private-banking

A Home Assistant bot capable of moving money and getting bank account stats from Sparebank1 APIs

🤖🏦 AI Private Banking Agent powered by a Personal Financial Knowledge Graph 🕸️🧠 -> 🎙️ voice-first, 🛡️ real-time fraud detection, 💡 proactive financial intelligence, and 🎮 life simulation for South Africa 🇿🇦

Quantitative risk infrastructure for Meridian Private Bank. Three Monte Carlo methods - LHS for venture valuation, scenario-based correlated simulation for macro stress testing, and historical simulation for LP reporting. Calibrated against Q1 2026 Iran war oil shock.

Journal of AI-assisted workflow experiments for family office, wealth management, and private banking operations using Claude Code and related tooling.

Business intelligence infrastructure for Meridian Private Bank. PostgreSQL and Python analytics across a synthetic Asia-Pacific HNW/UHNW client universe. One of three repos constituting Meridian's institutional architecture.

Market study and benchmark of four Luxembourg wealth management operating models, from market forces to strategic positioning, with five strategic recommendations. Interactive single-page report.

Brinson–Fachler performance attribution for quarterly client reviews (allocation/selection/interaction) with reconciliation checks and report-ready outputs.

Python tool for portfolio rebalancing in a wealth management context

Exploring which RAG retrieval technique fits which private-banking question — text-to-SQL, hybrid vector, governed metrics, graph traversal, reranking — on a synthetic bank, with the evaluation discipline to trust the negative results.

Capital deployment infrastructure for Meridian Private Bank. Hybrid PE fund architecture nested inside private banking integration logic. GP/LP blind pool, real options investment thesis, BI-driven due diligence, Expanded NPV valuation, and co-investment mechanics across five Asia-Pacific corridors.

RockFi — independent third-party profile of a public API surface, by API Evangelist. RockFi is a French private wealth management firm positioning itself as a modern family office, pairing experienced private-banking advisors with technology to serve high-net-worth entrepreneurs, executives, athletes, and independent professionals.

Holds every document Lotus has produced for a client and answers the questions asked years later: what was sent, who has seen it, and whether it may be destroyed yet.

UBS Bank USA — independent third-party profile of a public API surface, by API Evangelist. UBS Bank USA (BUSA) is a Utah state-chartered industrial bank and FDIC-insured depository institution headquartered in Salt Lake City, Utah, established in 2003 and reporting roughly $122 billion in total assets.

CIBC Bank USA — independent third-party profile of a public API surface, by API Evangelist. CIBC Bank USA is an Illinois state-chartered, FDIC-insured commercial bank (FDIC Cert #33306) headquartered at 120 South LaSalle Street in Chicago, Illinois. Formerly The PrivateBank and Trust Company, it was acquired in 2017 and rebranded, and today operate

City National Bank — independent third-party profile of a public API surface, by API Evangelist. City National Bank is a national bank chartered in the United States and a wholly owned subsidiary of Royal Bank of Canada (RBC) since 2015, headquartered in Los Angeles, California and known historically as "the bank to the stars" for its deep roots in

Fortu — independent third-party profile of a public API surface, by API Evangelist. Fortu (Fortu Wealth Ltd) is a London-based fintech, founded in 2019, offering digital private banking for high-net-worth individuals and their businesses, including borderless multi-currency accounts, payments, and a curated selection of investment opportunities acr

Hampden & Co — independent third-party profile of a public API surface, by API Evangelist. Hampden & Co (trading as Hampden Bank since March 2024) is an independent UK private bank headquartered at 20/21 Charlotte Square, Edinburgh, with offices in London and Manchester, serving high-net-worth individuals, their families, and their businesses with

Weatherbys Bank — independent third-party profile of a public API surface, by API Evangelist. Weatherbys Bank is a small, family-owned UK private bank, part of the Weatherbys Banking Group, trading since James Weatherby founded the family business in 1770 and incorporated as Weatherbys Bank Limited in 1994.