Events

Information Events
Regular events at which current topics are discussed - in the form of breakfast or after-work meetings, seminars or webinars. The venues are Zurich, Geneva and Lugano.

Pictures Master Class Lugano 2024

Tech Fair 2025

The SAM Annual Congress
SAM organizes the annual congress of wealth managers in Zurich, Geneva or Lugano. The event focuses on the expertise and the exchange on the latest developments in our profession as well as the discussion of current topics. SAM has convened a scientific committee of renowned experts to participate in this main event for wealth managers and financial market players. 

Pictures Annual Congress 2024 ZH
Pictures Annual Congress 2024 GE
Pictures Annual Congress 2025 ZH
Pictures Annual Congress 2025 GE

Social Events 
Festive or sporting events with our partners - such as the end-of-year event or the annual golf day - provide an excellent opportunity for networking and exchange between SAM and its members.

Pictures Golf 2021
Pictures Golf 2023
Pictures Golf 2024
Pictures Golf 2025
Pictures Golf 2026

General Assembly
The concept provides for accompanying information events and time slots for an exchange of views and political debates at the statutory general assembly. 

The «Professional Meetings»
Events in Zurich, Geneva and Lugano based on a new concept. The interactive events are intended for all members and financial players.

View recordings (replays)

20.10.2026
Treffen der Berufsgruppe 2026
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22.10.2026
Master Class | LSerFi dalla A alla Z
In presenza, discussione in gruppo di un caso pratico
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29.10.2026
Module 1 Séminaire de formation continue LBA/LSFin/LEFin
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30.10.2026
Jahreskongress 2026
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03.11.2026
Succession Planning and Transmission of Wealth Managers
The question of planning the succession within your wealth management compagny is becoming an increasingly topic of discussion between our members and our association. Many of you are assessing succession options and the various types of business transfer accessible.
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06.11.2026
Congrès annuel 2026
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20.11.2026
Modulo 1 Seminario di Formazione continua: LRD, LSerFi e LIsFi
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24.11.2026
Master class | Alberto Fabbri - Zürich
Gute Organisation, trotzdem strafbar - schlechte Organisation, trotzdem straflos? Unternehmen im Visier der Strafjustiz
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24.11.2026
Module 2 Séminaire de formation continue LBA/LSFin/LEFin + connaissances professionnelles et techniques
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26.11.2026
Modul 2 Weiterbildung GwG/FIDLEG/FINIG mit fachlichen und technischen Kenntnissen
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27.11.2026
Modulo 2 Seminario di Formazione continua: LRD, LSerFi e LisFi – Conoscenze professionali e tecniche
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30.11.2026
Tech Fair 2026 (In-person) | AI, Technology and Wealth Management
Artificial Intelligence is evolving rapidly, and so are the opportunities it creates for wealth managers. Whether used to improve operational efficiency, support investment processes, or enhance client service, AI is becoming a topic that can no longer be ignored. At the same time, wealth managers are facing increasingly important technology decisions. Choosing the right tools and understanding how new technologies can support their business are becoming key strategic challenges.
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01.12.2026
ASG Connect: The Annual Exchange 2026
SAVE THE DATE
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03.12.2026
Advanced seminar AML, FinSA, FinIA
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11.12.2026
Scientific Committee Series | Cross-perspective | Risk & Portfolio Management
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16.12.2026
Webinar Series for SAM presented by FP Transitions
Over the past three decades, U.S. wealth management firms have evolved from individual brokerage practices into highly valuable, sought-after enterprises. This session traces that transformation, examines what has driven the exceptional growth in firm value, and asks a question of direct relevance to Swiss independent managers: can the same forces be expected to reshape the EAM (“UVV”) sector?
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02.02.2027
Webinar Series for SAM presented by FP Transitions
What is a wealth management advisory firm actually worth, and how is that value determined? This session explains the fundamentals of valuing wealth management firms — the difference between price and value, how purpose shapes the result, and why rule-of-thumb multiples mislead. It also looks at how RIA multiples have trended in recent years and what Swiss managers can take from U.S. valuation practice.
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09.03.2027
Webinar Series for SAM presented by FP Transitions
With a large share of firm principals approaching retirement, succession and M&A have become urgent priorities. This session covers both the internal path — transferring ownership to the next generation — and the external market, including how deals are structured, who the buyers are, and what drives price. It closes by comparing these U.S. models with the emerging Swiss landscape.
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