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The Wealth Office Conference 2025

This was the Wealth Office Conference 2025.

The conference is the annual get together of experts, providers and interested investors of the Wealth Office community. It provides unrivaled insights into the wealth management industry, updates on the best wealth management offerings from banks and asset managers as well as time for networking and exchange with an exclusive group of Wealth Office specialists.

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Get full Access to the Conference Documentation and Speaker Details

Program Wealth Office Conference 2025

 
Day 1 - INNOVATION DAY (11 June 2025)
Location: AURA, Bleicherweg 5, 8001 Zurich
  • 17:30 Door Opening & Welcome
  • 18:00 The Future of Wealth Management (Klaus Wellershoff and Patrick Müller)
  • 18:20 Introducing the next Innovations on the Wealth Office Platform
  • 19:00 Flying dinner and networking
 
Day 2 - PITCHING DAY (12 June 2025)
Festsaal Kunsthaus Zurich
  •   7:30 Welcome coffee at the Festsaal Kunsthaus Zurich
  •   8:00 Introduction of pitch contests
  •   8:15 Pitch contest 1 with banks and asset managers
  • 10:00 Coffee break
  • 10:30 Pitch contest 2 with banks and asset managers
  • 12:00 Results and awards
  • 13:00 Standing lunch

Do you want to present your services?

Do you offer portfolio management solutions? Do you believe that they are competitive? Please contact us for an assessment prior to April 19, 2025.

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