WealthTech Matters Switzerland - November 2023

Google Europaallee Zürich

14 November 2023

NEW for 2023!  WealthTech Matters Switzerland - November 2023

NEW for 2023! WealthTech Matters Switzerland - November 2023

  • 14 Nov 2023

    Google Europaallee 24, 8004 Zürich, Switzerland

    Google Europaallee Zürich

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Are you ready to stay ahead of the curve in the rapidly evolving world of wealth management technology? We're excited to announce that our highly successful WealthTech Matters series is branching out to Switzerland!

To find out more about sponsorship packages available please send an email to rinklenetto@owenjamesgroup.com

In today's ad-hoc technology environment, it's more important than ever for wealth managers to stay up-to-date with the latest advancements that can enhance their business across three key areas: their clients, their advisers and staff, and their overall business operations.

This invitation-only, networking event, will bring together COOs, CTOs, CIOs, and their teams from the top EAMs, Private Banks, Wealth Managers, DFMs, Advisers, and MFOs. Owen James Events, in collaboration with The Wealth Mosaic, presents an exciting opportunity to explore the latest developments in technology.

The morning, from 9.00am to 2.30pm, promises to be full of engaging conversations, strategic roundtables, inspiring speeches, delicious refreshments, stunning views of Zurich and much, much more. The Google Village is an iconic setting that provides the perfect backdrop to make meaningful connections and to hear from some of the best minds in the industry.


Our primary objective is to delve into a diverse range of cutting-edge technologies that have the potential to elevate the productivity, agility, and overall performance of your workforce.

With expert speakers and in-depth discussions, you'll learn about the state-of-the-art solutions that solve key challenges facing your business, so you can stay competitive and grow your market share.

We have created an agenda (top right) that works for our participants, and we allow you to select the sessions you would like to attend, so everyone has a personalised itinerary!

Roundtable discussions will include:

  • Enhancing the client experience
  • Client behaviour and increasing competition
  • Digital platforms and services
  • Crypto and the digital asset space
  • The power of big data and AI
  • The Cloud and cybersecurity

Who Will Be in attendance?..

With 50 COOs, CTOs, CIOs, and their teams from the top EAMs, Private Banks, Wealth Managers, DFMs, Advisers, and MFOs in attendance, this is an exclusive opportunity to network, exchange valuable insights and gain a rivalrous edge in your business.

See the event in action - below is a video from a previous, WealthTech Matters - The Client 2023 


Sponsors & partners

The Wealth Mosaic




Get in touch to find out more about the sponsorship packages available

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  • Tobi Kaymak

    Tobi Kaymak

    Data Analytics Specialist, Google Cloud Switzerland

    Tobi Kaymak, Data Analytics Specialist, Google Cloud Switzerland will share how Google, one of the founding fathers of genAI, is now supporting and empowering financial services institutions to transform their growth opportunities and operational efficiencies, as well as manage their risk and regulatory requirements.

  • Professor Enrico De Giorgi

    Professor Enrico De Giorgi

    Board Member and Co-founder Yainvest

    Enrico De Giorgi, a Math Professor at the University of St. Gallen, holds an MS in Mathematics from the Swiss Federal Institute of Technology Zurich and a PhD in Economics from the University of Zurich. His diverse research interests span decision analysis, behavioral finance, and risk theory. Beyond academia, he is a Founding Partner of Behavioural Finance Solutions GmbH and Yainvest AG, channeling his expertise into practical ventures.


Google Europaallee 24, 8004 Zürich, Switzerland, Google Europaallee Zürich