Private Wealth Intelligence
Year
2026
Client
Coutts - Natwest
Service
Product Design, User Experience Design
Challenge
Most financial tools are built for traders or compliance teams, not for private wealth clients who want to stay genuinely informed. I wanted to build something that helps individuals learn, keep up with the markets they care about, and feel in control of their wealth across every asset class they hold.
Solution
A live financial dashboard that keeps private wealth clients informed across six asset classes, crypto, equities, forex, commodities, alternatives, and art. With a portfolio risk score, market regime detection, and Warren, an AI advisor that answers real questions about your portfolio in seconds.
Coutts - Product Design and AI