Name: À l’ère de l’IA : votre PMS/CRM vous propulse-t-il… ou vous freine-t-il
Start: 2026-06-18T12:10:00+02:00
End: 2026-06-18T12:20:00+02:00
Location: Westhive

Main Room

Jun 18, 2026

9:00 AM9:15 AM

Fireside Chat

Main Room

Jun 18, 2026

9:15 AM9:45 AM

From Private Banking to Capital Architecture: redefining the Wealth Management Playbook (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

Jun 18, 2026

9:45 AM10:15 AM

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

Richard PandevantExane Asset ManagementCo-PM Long-Only Equity Funds & Head of Sustainable InvestmentMikaël SafranaCapital YChief Investment OfficerMax Dawe, CFAFidelity InternationalETF Strategist

Main Room

Jun 18, 2026

11:00 AM11:30 AM

From Exit to Stewardship of capital: post-exit decisions and long-term strategy

Henri GrelloisOctave Family OfficeCo-FounderGeralda KralUMA Wealth SwitzerlandManaging Director & Group Partner

Dream Big

Jun 18, 2026

11:30 AM11:40 AM

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

Philippe PatinFlanksCountry Manager FST

Dream Big

Jun 18, 2026

11:40 AM11:50 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

Dream Big

Jun 18, 2026

11:50 AM12:00 PM

WADI — WealthArc Data Intelligence for the Last Mile of Wealth Data Processing

Dream Big

Jun 18, 2026

12:00 PM12:10 PM

Outlook 2026: why Crypto is becoming a strategic allocation

Benjamin IttahHashdexSales Director

Dream Big

Jun 18, 2026

12:10 PM12:20 PM

À l’ère de l’IA : votre PMS/CRM vous propulse-t-il… ou vous freine-t-il

Ralf PlänkersWealthcom AGFounder & CEO

Dream Big

Jun 18, 2026

12:20 PM12:30 PM

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

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

Agenda

This event

Agenda

Speakers

Partners

À l’ère de l’IA : votre PMS/CRM vous propulse-t-il… ou vous freine-t-il

Jun 18, 2026 — 12:10 pm - 12:20 PM
Dream Big

Our Speakers:

Ralf Plänkers

Wealthcom AG

Founder & CEO

Our Partners:

The other sessions

Fireside Chat

From Private Banking to Capital Architecture: redefining the Wealth Management Playbook (2026–2030)

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

From Exit to Stewardship of capital: post-exit decisions and long-term strategy

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

3 Digital Asset themes you can’t ignore this Year

WADI — WealthArc Data Intelligence for the Last Mile of Wealth Data Processing

Outlook 2026: why Crypto is becoming a strategic allocation

À l’ère de l’IA : votre PMS/CRM vous propulse-t-il… ou vous freine-t-il

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

Privacy Policy

Terms of use

Terms and conditions of sale

Cookies policy

I subscribe to the newsletter

Agenda

This event

Agenda

Speakers

Partners

À l’ère de l’IA : votre PMS/CRM vous propulse-t-il… ou vous freine-t-il

Jun 18, 2026 — 12:10 pm - 12:20 PMDream Big

Ralf Plänkers

Wealthcom AG

Founder & CEO

Fireside Chat

From Private Banking to Capital Architecture: redefining the Wealth Management Playbook (2026–2030)

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

From Exit to Stewardship of capital: post-exit decisions and long-term strategy

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

3 Digital Asset themes you can’t ignore this Year

WADI — WealthArc Data Intelligence for the Last Mile of Wealth Data Processing

Outlook 2026: why Crypto is becoming a strategic allocation

À l’ère de l’IA : votre PMS/CRM vous propulse-t-il… ou vous freine-t-il

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

Privacy Policy

Terms of use

Terms and conditions of sale

Cookies policy

I subscribe to the newsletter

Jun 18, 2026 — 12:10 pm - 12:20 PM
Dream Big