Wealth Tech Executive Forum | 📍Geneva Edition

🇨🇭 The Wealth Tech Executive Forum: Geneva Edition is an invite-only executive series for senior leaders in asset and wealth management shaping the future of capital allocation, digital assets, and institutional infrastructure.

On the 25th August 2026, in Geneva, a select group of Switzerland’s leading institutional allocators and technology experts gather to discuss the latest innovations in asset and wealth management, how technology is reshaping the investment stack, and what it takes to stay ahead of the next wave of disruption.

Participants will

gain actionable insights into the latest trends, and expand their high-class network

​Why This Conversation Matters

As global financial markets transform, tokenization, programmable settlement, and AI-driven structuring are actively redefining institutional allocation strategies. A new investment era is emerging across digital asset products, market infrastructure, portfolio construction, distribution, and institutional access.🇨🇭 Geneva, a leading financial center and a global hub for digital assets, DLT, and AI innovation, provides the ideal environment for this critical dialogue.

Who is attending?

This edition is designed to convene a select cohort of senior decision-makers, including executives from:

Asset Managers and Institutional AllocatorsFamily Office PrincipalsHedge Fund Portfolio ManagersCIOs and senior portfolio managers from leading Swiss & global Asset managers & Private banksRepresentatives from institutional-grade technology and infrastructure platformsSelected innovators shaping the future of asset management

Core Themes for Discussion

The focused content will explore the following key areas:

Allocator perspectives on digital asset exposureMarket structure, trading access, and executionThe evolution of asset management: from ETFs to on-chain vaultsInnovation in practice: allocation, risk, and operating modelsInstitutional readiness: infrastructure, governance, and regulationPortfolio implications for forward-looking allocatorsClosed-door roundtable discussion among peers

Event Format - Efficient and Focused

The evening format is intentionally compact and highly time-efficient.This design allows participants to gain relevant and actionable insights, and forge meaningful connections in a high-calibre setting without requiring a full day away from the office.

Attendance Note

Attendance is strictly limited and subject to approval to ensure a high-quality, peer-level exchange. Chatham rules apply.

Other Editions in the Series:

ZurichUAEFrankfurt

👉 Find out more on our website: https://wealthtech-executiveforum.com/

​What Comes Next?

The Next Disruption in Asset Management? Asset management has evolved in distinct waves, each driven by structural innovation and enabled by technology:

1770s: Closed-End Funds1920s: Open-End Mutual Funds1970s: Index Funds1990s: ETFs2020s: A new paradigm emerging: Vaults?

Technological innovations in digital trading and programmatic trading gave rise to ETFs in the 1990s, which now account for around $20 trillion in AUM. Technology continues to evolve, and with it comes the next major disruption in asset management.

Is the next reinvention of asset management already happening in front of us?

The real question is not whether asset management will continue to be reinvented, but which investors will identify the next structural change early enough to benefit from it?

This forum will explore exactly that.