Compliance & Insurances

PMS & CRM

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

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.

Tom Pelc, Unabhängiger Vermögensberater, Mitwirkender im externen Research-Netzwerk von Leonteq

Die Performance der Anleger ist nicht das Ergebnis der Umstände, sondern der getroffenen Entscheidungen. 2024 ist ein Jahr mit über 40 nationalen Wahlen (die in den USA noch ausstehend), wobei es Überraschungen in Frankreich und Grossbritannien gab.

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

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.

Lesen Sie die zweite Ausgabe der von unserem Partner PwC durchgeführten Marktstudie über die Vermögensverwaltungsbranche mit Schlussfolgerungen, die wir weitestgehend teilen.

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.

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.

Die Umsetzung von FINIG und erste Erfahrungen aus dem FINMA-Bewilligungsprozess
Von Dr. iur. Martin Liebi, Director - Miriam Zuan, Manager - David Violi, Head of Banking and Wealth Management West,  PwC Legal Switzerland

Die Firma PwC, die Vermögensverwaltern und  Trustee’s begleitend zur Seite steht, behandelt die wichtigsten Punkte beim Bewilligungsverfahren der FINMA. Sie verdienen in der Tat ein paar Erläuterungen.

(Artikel auch in Englisch verfügbar)

Mit der Vermögensanlage kann man Positives bewirken, vorausgesetzt, die notwendigen Informationen sind verfügbar.
Von Andrea Ferch, Sustainable Investing Spezialist, LGT Private Banking

LGT Private Banking – kompetenter Partner für externe Vermögensverwalter und Treuhandgesellschaften – zeigt anhand seiner seit 2009 eingesetzten und stetig weiterentwickelten Nachhaltigkeitsbewertung auf, wie für Investoren Transparenz geschaffen werden kann.

(Artikel auch in Englisch verfügbar)

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

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

Articolo di Cornèr Banca