The Wealth Mosaic Live 2026: Switzerland
About this Event
The Wealth Mosaic is coming back to one of our favourite spots, the international wealth management powerhouse that is Switzerland!
The Wealth Mosaic Live 2026: Switzerland will be a one-day event packed with insight, knowledge sharing, and networking focused around the main technology themes and trends shaping the delivery and evolution of the wealth management sector, both in Switzerland and beyond
Hosted at the SIX ConventionPoint on October 1st 2026, we look forward to digging into some of the headline topics at play today across the sector with a variety of industry leaders from across the wealth management landscape, including private banks, external asset managers, family offices, technology vendors, consultants, and more.
For those in attendance, the day will offer an insightful and topic-relevant mixture of keynote presentations, panels, interviews, topic breakouts, product demos and networking opportunities with your peers throughout the day. The Wealth Mosaic Live 2026: Switzerland will deliver opportunities to listen, learn and share your views on where the sector is today and where it is heading into the future.
Access to the event is limited and available on a first-come, first-served basis, so secure your tickets today.The Wealth Mosaic Live 2026: Switzerland is free for any form of wealth manager employee to attend. If you are a vendor (technology, consulting, legal, fund, or other) looking to attend, please see the relevant vendor tickets and pricing.🎟
Agenda
🕑: 08:30 AM - 09:00 AM
Arrivals, Breakfast & Networking
🕑: 09:00 AM - 09:05 AM
Welcome to The Wealth Mosaic Live 2026: Switzerland
Host: Stephen Wall, Founder, The Wealth Mosaic
Info: A welcome from The Wealth Mosaic's Founder, Stephen Wall, and a quick run through of the agenda and what to expect for the day.
🕑: 09:05 AM - 09:15 AM
A Headline View of the Main Trends in Wealth and Technology
Host: Stephen Wall, Founder, The Wealth Mosaic
Info: Stephen will deliver a quick and broad summary of the main business and technology trends that we see at The Wealth Mosaic across the global wealth management landscape. He will touch on clients, advisers, leadership, products and services, business models, competitive forces, jurisdictions, regulations and some of the main elements at play around WealthTech and industry technology trends.
🕑: 09:15 AM - 10:00 AM
Panel #1: The Leaders' View
Host: Maryann Selfe, Managing Partner & CIO, Calabar Capital
Info: The opening panel of the day, The Leaders' View will feature leaders from the Swiss and wider wealth management industry and will look to understand where they and their businesses are focused, how they are responding to industry trends, where they see the industry heading and driven by what factors, and how they intend to stay relevant, present and competitive. We will also engage them on how they are using technology within their businesses, and how they see the role of technology shaping developments for their businesses and the wider wealth management sector.
🕑: 10:00 AM - 12:20 PM
Morning Session Focus: AI In Play (10.00 am - 12.20 pm)
Info: Following the opening panel which will set the scene broadly for the day, the rest of the morning will focus on the role of AI in wealth management, mixing an opening keynote, discussion panel, and a number of technology demos.
🕑: 10:00 AM - 10:20 AM
Keynote #1: A View Across AI in Wealth Management
Info: Our opening keynote will delve into the topic of AI in wealth management, considering its relevance, impact, focus and future developments.
🕑: 10:20 AM - 11:05 AM
Panel #2: Navigating, Delivering And Creating ROI From AI
Host: Giorgio Garibaldi, Assoc. Director, Strategy & AI, UBS
Info: Our second discussion panel of the day will dig into the details of the role and application of AI in wealth management. This is not about AI's relevance, as that is confirmed. The discussion will instead focus on where firms are and should focus their efforts, the tools and processes they need to have in place to deliver these capabilities within their businesses, and how they can generate a clear return on investment from the time and money spent on bringing AI into their businesses.
🕑: 11:05 AM - 11:30 AM
Morning Networking
Info: A 25-minute networking break to meet and discuss with your colleagues, partners, clients and peers the topics from the morning so far.
🕑: 11:30 AM - 12:20 PM
Fifty Minutes for Five AI-Focused Demos
Info: Continuing and concluding the AI in Play morning session, we will now host five technology demos/presentations from technology vendors and users in the Swiss wealth management marketplace. Each demo/presentation has ten minutes to showcase their offering and capabilities.
🕑: 12:20 PM - 01:30 PM
Lunch & Networking
Info: Just over an hours break for lunch and more networking as the day moves from the morning focus on AI to the afternoon's focus on broader technology strategy.
🕑: 01:30 PM - 05:00 PM
Afternoon Session Focus: Technology Strategy 2026-2027 (1.30 pm - 5.00 pm)
Info: The afternoon session will look more broadly at general technology strategy topics relevant tot he Swiss wealth management sector. We'll start with a look at technology around the EAM segment, before opening up to look at issues that still feature heavily in the technology strategy arena - buy, build or rent, plus how to select, integrate, generate a return on investment and future proof a firm's technology infrastructure.
🕑: 01:30 PM - 02:15 PM
Panel #3: The EAM - A Modern Technology Infrastructure
Info: Hosted by Dimitri Petruschenko of Petruschenko Consultants, this panel will dig into the changing External Asset Manager (EAM) segment within the Swiss wealth management sector. The panel will discuss the operating needs and challenges of these businesses and consider what these firms need today from their technology infrastructure.
🕑: 02:15 PM - 02:35 PM
Keynote #2: TBC
🕑: 02:35 PM - 03:00 PM
Afternoon Networking
Info: A final 25-minute networking break to meet and discuss with your colleagues, partners, clients and peers the topics of the day so far.
🕑: 03:00 PM - 03:45 PM
Panel #4: Buy, Build, Rent - How to Approach Your Tech Infrastructure
Info: If there's an evergreen topic around the strategy of technology across the wealth management landscape, it is buy, build or rent. While the historic preference, at least for larger firms, was to build, that has shifted considerably over the passage of time, especially as the offerings from third-party vendors improved and improved. For smaller firms, arguably, the option has always been to buy or rent. As the capabilities and speed of AI have come into the market, and as the variety of tools available has exploded, the topic is again on the table. What does a firm buy, what do they build, who do they work with, what do they rent, what is the framework to decide, how do they approach the topic across their potentially many needs? And how will a decision made today stand the test of time?
🕑: 03:45 PM - 04:30 PM
Panel #5: Technology Integration, ROI & Future-Proofing
Info: Our final panel of the strategy afternoon and of the day, after buy, build, rent, we will focus in on a broader strategic need - how do firms ensure what they buy, build or rent integrates into their overall technology infrastructure, how do firms achieve a return on investment from their technology investment and selections, and how do they future-proof their technology infrastructures in a fast changing environment.
🕑: 04:30 PM - 04:35 PM
It's a Wrap: Concluding Notes
Where is it happening?
Event Location & Nearby Stays:
GBP 0.00 to GBP 963.26
