Zurich Wealth Firm Linvo AG Puts Artificial Intelligence At The Core Of Its 2026 Strategy

Linvo AG, a Zurich-based multi-family office and wealth management firm, has announced that applied artificial intelligence will sit at the centre of its business strategy for 2026.

The firm is opening a new set of AI advisor roles as part of a deliberate push to embed the technology directly into its advisory operations and client services.

Linvo, which was founded in 2014 and is licensed by FINMA, the Swiss Financial Market Supervisory Authority, serves ultra-high-net-worth individuals and institutional clients.

The company provides a broad range of services including portfolio management, corporate finance, mergers and acquisitions advisory, and alternative investments.

Linvo says it views 2026 as the moment at which artificial intelligence transitions from being a background support tool to a core discipline within wealth management.

The firm believes this shift will reshape how portfolios are analysed, how clients are served, and how advisory teams allocate their working time.

The newly created AI advisor roles are specifically designed to anchor that transformation inside the business rather than leaving it to develop organically.

Alexander Kogan, Director at Linvo, set out the firm’s thinking clearly, stating: “2026 is the year we stop treating AI as an add-on and start treating it as a discipline in its own right.”

Kogan added: “Hiring AI advisors is how we build that future deliberately, rather than leaving it to chance.”

Linvo expects the investment in AI talent and capability to define its trajectory over the coming years, as the broader Swiss wealth management sector continues to find its footing with the technology.

The move positions Linvo toward the front of a domestic industry that has so far moved cautiously when it comes to fully integrating artificial intelligence into core investment and advisory functions.

The firm is headquartered at Gartenstrasse 23 in Zurich and operates under the regulatory oversight of FINMA, providing a regulated foundation from which it intends to scale its AI-driven ambitions.