Wealth Management × AI Day
Applied AI in Wealth Management
Overview
Artificial Intelligence is no longer a concept — it is actively reshaping wealth management, portfolio construction, client advisory, and operating models across the financial industry. This full-day event brings together wealth managers, product leads, fintech leaders, data & AI practitioners, and solution builders to explore what's possible today, what's already in production, and what's coming next.
Event Details
Across keynotes, applied deep-dives, live demos, and expert panels, you will discover: How intelligent agents are transforming advisory workflows • Practical AI use cases across portfolio automation, client reporting, and compliance • Where generative AI supports, augments, and challenges human decision-making • How incumbents and challengers are deploying AI safely in regulated environments • What Wealth Management 2030 could look like — and how to prepare for it.
Focus
Applied AI in Wealth Management
Audience
Wealth Managers, CIOs, Portfolio Engineers, Product Leads, Data & AI Teams, Fintech Founders
Event Schedule
A carefully curated program designed to maximize learning, networking, and practical insights
Welcome & Opening Remarks
Event kickoff and agenda overview
Talk 1: The Future of AI in Wealth Management
Keynote address exploring how artificial intelligence is reshaping the wealth management landscape
Yannick Raynard
@ Harvest Groupe Break
Networking and refreshments
Demo 1
Live demonstration of AI-powered portfolio management and optimization
Break
Networking and refreshments
Talk 2 by First Private
Andreas Kraft
@ FIRST PRIVATE Break
Networking and refreshments
Demo 2
Break
Networking and refreshments
Demo 3
Panel Discussion: AI-Ready Wealth Management 2030
Expert panel featuring industry leaders discussing the future of wealth management, challenges, and opportunities
Friedhelm A. Schmitt
@ Fincite Yannick Raynard
@ Harvest Groupe Event Closing & Remarks
Final thoughts and closing remarks
Networking & Drinks
Informal networking with speakers, panelists, and fellow attendees
Event End
Thank you for attending!
Welcome & Opening Remarks
Event kickoff and agenda overview
Talk 1: The Future of AI in Wealth Management
Keynote address exploring how artificial intelligence is reshaping the wealth management landscape
Break
Networking and refreshments
Demo 1
Live demonstration of AI-powered portfolio management and optimization
Break
Networking and refreshments
Talk 2 by First Private
Break
Networking and refreshments
Demo 2
Break
Networking and refreshments
Demo 3
Panel Discussion: AI-Ready Wealth Management 2030
Expert panel featuring industry leaders discussing the future of wealth management, challenges, and opportunities
Event Closing & Remarks
Final thoughts and closing remarks
Networking & Drinks
Informal networking with speakers, panelists, and fellow attendees
Event End
Thank you for attending!
Event Speakers
Meet the experts who will be sharing their knowledge and insights at this event:
Register for the Event
Secure your spot for an evening of cutting-edge insights, networking, and innovation in quantitative development.
Our Partners
Organizations collaborating with us to make this event a success.
Event / Network Partners
Contributors
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Contact Information
Partnership Opportunities
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