Linvo AG Plans for a Transformative Year in Wealth Management
On June 18th, Zurich-based Linvo AG, a multi-family office and wealth management firm, announced its exciting vision for the future. The company is set to embrace applied artificial intelligence as a central part of its strategy for 2026, along with launching new roles for AI advisors to help guide this change.
According to the firm, 2026 will mark a significant shift where AI evolves from simply being a support tool to becoming a key discipline in wealth management. This transformation is expected to impact how portfolios are analyzed, how clients are served, and how advisory teams allocate their time. The introduction of AI advisor roles aims to solidify this transition within the firm.
“2026 is the year we stop treating AI as an add-on and start recognizing it as a discipline on its own,” stated Alexander Kogan, Director at Linvo. He emphasized that hiring AI advisors is a strategic move to ensure that the company actively shapes its future with this technology.
With these changes, Linvo aims to position itself at the forefront of the Swiss wealth management sector, which is still acclimating to advancements in technology. The firm believes that this investment in AI will set the direction for its journey in the years ahead.
