Wealthy investors are using AI agents to automate portfolio strategies

The company says its earliest users seeing substantial use of AI agents are wealthy, financially sophisticated people with complex portfolios and specific strategies. In one reported case, a man formerly with UBS Wealth Management dismissed his wealth management team, moved $50 million into an account, and now uses AI agents to manage his portfolio, mostly through covered calls to generate income.

The company also describes agents repeatedly executing strategies such as portfolio-wide tax-loss harvesting. It calls this a simple strategy that is most relevant to people with sizable accounts, where tax losses can make a meaningful difference.