Investment advisory
built for you.
Personalized, macro-driven investment advice from an independent Swiss advisor. Your portfolio, your decisions — powered by intelligence.
Free 30-minute introductory call · No commitment
Portfolio Value
CHF 487,320
+12.4% YTD
vs S&P 500
+3.2%
Outperforming
New from Antoine
1 recommendation
Unread
LSFIN Registered
BX Swiss RegServices
ING Bank
Former analyst
SwissBorg
Former role
MSc Finance
University of Geneva
Advisory Only
You execute all trades
How it works
Advisory, simplified.
From first call to first recommendation in under 48 hours.
Book a free call
Start with a 30-minute call with Antoine. No commitment. He'll assess your situation and explain exactly how the advisory works.
Complete your profile & connect IBKR
Answer 10 questions about your goals and risk appetite. Connect your Interactive Brokers account with read-only access — Antoine never touches your funds.
Receive personalized recommendations
Antoine reviews your live positions and sends tailored, reasoned recommendations. Weekly macro briefs. Direct messaging. You decide what to do.
Why 41 Advisory
Private banking intelligence.
Independent advisor transparency.
Your advisor reads your positions
Antoine connects to your IBKR account with read-only access, seeing exactly what you hold before crafting any recommendation.
AI-powered, human-reviewed
Claude drafts personalized recommendations based on your risk profile and current positions. Antoine reviews, edits, and approves every single one.
Full audit trail
Every recommendation is timestamped, immutably stored, and exportable as PDF for your records. LSFIN compliant by design.
You stay in control
This is advisory only. You execute every trade yourself. No discretionary management, no hidden fees, no surprises.
Weekly macro briefs
Personalized weekly market updates tailored to your specific holdings — not generic newsletters you ignore.
Swiss data residency
All data stored in Switzerland. Compliant with Swiss financial regulations from day one.
Pricing
Simple, transparent fees.
One-time onboarding + monthly advisory retainer. No performance fees, no hidden charges.
Onboarding
- Risk questionnaire & investor profile
- Formal investor profile PDF
- Advisory agreement
- IBKR connection setup
- Initial portfolio review
Monthly Advisory
- Personalized recommendations
- Weekly macro briefs
- Portfolio monitoring & drift alerts
- Direct messaging with Antoine
- Book calls anytime
Free 30-minute call · No commitment
Monthly fee varies based on portfolio complexity and frequency of recommendations. Discussed and agreed during your first call.
Ready to get started?
Book a free 30-minute introductory call with Antoine. Discuss your portfolio, your objectives, and whether independent advisory is right for you.
41 Labs Sàrl · LSFIN registered with BX Swiss RegServices · Geneva