GENEVA WEALTH DAY

Name: Geneva Wealth Day 17/09/2026
Start: 2026-09-17T08:30:00+02:00
End: 2026-09-17T14:00:00+02:00
Location: Westhive

FORUM 2026

SEPTEMBER 17, 2026 - WESTHIVE

Pre-registration

This event

Agenda

Speakers

Partners

8:30am: Welcome & Networking Breakfast

9:05 am: Panel I

Main Room

9:05 AM9:35 AM

From Private Banking to Capital Architecture: allocation and market strategy in a new market...

Loïc Schmid

1875 FinanceChief Investment Officer & Partner

WMC

Wadih Manneh, CFA

Arab Bank SwitzerlandExecutive Director Head of Private Markets

RSCT

Ruta Savignac, CFP, TEP

Millesime PrivateFounder and Wealth Planner

9:35 am: Pitchs session - 3x10 min

Main Room

9:35 AM9:45 AM

3 Digital Asset themes you can’t ignore this Year

Quentin Barrou

21Shares ETP CryptoSenior Sales Associate - Suisse, France & BeLux

SMC

Sina Meier, CIWM

21sharesMD - Head of Switzerland, FraBeLux & Middle East

Main Room

9:45 AM9:55 AM

Flanks: La plateforme de données patrimoniales basée sur l’IA pour les conseillers financiers

Jean-Charles Fouan

FlanksSales leader

Fabrice Bruot

FlanksSenior Account Executive

Main Room

9:55 AM10:05 AM

Rethinking U.S. Allocations - The Rise of Active ETFs

RACC

Rocco Altobelli, CFA, CAIA

Fidelity InternationalHead of ETF & Index Distribution - Switzerland & Liechtenstein

MDC

Max Dawe, CFA

Fidelity InternationalETF Strategist

10:05 am: Panel II

Main Room

10:05 AM10:40 AM

Designing resilient portfolios: liquidity, risk and long-term allocation

Richard Pandevant

Exane Asset ManagementCo-PM Long-Only Equity Funds & Head of Sustainable Investment

Adela Baho

Vault AMCO - Portfolio Management

Julien Etaix

NOVUM PartnersCIO

Mikaël Safrana

Capital YChief Investment Officer

MDC

Max Dawe, CFA

Fidelity InternationalETF Strategist

10:40 am: Coffee Break & Networking

11:10 am: Panel III

Main Room

11:10 AM11:35 AM

Real Assets: redefining products, rethinking Strategies

From club deals to private debt, and from real estate to infrastructure, how innovation in investment structures is reshaping access, control, and portfolio construction in real assets.

Henri Grellois

Octave Family OfficeCo-Founder

Bekim Laski

SMZHChief Investment Officer & Partner, Member of the Executive Management

11:35 am: Pitchs session - 3x10 min

Main Room

11:35 AM11:45 AM

WADI - WealthArc data intelligence for the last mile of wealth data processing

Sebastian Ochalek

WealthArcManaging Director Switzerland

Main Room

11:45 AM11:55 AM

In the age of AI: Is your PMS/CRM driving you forward… or holding you back?

Ralf Plänkers

Wealthcom AGFounder & CEO

Main Room

11:55 AM12:05 PM

The non-negotiable conditions that decide whether AI works in wealth management What AI has to...

Investment professionals have never had access to so much information, nor so little time to make sense of it. Research, market data, internal documents and client context sit in separate tools, and...

Maximilian Wagner

Algora S.A.Co-Founder & CEO

Julien Poncé

Algora S.A.Co-founder & COO

12:05 am: Keynote

Main Room

12:05 PM12:20 PM

Keynote

Thibaut Guéant

LandquireCo-founder & CIO

WVB

Willem VAN BIEZEN

LandquireVP of Acquisitions

Mathieu Verloove

LandQuireInvestor Relations Director

12:20 pm: Lunch & Networking

GENEVA WEALTH DAY

FORUM 2026

SEPTEMBER 17, 2026 - WESTHIVE

This event

Agenda

Speakers

Partners

From Private Banking to Capital Architecture: allocation and market strategy in a new market...

3 Digital Asset themes you can’t ignore this Year

Flanks: La plateforme de données patrimoniales basée sur l’IA pour les conseillers financiers

Rethinking U.S. Allocations - The Rise of Active ETFs

Designing resilient portfolios: liquidity, risk and long-term allocation

Real Assets: redefining products, rethinking Strategies

WADI - WealthArc data intelligence for the last mile of wealth data processing

In the age of AI: Is your PMS/CRM driving you forward… or holding you back?

The non-negotiable conditions that decide whether AI works in wealth management What AI has to...

Keynote

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