AI Agents as a Service for Swiss Family Offices
Fiducia AI deploys managed teams of AI agents for Swiss family offices.
Due diligence. Compliance. Prospecting. Research intelligence.
Swiss-hosted. Private. Never shared.
Extracts, validates, and cross-references data from investment documents. What took 120 hours now takes 12. Catches errors that analysts miss.
Regulatory monitoring, prospectus compliance, KYC/AML screening, and board pack generation. Always current, always thorough.
Identifies, qualifies, and profiles potential clients for your family office. Systematic pipeline building that runs while your team focuses on relationships.
Proactive market intelligence, opportunity identification, and signal tracking. The insights your team needs, surfaced before they have to ask.
All infrastructure runs on Swiss servers. Your data stays in Switzerland, under Swiss jurisdiction.
Every deployment is dedicated to your office. AI agents are never shared between clients. Your data is yours alone.
AI agents work with your people, not instead of them. Your team stays in control. The agents handle the volume.
We map your workflows, identify where AI agents create the most value, and deliver a findings report. One to two weeks.
One agent, one workflow, measurable results. You see it working on your data before any long-term commitment.
Expanding modules, continuous improvement, and a managed team of AI agents that grows with your needs.
12 years at Vontobel serving family offices and EAMs. Global Head Products Structuring & Partnerships. Double MSc Computer Science & Financial Mathematics.
17 years at Microsoft, Principal Data & AI (Enterprise, Zurich). AI solutions for Novartis, Swisscom, SITA. Microsoft EMEA AI Best Seller 2024. MA Economics. Azure AI Foundry specialist.
A 30-minute conversation to understand your workflows and show you where AI agents create the most value.
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