Independent Data Intelligence, Live

Quality standards and Code of Ethics

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.

A suite of proprietary algorithms performs constant monitoring of transactional data generated across the client’s estate, triggering automatic verification, real-time alerts and reconciliation of errors, while carrying out scientific risk assessment.

A groundbreaking knowledge platform supports user-friendly navigation of critical information through tailor-made cockpits that clients can directly customize for an optimal experience.

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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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The universe of finance has entered 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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XY Worldwide - data intelligence at its best

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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Article One

Published on July 15th 2014

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae.

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Article Two

Published on July 15th 2014

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae.

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Article Three

Published on July 15th 2014

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae.

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