Beyond the Hype: AI That Works for EAMs

Artificial intelligence is rapidly reshaping wealth management. But beyond the headlines, where is AI already creating tangible value for independent wealth managers? Join us for an exclusive executive evening at the iconic Zürcher Yacht Club, where leading innovators, practitioners and technology experts share practical insights into how AI is transforming client relationships, investment intelligence, operations and business growth. Designed for owners, partners and senior decision-makers, this is not another AI conference. It’s an opportunity to engage with peers, challenge ideas and discuss the future of independent wealth management in an intimate and high-quality setting. Matthias Kröner asks the uncomfortable question: is AI bringing you closer to your clients, or quietly pushing them away? His answer challenges what "AI-first" should even mean for an EAM. Morningstar shows what's already live inside advisor workflows today — not roadmap slides, production tools reshaping research and portfolio intelligence right now. Ralf Plänkers (Wealthcom) previews where agentic AI takes the EAM tech stack next — from rebalancing to proactive client outreach. Then an open panel, and an Apéro Riche overlooking the lake of Zurich to keep the conversation going. Swiss EAM AI Benchmark 2026 As part of this initiative, the Swiss FinTech Association is conducting the Swiss EAM AI Benchmark 2026 to better understand how independent wealth managers are adopting AI, where they see the greatest opportunities, and which challenges remain. Participation in the survey is open to all independent wealth managers and is not dependent on attending the event. We encourage the entire Swiss EAM community to contribute. The aggregated results will be presented and discussed during the Executive Evening, providing a unique snapshot of AI adoption across the industry. Complete the survey by scanning the QR code or via the online survey:→ SURVEY Attendance by Approval To preserve the quality of discussion and networking, attendance is intentionally limited. This event is designed for owners, partners and senior decision-makers from independent wealth managers, private banks and selected industry partners. Submitting a registration is a request to attend. Every application is individually reviewed by the organisers to ensure a balanced group of participants and meaningful exchanges. As capacity is limited, we may not be able to accommodate every registration. We appreciate your understanding.