On 1 October, The Wealth Mosaic will bring Switzerland’s wealth management community together at SIX ConventionPoint for The Wealth Mosaic Live 2026: Switzerland, a full day of insight, discussion, practical examples, and networking around the issues shaping the industry's next chapter.
With just four weeks to go, preparations are well underway – and the agenda is taking shape around some of the biggest questions facing wealth managers today.
AI takes centre stage
There is one topic that is impossible to ignore in wealth management right now: AI. It will therefore take centre stage during the morning at TWM Live 2026: Switzerland.
The day will open with a global view of the wealth management and WealthTech landscape for 2026-2027 delivered by The Wealth Mosaic’s founder Stephen Wall. He will be followed by Maryann Selfe, Managing Partner & CIO of Calabar Capita and Sanjeev Premchand, Partner at Swisspartners, who together present The Leader's View, bringing leading wealth management executives together to discuss the state of the market, the role of technology and where the sector is heading.
The morning will then focus specifically on AI, beginning with a keynote exploring its main themes, impacts and areas of opportunity across wealth management. A dedicated panel will then tackle a question that is becoming increasingly important for firms: how do you navigate AI, deliver it effectively and create real ROI from it? With representatives from UBS, Julius Baer, and technology vendors deeply embedded in applying AI to a wealth management context, the panel will explore in concrete terms where firms should focus their efforts, and the tools firms need to make AI deliver on its promises.
The morning will then get deeper into the specifics of how AI can work for firms. In the final morning session, four dedicated use-case showcases will demonstrate how AI can be applied to areas including KYC, onboarding, client engagement, reporting, and portfolio monitoring.
From big-picture trends to specific challenges
After lunch, the event will broaden its focus, with simultaneous topic-focused breakout sessions exploring different areas of the wealth management landscape.
With themes including the dynamics of multi-family offices, the external asset manager market, and the Modern Wealth Portfolio, these breakout sessions are designed to give attendees the chance to go deeper into particular areas of interest and engage with the issues that matter most to their businesses.
And if you choose not to join a breakout, there will be another opportunity to get involved, with The Wealth Mosaic team on hand during the same timeslot for attendees able to create video interview content.
The technology decisions that matter
The afternoon will also tackle the increasingly important question facing many wealth management firms: what should you do with your technology?
The Buy, Build, Rent panel will revisit the perennial technology strategy debate, exploring the realities, opportunities and challenges associated with each approach.
That will be followed by Selection, Integration, and ROI, looking at how firms can select technology that genuinely meets their business needs, integrate it into existing infrastructure, and maximise the return on their technology investments.
The day will then close by looking beyond the immediate technology agenda, with a keynote asking Where is wealth management heading? and considering the future of the sector in Switzerland.
More than a day of presentations
Of course, any TWM Live event is about more than what's happening on stage.
The event is designed to bring together people from across the wealth management ecosystem, creating opportunities throughout the day to exchange ideas, compare experiences and make new connections.
From the arrival and morning networking through to lunch, coffee breaks, and the end-of-day wrap-up, there will be plenty of opportunities to meet fellow wealth management professionals and technology specialists.
One month to go
There is now just one month to go until The Wealth Mosaic Live 2026: Switzerland.
On 1 October, we'll be bringing the industry together in Zurich to explore where wealth management is today, where it is going next, and what technology can do to help firms get there.
If AI, technology strategy, changing wealth management models and the future of the Swiss market are on your agenda, this is a day worth having in the diary.
The countdown is on. We look forward to seeing you in Zurich on 1 October.
For any employee of a wealth manager, attendance at this event is free. For vendor pricing, please see our event page here.
Attendance is limited, and available on a first-come, first-servced basis. so make sure you secure your place now. Secure your place today.
About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
