We announce an initiative to integrate artificial intelligence across its asset management services through a strategic fintech partnership.
The integration enables clients to access portfolio information, request services, and receive responses in real time – without paperwork or delays. Advisors will use the same AI tools to deliver faster, data-driven support.
“This is how wealth management should work. Clients shouldn’t wait days for answers that exist in their own data. We’re removing friction between our clients and their wealth.”— Mr. Kogan, Director at Linvo
“A client can now ask a question and get an accurate, portfolio-specific answer immediately. No forms, no back-and-forth, no waiting. Just clarity.”— Mr. Pelekh, Executive Committee Member at Linvo
Linvo is among the first Swiss wealth management firms to pursue full AI integration across both client-facing and advisory operations.
Disclaimer: The information contained in this publication does not constitute financial advice. This publication is for informational purposes only and is not research; it constitutes neither a recommendation for the purchase of financial instruments nor an offer or an invitation for an offer. The Underlying’s performance in the past does not constitute a guarantee for their future performance. The financial products’ value is subject to market fluctuation, which can lead to a partial or total loss of the invested capital. No responsibility is taken for the correctness of this information.
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