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Onboarding

CIOS keynote

Watch the Onboarding Tutorial

Product

Clients

About us

Knowledge Hub

Onboarding

CIOS keynote

Watch the Onboarding Tutorial

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fincite x harvest logo
fincite x harvest logo

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?

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 

What awaits you

What awaits you

What awaits you

One day. All the topics shaping Swiss wealth management in 2026.

One day. All the topics shaping Swiss wealth management in 2026.

Wealth start-ups in the pitch

Swiss founders, concrete solutions for the industry's current pain points.

Wealth start-ups in the pitch

Swiss founders, concrete solutions for the industry's current pain points.

Wealth start-ups in the pitch

Swiss founders, practical answers to the industry’s open questions.

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 of the hour, discussed by those who decide them today.

Panels on cloud, AI and regulation

The strategic questions of the hour, discussed by those who decide them today.

Decision-makers & innovators

Targeted networking with decision-makers from Swiss banks and WealthTech.

Decision-makers & innovators

Targeted networking with decision-makers from Swiss banks and WealthTech.

Top speaker

Top speaker

Top Speaker

Top Speaker

Location

SOHO Zurich

Hardstrasse 260, 8005 Zurich

Location

SOHO Zurich

Hardstrasse 260, 8005 Zurich

Location

SOHO Zurich

Hardstrasse 260, 8005 Zurich

Location

SOHO 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".

09:30-09:45

Greeting & Welcome

Nicole Nitsche, Managing Director of Payment & Banking, opens the day and gives an outlook on the topics currently shaping Swiss wealth management.

09:30-09:45

Greeting & Welcome

Nicole Nitsche, Managing Director of Payment & Banking, opens the day and gives an outlook on the topics currently shaping Swiss wealth management.

09:45 – 11:30

Startup Pitches

Six Swiss startups, 15 minutes each. Mesoneer, Aisot Technologies, fume.finance and others show how new technologies solve specific problems in wealth management.

09:45 – 11:30

Startup Pitches

Six Swiss startups, 15 minutes each. Mesoneer, Aisot Technologies, fume.finance and others show how new technologies solve specific problems in wealth management.

11:10-11:30

Real-estate and wealth management

Insights from Dr. Jasser Kassab and PriceHubble.

11:10-11:30

Real-estate and wealth management

Insights from Dr. Jasser Kassab and PriceHubble.

11:30 – 12:15

Panel: Cloud Sovereignty within the EU and Switzerland

Where is the data stored, who has access to it, and what does that mean strategically for Swiss financial institutions? A conversation about digital sovereignty amid regulatory pressure and infrastructure decisions.

11:30 – 12:15

Panel: Cloud Sovereignty within the EU and Switzerland

Where is the data stored, who has access to it, and what does that mean strategically for Swiss financial institutions? A conversation about digital sovereignty amid regulatory pressure and infrastructure decisions.

Lunch break

13:15 – 13:45

Tokenisation of Real-World Assets & Digital Finance Strategy

Dr Alexander Bechtel, Head of Digital Assets & Currencies at DWS, gives the institutional perspective on the tokenisation of assets and explains what private banks need to prepare for today.

13:15 – 13:45

Tokenisation of Real-World Assets & Digital Finance Strategy

Dr Alexander Bechtel, Head of Digital Assets & Currencies at DWS, gives the institutional perspective on the tokenisation of assets and explains what private banks need to prepare for today.

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.

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.

14:15 – 15:00

Panel: Productive AI Use Cases in Switzerland

Concrete use cases from the Swiss market. What does AI actually bring to wealth management, and what do the first measurable results look like?

14:15 – 15:00

Panel: Productive AI Use Cases in Switzerland

Concrete use cases from the Swiss market. What does AI actually bring to wealth management, and what do the first measurable results look like?

Coffee break

15:30 – 17:30

Keynotes

Three closing insights. Speakers will be announced shortly.

15:30 – 17:30

Keynotes

Three closing insights. Speakers will be announced shortly.

17:30 – 17:45

Wrap-up & Closing Remarks

The day's key takeaways, summarised.

17:30 – 17:45

Wrap-up & Closing Remarks

The day's key takeaways, summarised.

17:45-21:55

BBQ & Evening Networking

Drinks, BBQ dinner, open conversations.

17:45-21:55

BBQ & Evening Networking

Drinks, BBQ dinner, open conversations.

Curious about what happened last year?

Don’t miss what’s moving the WealthTech industry.

Add yourself to our list and we'll personally reach out as soon as invitations for September are sent. Sign up to be considered for this invite-only event – we can't wait to see you there.

Don’t miss what’s moving the WealthTech industry.

Add yourself to our list and we'll personally reach out as soon as invitations for September are sent. Sign up to be considered for this invite-only event – we can't wait to see you there.

Don’t miss what’s moving the WealthTech industry.

Add yourself to our list and we'll personally reach out as soon as invitations for September are sent. Sign up to be considered for this invite-only event – we can't wait to see you there.