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XY Worldwide
Real Value. Real Time.
XY WorldwideGlobal Estate Orchestration
XY WorldwideThe Value of Rationality
XY WorldwideAn 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.
XY'S CORE UNITS
XY HubsConsultants at Work
XY SKUsExperts at Hand
WEALTH MANAGEMENT ENTERS A NEW ERAEVA
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.
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 further strengthens capacity with new operations center in Budapest
February 14, 2020XY, an international group specialized in strategic consulting and the control of large estates, announces the opening of a new operations center to keep up with rising demand. Located in Budapest, XY Data Lab Kft provides assistance to the company’s client service locations throughout Europe (Zurich, Chiasso, Frankfurt and London). Together with the opening of the operations center, XY announces the appointment of Gábor Misur as Managing Director of the new office.
Read MoreXY achieves authorization from the German Federal Financial Supervisory Authority
December 13, 2019XY, an international group specialized in strategic consulting and the control of large estates, announces it has achieved a new milestone in its effort to pursue the industry’s highest quality standards and set the benchmark for players operating in the wealth management sector. BaFin, the German Federal Financial Supervisory Authority, has granted XY authorization to operate as investment consultant in Germany and throughout the EU with a European Passport.
Read MoreWorld Innovation and Economic Research Institute selects XY as strategic partner
January 30, 2019XY, an international group specialized in strategic consulting and the control of large estates, has been selected as a strategic partner by the World Innovation and Economic Research (Winner) Institute and announces the details of a new and ambitious collaboration project at the institutes’ event today at the university Politecnico di Milano.
Daniele Migani, Founder and CEO of XY, was invited to illustrate the global outlook of today’s economic and financial situation during the Winner Institute’s annual conference hosted at the Aula Natta, the, the prestigious auditorium entitled to the Politecnico’s Nobel laureate. . The Milan-based university...
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