Wealth Office Conference 2025 | Innovation & Pitching Day

We are inviting you to join the third Wealth Office Conference.

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.

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

Confirmed Speakers from:

Arete Ethik Invest - Berner Kantonalbank - DCP Client Partner - Dr. Pirmin Hotz VV - EquityPitcher Ventures - FINAD - HQAM - J. Safra Sarasin - J. Stern & Co. - Lakefield Partners - Lapis - LGT Bank - LLB (Schweiz) AG - Maerki Baumann & Cie - ODDO BHF - OLZ - Prosperis - Schwyzer Kantonalbank - Xtrackers by DWS

Registration

Registration for the conference is now open. Participation costs are CHF 550. The Wealth Office Conference is free for Wealth Office clients, Partners, Professionals and Advanced Providers.

The conference participation includes:

Participation at the event for one person
Dedicated Wealth Office Log-in
Access to documentation about best offerings from banks and asset managers
insights Premium membership for 12 months

REGISTRATION

The Wealth Office Conference 2025

Program Wealth Office Conference 2025

Confirmed Speakers from:

Registration

Do you want to present your services?