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
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.
Networking at its best
150 invite-only guests deciding today what will become standard tomorrow.
Networking at its best
150 invite-only guests deciding today what will become standard tomorrow.
Top speaker
Top speaker
Top Speaker
Top Speaker
Nicole Nitsche
Managing Director, Payment & Banking
Dr. Alexander Bechtel
Global Head of Digital Products, DWS
Gregor Kaelin
General Manager Switzerland, Wonderful
Stefan Klauser
CEO and Co-Founder, Aisot Technologies
Oliver Bussmann
Chief Executive Officer, Bussmann Advisory AG
Dr. Jasser Kassab
Group Director Enterprise Solutions
Ralf Jenzer
Head of Products, Mesoneer
Philippe A. Naegeli
CEO, GenTwo
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
Naveed Arshad
Head of Digital Wealth Management, Deutsche Bank
And many more!
TBA
Nicole Nitsche
Managing Director, Payment & Banking
Dr. Alexander Bechtel
Global Head of Digital Products, DWS
Gregor Kaelin
General Manager Switzerland, Wonderful
Stefan Klauser
CEO and Co-Founder, Aisot Technologies
Oliver Bussmann
Chief Executive Officer, Bussmann Advisory AG
Dr. Jasser Kassab
Group Director Enterprise Solutions
Ralf Jenzer
Head of Products, Mesoneer
Philippe A. Naegeli
CEO, GenTwo
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
Naveed Arshad
Head of Digital Wealth Management, Deutsche Bank
And many more!
TBA
Nicole Nitsche
Managing Director, Payment & Banking
Dr. Alexander Bechtel
Global Head of Digital Products, DWS
Gregor Kaelin
General Manager Switzerland, Wonderful
Stefan Klauser
CEO and Co-Founder, Aisot Technologies
Oliver Bussmann
Chief Executive Officer, Bussmann Advisory AG
Dr. Jasser Kassab
Group Director Enterprise Solutions
Ralf Jenzer
Head of Products, Mesoneer
Philippe A. Naegeli
CEO, GenTwo
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
Naveed Arshad
Head of Digital Wealth Management, Deutsche Bank
And many more!
TBA
Nicole Nitsche
Managing Director, Payment & Banking
Dr. Alexander Bechtel
Global Head of Digital Products, DWS
Gregor Kaelin
General Manager Switzerland, Wonderful
Stefan Klauser
CEO and Co-Founder, Aisot Technologies
Oliver Bussmann
Chief Executive Officer, Bussmann Advisory AG
Dr. Jasser Kassab
Group Director Enterprise Solutions
Ralf Jenzer
Head of Products, Mesoneer
Philippe A. Naegeli
CEO, GenTwo
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
Naveed Arshad
Head of Digital Wealth Management, Deutsche Bank
And many more!
TBA
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".
09:30-09:45
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.
09:40 – 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 TBA 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
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 TBA 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
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, 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.
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.
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 Wealth Management
Moderated by Oliver Bussmann (Bussmann Advisory AG), the discussion will focus on concrete use cases: What does AI actually bring to Wealth Management, and what do the first measurable results look like? Featuring Torsten Wegner (Quintet Private Bank) and Naveed Arshad (Deutsche Bank).
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 bring to Wealth Management, and what do the first measurable results look like? Featuring Torsten Wegner (Quintet Private Bank) and Naveed Arshad (Deutsche Bank).
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?
WealthTech
2026
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