Clients of the high-end wealth management industry gain further insight into results obtained by leveraging EO-Tech for global estate orchestration
Global Reference Board established by XY to address growth in market enquiries

London, March 20, 2017 - XY, an international group specialized in strategic consulting and the control of large estates, strengthens its organization in response to the substantial rise of inbound enquiries received from the owners of fortunes from around the world. By activating a Global Reference Board as part of its organization, XY creates an interface facilitating the preliminary consultation of XY’s expert teams by counterparts such as ultra-high net worth individuals and large organizations interested in applying EO-Tech (Estate Orchestration Technology) to control the evolution of their investment portfolios.

The XY Global Reference Board, activated as of March 1, sees top XY clients and renowned opinion leaders join forces with XY’s expert teams to develop and disseminate high-profile content and act as ambassadors of XY. Responding to select enquiries received by prospective clients, its members share their own impression about the benefits of working with XY to the high profile audience addressed by the company.

“The owners of family fortunes and large estates seek unbiased services free from conflict of interest,” says Daniele Migani, Founder and CEO of XY S.A. “In recent times, awareness and appreciation of the crucial role that new data technologies are called to play to establish transparency and control across today’s wealth management ecosystems have grown immensely. As a consequence, owners wish to learn about facts and figures describing the advantages obtained by leveraging EO-Tech, in particular with regard to optimizing costs, risks and overall performance.”

XY consultants have access to a unique wealth of experience the company accumulated over the years by acquiring and processing terabytes of financial data in real-time and on an ongoing basis. With over a decade spent monitoring an unprecedented volume of aggregated assets in the interest of numerous owners of large estates, they are in the position to statistically assess the value that can be generated by optimizing the performance and risk profile of any given investment portfolio with EO-Tech.

With the activation of the Global Reference Board as of March 1, high-profile promotion of the compelling advantages of EO-Tech and of XY’s value proposition acquires a new and proactive dimension, by involving some of the top clients that are directly benefitting from having modernized their approach to estate orchestration through XY.

XY London building

About the Global Reference Board

The XY Global Reference Board, activated as of March 1, sees top XY clients and renowned opinion leaders join forces with XY expert teams to develop and disseminate high-profile content and act as ambassadors of XY. Responding to select enquiries received by prospective clients, its members share information about the benefits of working with XY to the high profile audience addressed by the company, facilitating preliminary consultations by new prospects amongst ultra-high net worth individuals and large organizations.

Enquiries addressing the Global Reference Board are subject to screening and may be addressed to: XY Global Reference Board, 3 St. James’s Square, London SW1Y 4JU, UK – grb@xy.net