WealthTech
WealthTech
2026
2026
AI & WealthTech.
What remains for Swiss banks?
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
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
Keynote Speaker
Keynote Speaker
Julius van de Laar
Julius van de Laar
From the Obama campaign in Ohio to a highly sought-after political analyst for ARD, ZDF and Spiegel. Julius van de Laar shows exclusively with us how clear strategy turns into a real movement.
From the Obama campaign in Ohio to a highly sought-after political analyst for ARD, ZDF and Spiegel. Julius van de Laar shows exclusively with us how clear strategy turns into a 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
Richard Hess
Head of Digital Finance, Swiss Bankers Association (SBA)
Dr Sina Wulfmeyer
Chief Data Officer, Unique
Naveed Arshad
Head of Digital Wealth Management, Deutsche Bank
Gregor Kaelin
General Manager Switzerland, Wonderful
Dr Martha Boeckenfeld
Human-Centric Futurist, Board Advisor
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
Dr Torsten Wegner
Head of Strategy and M&A, Quintet Private Bank (Europe) S.A.
Felix Wolfensberger
CEO, mesoneer AG
Daniel Caduff
Principal Security Assurance D/A/CH, Amazon Web Services
Pablo Pfister
Co-Founder, Fume
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
Richard Hess
Head of Digital Finance, Swiss Bankers Association (SBA)
Dr Sina Wulfmeyer
Chief Data Officer, Unique
Naveed Arshad
Head of Digital Wealth Management, Deutsche Bank
Gregor Kaelin
General Manager Switzerland, Wonderful
Dr Martha Boeckenfeld
Human-Centric Futurist, Board Advisor
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
Dr Torsten Wegner
Head of Strategy and M&A, Quintet Private Bank (Europe) S.A.
Felix Wolfensberger
CEO, mesoneer AG
Daniel Caduff
Principal Security Assurance D/A/CH, Amazon Web Services
Pablo Pfister
Co-Founder, Fume
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
Richard Hess
Head of Digital Finance, Swiss Bankers Association (SBA)
Dr Sina Wulfmeyer
Chief Data Officer, Unique
Naveed Arshad
Head of Digital Wealth Management, Deutsche Bank
Gregor Kaelin
General Manager Switzerland, Wonderful
Dr Martha Boeckenfeld
Human-Centric Futurist, Board Advisor
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
Dr Torsten Wegner
Head of Strategy and M&A, Quintet Private Bank (Europe) S.A.
Felix Wolfensberger
CEO, mesoneer AG
Daniel Caduff
Principal Security Assurance D/A/CH, Amazon Web Services
Pablo Pfister
Co-Founder, Fume
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
Richard Hess
Head of Digital Finance, Swiss Bankers Association (SBA)
Dr Sina Wulfmeyer
Chief Data Officer, Unique
Naveed Arshad
Head of Digital Wealth Management, Deutsche Bank
Gregor Kaelin
General Manager Switzerland, Wonderful
Dr Martha Boeckenfeld
Human-Centric Futurist, Board Advisor
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
Dr Torsten Wegner
Head of Strategy and M&A, Quintet Private Bank (Europe) S.A.
Felix Wolfensberger
CEO, mesoneer AG
Daniel Caduff
Principal Security Assurance D/A/CH, Amazon Web Services
Pablo Pfister
Co-Founder, Fume
And many more!
TBA
Sponsors and Partners
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 Can We Trust AI Agents in High-Stakes Advisory? Felix Fernandez Martinez, Co-Founder & Chairman of the Board of Directors of Adaptivv Financial Technologies AG AI-Enhanced Asset Management: Where Statistics Meet AI 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
Pablo Pfister
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 Can We Trust AI Agents in High-Stakes Advisory? Felix Fernandez Martinez, Co-Founder & Chairman of the Board of Directors of Adaptivv Financial Technologies AG AI-Enhanced Asset Management: Where Statistics Meet AI 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
Pablo Pfister
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 Can We Trust AI Agents in High-Stakes Advisory? Felix Fernandez Martinez, Co-Founder & Chairman of the Board of Directors of Adaptivv Financial Technologies AG AI-Enhanced Asset Management: Where Statistics Meet AI 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
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), Richard Hess (Swiss Bankers Association), and Daniel Caduff (Amazon Web Services), among others.
Nadja Baulecke
Richard Hess
Daniel Caduff
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), Richard Hess (Swiss Bankers Association), and Daniel Caduff (Amazon Web Services), among others.
Nadja Baulecke
Richard Hess
Daniel Caduff
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), Richard Hess (Swiss Bankers Association), and Daniel Caduff (Amazon Web Services), among others.
Speaker Name
Speaker Name
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 discussion will focus on concrete use cases: What does AI actually deliver in wealth management, and what do the first measurable results look like? Featuring Dr. Torsten Wegner (Quintet Private Bank), Naveed Arshad (Deutsche Bank), Dr. Martha Boeckenfeld (Board Advisor), and Dr. Sina Wulfmeyer (Unique).
Oliver Bussmann
Dr Torsten Wegner
Naveed Arshad
Dr Martha Boeckenfeld
Dr Sina Wulfmeyer
14:15 – 15:00
Panel: Productive AI Use Cases in Wealth Management
Moderated by Oliver Bussmann (Bussmann Advisory AG), the discussion will focus on concrete use cases: What does AI actually deliver in wealth management, and what do the first measurable results look like? Featuring Dr. Torsten Wegner (Quintet Private Bank), Naveed Arshad (Deutsche Bank), Dr. Martha Boeckenfeld (Board Advisor), and Dr. Sina Wulfmeyer (Unique).
Oliver Bussmann
Dr Torsten Wegner
Naveed Arshad
Dr Martha Boeckenfeld
Dr Sina Wulfmeyer
14:15 – 15:00
Panel: Productive AI Use Cases in Wealth Management
Moderated by Oliver Bussmann (Bussmann Advisory AG), the discussion will focus on concrete use cases: What does AI actually deliver in wealth management, and what do the first measurable results look like? Featuring Dr. Torsten Wegner (Quintet Private Bank), Naveed Arshad (Deutsche Bank), Dr. Martha Boeckenfeld (Board Advisor), and Dr. Sina Wulfmeyer (Unique).
Speaker Name
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
Midterms 2026 – America's midterm direction vote
Julius van de Laar analyses the starting position, sentiments and scenarios with up-to-date figures, trends and insider analyses – providing clear guidance for everyone who needs to translate political risks into market and investment decisions.
Julius van de Laar
16:00 – 17:30
Midterms 2026 – America's midterm direction vote
Julius van de Laar analyses the starting position, sentiments and scenarios with up-to-date figures, trends and insider analyses – providing clear guidance for everyone who needs to translate political risks into market and investment decisions.
Speaker Name
16:00 – 17:30
Midterms 2026 – America's midterm direction vote
Julius van de Laar analyses the starting position, sentiments and scenarios with up-to-date figures, trends and insider analyses – providing clear guidance for everyone who needs to translate political risks into market and investment decisions.
Speaker Name
16:00 – 17:30
Midterms 2026 – America's midterm direction vote
Julius van de Laar analyses the starting position, sentiments and scenarios with up-to-date figures, trends and insider analyses – providing clear guidance for everyone who needs to translate political risks into market and investment decisions.
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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