News Space

News-Space on the SAM-Website 
Sharing key information and providing presentations given at SAM events. 

Newsletter
The subject of the newsletter is the latest news relating to the professional sector and its environment. It serves to inform members, deals with fundamental issues and reports on SAM events. The authors of specialist articles are experts in their field. The newsletter is aimed at SAM members and all players in the Swiss financial center.

SAM Yearbook

A real guide for the industry; statistics on the profession, key figures of SAM, interviews with experts and partners, etc., complement the association's annual report

Latest
14.02.2024
Newsletter VSV Nr. 16
14.12.2023
Why Early FTT Data Implementation Will Be “Christmas Come Early” for Market Participants - SIX

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.

13.12.2023
Portfolio manager industry : 360° market view - PwC

Read the second edition of the market study of our partner PwC on the Swiss wealth management industry with conclusions that we broadly share.

05.12.2023
Newsletter VSV Nr. 15
01.12.2023
Rückblick auf unseren Jahreskongress! Präsentationen und Fotos online
16.11.2023
Eine einheitliche Webadresse für die Weiterbildung
09.11.2023
Update Crossborder 2023
03.11.2023
VSV Jahreskongress 2023
22.09.2023
Treffen der Berufsgruppe vom 19. September: verfügbar per Replay !
19.09.2023
Newsletter VSV Nr. 14
Yearbook
Yearbook 2022
Yearbook 2021
Yearbook 2020
Communication
Articles of partners
Why Early FTT Data Implementation Will Be “Christmas Come Early” for Market Participants - SIX

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

Read the second edition of the market study of our partner PwC on the Swiss wealth management industry with conclusions that we broadly share.

Survey VSV Investment Pulse 2023 | Results

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
09.12.2022 – Ten Potential Suprises for 2023 – Banque Syz SA
01.12.2022 - Investissements en Suisse et en France par des résidents des Emirats Arabes Unis : opportunités et contraintes | FBT Avocats SA
01.12.2022 - Les sanctions internationales comme risque de responsabilité des intermédiaires financiers | FBT Avocats SA
01.12.2022 - Investments in Switzerland and France by residents of the United Arab Emirates : opportunities and constraints | FBT Avocats SA
01.12.2022 - International Sanctions as a Risk of Responsibility for Financial Intermediaries | FBT Avocats SA
Survey VSV Investment Pulse 2022 | Results

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.

Das neue Aufsichtsregime für Vermögensverwalter

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)

Nachhaltiges Investieren braucht Transparenz

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

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

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

Articolo di Cornèr Banca