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:
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:
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.