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.

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Families

Establishing control and transparency in wealth management with independent data intelligence and strategic consulting for ultra-high net worth individuals and their families.

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Corporate

Bringing real-time supervision in the governing of corporate treasuries of a great magnitude with powerful data technologies for major listed and unlisted companies.

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Institutions

Augmenting performance while mitigating risk exposure with an integrated approach to data analysis and predictive modeling for public treasuries and large pension funds.

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XY'S ORGANIZATION

XY LABs

Scientists in House

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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.

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XY HUBs

Consultants at Work

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Global estate orchestration services are delivered worldwide by a unique team of strategy consultants formed to carry out the Control function in wealth management.

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XY SKUs

Experts at Hand

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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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Finance enters a new era

EVA

XY’s innovative knowledge platform, EVA, bridges the technology divide between suppliers and clients of wealth management services with respect to real-time access to information and big data processing capabilities. EVA, working exclusively in the interest of estate owners, offers infinite possibilities of customization and an all-new user experience.

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XY Worldwide

The capitals of finance

XY has established offices in major financial centers across Europe and is expanding the international footprint of its operations with local offices in four continents.

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Who we are

XY people

Specialist expertise and complementary skill sets provide XY’s expert teams of consultants and scientists with a competitive edge that builds on the advantage of XY’s disruptive technologies.

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Quality standards and Code of Ethics

XY operates in line with the highest quality standards. Authorizations obtained to date include the Swiss Financial Market Supervisory Authority’s FINMA authorization (as affiliated to OAD-FCT), the UK Financial Conduct Authority’s FCA authorization, with European Passport authorizations in several European countries and local authorizations such as the Ticino Cantonal Authority Fiduciary Authorization, with many more underway.

XY is committed to transparency and independence in all aspects of its work in accordance with its code of ethics and framework for working with all financial sector players without conflict of interest.

Latest News & Views

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XY inaugurates new flagship office in London

Published on May 5, 2016

As part of its worldwide expansion program and drive to establish hubs in Europe’s major…

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XY debuts game-changing data solution EVA

Published on April 24, 2016

EVA brings a unique and exclusive data intelligence solution for UHNW families, corporations and institutions…

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XY Board Member on valuating enterprises’ equity

Published on March 24, 2016

A trend for large-scale mergers and acquisitions during the first part of 2016 has continued…

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