Wealth Management Summit 2024

The inaugural Swiss Wealth Management Summit, presented by ZHAW School of Management and Law, 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)

Swiss media prominently covered the event, 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)

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.

BZ Bank, CxO

The best study on Swiss Private Banking I have ever read.

Habib Bank, Board Member

Congratulations, there was a lot of positive feedback.

Swiss Banking Association, CxO

Excellent research, very well done!

UBS Asset Management, Executive Director

Congratulations on your work related to the study.

Scobag, CxO

Thank you once again for the kind invitation. It was a dignified award ceremony with many insightful contributions and valuable contacts.

Privatbank Von Graffenried, CxO
1st WM Summit CBH Winner
CBH Award
Scobag Award

Sponsors

Bitcoin Suisse Logo
Deloitte
Henley & Partners
Schellenberg Wittmer
Swissquant Logo

Media

Finews_Logo