AI for Wealth Management.
Easy, efficient and secured.
The only AI partner who truly understands your business.
„What used to take 15 hours of manual work now runs at the push of a button.”
Stephan Brüggemann, Managing Director, UNISONO Asset Management
Industry Experience*
AI Technologies
We Implement For You**
*Companies we have worked for or worked with closely over the past 25 years, including times before founding Gerevest in 2024.
**AI Technologies that we can implement for clients, either on premise or in cloud, including training of staff and customizing to your specific needs.
What if, ultimately, shifting to AI was easy?
Explore how to maximise operational efficiency, deliver first class customer experience and make your company an AI technology first mover.
Our Services
Swiss AI Solutions for European Wealth Manager
Automate your business processes with secure AI solutions from Switzerland. In line with Swiss and European data protection standards.
Solution Examples:
- Fund/ETF Selection
- Investment Oversight
- Client Reporting
- Risk Analysis
- Document Management
- Email Structuring
- Presentations
AI Strategy and Training for Corporate Teams
Transform your existing AI infrastructure into practical business value. We develop your strategy and train your teams for successful implementation.
Corporate Services:
- Strategy Workshops
- MS Copilot Training
- AI Business Analysis
- AI Solutions Design
- Data Protection & Regulation
- EU AI Act
- Risk Management
Executive AI Coaching for Individuals
Personal guidance for current and future leaders who want to stay ahead of competition in an AI-driven business environment.
Personal Coaching:
- Introduction to AI
- AI Workflows & Agents
- Coding with AI
- AI Investing
We offer our personal coaching in Geneva, Zürich, Frankfurt and Munich – and of course also online. In English, French and German.
Our Commitments
No hidden fees, controlled expenses
Rapid implementation for maximum ROI
EU & FINMA compliant solutions
Customer data privacy protection
Testimonials
” HUB+ est fier d’avoir collaboré avec Gerevest.AI à l’occasion de son atelier d’excellence sur l’IA en gestion de fortune en novembre 2025. Un moment privilégié qui confirme la pertinence de notre partenariat pour intégrer des solutions technologiques responsables et conformes aux enjeux suisses, au bénéfice des gestionnaires de fortune et trustees.”
“Finally, an AI workshop delivered by someone who truly understands the investment industry. Andreas’s practical approach to AI implementation – including critical data security risk assessments – gave our team immediately actionable insights. As CEO, I now have clarity on team roles for our AI initiatives and concrete next steps we can implement right away. This wasn’t theoretical consulting – it was real-world expertise that translated directly into our action plan.”
“Merci pour cet atelier très enrichissant. Le format petit-déjeuner en petit groupe était idéal pour poser des questions concrètes et échanger librement. Un vrai plus pour mieux comprendre les enjeux de l’IA dans la gestion de fortune. “
„Was zuvor ca. 15 Stunden manuellen Aufwand bedeutete, läuft heute auf Knopfdruck. Wir haben eine wesentlich höhere Transparenz, können beliebige Auswertungen fahren und sind komplett unabhängig von den Daten der Depotbanken.”
Stephan Brüggemann
Geschäftsführer, UNISONO Asset Management