The 1st Swiss Wealth Management Summit was held on 13 November 2024 at Zunfthaus zur Meisen in Zurich, with the focus topic of NextGen Wealth Management.
The invitation-only event drew 115 top-level participants from Switzerland’s wealth management industry, including:
- 11 Members of Boards of Directors
- 36 CEOs / CFOs / COOs
- 20 Managing Directors
- 48 Other (e.g., Executive Directors, External Asset Managers, Private Banking Clients)
The event was prominently featured across Swiss media, for example:
- Finews: “Impressionen von der ersten Swiss Private Banking Conference” (18 Nov 2024)
- Finews: “Switzerland’s Best Private Bank in 2024” (14 Nov 2024)
A number of winning banks prominently showcased their awards on social media or their websites:
- CBH Bank: “CBH ranks #1 in study for second year in a row” (14 Nov 2024)
“I would like to sincerely thank you for the invitation to the Swiss Private Banking Conference and the interesting event at the Zunfthaus zur Meisen. It was a great pleasure for me.”
“The best study on Swiss Private Banking I have ever read.”
“A big thank you to you for the invitation and the very enriching evening. I had the opportunity to exchange on several subjects with very interesting people.”
“Congratulations on your work related to the study.”
“Congratulations on the successful publication and the event. There was a lot of positive feedback.”
“Very insightful, great research.”
