Linvo integrates AI across wealth management services
ZURICH, Jan. 15, 2026 - Linvo, a Swiss wealth management firm, announced a strategic fintech partnership to integrate AI across its asset management services. The move connects clients and advisors to the same real-time tools, removing delays and paperwork from routine requests.
What changes for clients and advisors
Clients can access portfolio information, request services, and receive answers immediately. Advisors use the same AI layer to deliver faster, data-driven support without the email ping-pong.
"This is how wealth management should work," said Mr. Kogan, Director at Linvo. "Clients shouldn't wait days for answers that exist in their own data. We're removing friction between our clients and their wealth."
"A client can now ask a question and get an accurate, portfolio-specific answer immediately," said Mr. Pelekh, Executive Committee Member at Linvo. "No forms, no back-and-forth, no waiting. Just clarity."
Why this matters for management
For leaders, this signals a shift from ticket-based service to instant, data-backed responses across both client-facing and advisory workflows. It shortens time-to-answer, reduces manual handling, and builds a consistent standard of advice.
- Client experience: portfolio-specific Q&A on demand, fewer touchpoints, faster resolution.
- Advisor productivity: AI-assisted prep, summaries, and scenario checks inside the workflow.
- Control and compliance: policy guardrails, logging, and auditability in line with FINMA expectations.
- Operating model: one interface across service requests, guidance, and follow-up.
Implementation lens
If you're planning a similar rollout, focus on data quality, model governance, permissioning, and client privacy from day one. Build advisor training into the plan and define clear escalation paths for complex cases.
- Track: response time, first-contact resolution, advice turnaround, and client satisfaction.
- Risk and quality: error rates, exception handling, and audit trail coverage.
- Efficiency: cost-to-serve, cases per advisor, and time saved per request.
Start with a high-impact use case (e.g., portfolio inquiries), then expand to service requests and advisor co-pilot features. Keep human review where it protects client outcomes or regulatory obligations.
Linvo's position
Linvo is among the first Swiss wealth managers to pursue full AI integration across both client-facing and advisory operations. The firm positions this as a cleaner, faster client experience and a more efficient advisory workflow.
About Linvo
Linvo is a Zurich-based wealth management firm providing customized investment portfolio management for Ultra-High-Net-Worth individuals and institutional clients. Founded in 2014, Linvo offers services spanning portfolio management, corporate finance, M&A advisory, and alternative investments. The firm is licensed by FINMA, the Swiss Financial Market Supervisory Authority.
Contact
Linvo AG
Gartenstrasse 23
8002 Zurich
Switzerland
+41 44 777 17 00
office@linvo.ch
www.linvo.ch
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