XY - Clients
Ultra-high net worth individuals (UHNWIs)


XY establishes control and transparency in wealth management with independent data intelligence and investment advisory for ultra-high net worth individuals (UHNWIs), with a global estate of more than 50 million USD, with or without a single family office.

For these clients, XY offers an all-new and comprehensive representation of the estate, supporting client-driven interrogations about the evolution of individual assets and liabilities.

This is supported by EVA, an end-to-end data intelligence solution empowering wealth management ecosystems as a seamless plug-in. EVA offers visibility and control of what happens across the estate and fosters the transition to XY’s scientific methodology and to fact-based decisions applied to large fortunes.

Key questions for families:

  • How can the total aggregated assets be monitored and relevant information be presented on a regular basis?
  • What is the real risk to which the estate is exposed and how can considerable and unexpected losses be prevented?
  • How can results of the various asset managers be compared and performance levels increased?
  • How can relevant decisions be expedited and supported?
  • How can the execution of actions involving multiple players be assured within the time and manner agreed?
  • What are the visible and hidden costs and are there achievable savings?