Name: Designing resilient portfolios: liquidity, risk and long-term allocation
Start: 2026-09-17T10:05:00+02:00
End: 2026-09-17T10:40:00+02:00
Location: Westhive

Main Room

Sep 17, 2026

9:05 AM9:35 AM

From Private Banking to Capital Architecture: allocation and market strategy in a new market regime (2026–2030)

Loïc Schmid1875 FinanceChief Investment Officer & PartnerWadih Manneh, CFAArab Bank SwitzerlandExecutive Director Head of Private MarketsRuta Savignac, CFP, TEPMillesime PrivateFounder and Wealth Planner

Main Room

Sep 17, 2026

9:35 AM9:45 AM

3 Digital Asset themes you can’t ignore this Year

Quentin Barrou21Shares ETP CryptoSenior Sales Associate - Suisse, France & BeLuxSina Meier, CIWM21sharesMD - Head of Switzerland, FraBeLux & Middle East

Main Room

Sep 17, 2026

9:45 AM9:55 AM

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

Fabrice BruotFlanksSenior Account Executive

Main Room

Sep 17, 2026

9:55 AM10:05 AM

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

Rocco Altobelli, CFA, CAIAFidelity InternationalHead of ETF & Index Distribution - Switzerland & LiechtensteinMax Dawe, CFAFidelity InternationalETF Strategist

Main Room

Sep 17, 2026

10:05 AM10:40 AM

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

Richard PandevantExane Asset ManagementCo-PM Long-Only Equity Funds & Head of Sustainable InvestmentAdela BahoVault AMCO - Portfolio ManagementJulien EtaixNOVUM PartnersCIOMikaël SafranaCapital YChief Investment OfficerMax Dawe, CFAFidelity InternationalETF Strategist

Main Room

Sep 17, 2026

11:10 AM11:35 AM

Real Assets: redefining products, rethinking Strategies

Henri GrelloisOctave Family OfficeCo-FounderBekim LaskiSMZHChief Investment Officer & Partner, Member of the Executive Management

Description

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.

Main Room

Sep 17, 2026

11:35 AM11:45 AM

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

Simon KaufmannWealthArcHead of Sales Switzerland

Main Room

Sep 17, 2026

11:45 AM11:55 AM

Outlook 2026: why Crypto is becoming a strategic allocation

Benjamin IttahHashdexSales Director

Main Room

Sep 17, 2026

11:55 AM12:05 PM

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

Ralf PlänkersWealthcom AGFounder & CEO

Main Room

Sep 17, 2026

12:05 PM12:15 PM

Algora S.A.

Maximilian WagnerAlgora S.A.Co-Founder & CEOJulien PoncéAlgora S.A.Co-founder & COO

Main Room

Sep 17, 2026

12:15 PM12:30 PM

Keynote

Thibaut GuéantLandquireCo-founder & CIOWillem VAN BIEZENLandquireVP of AcquisitionsMathieu VerlooveLandQuireInvestor Relations Director

Agenda

This event

Agenda

Speakers

Partners

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

Sep 17, 2026 — 10:05 am - 10:40 AMMain Room

Adela Baho

Vault AM

CO - Portfolio Management

Richard Pandevant

Exane Asset Management

Co-PM Long-Only Equity Funds...

Julien Etaix

NOVUM Partners

CIO

Mikaël Safrana

Capital Y

Chief Investment Officer

Max Dawe, CFA

Fidelity International

ETF Strategist

From Private Banking to Capital Architecture: allocation and market strategy in a new market regime (2026–2030)

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

Outlook 2026: why Crypto is becoming a strategic allocation

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

Algora S.A.

Keynote

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Sep 17, 2026 — 10:05 am - 10:40 AM
Main Room