smartwealth logo
cross close

Dashboard

Trailblazing solutions for your financial security

02
About us

Smart Wealth – Managing your investments with precision

As pioneers of Artificial Intelligence in the financial market, we have been bringing together science, technology, and capital market experience for over 20 years to provide investors with even better solutions for safe, efficient, and high-return investments.

02

Our Story

The financial world is undergoing significant change while the range of services on offer becomes increasingly unclear. Asset managers with traditional approaches compete with embryonic technologies from new market providers. One is often inefficient while the other promises sizable returns that come at the price of considerable risk. Without tenure of acute financial crises from past decades, it is too soon for many to evidence a proven track record of sound financial management. This can result in weaknesses in approaches that could quickly put undue pressure on investors' assets.

Finding the right offer in an increasingly complex market shouldn’t be this tough. You deserve portfolio management you can trust to secure your finances, accumulate assets, provide for your retirement and protect your wealth.

smartwealth image
02

Only what can be quantified can be controlled

Our journey with artificial intelligence and self-learning algorithms began more than 20 years ago, with a goal of making increasingly reliable predictions of future price developments in financial markets to optimize portfolios in the shortest possible time.

While at Siemens in 2001, we developed what has become Smart Wealth technology, delivering first-class results available to banks, family offices, and asset managers worldwide ever since. We fine-tuned our technology over two decades and continually surpassing the already sensational results to the delight of our clients.

In 2016, we founded the Zurich-based asset manager Smart Wealth to offer those clients demanding asset security and stable returns at attractive conditions, with a honorable, credible, and first-class asset management. Based on our many year's experiences of portfolio and capital market management, as well as indisputable results, we are convinced that all investor groups, not only institutional investors, should benefit from Smart Wealth technology.

We believe every investor should be able to plan his or her own financial future and receive clear statements on the expected target return for their portfolio at any time. Investors have a right to excellent asset management that unquestionably covers their interests and needs, and provides a legacy for future generations.

smartwealth image
03Our goal

Smarter analysis to maximise security and yield

We support investors with the analysis and optimization of portfolios, as well as the prediction of future market developments.

By helping people achieve the best possible results in investing, we aim to create and increase wealth and assets for all - individuals, society, and our sustainable environment.

Active in markets worldwide

Smart Wealth technology was originally developed to address the increasingly complex investment challenges faced by pension funds and insurance companies, as well as to support decision-makers in the treasury departments of large corporations. Inspired by these successes, we now work tireless for a wide range of clients and wealth managers - including family offices, asset managers, independent advisors, and private banks around the world.

smartwealth texture icon
04Our History
1999 - 2001

Scientific research in the field of artificial intelligence in capital markets at the Vienna University of Economics and Business Administration.

smartwealth next arrow icon
05
Board of Directors

Strategic Leadership & Oversight.

The Board of Directors provides leadership, oversight, and strategic direction for Smart Wealth. With deep experience in finance, regulation, and global markets, they play a critical role in driving growth, ensuring governance, and protecting the interests of our clients and stakeholders

smartwealth member image

Manuel Ebner

Chairman of the Board
smartwealth member image

Dr. Miró Mitev

Board Member
smartwealth member image

Martin Velten

Board Member
smartwealth member image

Oren Speiser

Board Member
smartwealth close iconBoard of DirectorsManuel Ebner-Chairman of the Board

Manuel Ebner

Manuel Ebner graduated from Stanford University with a B.S. in Industrial Engineering and a B.A. in Economics. He later received his MBA from Stanford Graduate School of Business (Arjay Miller Scholar).

Manuel Ebner started his career in strategy consulting, with a particular focus on Technology and Financial Services. He worked at Boston Consulting Group where he was elected Partner. At BCG his primary focus was on Financial Services, specifically Wealth Management, Asset Management, Risk Management and the optimization of IT in Banking. He left BCG to join Artificial Life Schweiz AG as CEO. At Artificial Life he developed AI based online advisory tools and customer support chatbots for leading Wealth Managers and Insurance companies. After Artificial Life he became CEO of Obtree Technologies in Basel. After Obtree he was elected Partner at McKinsey & Company in Zurich. At McKinsey he was part of the Business Technology Office serving leading Financial Services companies. After leaving McKinsey he became CEO of BZ Bank, focused on Wealth Management, Asset Management and Corporate Finance. After BZ Bank he became Country Executive of Bank of America in Switzerland, CEO of Merrill Lynch Capital Markets AG and Board Member of Merrill Lynch Bank Suisse S.A. (Wealth Management). In 2013 Merrill Lynch Bank Suisse was sold to Julius Baer. At Bank of America (Switzerland) he built up Treasury Services, Corporate Banking and Investment Banking. He left Bank of America in 2023 to focus on Advisory and Board Mandates. In addition to his Chairmanship at Smart Wealth he is Advisor of Clearsky (a US based Venture Capital Fund with $850 million AuM) and Board Member and Chairman of Audit Committee of Arival Bank in Puerto Rico.

06
Board of Advisors

Guidance from Industry Leaders

Our Board of Advisors brings together seasoned professionals with deep expertise in finance, technology, and strategic management. Their insights help us challenge conventional thinking, navigate complexity, and refine our vision for the future of asset management. By aligning with world-class experts, we ensure Smart Wealth remains at the forefront of innovation and client-focused performance.

smartwealth member image

Gil Ilani

Board Member
smartwealth member image

Cyrill Escher

Board Member
smartwealth close iconBoard of AdvisorsGil Ilani-Board Member

Gil Ilani

Gil Ilani is the Chief Growth Officer (CGO) at SmartWealth, responsible for driving the company’s expansion and scaling its operations from a boutique venture into a larger organization.

He is an accomplished tech entrepreneur with a strong background in growing companies and implementing innovative growth strategies. He co-founded and led a digital marketing platform, guiding it through significant growth and a successful acquisition in 2019. He then led the digital transformation of a hedge fund, leveraging technology, business expertise, and a strong customer-centric approach to enhance efficiency, scalability, and investors’ engagement.

He graduated summa cum laude with a B.Sc. degree in Computer Science and Psychology and now applies his two decades of experience across business, finance, technology, and strategic development to accelerate SmartWealth’s market reach. 

As CGO, he spearheads strategic partnerships, marketing, and business development initiatives, ensuring that SmartWealth’s cutting-edge AI-driven investment solutions reach new markets and deliver exceptional value to a broader client base. His blend of entrepreneurial vision and hands-on scaling expertise makes him a key driver of SmartWealth’s growth and transformation journey.

07
Team

Expertise meets investor needs

As pioneers in AI-based asset management, we have been helping our institutional clients to successfully manage significant assets for many years. We understand what matters in order to get the best results. We combine expert knowledge, modern technology, and the very best people to continually break the mold and achieve outstanding results.

smartwealth member image

Dr. Miró Mitev

Board Member
smartwealth member image

Martin Velten

Board Member
smartwealth member image

Cyrill Escher

Director
smartwealth member image

Manuel Ebner

Chairman of the Board
smartwealth member image

Gil Ilani

Chief Growth Officer
smartwealth member image

Oren Speiser

General Counsel
smartwealth member image

Melanie Kottas von Heldenberg

Portfolio Manager & Director
smartwealth member image

David Bogusch

Relationship & Portfolio Manager
smartwealth member image

Kyung-Tae Jung

Representative South Korea
smartwealth member image

Yousuf Khoory

Representative UAE
smartwealth member image

Christina Jahn

Senior Relationship Manager
smartwealth member image

Hyunjin Woo

Representative in South Korea
smartwealth member image

Daniel Au

Managing Director South Korea
smartwealth member image

Vadim Smirnov

Senior Relationship Manager
smartwealth close iconTeamDr. Miró Mitev-Board Member

Dr. Miró Mitev

Dr Miró Mitev is the founder and Chief Executive Officer (CEO) of Smart Wealth.  He is overseeing the investment management process and is responsible for strategy and product development.

Dr Mitev studied Economics with a major in Investment Banking.  He received his master's degree in Finance and Business Administration from the Vienna University of Economics and Business Administration. He completed his doctoral studies in Economics with a focus on Operations Research and received his PhD from Karl-Franzens-University in Graz. 

Dr Mitev has more than 20 years of professional experience in asset management and banking. He earned a reputation as a pioneer for artificial intelligence and digitalisation of asset management with his master thesis "Application of artificial neural networks and style investing for asset selection in the modern portfolio management using the example of the Austrian Equity market" in 2000, where he provided a ground-breaking work for the application of artificial intelligence in portfolio management. Master thesis download

In his dissertation in 2003 "A Systematic Investment Process for Alternative and Traditional Investment Strategies" Dr Mitev presented for the first time a fully automated, integrated, and digitalised investment process as the forerunner of today's Robo-advisors. Dissertation download

Between 2002 and 2004 Dr Mitev was a co-lecturer for the application of artificial neural networks and fuzzy logic in the forecasting of financial markets course at the Vienna University of Economics and Business Administration.

After graduation, Dr Mitev became a quantitative analyst in the investment banking industry. Later in his career, he joined a leading global technology conglomerate where he assumed a management role as Head of Securities Research &Portfolio Management, being primarily responsible for the development of financial forecasting and optimisation technology. Leading the international expert team of engineers, portfolio managers, mathematicians, analysts, and scientists, Dr Mitev laid the foundation for combining applied science with asset management. The proprietary technology developed under his guidance and oversight was successfully used by pension fund managers, asset managers and hedge fund managers as well as investment banks worldwide. Dr Mitev led his team’s collaboration with leading investment banks, resulting in the successful development and implementation of the world’s first investment products that were based on forecasting and optimisation using artificial intelligence at their core.

Throughout his tenure, Dr Mitev had also extensively promoted scientific collaboration with leading universities and supervised numerous graduate and postdoctoral students writing their master's thesis and dissertations on financial forecasting.

Dr Mitev has been a frequent speaker at international conferences and his articles have appeared in various professional publications.

In 2009 Dr Mitev and part of his team joined a leading pan-European asset manager, where they continued further development of forecasting and optimisation technology. In his role as Head of Structured Solutions & ETFs, Dr Mitev was responsible for and oversaw the development of proprietary strategy indices as well as the structuring and launch of Smart-Beta ETFs.

In a subsequent management buy-out, Dr Mitev span off the index business and founded the independent index boutique, iQ-FOXX Indices Ltd, which offered state-of-the-art smart beta indices, forecasting and optimisation services to fund managers, banks and other institutional clients.

In 2016, following a strategic decision to enter the asset management business, Dr Mitev founded the independent asset management firm, Smart Wealth, incorporated in Zürich with the vision to utilise the proprietary forecasting and optimisation technology which he developed over the last 20 years, now providing superior asset management for a broader client base not only institutional investors, but also Family Offices including his and his partner’s families, Ultra and High Net Worth Individuals, asset managers, and other private and professional investors.

06
Scientific Board

Bridging Academic Excellence with Investment Innovation

At Smart Wealth, we believe that cutting-edge research is the foundation of sustainable investment success. Our Scientific Board brings together leading experts from the fields of econometrics, system theory, and financial markets. Their academic insights and rigorous research strengthen our AI-driven investment strategies, ensuring that our models are built on robust, evidence-based methodologies. This combination of academic excellence and practical application allows us to push the boundaries of modern asset management – for the benefit of our clients.

smartwealth member image

Prof. Michael Wolf

Professor of Econometrics and Applied Statistics, University of Zurich
smartwealth member image

Prof. Manfred Deistler

Professor of Econometrics and System Theory, University of Vienna
smartwealth close iconScientific BoardProf. Michael Wolf-Professor of Econometrics and Applied Statistics, University of Zurich

Prof. Michael Wolf

Michael Wolf is a Professor of Econometrics and Applied Statistics at the University of Zurich, and holds a Ph.D. in Statistics from Stanford University. Before joining the University of Zurich's Department of Economics, he held positions at the University of California, Los Angeles (UCLA), Universidad Carlos III de Madrid, and Universitat Pompeu Fabra in Barcelona.

His research interests include resampling-based inference, multiple testing methods, the estimation of large-dimensional covariance matrices, and financial econometrics. His work has been published in leading journals such as The Annals of Statistics, Biometrika, Econometrica, Journal of the American Statistical Association, and The Review of Financial Studies.

Schedule an Appointment now

Talk to an advisor

or email us at support@smartwealth.ch

smartwealth ellipse