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)
The event was prominently featured across Swiss media, for example:
- NZZ: “Die beste Bank der Schweiz ist? Goldman Sachs” (2 Dec 2025)
- Finews: “Goldman Sachs Tops Swiss Private Banks” (7 Nov 2025)
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.
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!
Thank you so much for yesterday’s evening.
Thank you so much for your precise introduction this night. All was well organized.
Many thanks once again for organizing this wonderful event.
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!
It’s a great idea with the event and brilliantly executed, congrats!
It was truly an interesting presentation, panel and a wonderful atmosphere during the networking event that followed.
This is quite a comprehensive in-depth study taking criteria such as solid capitalisation into account.
Thank you for the great award ceremony! My applaud to your and your team for intensive work done on banks review!
Fantastic event organized by Christoph Künzle and Claude Baumann!
The audience is very senior, this is a great event.
Agenda
| Topic | Moderator | |
|---|---|---|
| 17:00 – 17:30 | Arrival and Check-in | |
| 17:30 – 17:40 | Welcome Address | Dr. Christoph Künzle |
| 17:40 – 18:00 |
Keynote Interview Jean-Philippe Bersier, Director, ERI Bancaire |
Claude Baumann |
| 18:00 – 18:30 |
Key Study Insights and Awards Ceremony Large Swiss & Liechtenstein Private Banks Small Swiss & Liechtenstein Private Banks |
Dr. Christoph Künzle Claude Baumann |
| 18:30 – 19:15 |
Panel Discussion: WealthTech – Strategic Innovation for Leading Private Banks Roger Furrer, Director, ERI Bancaire |
Claude Baumann |
| 19:15 – 21:00 | Networking Apéro |