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)
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.
Congratulations, there was a lot of positive feedback.
Excellent research, very well done!
Congratulations on your work related to the study.
Thank you once again for the kind invitation. It was a dignified award ceremony with many insightful contributions and valuable contacts.
Agenda
| Time | Topic | Moderator |
|---|---|---|
| 17:00 – 17:30 | Arrival and Check-in | |
| 17:30 – 17:40 | Opening Words | Christoph Künzle |
| 17:40 – 17:55 | AI – A Silent Revolution in Wealth Management | Patrick Hauf |
| 17:55 – 18:15 | Awards Ceremony
CEO, Best Swiss Private Bank 2024 |
Christoph Künzle Claude Baumann |
| 18:15 – 19:00 | Panel Discussion: NextGen Wealth Management
CEO, Best Swiss Private Bank 2024 |
Claude Baumann |
| 19:00 – 21:00 | Networking Apéro |