Family Offices & Wealth Managers — Research, Invest & Connect

A daily market edge. Investable solutions. Exclusive events.

Complete AI research with Swiss private banking DNA — supplemented by events, calls and webinars with the founders, and direct access to the CaesarDPT terminal.

The 30-second answer

You receive everything private wealth clients receive – supplemented by personal, ongoing exchange with Private Alpha.

That includes exclusive events, regular calls and webinars in which research, market view, AI Leaders and specific investment themes are explored in depth.

The decisive added value is therefore not only more content, but access to the people behind the research.

Research and investment solutions – supplemented by direct exchange with our experts.

Three building blocks

Building block 01

Research & investment solutions — the full package

You receive everything private wealth clients receive: the complete CaesarDPT research with the market risk report on every trading day before the market opens, the AI Leaders 140 Index at single-stock level, and our funds and investment products by ISIN through your custodian bank. Supplemented by prepared client-meeting material, your research workload falls while your advisory competence on demanding AI questions rises.

Building block 02

Connect: events, calls & webinars

What sets this apart from research alone is the ongoing exchange: exclusive Private Alpha events, regular calls and webinars in which research, market view, AI Leaders and specific investment themes are explored in depth. You do not only hear which signal has turned — you learn why.

Building block 03

Access to the people behind the research

The decisive added value is not more content, but direct access: you speak with the management instead of a relationship manager — more than 20 years of leadership experience at CS/UBS and Julius Bär, combined with sound ETH engineering and a dated, archived signal history.

The Private Alpha team in a client meeting at its own office

THE EVIDENCE

CS/UBS · Julius Bär · ETH Zurich.

More than two decades of Swiss private banking leadership experience and ETH engineering under one roof — evidenced by our biographies and documented in the daily track record since 2022.

What you receive

Research, Invest & Connect.

Research and investment solutions — supplemented by direct exchange with our experts.

Market risk gauge of the CaesarDPT report with a historical comparison

Market risk S&P 500

The market risk report reaches you on every trading day before the US market opens — with a clear regime, a historical comparison and context for the client meeting.

AI-Leaders 140 Index

The 140 leading listed AI companies worldwide, clearly structured and selectable at single-stock level — including assessments of the securities your clients ask you about.

Private Alpha presenting CaesarDPT at the Urban & Kollegen client event

Events & exchange

Exclusive evening events and client events, regular calls and webinars — access to the people behind the research, and on request jointly in front of your clients.

TACTICAL AI BUILDING BLOCK

“CaesarDPT has convinced us over the years — which is why we now use the Alpha AI Leaders certificate and the Top 25 Equities fund as a tactical AI building block for our clients.”

Thomas Scheunert

Aequitas Family Office GmbH, Schwäbisch Hall

Confidential. Personal. On site if you wish.

Speak directly with the management about working together, or test the terminal in your day-to-day investment and advisory work.