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)

25.09.2026
Seminario LRD e conoscenze di base LSerFi/LIsFi
28.09.2026
Webinar English - transparency register and AML
29.09.2026
ASSET ALLOCATION INSIGHTS | A morning to decode tomorrow's investment landscape with those shaping it!
Notre collaboration a franchi une nouvelle étape en septembre 2026 avec notre participation en tant que Community Partner des événements Allnews.ch. Une excellente opportunité de renforcer les échanges entre notre profession et les acteurs clés de la place financière.
01.10.2026
Webinar | 1st October 2026 - Risk Management
In that respect, we are happy to invite to our yearly webinar, which will cover the essential features of risk management and experts will share with you their experiences based on real-practical scenarios. Scope : event national (all members), in English Audience: This webinar is intended for risk officers, compliance officers, qualified managers, and any other employees wishing to expand their knowledge in this area.
02.10.2026
Scientific Committee Series | Cross-Perpective : AI in Investing - A critical perspective
08.10.2026
Incontri della professione 2026
13.10.2026
Rendez-vous de la Profession 2026
14.10.2026
Imposizione secondo il dispendio in Svizzera: implicazioni fiscali e strategie di investimento
Serie di Webinar sulla fiscalità
20.10.2026
Treffen der Berufsgruppe 2026
22.10.2026
Master Class | LSerFi dalla A alla Z
In presenza, discussione in gruppo di un caso pratico
29.10.2026
Module 1 Séminaire de formation continue LBA/LSFin/LEFin
30.10.2026
Jahreskongress 2026
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.
06.11.2026
Congrès annuel 2026
20.11.2026
Modulo 1 Seminario di Formazione continua: LRD, LSerFi e LIsFi
24.11.2026
Master class | Alberto Fabbri - Zürich
Gute Organisation, trotzdem strafbar - schlechte Organisation, trotzdem straflos? Unternehmen im Visier der Strafjustiz
24.11.2026
Module 2 Séminaire de formation continue LBA/LSFin/LEFin + connaissances professionnelles et techniques
26.11.2026
Modul 2 Weiterbildung GwG/FIDLEG/FINIG mit fachlichen und technischen Kenntnissen
27.11.2026
Modulo 2 Seminario di Formazione continua: LRD, LSerFi e LisFi – Conoscenze professionali e tecniche
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.
01.12.2026
ASG Connect: The Annual Exchange 2026
SAVE THE DATE
03.12.2026
Advanced seminar AML, FinSA, FinIA
11.12.2026
Scientific Committee Series | Cross-perspective | Risk & Portfolio Management