Press Release
AI at the Centre of Our 2026 Strategy
In 2026, we are placing applied artificial intelligence at the centre of how we work — and opening a new set of AI advisor roles to deliver it. For an independent Swiss family office, this is a deliberate choice about discipline, not a chase after the latest tool.
We see the coming year as the point at which AI moves from a support tool to a core discipline within wealth management. It shapes how we analyse portfolios, how we serve you, and how our advisory teams spend their time. The new AI advisor roles anchor that shift inside the firm.
Why this matters for you
Our edge has never been speed for its own sake. It is clarity with accountability — seeing what matters while it still matters, and acting with judgment rather than noise. Applied well, AI sharpens that edge: deeper analysis, earlier insight, and more of our teams’ time spent on the decisions that affect your wealth.
As an independent firm, we adopt technology on its merit and in your interest. No commissions, no conflicts, no shortcuts. The same principles that govern how we manage your wealth govern how we build with this technology.
“2026 is the year we stop treating AI as an add-on and start treating it as a discipline in its own right. Hiring AI advisors is how we build that future deliberately, rather than leaving it to chance.”
Alexander Kogan · Director, Linvo AGThe year ahead
We expect this investment to define our trajectory over the coming years, and to place us at the front of a Swiss wealth sector still finding its footing with the technology. The goal is not more data. It is more disciplined decision-making — built deliberately, and built to last.
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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