Wealth Management Summit 2025

Swiss Wealth Management Summit 2025
Awards_Winning_Banks_2025

The Swiss Wealth Management Summit 2025 was held on 6 November 2025 at Zunfthaus zur Meisen in Zurich, with the focus topic of “WealthTech – Strategic Innovation for Swiss Private Banks”.

The invitation-only event drew 146 top-level participants from Switzerland’s wealth management industry, including:

  • 30 Members of Boards of Directors
  • 51 C-Suite (CEOs / CFOs / COOs etc.)
  • 31 Managing Directors
  • 34 Other (e.g., Executive Directors, External Asset Managers, Journalists)

Swiss media prominently covered the event, for example:

The event was varied, offered many insightful pieces of information, and included engaging conversations before and after the main program. The trip to Zurich was well worth it.

Privatbank Von Graffenried, CxO

We were thrilled to be part of it and hope that next year we’ll again be able to take home a small mountain. Many thanks, and we wish you continued success with the WM Summit!

Goldman Sachs, CxO

Thank you so much for yesterday’s evening.

Banque Thaler, CxO

Thank you so much for your precise introduction this night. All was well organized.

Credinvest Bank, CxO

Many thanks once again for organizing this wonderful event.

Mirabaud, Branch Manager

A very successful event, excellently organized, and the report is truly impressive. We’re working hard to make sure we’re among the leaders again next year!

Goldman Sachs, CxO

It’s a great idea with the event and brilliantly executed, congrats!

Enabling Qapital, Board Member

It was truly an interesting presentation, panel and a wonderful atmosphere during the networking event that followed.

Edmond de Rothschild, Managing Director

This is quite a comprehensive in-depth study taking criteria such as solid capitalisation into account.

Dreyfus, Board Member

Thank you for the great award ceremony! My applaud to your and your team for intensive work done on banks review!

Marcuard Heritage, Partner

Fantastic event organized by Christoph Künzle and Claude Baumann!

Deloitte, Vice Chair

The audience is very senior, this is a great event.

UBS Asset Management, Executive Director

Sponsors

Deloitte
Henley & Partners
Invesco
Schellenberg Wittmer
Stellar
CFRA Research
Finfox
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unblu

Media

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