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Area news sul sito ASG
Condivisione delle informazioni chiave e messa a disposizione dei documenti presentati durante gli eventi.

Nuova Newsletter
Dedicata all'attualità della professione e del suo settore, la Newsletter informa i soci, tratta temi di attualità e aggiorna i soci in merito agli eventi ASG. Gli argomenti tecnici sono redatti dagli esperti del settore. Si rivolge sia ai soci ASG, sia a tutti gli attori della piazza finanziaria.

VSV-ASG Yearbook
Una vera guida della professione che completa il rapporto annuale dell’Associazione. Essa comprende oltre al rapporto annuale, le statistiche sulla professione, i dati chiave ASG, interviste ad esperti e partner, ecc.

Latest
16.06.2026
Costi di vigilanza troppo elevati: permane un urgente bisogno di intervento presso la FINMA 
Visibile solo per i soci
08.06.2026
Comunicazione FINMA sulla vigilanza 04/2026 Complemento alla Comunicazione FINMA sulla vigilanza 05/23 concernente l’analisi dei rischi di riciclaggio di denaro secondo l’art. 25 cpv. 2 ORD-FINMA
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03.06.2026
Comunicazione FINMA sulla vigilanza 03/2026 Rischi legati all’utilizzo di prodotti nella gestione patrimoniale individuale
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01.06.2026
Newsletter ASG n°28
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27.05.2026
30 manuali cross-border – Il vostro parere
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19.05.2026
Yearbook 2025: scoprite l'edizione speciale in un nuovo formato
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18.05.2026
Nuovo accordo FATCA – Aggiornamento ed impatto per i gestori patrimoniali
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07.05.2026
Save the date! Congresso annuale 2026 L’appuntamento annuale della gestione patrimoniale
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22.04.2026
Iniziativa per una piazza finanziaria sostenibile Posizione dell’ASG
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11.03.2026
REMINDER VSV-ASG Investment Pulse | Un barometro degli investimenti dei gestori patrimoniali indipendenti svizzeri 
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Newsletter

2026

Newsletter 28
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Newsletter 27
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Intervista: strategie di investimento e intelligenza artificiale |  Tendenze di consolidamento in Europa | Immobiliare svizzero | Dividendi degli «imprenditori-dipendenti» delle PMI svizzere | LTPM  | Controllo ai sensi della LSerFi per i gestori patrimoniali

Newsletter 26
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Intervista: prime impressioni di Vivien Jain | Oro e criptovalute | Annunci delle modifiche alla FINMA

2025

Newsletter 25
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Approfondimento ESG 2025 | Intervista AOOS | Fondi Private Label | Mercati privati | Year Ahead 2026 | Mercati

Newsletter 24
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Prospettive ESG | Anticipazione delle sfide patrimoniali | Gestione obbligazionaria e intelligenza artificiale | Geopolitica e Federal Reserve | Outsourcing | Churning

Newsletter Special Edition
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Tassi di interesse e mercati finanziari – Prospettive e modellizzazione

Newsletter 23
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Intervista con la FINMA | Evergreen | Solana | Strategie quantitative di investimento | Utilizzo dell’intelligenza artificiale

Newsletter 22
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Intervista su strategie di investimento e IA | Investimenti ed elettrificazione dell’economia | ETF obbligazionari | Soluzioni cloud e conformità | Direttiva “Faster” e semplificazione fiscale

Newsletter 21
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Intervista sul consolidamento | Bitcoin e portafogli | Previdenza privata | Iniziativa sull’imposizione delle successioni

Yearbook
Yearbook
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Booklet
Solutions Booklet
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Compliance & Insurances

Solutions Booklet
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PMS & CRM

Comunicazioni
Articoli dei partners
VSV-ASG Investment Pulse 2026 | Survey results
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VSV-ASG Investment Pulse 2026: An investment barometer exploring how Swiss independent wealth managers invest

In early 2026, our members were invited to participate in the fifth edition of the VSV-ASG Investment Pulse annual survey. Conducted by the HSLU, with the support of Vanguard and ASG, this study provides valuable insights into prevailing wealth management trends and investment strategies in a continuously evolving economic environment.

Recording

01.01.2026 Data, innovation and fighting fraud - A World-Check story of integrity and protection
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Surging global fraud and financial crime are rewriting today’s risk landscape. Financial industry stakeholders have an obligation to fight back against this growing threat – and trusted data from World-Check can make all the difference.

VSV-ASG Investment Pulse 2025 | Survey results
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VSV-ASG Investment Pulse 2025: An investment barometer exploring how Swiss independent wealth managers invest

In early 2025, our members were invited to participate in the fourth edition of the VSV-ASG Investment Pulse annual survey. Conducted by the HSLU, with the support of Vanguard and ASG, this study provides valuable insights into prevailing wealth management trends and investment strategies in a continuously evolving economic environment

Recording

VSV-ASG Technology Radar 2024
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The VSV-ASG Technology Radar aims to provide clarity and guidance to wealth managers when it comes to selecting the portfolio management and customer relationship management systems that best suit their requirements. By shedding light on the typical requirements, the study aims to improve wealth managers’ decision-making and ensure they get more value for money with lower risk.

In this study, we present the key findings of the study, a selection of strategic reflections by EAM.Technology and a series of high-level recommendations.

“Difficult to see. Always in motion is the future.” — Master Yoda (Star Wars) | Facts, figures, and unique insights on different asset classes
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Tom Pelc, Independent investment consultant, Contributor to Leonteq’s external research network

Investor performance is not a product of circumstances, but of decisions made. 2024 was a year with the prospect of over 40 country election outcomes to navigate (still awaiting the U.S.), but surprises came from France and the U.K.

VSV-ASG Investment Pulse 2024 | Survey results
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VSV-ASG Investment Pulse 2024: An investment barometer exploring how Swiss independent wealth managers invest

In early 2024, our members were invited to participate in the third edition of the VSV-ASG Investment Pulse annual survey. Conducted by the HSLU, with the support of Vanguard and ASG, this study provides valuable insights into prevailing wealth management trends and investment strategies in a continuously evolving economic environment

Recording

 

Why Early FTT Data Implementation Will Be “Christmas Come Early” for Market Participants - SIX
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Stamp Duty and FTT Service from SIX The gradual, but in certain cases, sudden introduction of taxes on financial transactions in several countries brought challenges for the financial industry. The FTT Service from SIX helps financial intermediaries to easily identify and comply with the complex regulations.

Portfolio manager industry : 360° market view - PwC
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Scoprite la seconda edizione dello studio di mercato realizzato dal nostro partner PwC sulla gestione patrimoniale, con conclusioni che in gran parte condividiamo.

Survey VSV Investment Pulse 2023 | Results
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You were invited in March 2023 to take part in the survey VSV Investment Pulse 2023: An investment barometer – exploring how Swiss independent wealth managers invest.

13.12.2022 - Finanzierungslösungen von BNP Paribas in der Schweiz: ein Vorteil für externe Vermögensverwalter
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09.12.2022 – Ten Potential Suprises for 2023 – Banque Syz SA
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01.12.2022 - Investissements en Suisse et en France par des résidents des Emirats Arabes Unis : opportunités et contraintes | FBT Avocats SA
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01.12.2022 - Les sanctions internationales comme risque de responsabilité des intermédiaires financiers | FBT Avocats SA
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01.12.2022 - Investments in Switzerland and France by residents of the United Arab Emirates : opportunities and constraints | FBT Avocats SA
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01.12.2022 - International Sanctions as a Risk of Responsibility for Financial Intermediaries | FBT Avocats SA
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Survey VSV Investment Pulse 2022 | Results
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You were invited in March 2022 to take part in the survey VSV Investment Pulse 2022: An investment barometer – exploring how Swiss independent wealth managers invest.


The Lucerne University of Applied Sciences and Arts HSLU conducted the academic research with the support of Vanguard as a sponsor and thought leader, and SAM as facilitator.

The new supervisory regime for portfolio managers
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The implementation of FinIA and first experiences from the FINMA licensing process 
By Dr. iur. Martin Liebi, Director ; Miriam Zuan, Manager ; David Violi, Head of Banking and Wealth Management West, PwC Legal Switzerland

PwC, which supports portfolio managers and trustees, reviews the key lessons learnt of the FINMA licensing procedure, which requires some clarification.

(Article also available in German and French)

Sustainable investing requires transparency
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Investing money can have a positive effect, provided the necessary information is available.
By Andrea Ferch, Sustainable Investing Specialist, LGT Private Banking

LGT Private Banking - a competent partner for external asset managers and fiduciary companies – shows how transparency can be created for investors by means of its sustainability assessment that has been applied and continuously developed since 2009.

(Article also available in german)

IRS Section 1446(f) on Publicly Traded Partnerships The Challenges and How to Tackle Them
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IRS Section 1446(f) on Publicly Traded Partnerships
The Challenges and How to Tackle Them

The IRS Notice 2022-23 on proposed changes to the QI withholding agreement published on 3 May 2022 confirms that the regulation on PTP dispositions will enter into force on 1 January 2023.

SIX Financial Information Ltd Hardturmstrasse 201 P. O. Box CH–8021 Zurich

Data Challenges for Wealth Managers
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Advisory 2.0: What Are the Data Challenges for Wealth Managers and How Can They Be Addressed?

The advisory job has dramatically changed over the last several years, under the pressure of the regulators, but also because of new demands from end investors who really want to be at the center of the decision-making process

SIX Financial Information Ltd
Hardturmstrasse 201
P. O. Box
CH–8021 Zurich

13.12.2022 - Concetto di rischio
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Articolo di Cornèr Banca

Podcast

2026

Podcast | Épisode spécial 40 ans
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Interview de Patrick Dorner par Anne Pratolini Delgado et Manon Guiraud

Podcast NextGen | Episode 5
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Interview avec Sabrina Reymond et Yvan Vaillant
Banque Edmond de Rothschild

Podcast NextGen | Episode 4
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Relations client relatif au transfert de patrimoine
Apports et plus-values du gestionnaire de fortune
Ecosystème créé par le gestionnaire

Interview avec Manon Duez et Sebastian Lewis
Vanguard

2025

Podcast NextGen | Episode 3
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Evolution de la profession
Accompagnement de toutes les générations de clients
Adaptations concrètes au sein d'une PME
 

Interview avec Xavier Bonna et Laurent Pellet
Banque Lombard Odier & Cie SA

Podcast NextGen | Episode 2
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Transmission des clients
de la Gen des parents à la NextGen
Collaborateurs NextGen

Interview avec Marion Fogli
Banque Alpian

Podcast NextGen | Episode 1
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Clientèle NextGen
Associés NextGen et Gen plus senior
 

Interview avec Philippe Dziurzynski
NextGen Wealth Managers