WealthTech
WealthTech
2026
2026
AI & WealthTech.
What remains for Swiss banks?
AI & WealthTech.
What remains for Swiss banks?
WealthTech
2026
AI & WealthTech.
What remains for Swiss banks?
WealthTech
2026
AI & WealthTech.
What remains for Swiss banks?
24 September 2026
24 September 2026
24 September 2026
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Soho Club, Zurich
Invite
only
The event for everyone who wants to actively drive digital wealth management forward in Switzerland.
The event for everyone who wants to actively drive digital wealth management forward in Switzerland.
The event for everyone who wants to actively drive digital wealth management forward in Switzerland.
What awaits you
What awaits you
What awaits you
Your WealthTech Update - Trends, Start-Ups & Big Tech
Your WealthTech Update - Trends, Start-Ups & Big Tech
Wealth start-ups in the pitch
6 WealthTech founders show live what the future of wealth infrastructure looks like.
Wealth start-ups in the pitch
6 WealthTech founders show live what the future of wealth infrastructure looks like.
Keynotes by experts
Become an expert in no time, from tokenisation and digital assets to AI agents in use.
Keynotes by experts
Become an expert in no time, from tokenisation and digital assets to AI agents in use.
Panels on cloud, AI and regulation
The strategic questions that Swiss financial institutions must navigate between Brussels, Washington and Bern.
Panels on cloud, AI and regulation
The strategic questions that Swiss financial institutions must navigate between Brussels, Washington and Bern.
Invite-only networking
150 C-level decision-makers who are shaping today what will determine the market tomorrow.
Invite-only networking
150 C-level decision-makers who are shaping today what will determine the market tomorrow.
Keynote Speaker
Julius van de Laar
From the Obama campaign in Ohio to a sought-after political analyst for ARD, ZDF, and Spiegel. Julius van de Laar shows exclusively with us how clear strategy creates real movement.
Top speaker
Top speaker
Top Speaker
Top Speaker
Nicole Nitsche
Managing Director, Payment & Banking
Julius van de Laar
Political Strategist & Campaign
Consultant, VAN DE LAAR
CAMPAIGNINGNadja Baulecke
VP Financial Services & Insurance,
Schwarz Digits
Dr. Alexander Bechtel
Global Head of Digital Products, DWS
Naveed Arshad
Head of Digital Wealth Management, Deutsche Bank
Gregor Kaelin
General Manager Switzerland, Wonderful
Dr Martha Boeckenfeld
CEO & Founder, marthaverse
Oliver Bussmann
Chief Executive Officer, Bussmann Advisory AG
Philippe A. Naegeli
CEO, GenTwo
Stefan Klauser
CEO and Co-Founder, Aisot Technologies
Dr. Jasser Kassab
Group Director Enterprise Solutions
Ralf Jenzer
Head of Products, Mesoneer
Felix Fernandez Martinez
Co-Founder & Chairman of the Board of Directors of Adaptivv Financial Technologies AG
Torsten Wegner
Head of Strategy and M&A, Quintet Private Bank (Europe) S.A.
Felix Wolfensberger
CEO, mesoneer AG
And many more!
TBA
Nicole Nitsche
Managing Director, Payment & Banking
Julius van de Laar
Political Strategist & Campaign
Consultant, VAN DE LAAR
CAMPAIGNINGNadja Baulecke
VP Financial Services & Insurance,
Schwarz DigitsDr. Alexander Bechtel
Global Head of Digital Products, DWS
Naveed Arshad
Head of Digital Wealth Management, Deutsche Bank
Gregor Kaelin
General Manager Switzerland, Wonderful
Dr Martha Boeckenfeld
CEO & Founder, marthaverse
Oliver Bussmann
Chief Executive Officer, Bussmann Advisory AG
Philippe A. Naegeli
CEO, GenTwo
Stefan Klauser
CEO and Co-Founder, Aisot Technologies
Dr. Jasser Kassab
Group Director Enterprise Solutions
Ralf Jenzer
Head of Products, Mesoneer
Felix Fernandez Martinez
Co-Founder & Chairman of the Board of Directors of Adaptivv Financial Technologies AG
Torsten Wegner
Head of Strategy and M&A, Quintet Private Bank (Europe) S.A.
Felix Wolfensberger
CEO, mesoneer AG
And many more!
TBA
Nicole Nitsche
Managing Director, Payment & Banking
Julius van de Laar
Political Strategist & Campaign
Consultant, VAN DE LAAR
CAMPAIGNINGNadja Baulecke
VP Financial Services & Insurance,
Schwarz DigitsDr. Alexander Bechtel
Global Head of Digital Products, DWS
Naveed Arshad
Head of Digital Wealth Management, Deutsche Bank
Gregor Kaelin
General Manager Switzerland, Wonderful
Dr Martha Boeckenfeld
CEO & Founder, marthaverse
Oliver Bussmann
Chief Executive Officer, Bussmann Advisory AG
Philippe A. Naegeli
CEO, GenTwo
Stefan Klauser
CEO and Co-Founder, Aisot Technologies
Dr. Jasser Kassab
Group Director Enterprise Solutions
Ralf Jenzer
Head of Products, Mesoneer
Felix Fernandez Martinez
Co-Founder & Chairman of the Board of Directors of Adaptivv Financial Technologies AG
Torsten Wegner
Head of Strategy and M&A, Quintet Private Bank (Europe) S.A.
Felix Wolfensberger
CEO, mesoneer AG
And many more!
TBA
Nicole Nitsche
Managing Director, Payment & Banking
Julius van de Laar
Political Strategist & Campaign
Consultant, VAN DE LAAR
CAMPAIGNINGNadja Baulecke
VP Financial Services & Insurance,
Schwarz DigitsDr. Alexander Bechtel
Global Head of Digital Products, DWS
Naveed Arshad
Head of Digital Wealth Management, Deutsche Bank
Gregor Kaelin
General Manager Switzerland, Wonderful
Dr Martha Boeckenfeld
CEO & Founder, marthaverse
Oliver Bussmann
Chief Executive Officer, Bussmann Advisory AG
Philippe A. Naegeli
CEO, GenTwo
Stefan Klauser
CEO and Co-Founder, Aisot Technologies
Dr. Jasser Kassab
Group Director Enterprise Solutions
Ralf Jenzer
Head of Products, Mesoneer
Felix Fernandez Martinez
Co-Founder & Chairman of the Board of Directors of Adaptivv Financial Technologies AG
Torsten Wegner
Head of Strategy and M&A, Quintet Private Bank (Europe) S.A.
Felix Wolfensberger
CEO, mesoneer AG
And many more!
TBA
Sponsors and Partners
Location
SOHO Club Zurich
Hardstrasse 260, 8005 Zurich
Location
SOHO Club Zurich
Hardstrasse 260, 8005 Zurich
Location
SOHO Club Zurich
Hardstrasse 260, 8005 Zurich
Location
SOHO Club Zurich
Hardstrasse 260, 8005 Zurich
Agenda
Agenda
Thursday, 24 September
Thursday, 24 September
08:30-09:30
Welcome Breakfast
The first exchange of the day over Coffee and "Gipfeli".
08:30-09:30
Welcome Breakfast
The first exchange of the day over Coffee and "Gipfeli".
09:30-09:40
Greeting & Welcome
Nicole Nietsche
09:30-09:40
Greeting & Welcome
Nicole Nietsche
09:30-09:40
Greeting & Welcome
Speaker Name
09:40 – 11:10
Startup Pitches - 6 x 15 Minutes
Felix Wolfensberger, CEO, Mesoneer Digital Trust & Compliant Client Onboarding with AI Dr. Jasser Kassab, Group Director Enterprise Solutions, PriceHubble Post-hype AI: Value-Adding AI, Data-Driven Workflows in Banking Stefan Klauser, CEO & Co-Founder, Aisot Technologies Empowering RMs with Agentic AI to Build, Personalise, and Optimise Portfolios at Scale Felix Fernandez Martinez, Co-Founder & Chairman of the Board of Directors of Adaptivv Financial Technologies AG TBA Philippe A. Naegeli, CEO, GenTwo From Curator to Creator: How Future Wealth Managers Will Build Products Clients Love Pablo Pfister, Co-Founder, Fume 10x the Clients, Same Headcount - AI Agents in the Back Office
Dr Jasser Kassab
Stefan Klauser
Felix Fernandez Martinez
Philippe A. Naegeli
Felix Wolfensberger
09:40 – 11:10
Startup Pitches - 6 x 15 Minutes
Felix Wolfensberger, CEO, Mesoneer Digital Trust & Compliant Client Onboarding with AI Dr. Jasser Kassab, Group Director Enterprise Solutions, PriceHubble Post-hype AI: Value-Adding AI, Data-Driven Workflows in Banking Stefan Klauser, CEO & Co-Founder, Aisot Technologies Empowering RMs with Agentic AI to Build, Personalise, and Optimise Portfolios at Scale Felix Fernandez Martinez, Co-Founder & Chairman of the Board of Directors of Adaptivv Financial Technologies AG TBA Philippe A. Naegeli, CEO, GenTwo From Curator to Creator: How Future Wealth Managers Will Build Products Clients Love Pablo Pfister, Co-Founder, Fume 10x the Clients, Same Headcount - AI Agents in the Back Office
Dr Jasser Kassab
Stefan Klauser
Felix Fernandez Martinez
Philippe A. Naegeli
Felix Wolfensberger
09:40 – 11:10
Startup Pitches - 6 x 15 Minutes
Felix Wolfensberger, CEO, Mesoneer Digital Trust & Compliant Client Onboarding with AI Dr. Jasser Kassab, Group Director Enterprise Solutions, PriceHubble Post-hype AI: Value-Adding AI, Data-Driven Workflows in Banking Stefan Klauser, CEO & Co-Founder, Aisot Technologies Empowering RMs with Agentic AI to Build, Personalise, and Optimise Portfolios at Scale Felix Fernandez Martinez, Co-Founder & Chairman of the Board of Directors of Adaptivv Financial Technologies AG TBA Philippe A. Naegeli, CEO, GenTwo From Curator to Creator: How Future Wealth Managers Will Build Products Clients Love Pablo Pfister, Co-Founder, Fume 10x the Clients, Same Headcount - AI Agents in the Back Office
Speaker Name
Speaker Name
Speaker Name
Speaker Name
Speaker Name
11:30 – 12:15
Panel: Cloud Sovereignty within the EU and Switzerland
A conversation about digital sovereignty between regulatory pressure and infrastructure decisions, featuring Nadja Baulecke (Schwarz Digits) among others.
Nadja Baulecke
11:30 – 12:15
Panel: Cloud Sovereignty within the EU and Switzerland
A conversation about digital sovereignty between regulatory pressure and infrastructure decisions, featuring Nadja Baulecke (Schwarz Digits) among others.
Nadja Baulecke
11:30 – 12:15
Panel: Cloud Sovereignty within the EU and Switzerland
A conversation about digital sovereignty between regulatory pressure and infrastructure decisions, featuring Nadja Baulecke (Schwarz Digits) among others.
Speaker Name
Lunch break
13:15 – 13:45
Tokenisation of Real-World Assets & Digital Finance Strategy
Dr Alexander Bechtel, Global Head of Digital Products at DWS, gives the institutional perspective on the tokenisation of assets and explains what private banks need to prepare for today.
Dr Alexander Bechtel
13:15 – 13:45
Tokenisation of Real-World Assets & Digital Finance Strategy
Dr Alexander Bechtel, Global Head of Digital Products at DWS, gives the institutional perspective on the tokenisation of assets and explains what private banks need to prepare for today.
Dr Alexander Bechtel
13:15 – 13:45
Tokenisation of Real-World Assets & Digital Finance Strategy
Dr Alexander Bechtel, Global Head of Digital Products at DWS, gives the institutional perspective on the tokenisation of assets and explains what private banks need to prepare for today.
Speaker Name
13:45 – 14:15
From AI Ambition to Agents in Production
Gregor Kaelin, General Manager Switzerland at Wonderful, shows the path from AI strategy to real implementation, what works in practice and why the step is bigger than expected.
Gregor Kaelin
13:45 – 14:15
From AI Ambition to Agents in Production
Gregor Kaelin, General Manager Switzerland at Wonderful, shows the path from AI strategy to real implementation, what works in practice and why the step is bigger than expected.
Gregor Kaelin
13:45 – 14:15
From AI Ambition to Agents in Production
Gregor Kaelin, General Manager Switzerland at Wonderful, shows the path from AI strategy to real implementation, what works in practice and why the step is bigger than expected.
Speaker Name
14:15 – 15:00
Panel: Productive AI Use Cases in Wealth Management
Moderated by Oliver Bussmann (Bussmann Advisory AG), the session will focus on concrete use cases: What does AI actually bring to Wealth Management, and what do the first measurable results look like, with Torsten Wegner (Quintet Private Bank), Naveed Arshad (Deutsche Bank), and Dr Martha Boeckenfeld (marthaverse).
Oliver Bussmann
Torsten Wegner
Naveed Arshad
Dr Martha Boeckenfeld
14:15 – 15:00
Panel: Productive AI Use Cases in Wealth Management
Moderated by Oliver Bussmann (Bussmann Advisory AG), the session will focus on concrete use cases: What does AI actually bring to Wealth Management, and what do the first measurable results look like, with Torsten Wegner (Quintet Private Bank), Naveed Arshad (Deutsche Bank), and Dr Martha Boeckenfeld (marthaverse).
Oliver Bussmann
Torsten Wegner
Naveed Arshad
Dr Martha Boeckenfeld
14:15 – 15:00
Panel: Productive AI Use Cases in Wealth Management
Moderated by Oliver Bussmann (Bussmann Advisory AG), the session will focus on concrete use cases: What does AI actually bring to Wealth Management, and what do the first measurable results look like, with Torsten Wegner (Quintet Private Bank), Naveed Arshad (Deutsche Bank), and Dr Martha Boeckenfeld (marthaverse).
Speaker Name
Speaker Name
Speaker Name
Speaker Name
Coffee break
15:30 – 16:00
Keynotes
Closing remarks and inspiration. Speakers will be announced shortly.
15:30 – 16:00
Keynotes
Closing remarks and inspiration. Speakers will be announced shortly.
15:30 – 16:00
Keynotes
Closing remarks and inspiration. Speakers will be announced shortly.
16:00 – 17:30
Special Keynote: Turning Strategy Into Movement
Julius van de Laar, campaign strategist and political analyst, applies the mechanics of successful election campaigns to a question known in every boardroom: how to turn a clear strategy into real momentum.
Julius van de Laar
16:00 – 17:30
Special Keynote: Turning Strategy Into Movement
Julius van de Laar, campaign strategist and political analyst, applies the mechanics of successful election campaigns to a question known in every boardroom: how to turn a clear strategy into real momentum.
Speaker Name
16:00 – 17:30
Special Keynote: Turning Strategy Into Movement
Julius van de Laar, campaign strategist and political analyst, applies the mechanics of successful election campaigns to a question known in every boardroom: how to turn a clear strategy into real momentum.
Speaker Name
16:00 – 17:30
Special Keynote: Turning Strategy Into Movement
Julius van de Laar, campaign strategist and political analyst, applies the mechanics of successful election campaigns to a question known in every boardroom: how to turn a clear strategy into real momentum.
Speaker Name
17:30 – 17:45
Wrap-up & Closing Remarks
17:30 – 17:45
Wrap-up & Closing Remarks
17:30 – 17:45
Wrap-up & Closing Remarks
17:45-21:55
BBQ & Evening Networking
17:45-21:55
BBQ & Evening Networking
17:45-21:55
BBQ & Evening Networking
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WealthTech
2026
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