AN INDEPENDENT REFEREE
High-end wealth management is undergoing major transformation with the questioning of obsolescent trust models that still place financial institutions at the center without external control.
XY steps into the arena of finance as an unbiased, independent third party offering global surveillance of data in the interest of estate owners.
GLOBAL ESTATE ORCHESTRATION IN THE FINTECH ERA
XY is a pioneering technology company specialized in independent data intelligence and strategy consulting services for high-end wealth management, providing global estate orchestration for families, companies and institutions.
XY’s game-changing approach unleashes powerful financial technology in the sole interest of estate owners, with unique capabilities ranging from real-time reporting to predictive simulations.
XY’s exclusive consulting services leverage the company’s unique fintech capabilities to provide estate owners with easy access to rich and fact-based knowledge.
They are immediately placed in the position to see what is happening across their entire estate, gaining insight into its real performance with visibility down to precise detail of the individual constituents of each investment – whether financial, equity or real-estate.
Supported by XY’s technology and consulting services, clients can take informed decisions based on a scientific methodology applied to wealth management.
Swift availability of accurate data, instant sharing of critical information and harmonized aggregated reporting extends benefits to their trusted advisors without causing any disruption to activities, established relations and processes.
XY'S ORGANIZATION
Scientists in House
XY’s proprietary algorithms and technologies are all developed in-house by a world-class team of scientists that have been working together for 12 years at XY LABs in Switzerland.
Read MoreConsultants at Work
Global estate orchestration services are delivered worldwide by a unique team of strategy consultants formed to carry out the Control function in wealth management.
Read MoreExperts at Hand
High-end legal & tax advisory services aiming at efficient estate architecture design see expert XY professionals support the estate owners’ trusted legal and tax advisors.
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