Our aisot team made a strong showing across both days of the CV Summit on September 23 and 24 at the Kongresshaus in Zurich. Day 1 featured Stefan Klauser, CEO and Co-Founder of Aisot Technologies, on an expert panel exploring AI's role in wealth management, while Day 2 saw our hands-on workshop draw a packed room of engaged participants.
From left to right: Diana Engetschwiler (Head of AI Strategy, Wellershoff & Partners Ltd.), Manuel Grenacher (CEO, Unique), Dimitri Petruschenko (Owner, Petruschenko Consulting), Stefan Klauser (CEO and Co-Founder, Aisot Technologies) and Eleni Verteouri (Founder, Financier Labs)
Expert Panel: The evolution of AI in asset management
Stefan Klauser joined an engaging panel alongside Diana Engetschwiler (Head of AI Strategy, Wellershoff & Partners Ltd.), Eleni Verteouri (Founder, Financier Labs), Manuel Grenacher (CEO, Unique), and Dimitri Petruschenko to discuss AI's future in wealth management.
The three phases of AI adoption
The panel highlighted how AI use in asset management is evolving through three distinct phases:
- Efficiency gains – faster, better data processing
- Personalized insights – tailoring investment decisions
- New products & business models – reshaping the industry
While some firms are still exploring where to start, industry leaders are already implementing AI across all three stages, empowering researchers, relationship managers, and portfolio managers alike.
Hands-on workshop success
Our workshop "Hands-on AI for Investing: Practical Workshop with aisot's AI Insights Platform" drew a packed room, with participants actively engaging in practical applications of AI in investment management. The interactive format showcased how AI serves as a powerful support tool for portfolio managers, enhancing rather than replacing human expertise.
Key learnings from the workshop:
- Practical techniques for portfolio optimization and strategy backtesting
- How AI-driven analytics improve risk-adjusted performance
- Time-saving solutions that can reduce manual portfolio management by up to 90%
- How to use time-boxed and fine-tuned large language models in asset management (watch video)
The energy and interest at CV Summit underscored a clear message: AI isn't just the future of wealth management—it's reshaping the present.
More impressions from the CV Summit 2025 in Zurich
