Gabriel Brenna, Chairman of the Executive Board, Raiffeisen Schweiz:

With confidence: Gabriel Brenna. (Image: courtesy)

The wealth advisory of the future combines technology and human connection in the best possible way. Digital tools handle routine processes and support the analysis of data, markets, risks, and scenarios — creating efficiency and freeing up space for personal dialogue. Yet it is precisely here that the limits of technology become visible. Something emerges that technology cannot provide: only a human counterpart can develop a deep understanding of personal values and individual life circumstances.

Trust remains at the center of any good advisory relationship — built through closeness, continuity, and the commitment to act in the long-term interest of clients. Beyond products and performance, what matters above all is providing orientation, particularly on complex questions and during volatile periods. As a bank, we see ourselves as a peer-level sparring partner: we bring expertise, we listen, we ask the right questions, and we accompany our clients through every stage of life. That encompasses wealth accumulation as well as financing questions, retirement planning, and estate management — underpinned by a clearly structured, comprehensible product and service offering.

Trust as Anchor

Clients already have the choice today between delegation, advisory, and self-directed decision-making. Going forward, individual advisory will become an even stronger differentiator. Our aspiration is that our clients make decisions with confidence — because they feel understood, and because they know those decisions are well-founded and responsibly taken. Personal advisory remains a reliable anchor in an increasingly dynamic and digital world.

Read the next page for the statement by Serge Fehr, Limited Partner and Head Swiss Domestic Region, Lombard Odier.