AI in Wealth Management: Navigating Technology and Regulation
HUB+ is delighted to invite you to a Breakfast Meeting & Workshop in Zurich, in collaboration with Syz Bank, Partner Member, and Andreas Janoschek, Member
Program:
08:30 Registration & Welcome Breakfast
08:45 Presentation by Charles-Henry Monchau, CFA, CMT, CAIA, CIIA, Chief Investment Officer, Syz Bank; Workshop by Dr. Andreas Janoschek, Founder, Gerevest.AI
10:00 Networking Coffee
Main topics
- EU AI Act – What does the regulation mean in practice for Swiss-based wealth managers, which obligations already apply today.
- AI in Finance – Where the market is heading, what is the industry implementing in 2026.
- AI in Your Daily Practice – Concrete methods to improve investment research, client reporting, and operational efficiency.
HUB+ Invitation AI Breakfast Meeting & Workshop 11.6.2026 Zurich with BANK SYZ & GEREVEST AI
