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On 29 October 2025, the Finalix Forum took place at the Kunsthaus Zürich. Under the motto “Art. Inspiration. Exchange.”, participants experienced how the worlds of finance and art can intertwine in truly unique ways.
Following the exclusive art and architecture tours through the Chipperfield Building, the Forum offered an opportunity for inspiring discussions at themed tables – in a distinctive atmosphere for engaging conversations and valuable new connections.
Well before the pandemic hit, there was a major drive by the digital brokerage and execution platforms to attract Independent Wealth Managers (IWMs) by offering their services at lower cost than the banks and private banks.
On 29 October 2025, the Finalix Forum took place at the Kunsthaus Zürich.
On July 3, 2024, our summer get-together took place in the charming Bernadette restaurant on Sechseläutenplatz in Zurich.
Discover Finalix's new collaboration with SMU Academy, offering subsidized courses in AML, wealth management, and sustainability.
The fourth Finalix Sustainable Finance Roundtable took place in Zürich on 12 June, 2024. Find out more.
The 'Future of Onboarding' Roundtable in Singapore took place on October 24, 2023. Find out more.
On November 8, 2023, the Finalix Forum took place at Kraftwerk Zurich.
The third Finalix Sustainable Roundtable took place in Zürich on 14 June, 2023. Find out more.
On 23 March 2023 Finalix hosted its first roundtable in a Client Lifecycle Management and Anti-Money Laundering (AML) context. Participants from across the banking industry in Switzerland contributed to a lively discussion and were asking each other how much automation could be achieved in the process of client onboarding/maintenance while mitigating AML risks. Let us […]
The Singapore Finalix Sustainable Finance Roundtable took place on November 29, 2022. Find out more.