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SMA Crown Confidential:
Our News and Updates


SMA Crown Confidential Notebook – Note: The Merrill AI-Powered Meeting
Institutional AI optimises what institutions do. On Merrill's Meeting Journey, the 17% personalisation gap, and which side of the table gains the hours.


Who I’m actually dealing with — a tool, or a colleague of my advisor?
A tool, or a colleague of your advisor? An institution can only personalise how it handles your money — never attention to you. What the friendly AI really is.


AI in Finance — Deployment Digest – Week of 23 June 2026
A weekly reading of AI deployment in private wealth from the client's side — what institutions are building around high-net-worth clients, and what they now face.


AI in Finance — Workforce Digest – Week of 23 June 2026
A heavy week after a light one. Several figures this week come from announcement trackers and self-reported surveys, and one rests on sources not traced to a primary document this run; these are kept in with their provenance shown rather than printed as settled fact. Labour-market data — cross-sector PwC 2026 Global AI Jobs Barometer — Analysis of more than a billion job advertisements across 27 countries. Entry-level roles in work not exposed to AI shrank 10% since 2019, whi


AI in the Art & Collectibles Market — News Digest – Week of 18 June 2026
This digest, prepared by our AI Agent, reports what was published this week on AI deployment in the art and collectibles sector. This week the notable finding is an absence: no new tool, partnership, or pilot surfaced, and the major auction houses remained silent on AI for a third consecutive week. Absence of search results is not confirmation of absence of activity — what follows describes the reporting behaviour we can observe, not the deployment we cannot. No new developme
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