Program

Welcome to the Wealth Office Conference 2025

Explore the future of wealth management.

You’ve just unlocked direct access to the full program of the Wealth Office Conference 2025 – the annual gathering of independent experts, wealth service providers, and forward-thinking investors.

Here you’ll find all details about the sessions, speakers, and networking opportunities. Stay informed, inspired, and connected throughout the day.

Program Wealth Office Conference 2025

Day 1 - INNOVATION DAY - 11 June 2025 - 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. - 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
- 8:15 PROSPERIS
- 8:25 LLB (Schweiz) AG
- 8:35 Lapis
- 8:45 Lakefield Partners
- 8:55 HQAM
- 9:05 J. Stern & Co
- 9:15 ODDO BHF
- 9:25 OLZ
- 9:35 J. Safra Sarasin
- 9:45 Maerki Baumann & Co

10:00 Coffee break
10:30 Pitch contest 2 with banks and asset managers
- 10:30 Schwyzer Kantonalbank
- 10.40 LGT Bank
- 10:50 Berner Kantonalbank
- 11:00 Xtrackers by DWS
- 11:10 DCP Client Partner
- 11:20 Dr. Pirmin Hotz Vermögensverwaltungen
- 11:30 FINAD
- 11:40 Arete Ethik Invest
- 11:50 EquityPitcher
- 12:00 SZKB - the integrated custodian bank

12:15 The Transparency Portal
12:30 Award Ceremony & Closing
13:00 Standing Lunch Kunsthaus Garten