top of page
SMA Crown Confidential:
Our News and Updates


SMA Crown Confidential Notebook – Note: The Grant of Authority
You can grant an agent authority over your trades, not over the deciding. On eToro's autonomous connectors, and the question no scope contains.


AI in Finance — Deployment Digest – Week of 21 July 2026
Weekly AI-in-finance deployment digest: Wells Fargo launches an "AI Teammate" across a $2.4tn division, BNY gives ~140 "digital employees" employee numbers and avatars, Datalign opens client-facing agents, consultancies push the judgment tier against 93% practitioner distrust, and Treasury / FSOC advances process. A thinner-sourced week — each item graded for provenance.


AI in Finance — Deployment Digest – Week of 14 July 2026
Weekly AI-in-finance deployment digest: JPMorgan's agents beat a 60/40 portfolio in backtest, Square switches on ChatGPT and Claude ordering, Morgan Stanley and Citi move client-facing, and an AI-native RIA buys a traditional book. Each item graded for provenance.


AI in Finance — Workforce Digest Week of 14 July 2026
AI in Finance Workforce Digest — The Projections Become Outcomes: First Executed Q1 Numbers | 14 July 2026


Discerning Privacy: The Room Behind the Window
Something has begun to move in the same direction across places that have nothing to do with one another. A company that started by encrypting email now builds an entire parallel infrastructure — calls, files, calendars, even an assistant — on the single premise that none of it should be read, stored, or learned from. A writer leaves the platform that had grown his audience and moves his work to one running on solar-powered servers at the far end of another continent, where t


The Era of Ingestion – What Agents Cannot Hold
On 19 May 2026, from the I/O stage in Mountain View, Sundar Pichai, the CEO of Google, declared that the company he leads had entered its “agentic Gemini era.” The announcement was accompanied by a slate of products — Gemini Omni and Gemini 3.5, new agentic experiences in Search, an agent-first development platform called Antigravity, and Gemini Spark, a 24/7 AI agent that runs in the background on Google Cloud and continues working when the user closes their laptop. The Gemi


The AI Instrument and the Individual: The Thinking Partner the Decision-Maker Needs
The individual whose thinking carries consequence has long worked through questions of consequence in the company of some form of interlocutor. The form has varied across time and place — a counsel, a physician, a confessor, a trusted friend of considered judgement, an advisor whose long familiarity allowed shorthand rather than explanation. What has remained steady is the underlying principle. Thinking of a certain weight is not best conducted alone, and the formation of the
bottom of page
.jpeg)