Geneva Wealth Day 18/06/2026
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GENEVA WEALTH DAY
FORUM 2026
JUNE 18, 2026 - WESTHIVE
Pre-registration
This event
Agenda
Speakers
Partners
8:30am:
Welcome & Networking Breakfast
9:00 am: Fireside Chat
Main Room
9:00 AM
9:15 AM
Fireside Chat
9:15 am: Panel I
Main Room
9:15 AM
9:45 AM
From Private Banking to Capital Architecture: redefining the Wealth Management Playbook (2026–2030)
LS
Loïc
Schmid
1875 Finance
Chief Investment Officer & Partner
WMC
Wadih
Manneh, CFA
Arab Bank Switzerland
Executive Director Head of Private Markets
RSCT
Ruta
Savignac, CFP, TEP
Millesime Private
Founder and Wealth Planner
9:45 am:
Panel II
Main Room
9:45 AM
10:15 AM
Designing resilient portfolios: liquidity, risk and long-term allocation
RP
Richard
Pandevant
Exane Asset Management
Co-PM Long-Only Equity Funds & Head of Sustainable Investment
MS
Mikaël
Safrana
Capital Y
Chief Investment Officer
MDC
Max
Dawe, CFA
Fidelity International
ETF Strategist
10:15 am: Coffee Break & Networking
10:45 am: Keynote
11:00 am: Panel III
Main Room
11:00 AM
11:30 AM
From Exit to Stewardship of capital: post-exit decisions and long-term strategy
HG
Henri
Grellois
Octave Family Office
Co-Founder
GK
Geralda
Kral
UMA Wealth Switzerland
Managing Director & Group Partner
11:30 am: Pitchs session - 6x10 min
Dream Big
11:30 AM
11:40 AM
Flanks: La plateforme de données patrimoniales basée sur l’IA pour les conseillers financiers
PP
Philippe
Patin
Flanks
Country Manager FST
Dream Big
11:40 AM
11:50 AM
3 Digital Asset themes you can’t ignore this Year
QB
Quentin
Barrou
21Shares ETP Crypto
Senior Sales Associate - Suisse, France & BeLux
SMC
Sina
Meier, CIWM
21shares
MD - Head of Switzerland, FraBeLux & Middle East
Dream Big
11:50 AM
12:00 PM
WADI — WealthArc Data Intelligence for the Last Mile of Wealth Data Processing
Dream Big
12:00 PM
12:10 PM
Outlook 2026: why Crypto is becoming a strategic allocation
BI
Benjamin
Ittah
Hashdex
Sales Director
Dream Big
12:10 PM
12:20 PM
À l’ère de l’IA : votre PMS/CRM vous propulse-t-il… ou vous freine-t-il
RP
Ralf
Plänkers
Wealthcom AG
Founder & CEO
Dream Big
12:20 PM
12:30 PM
Rethinking U.S. Allocations - The Rise of Active ETFs
RACC
Rocco
Altobelli, CFA, CAIA
Fidelity International
Head of ETF & Index Distribution - Switzerland & Liechtenstein
MDC
Max
Dawe, CFA
Fidelity International
ETF Strategist
12:30 pm: Lunch & Networking
