On October 30th, 2025, Private Client Bank and Aisot Technologies hosted an AI Innovation Breakfast at the ETH AI Center to explore the thoughtful integration of artificial intelligence into wealth management. The consensus was clear: AI amplifies rather than replaces traditional expertise – accelerating research, enhancing portfolio analysis, delivering predictive insights, and identifying risks earlier.
From left to right: Roger Peyer (aisot), Christoph Baumann (Private Client Bank), Stefan Klauser (aisot), Ivan Adamovich (Private Client Bank), Natalia Mitrofanova (aisot), Debora Berger (aisot), Marcel Wehinger (Private Client Bank), Nino Antulov-Fantulin (aisot), Philipp Wehle (Private Client Bank), Mauricio Moncada (ETH AI Center) and Sara Asani (aisot)
As Philipp Wehle, Partner and Deputy CEO of Private Client Bank, explained, “Over the past 10 years, global market data has increased roughly 20-30 times while processing speed has surged nearly 1,000 times, also adding to increased market complexity.” His remarks set the stage for the morning’s discussions, which centered on a fundamental principle that challenges common misconceptions about AI in finance.
The event explored how technology complements traditional analysis methods, processing vast quantities of market data, news flows, and economic indicators while investment professionals maintain the contextual understanding and judgment that defines successful wealth management. This isn't about choosing between human expertise and machine learning; it's about recognizing where each excels and combining both for superior outcomes.
Where AI excels – and humans remain essential
AI thrives in areas where speed, scale, and pattern recognition are critical, processing vast quantities of market data, news flows, and economic indicators far beyond what humans could manage alone. Human judgment, by contrast, remains indispensable for interpreting context, understanding nuances, and taking responsibility for strategic decisions. By combining both strengths, investment professionals benefit from faster, more objective insights while retaining the expertise that guides meaningful action. In practice, this means AI accelerates research and portfolio analysis, delivers predictive analytics, and flags potential risks early – enhancing efficiency, decision-making, and proactive risk management – while human professionals interpret the signals, prioritize tactical adjustments, and ensure strategies align with client objectives. As Stefan Klauser, CEO and Co-Founder of aisot, emphasized, “Our AI Insights Platform empowers professionals, enhancing their expertise while keeping human judgment at the center.”
The pilot program: a win-win scenario
One of the morning’s highlights was the discussion of the ongoing pilot program – a deliberately narrow, practice-oriented initiative currently involving a small group of Private Client Bank clients with a rather tactical investment focus.
The process began with Private Client Bank working closely with clients to define an investment strategy tailored to their specific goals. This strategy has been implemented in aisot's AI Insights Platform, where it is being tactically optimized. Portfolios are continuously monitored and rebalanced at regular intervals, always in close coordination among clients, Private Client Bank, and aisot. As Philipp Wehle illustrated with an analogy, “aisot delivers the engine, and Private Client Bank is the bodywork of the car, including steering wheel, breaks and more.”
Marcel Wehinger of Private Client Bank highlighted the program’s broader purpose: "We're creating a genuine learning loop for both aisot and the Private Client Bank."
In April, the platform successfully navigated a live stress test when tariff announcements rattled markets, demonstrating how AI can be integrated into real-world wealth management without disrupting proven investment philosophies.
Looking forward: technology serving expertise
The event concluded by underscoring the concept of AI as a tool to enhance human capabilities, not replace them. In a world of exponentially growing financial data, AI becomes a valuable tool for wealth managers who want to offer their clients tactical portfolio optimization and personalized strategies. This perspective offers a path forward that respects traditional wealth management values while embracing the tools necessary to navigate increasingly complex global markets.
If you’re a professional investor looking to optimize and personalize your portfolio, schedule a demo to see how our platform can help you make tactical, data-driven decisions.
