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10
Main Room
9:05 AM
9:35 AM
From Private Banking to Capital Architecture: allocation and market strategy in a new market...
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
Main Room
9:35 AM
9:45 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
Main Room
9:45 AM
9:55 AM
Flanks: La plateforme de données patrimoniales basée sur l’IA pour les conseillers financiers
JF
Jean-Charles
Fouan
Flanks
Sales leader
FB
Fabrice
Bruot
Flanks
Senior Account Executive
Main Room
9:55 AM
10:05 AM
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
Main Room
10:05 AM
10:40 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
AB
Adela
Baho
Vault AM
CO - Portfolio Management
JE
Julien
Etaix
NOVUM Partners
CIO
MS
Mikaël
Safrana
Capital Y
Chief Investment Officer
MDC
Max
Dawe, CFA
Fidelity International
ETF Strategist
Main Room
11:10 AM
11:35 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.
HG
Henri
Grellois
Octave Family Office
Co-Founder
BL
Bekim
Laski
SMZH
Chief Investment Officer & Partner, Member of the Executive Management
Main Room
11:35 AM
11:45 AM
WADI - WealthArc data intelligence for the last mile of wealth data processing
SO
Sebastian
Ochalek
WealthArc
Managing Director Switzerland
Main Room
11:45 AM
11:55 AM
In the age of AI: Is your PMS/CRM driving you forward… or holding you back?
RP
Ralf
Plänkers
Wealthcom AG
Founder & CEO
Main Room
11:55 AM
12:05 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...
MW
Maximilian
Wagner
Algora S.A.
Co-Founder & CEO
JP
Julien
Poncé
Algora S.A.
Co-founder & COO
Main Room
12:05 PM
12:20 PM
Keynote
TG
Thibaut
Guéant
Landquire
Co-founder & CIO
WVB
Willem
VAN BIEZEN
Landquire
VP of Acquisitions
MV
Mathieu
Verloove
LandQuire
Investor Relations Director
Main Room
9:05 AM
9:35 AM
From Private Banking to Capital Architecture: allocation and market strategy in a new market...
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
Main Room
9:35 AM
9:45 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
Main Room
9:45 AM
9:55 AM
Flanks: La plateforme de données patrimoniales basée sur l’IA pour les conseillers financiers
JF
Jean-Charles
Fouan
Flanks
Sales leader
FB
Fabrice
Bruot
Flanks
Senior Account Executive
Main Room
9:55 AM
10:05 AM
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
Main Room
10:05 AM
10:40 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
AB
Adela
Baho
Vault AM
CO - Portfolio Management
JE
Julien
Etaix
NOVUM Partners
CIO
MS
Mikaël
Safrana
Capital Y
Chief Investment Officer
MDC
Max
Dawe, CFA
Fidelity International
ETF Strategist
Main Room
11:10 AM
11:35 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.
HG
Henri
Grellois
Octave Family Office
Co-Founder
BL
Bekim
Laski
SMZH
Chief Investment Officer & Partner, Member of the Executive Management
Main Room
11:35 AM
11:45 AM
WADI - WealthArc data intelligence for the last mile of wealth data processing
SO
Sebastian
Ochalek
WealthArc
Managing Director Switzerland
Main Room
11:45 AM
11:55 AM
In the age of AI: Is your PMS/CRM driving you forward… or holding you back?
RP
Ralf
Plänkers
Wealthcom AG
Founder & CEO
Main Room
11:55 AM
12:05 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...
MW
Maximilian
Wagner
Algora S.A.
Co-Founder & CEO
JP
Julien
Poncé
Algora S.A.
Co-founder & COO
Main Room
12:05 PM
12:20 PM
Keynote
TG
Thibaut
Guéant
Landquire
Co-founder & CIO
WVB
Willem
VAN BIEZEN
Landquire
VP of Acquisitions
MV
Mathieu
Verloove
LandQuire
Investor Relations Director
