On October 1st 2026, The Wealth Mosaic will return to Zurich for the latest edition of its flagship Swiss event, bringing together wealth management leaders, technology innovators, and industry specialists for a full day focused on the future of wealth management in Switzerland and Europe more widely. Tickets are on sale now!
Hosted at SIX ConventionPoint, The Wealth Mosaic Live 2026: Switzerland promises a packed agenda of insight, debate, networking, and practical takeaways for firms navigating an increasingly technology-driven market.
Switzerland remains one of the most important global centres for wealth management, making it a natural location for conversations around the future direction of the industry. As firms across private banking, external asset management, family offices, and advisory continue to face rapid change, this event will create a space where the sector can come together to discuss the trends reshaping wealth management today and tomorrow.
Facing the future of wealth management
This event is structured around an agenda designed to combine strategic industry perspectives with practical examples of technology innovation in action. Across keynote presentations, executive panels, fireside discussions, breakout sessions, and live demos, attendees will witness the themes increasingly shaping wealth management businesses globally.
Rather than focusing solely on individual technologies, the discussions at The Wealth Mosaic Live 2026: Switzerland will aim to expllore how changing client behaviour, competitive pressures, operating models, and digital capabilities are collectively reshaping wealth management firms.
Executive insight from industry leaders
The event will give attendees the opportunity to hear directly from senior decision-makers across the wealth ecosystem, including through industry keynotes, fireside chats with industry innovators, and through a “Leaders’ View” panel bringing together executives from across the industry to discuss:
- Where firms are prioritising investment
- How they are responding to market and client pressures
- What they see as the biggest opportunities and risks ahead.
For attendees, these discussions provide valuable insight into how industry leaders are approaching transformation in practice. Conversations will touch on areas including:
- The growing role of AI and automation in wealth management
- The evolution of adviser and client experience
- Data strategy and operational efficiency
- Technology integration and platform modernisation
- The balance between innovation and regulation
- Competitive pressures facing Swiss and international wealth firms.
The event format encourages candid discussion, with the aim of creating meaningful dialogue around the realities of transformation inside wealth management organisations.
Deep dives into key WealthTech themes
In the afternoon, the focus will shift to workstream breakout sessions, where attendees can engage with more focused discussions on specific industry topics. These sessions will explore some of the more pressing areas of innovation and operational change across wealth management today. The breakout structure will allow attendees to move beyond high-level discussion and engage directly with peers and specialists around specific business and technology challenges.
Live technology demonstrations
The event will also give space for dedicated technology demonstrations, where six firms will have the opportunity to to showcase innovative solutions that address real-world wealth management challenges.
For wealth managers evaluation technology priorities, this offers a practical opportunity to see innovation in action. Rather than discussing concepts in abstract terms, attendees will be able to explore how different providers are approaching areas such as automation, data utilisation, digital engagement, workflow optimisation, and investment support.
The intention is not simply to talk about industry transformation, but to demonstrate the technologies and ideas that are actively driving it.
High-value networking throughout the day
The Wealth Mosaic Live 2026: Switzerland will bring together a broad cross-section of the wealth management ecosystem including private banks, external asset managers, family offices, consultants, FinTechs, platform providers, and technology vendors.
Attendees will have multiple opportunities throughout the day to connect with peers, exchange perspectives, and build relationships across the industry.
Who should attend?
The Wealth Mosaic Live 2026: Switzerland is tailored for executives in the wealth management sector who are passionate about the transformative power of technology. Whether you work in private banks, external asset managers, family offices, WealthTech vendors, or other stakeholders, this event is for you.
How to attend
Different types of tickets are available – select the one that applies to you.
- The Wealth Manager Delegate Pass: If you work for a firm that directly managers private wealth, attendance is free. Simply register for free and join the conversation.
- The Vendor Delegate Pass: Available for any business that has a product or service to sell to wealth managers that are not sponsors or participants in the event. Available for £450 (US$599) plus £75 (US$99.90) VAT, at a total of £525 (US$698.90).
You can book your ticket here.
Disclaimer:
Access to the event is limited and available on a first-come, first-served basis.
Secure your place today and connect with industry peers in Zurich to be part of the discussions driving change across wealth management. Reserve 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.
Join our community and follow us on LinkedIn here.
