Fit for Artificial Intelligence in Asset Management

This course provides a comprehensive introduction to deep learning and generative AI applications in asset management. It is organized by the SBF-HSG & FSI-HSG.
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Certificate of Participation
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Programme overview

This course provides a practice-oriented introduction to artificial intelligence (AI), deep learning and generative AI, with a particular focus on their applications in asset management. Starting from the conceptual and technical foundations, participants will explore how leading asset managers already use AI in their investment processes today. They will also look at how financial services firms can implement AI successfully in their organisation, how AI and big data are changing the way investment-relevant data is collected, processed and analysed, and how AI itself has become an investment theme, for example in venture capital.

The course combines academic foundations with a strong emphasis on real-world use cases, presented and discussed by experts from the University of St.Gallen and industry experts from UBS Asset Management, ZKB Asset Management, Finreon, and EY. It is designed for professionals who want to understand where AI creates real value in investing, where its limits lie, and how to critically assess AI-driven strategies, tools and providers. No prior experience with AI is required. Participants will gain the knowledge needed to evaluate the potential of AI for their own organisation and to engage confidently with data science teams, vendors and clients.

You may also be interested in the course Fit for Artificial Intelligence in Finance.

Contact person

Learn more about the programme in a personal conversation.

HT FSI HSG 132

Dr. Tobias Trütsch Managing Director

Programme details

Programme type

Certificate of Participation

Format

Hybrid

Language

English

Duration

4 weekly sessions (4 h)

Location

Zurich

Price

CHF 1'850 Company discounts for 2+ registrations and corporate packages available upon request

Target group

Next date

Start date: 03.03.2027
Application deadline: 03.02.2027
places available

Target Audience

Professionals in (not exhaustive):

  • Portfolio management and investment research

  • Asset and wealth management

  • Pension funds and insurance asset management

  • Family offices and private banking

  • Risk management and investment controlling

  • Investment consulting and fund selection

  • Venture capital and private markets

  • Your Content Goes Here
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Learning Objectives

Working Knowledge of Artificial Intelligence in Asset Management

Implementation and Investment Potential of AI

Use Cases for Artificial Intelligence along the Investment Process

Your Benefits

 

Gain a structured, practice-oriented introduction to AI, deep learning and generative AI in asset management without needing prior technical expertise.

Network with peers and industry experts in a dynamic and interactive environment across four thematic sessions.

Learn directly from top academics and professionals from organisations such as UBS Asset Management, ZKB Asset Management, Finreon, and EY.

Stay ahead of the curve by exploring how AI and big data are transforming investment processes and how AI itself is becoming an investment opportunity.

Finanzielle Fuehrung2024

Structure

The programme ist subject to changes.

Wednesday, 3 March 2027: 16:00-20:00 (incl. Drinks, Snacks and Networking), Zurich

Introduction to AI in asset management
Lecturer: Prof. Dr. Markus Schmid, University of St.Gallen

Deep learning and generative AI for asset management applications
Lecturer: Prof. Dr. Lukas Gonon, University of St.Gallen

Wednesday, 10 March 2027: 16:00-20:00 (incl. Drinks, Snacks and Networking), Zurich

Use case 1: AI applications in asset management
Lecturer: Prof. Dr. Gianluca De Nard, University of Liechtenstein/ZKB Asset Management/Swisscanto

Use case 2: AI applications in asset management
Lecturer: Nikolas Anic; Dr. Christian Vial, Finreon

Wednesday, 17 March 2027: 16:00-20:00 (incl. Drinks, Snacks and Networking), Zurich

AI consulting: How can financial services firms put AI to work?
Lecturer: John Brookmyre, EY

AI-based VC investments
Lecturer: Dr. Eugenio Carnemolla, Vontobel

Wednesday, 24 March 2027: 16:00-20:00 (incl. Drinks, Snacks and Networking), Zurich

Big data and AI: Coding for Data Science and Data Management
Lecturer: Dr. Emanuele Guidotti, LLUI/USI

Big data and AI in asset management: Use case
Lecturer: PD. Dr. Matthias Uhl, UBS

Faculty: Lecturers

(in order of appearance)

FSI HSG24 033
Prof. Dr. Markus Schmid

Markus Schmid is Full Professor of Corporate Finance at the University of St.Gallen, Academic Director of the FSI-HSG, member of the School of Finance and Managing Director of the Swiss Institute of Banking and Finance (SBF-HSG). He is also a Faculty Member of the Swiss Finance Institute (SFI) and Research Member of the European Corporate Governance Institute (ECGI) in Brussels. He studied economics, specialising in corporate finance, financial market theory and international economic relations at the University of Basel, where he also completed his doctorate in 2004 with a dissertation on executive compensation and corporate governance.

FSI HSG24 063
Prof. Dr. Lukas Gonon

Lukas Gonon has been Assistant Professor in Artificial Intelligence in Finance at the Center for Financial Services Innovation (FSI-HSG) and the School of Computer Science (SCS-HSG) at the University of St.Gallen (HSG) since 1 November 2024. His research focuses on deep learning and quantitative finance. His work centres on questions related to the development and analysis of machine learning algorithms, in particular for time series and derivatives pricing and hedging. Lukas has previously worked as a research associate at ETH Zurich, as a postdoc at the University of St.Gallen, as an assistant professor at LMU Munich and as a senior lecturer at Imperial College London. He is an Honorary Senior Lecturer at Imperial College London and has worked for Sony and J.P. Morgan, among others.

NIKOLAS ANIC 0355
Nikolas Anic

Nikolas is a member of the Investment Solutions team. He holds a Master of Arts in Banking & Finance from the University of Zurich, with a specialization in quantitative modeling and data science. During his studies, he worked as a working student in Cyber Security Advisory at IBM and as a research assistant at two chairs of the University of Zurich (Economics and Financial Economics).

ChristianVial
Dr. Christian Vial

Christian is Head of Innovation and Research at Finreon. Previously, he worked at Kraus Partner Investment Solutions as a project manager in Global Tactical Asset Allocation and at Vescore (formerly 1741 Asset Management) as a quantitative developer in indexing (smart beta). He also gained professional experience in quantitative strategies and research at Notenstein Privatbank and in investment risk at Credit Suisse. Christian holds a PhD in Finance from the University of St.Gallen, with a research focus on filtering methods. He also holds a Master of Arts in Banking and Finance and a Bachelor of Arts in Business Administration from the University of St.Gallen. His master’s thesis received the Credit Suisse Award for the best master’s thesis of his graduating class.

JohnBrookmyre
John Brookmyre

John is a Partner at EY in Zurich, responsible for AI, Innovation and Alliances in Financial Services across Europe West. He brings more than 20 years of experience in technology-enabled business trans-formation, strategy and cultural change in the financial services industry. Before rejoining EY in 2026, he was Managing Director and Senior Advisor at Julius Baer and, before that, Director in Wealth Management at Deutsche Bank in Zurich. From 2014 to 2019, he was Director in EY’s Financial Services Advisory practice in London. Earlier in his career, he held client-facing and consulting roles at Pivotal Labs, Information Management Group, EMC Consulting, and Detica. From 2024 to 2026, he served on the Conference Board of Business Agility Day. John holds a BSc in Software Engineering from the University of Hull.

EugenioCarnemolla
Dr. Eugenio Carnemolla

Eugenio is an active Angel Investor and also a Director and Portfolio Manager at Vontobel. Previously, he was a researcher at the University of Lausanne, working on factor risk premia, stock return predictability and the pricing of climate change risks. He holds a PhD in Finance from the Swiss Finance Institute and the University of Lausanne, a Master’s degree in Finance from Bocconi University and a Bachelor’s degree in Economics from the University of Catania.

EmanueleGuidotti
Dr. Emanuele Guidotti

Emanuele is a postdoctoral researcher at the Università della Svizzera italiana (USI) in Lugano and the Department of Wealth Creation, Lake Lucerne Institute (LLUI), Switzerland. His areas of expertise include machine learning, financial markets, market microstructure, and data science. He holds a Bachelor in Physics and a Master in Quantitative Finance from the University of Milan and PhD in Finance from the University of Neuchâtel. From 2018 to 2025, he was a partner at Algo Finance Sagl in Lugano, where he was responsible for IT infrastructure, data acquisition and algorithmic portfolio generation.

MatthiasUhl
PD Dr. Matthias Uhl

Matthias heads Analytics & Quantitative Modelling (AQM) in Investment Solutions at UBS Asset Man-agement and is the global lead for sentiment analytics at UBS Group. He also lectures at the Departments of Finance of the University of Zurich and the University of St.Gallen, as well as at the Swiss Finance Institute. Previously, he was Chief Investment Officer at FLYNT Bank AG and held various roles in the CIO Office at UBS Wealth Management, at UBS Investment Bank, at Deutsche Bank and at the KOF Swiss Economic Institute of ETH Zurich. He obtained a Masters degree from the University of Oxford, a PhD in Applied Macroeconomics from ETH Zurich, and completed a Habilitation in Behavioral Finance at the University of Zurich.

Gianluca De Nard wechselt zu Swisscanto
Prof. Dr. Gianluca De Nard

Gianluca is the Head of Systematic Strategies at Zürcher Kantonalbank (ZKB Asset Management / Swisscanto) and a Professor of Practice in Quantitative Finance and Systematic Investing at the University of Liechtenstein. In addition, he is affiliated with the Department of Economics at the University of Zurich and serves as a Lecturer in Empirical Finance at the Department of Finance as well as at the Hochschule für Wirtschaft Zürich (HWZ). Previous roles include: Research Fellow at the New York University Stern Volatility and Risk Institute, Postdoctoral Researcher at Yale University, Visiting Researcher at Copenhagen Business School, and Head of Quantitative Research at OLZ AG.

Your Registration

Applications

You can enroll via the “Register” button on this homepage. The number of participants is limited. Registrations will be considered according to the date of receipt. No prerequisites are necessary, i.e. no specific prior knowledge or expertise in artificial intelligence or the financial sector is required.

Costs

The course fee includes all course materials, personal supervision of the case studies, drinks and snacks during breaks. The participants bear travel, accommodation, and other catering costs. Course fees already paid will not be refunded.

Degree

You will receive a participation certificate at the end of the course.

Online Participation

Participants can join every session either online (live) or on site. The sessions will be recorded. Participants have access to all course materials and video recordings for up to one month after the end of the course.

Cancellation policy

Cancellations up to 90 days before the start of the course are free of charge, between 89 and 30 days before the start of the course 50% of the costs will be charged, later cancellations will be charged the full course costs. If the participant withdraws from the course, the course fee will not be refunded. In the event of cancellation, a processing fee of CHF 150 will be retained in all cases.

Schedule

The programme on each day lasts from 16.00 until 20.00 including a networking reception between the sessions.

16.15–17.45: Lecture 1
17.45–18.15: Networking-Reception
18.15–19.45: Lecture 2

Organizer

This executive education programme is organized by the Swiss Institute of Banking and Finance (SBF-HSG) and the Center for Financial Services Innovation (FSI-HSG).

Contact
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Do you require further information?

I am gladly available for you and look forward to hearing from you.

HT FSI HSG 132

Dr. Tobias Trütsch Managing Director

Why University of St.Gallen

The HSG - your partner for first-class executive education in Switzerland

At the University of St. Gallen (HSG), you can choose from one of the largest executive education portfolios in the German speaking region – the right programme for your needs and career objectives. The renowned quality and practical relevance of the learning experience convinces more than 6000 participants per year. Profit from an Executive Degree from St.Gallen – the best business school in the German-speaking world – and get ahead in your career!

  • For high-quality teaching and executive training by top researchers

  • For competent executives

  • For Lifelong Learning

  • For international collaborations

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