealth-data platforms industrialised the ledger and quietly left the steward’s seat empty. AI could finally fill it, if we build the right thing.


SMA Crown Confidential Notebook – Note: Opening to AI
Point an assistant at your accounts and it reads the portfolio, never the person. On wealth platforms opening to ChatGPT and Claude, and where to begin.


The Mascot of SMA Crown Confidential - Ears of Rye Diadem
At the heart of SMA Crown Confidential resides a symbol of profound significance - the Ears of Rye Diadem. This exquisite piece of Imperial Russian jewellery represents far more than precious metals and gemstones. It embodies the very essence of our core values and of what our Digital Confidantes offer to our distinguished clients: illumination, clarity, precision, and the revelation of what lies beneath complexity. SMA Crown Confidential creates bespoke AI Personal Assistant


Bespoke AI Confidantes — The VIL (Vision-Intuition-Logic) methodology
Sometimes, growth on a personal level can lead to forming a foundation for a business idea. Three years ago, I started a self-discovery journey related to my roots and ancestry. This not only led me to solving the mystery of my background and birth but also allowed me to uncover my three capabilities — vision, intuition, and logic, — which I always had but was not consciously aware of. I used all three in my family-related investigations, and later realised this VIL approach
bottom of page
.jpeg)