Real Value. Real Time.XY Worldwide
Global Estate OrchestrationXY Worldwide
The Value of RationalityXY Worldwide
An Independent Referee
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, corporate organizations and governments.
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.
Commitment to transparency and independence
XY operates in line with the highest quality standards and 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 internal and external parties without conflict of interest. Ethical conduct is a hallmark of any profession and XY encourages the highest professional standards in this regard.
The company requires all its employees to comply with the code’s cornerstone principles, which form the basis of XY’s Code of Ethics, specifying the expected conduct when working with other people: handling business negotiations, addressing customer feedback, dealing with negative events, managing diversity situations, which requires a strong sense of what is right and wrong.
Latest News & Views
XY sets FS industry standard with ISO certificationAugust 29, 2017
XY, an international group specialized in strategic consulting and the control of large estates, has introduced a Quality Management System according to the international standard ISO 9001:2015 subjected to certification on July 26 and 27, 2017 by the Swiss Association for Quality and Management Systems (SQS), one of the leading certification bodies in the world, based in Bern.
The ISO 9001:2015 standard largely diffused by the service companies and industry in general, is rarely applied in the financial services industry. This achievement confirms the company's strong corporate...Read More
XY inaugurates new flagship office in ZürichJune 30, 2017
XY, an international group specialized in strategic consulting and the control of large estates, announces the creation of its new flagship office in Zürich, located at the prestigious address of Bahnhofstrasse 88, as center for the delivery of Estate Orchestration services to clients across mainland Europe.
After increasing its UK presence last year, with a move to new London offices in 3 St. James's Square in Westminster, XY gives further shape to its international expansion triggered by the robust and rising demand for its unique services granting transparency and accountability in wealth management...Read More
XY to strengthen its external relationsMarch 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 with top clients and renowned opinion leaders, 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...Read More