The Wealth Office Conference – the lineup is set

The past few weeks in particular have once again shown how quickly financial markets can move and how much short-term volatility can unsettle investors. Anyone who invests for the long term knows that market timing is one of the biggest risks of a successful investment strategy.

This makes access to trustworthy partners, clear investment processes and convincing investment solutions all the more important in such market phases.

Kick-off in Zurich: Innovation Day

The Innovation Day will kick off on June 2, 2026 in Zurich. The evening will be hosted by Anna Maier.

The evening will focus on innovations in wealth management, strategic perspectives on the development of the industry and discussions with representatives from Zurich, Geneva, London and Stuttgart. In addition to a roundtable discussion, the latest developments of the Wealth Office platform will be presented and current strategic issues will be discussed.

The Innovation Day offers the ideal setting for personal discussions, new perspectives and networking within the wealth office community.

Pitching Day: over 25 providers in direct comparison

On June 3 in Zurich and June 4 in Geneva, the focus will be on the Pitching Days. Over 30 banks, asset managers and specialized providers will present their best investment solutions and provide insights into their investment philosophy and current market convictions.

Participating banks include J. Safra Sarasin, LGT Bank (Switzerland), Maerki Baumann & Co and Schwyzer Kantonalbank.

With Capital Group and Xtrackers by DWS, two internationally established asset managers are also represented, presenting different investment approaches from active to passive.

In the area of independent asset managers and specialized investment providers, Arete Ethik Invest, DCP Client Partner, Decalia, Dr. Pirmin Hotz Vermögensverwaltungen, Finpact, HQAM, J. Stern & Co, Lakefield Partners, Lapis Finance and OLZ will be presenting their individual investment approaches.

In the Alternative Investments segment, Altaroc, de Pury Pictet Turrettini, SWISE and Unigestion will be presenting their latest investment ideas.

The providers will compete against each other in three pitch competitions:

• Capital Growth

• Capital Preservation

• Alternatives

The aim is to convince the audience and jury of their investment solution and win the award in their category.

This is a rare opportunity for participants to directly compare different providers, strategies and investment approaches within a few hours.

Zurich and Geneva: two formats, one community

While Zurich offers the complete conference framework with its two-day format consisting of Innovation Day and Pitching Day, Geneva will bring the proven concept to French-speaking Switzerland in a compact form on June 4, making the most important content accessible to a wider audience.

This will once again provide a platform for exchange, orientation and new investment ideas.

Discover the full program and secure your place: