16 - 17 June 2026
The Kameha Grand, Zurich
As digital assets move toward mainstream acceptance, private banks and asset managers are evolving portfolio models to incorporate tokenised instruments, stablecoins, and crypto-native assets.
This session explores how leading institutions are embedding digital assets within multi-asset portfolios—balancing performance, compliance, and client demand.
What’s the real value proposition for investors, and how are buy side firms benchmarking risk-adjusted outcomes across traditional and digital allocations?
As digital assets shift from niche interest to strategic consideration, private wealth clients are increasingly seeking clarity. This candid discussion brings together senior executives and CIOs from private banks to reveal how the conversation with HNW clients is evolving.
From navigating volatility concerns to explaining tokenisation and staking, private wealth advisors are on the front lines of education and trust-building. What are clients really asking about digital assets- and what are they not yet ready to hear? How are advisors positioning digital assets as a tool for diversification and long-term resilience without overpromising?
This session pulls back the curtain on the client-advisor dialogue, exploring the product types gaining traction, the education strategies that resonate, and how private banks are tailoring digital exposure within multi-asset portfolios. If you're curious how the next wave of private capital will flow into digital assets, this is the room to be in.
Check out the incredible speaker line-up to see who will be joining Charles-Henry.
Download The Latest Agenda