---
title: "CV Summit 2025 recap: AI transforming wealth management"
description: "CV Summit 2025 recap: AI transforming wealth management"
---

[news | aisot ](https://aisot.com/blog)

# [CV Summit 2025 recap: AI transforming wealth management](https://aisot.com/blog/cv-summit-2025-recap-ai-transforming-wealth-management)

 Written by [Aisot Technologies](https://aisot.com/blog/author/aisot-technologies) | Oct 6, 2025 6:58:43 AM

### 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:

1. **Efficiency gains** – faster, better data processing
2. **Personalized insights** – tailoring investment decisions
3. **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**

 

 

 

[View full post](https://aisot.com/blog/cv-summit-2025-recap-ai-transforming-wealth-management)

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