Six short videos for advisers, trustees and family office teams. How to classify what you type, question a vendor, brief a model properly, and sign off on what comes back. Taught by a technologist and a former private bank chief executive.
Every script is written and approved by the named faculty.
A review pack due Thursday. A statement pasted into a chat window. Nobody told them which tool, or what they were allowed to type.
Every head of a client-facing team knows this is happening. Banning the tools pushes the work onto personal phones. A long policy document goes unread. Supervisors in Singapore, Hong Kong and Europe now expect firms to show that their people know what they are doing.
This course gives your people a method they can follow and a record you can show.
Each video ends with four questions. Pass three to move on. Each video also comes with a PDF: the transcript, the framework from that video, and one thing to do before the next.
Why this matters now, the four terms you actually need, and the one rule the rest of the hour builds on: the machine drafts, a person verifies.
Worked examples: the statement pasted before a Thursday meeting; a 200-page trust deed queried clause by clause, with page citations.
Financial, institutional and emotional data, the three sensitivity tiers, and how to decide what you may type into which tool.
Worked examples: committee minutes from March quoted in November; succession intentions typed into a consumer app; the trust deed that turned out to hold a letter of wishes.
The contract clause to check first, seven questions to put to any AI vendor, and how to verify a payment instruction when you cannot trust the voice.
Worked examples: a vendor's trust page scored live, three answers published and four missing; a payment instruction in the principal's own voice.
The five parts of a good brief, what happens when you leave out the constraints, how to stop the model inventing answers, and the rule for numbers.
Worked examples: the castle, held since 1903, recommended for sale; a portfolio total six per cent out because of one exchange rate.
Reviewing documents, consolidating statements, building client packs, writing meeting minutes, and deciding what to keep.
Worked example: four custodian statements, four formats, one table.
Where AI goes wrong on jurisdictions, the family charter as the final check, a one-page AI policy your team will follow, and who signs off what.
Worked example: Jersey trustee, Singapore settlor, US beneficiaries, Portuguese property.
Most AI mistakes in private wealth come from leaving one of these out. The course introduces them in Video 2 and comes back to them in every video after it.
Tells you what is.
Positions, valuations, commitments, liabilities, cash flows. The only kind you can check against a source document, and the only kind a model can get wrong in the arithmetic while sounding certain.
Tells you what is available and advisable.
The house view, research, the approved product shelf, internal memos. Opinion with an author and a date. Load it without the date and March's view ends up in November's letter.
Tells you what is permissible.
The family charter, founding principles, what may never be sold, promises made two generations ago. Rarely written down. It does not make an answer more accurate. It decides whether the answer is acceptable at all.
The rule: never ask for a recommendation when you hold only the first two.
The AI told the family to sell the castle. It did not malfunction. It answered the question it was given.
A European family estate, held since 1903. Forty-one family members across five countries. Three generations buried in the grounds.
The system had the full portfolio, the capital calls and a clear instruction to improve liquidity. It recommended the sale, with excellent reasoning. The family charter, the one document that would have ruled it out, had never been written down anywhere a machine could read.
Details altered to protect the family. The lesson is not.
Co-Founder and CTO, WMCockpit
The machine and the method. What these systems are, where your client's data goes, how to question a vendor, and how to brief a model so the work is good enough to put your name on.
“What I am bringing is pattern recognition. Thousands of hours watching institutions adopt this well, and watching them adopt it badly.”
Founder and CEO, WMCockpit. Formerly CEO, Bank Pictet's private bank
The family and the judgement. What complex families actually ask for, where structures and jurisdictions trip the machine up, and the decisions that always stay with a person.
“A machine can now supply a great deal of the information. Which means the judgement is now the entire job.”
Every demonstration uses a fictional family. No real client material appears anywhere in the course.
Built for private banks, multi-family and single family offices, trust companies and independent asset managers.
One licence for a team or the whole firm, rather than individual seats.
Delivered into your existing learning platform via SCORM, or hosted by us.
A report of who finished, when, and their assessment results, ready for your training file.
Video 6 ends with a one-page AI policy your team can adopt and adapt.
Written with the expectations in mind that now appear in MAS's proposed AI risk management guidelines, the SFC's circular on generative AI and Article 4 of the EU AI Act. Your certificate states structured learning hours and the assessment result. Check with your compliance team how these count towards your CPD or CPT requirements.
WMCockpit is mentioned once, as the reason the faculty are qualified to teach this. Nothing in the hour asks you to buy anything.
No model, version or feature is named. Tools change every quarter. How you classify, brief, verify and sign off does not.
The questions are real. If you cannot classify a sensitive document or spot an invented citation, you do not pass.
One hour of video in six ten-minute parts, plus a few minutes for each assessment. Most people finish in a week of short sittings.
No. The course is written for advisers, trustees, family office staff and their managers. Four technical terms are introduced in Video 1 and that is all you need.
None by name, on purpose. The method works with whichever tools your firm approves, and it will not go out of date when those tools change.
You get two attempts at each set of four questions. You need three correct answers to move on.
When you enrol you are taken to the Vesta learning platform, where your progress, assessments and certificate are kept.
Cohort licensing, delivery into your own learning platform, and completion records for your supervisor.
Talk to us about a licence