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 27th 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.

The event series is brought to you by CV VC, with SCRYPT as the main partner.

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 Allocators

Family Office Principals

Hedge Fund Portfolio Managers

CIOs and senior portfolio managers from leading Swiss & global Asset managers & Private banks

Representatives from institutional-grade technology and infrastructure platforms

Selected 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 exposure

Market structure, trading access, and execution

The evolution of asset management: from ETFs to on-chain vaults

Innovation in practice: allocation, risk, and operating models

Institutional readiness: infrastructure, governance, and regulation

Portfolio implications for forward-looking allocators

Closed-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:

Zurich (Concluded)

UAE

Frankfurt

👉 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 Funds

1920s: Open-End Mutual Funds

1970s: Index Funds

1990s: ETFs

2020s: 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.