Prometeia will participate in the 10th edition of the Private Banking Conference and Awards Switzerland, scheduled for 3 December at the Zurich Marriott Hotel, one of the most prestigious events for leaders in the private banking sector. The event will offer an exclusive discussion on how the sector can address the crucial challenge of generational wealth transfer and how new technologies can support increasingly sophisticated and personalised advice.
A digital platform for the Wealth Management of the future
Prometeia will present its Digital Wealth Management Platform, designed to support private banks in addressing the most pressing challenges in the sector, such as generational wealth transfer, increasing regulatory complexity and the need to offer increasingly personalised experiences to clients.
The platform provides a modular and flexible set of solutions that enable a holistic analysis of client assets, the generation of personalised and compliant investment proposals, the use of AI and Generative AI, and the implementation of robo-advisory and self-service models.
By combining personalisation, automation and compliance, the Digital Wealth Management Platform enables operators to remain competitive in a rapidly changing market and meet the expectations of new generations of investors.
Let’s Connect in Zurich
Event Date: 3 December 2025
Location: Zurich Marriott Hotel, Switzerland
Our focus this year: This year, our participation will focus on how private banks can successfully address the challenges of intergenerational wealth transfer and embrace new opportunities enabled by technology and innovation. In particular, how artificial intelligence can revolutionise customer relations and improve personalised advice.
We will also share our perspective on creating an alternative investment strategy in asset management.
Another important topic to be discussed will be Vision 2030, along with future prospects for private markets and next-generation investors.
Live Talk / Panel: “Building Your AI-Driven Transformation Strategy”
[December 3, 1:50 p.m.]The session will cover the following topics:
Generative AI in Wealth & Asset Management banking industry
- Cutting through the hype, why now is the critical time to adopt
- Key challenges when dealing with AI: Limitations and “pitfalls” to avoid
- GenAI case studies and benefits for the Wealth Management sector
Speakers: Carmine Cammarota, Country Head of Switzerland
Why this event matters
The 10th Annual Private Banking Conference and Awards Switzerland represents a unique opportunity to meet with over 200 industry professionals, including more than 70 decision makers at director level.
During the event, we will have the opportunity to explore new alternative investment strategies, the impact of artificial intelligence on the advisor-client relationship, and what the 2030 vision holds for private banking and the new generation of investors.
We will share our experience and show how technology can become a key ally in addressing these transformations.