As an industry association, SAM represents more than half of the wealth and portolio management companies in Switzerland, bringing together the wealth and portfolio managers supervised by FINMA and the five supervisory authorities. It is also the largest association of CISA asset managers and, as a professional association, brings together more than 1,700 individual members who work in portfolio and wealth management.

Active membership of SAM is open to natural and legal persons as well as partnerships that are already licensed by FINMA in accordance with FinIA, are currently still active as wealth and portfolio managers affiliated to an SRO/SO or are entered in an advisor register within the scope of FinSA.

The admission as an active member of SAM requires activity as a wealth and portfolio manager, trustee, manager of collective assets (for collective investment schemes or pension funds), fund management company or securities firm.
As such, it must be supervised by FINMA directly or by one of the five approved supervisory organizations: AOOS, FINcontrol, OSFIN, OSIF, SO-FIT.

Client advisors who are entered in an advisor register are also admitted.

In addition to a direct contact with the association of the Wealth Management Industry, active members of SAM benefit from broad support in everyday business matters and have access to exclusive SAM information.

In addition, you are entitled to the following services included in the annual fee:

• Connection to the OFS ombudsman's office (mandatory within the scope of the FinIA and FinSA) 

• Legal support, in particular in connection with implementation and documentation in accordance with FinSA and FinIA 

• Access to all SAM events and publications 

• Use of the SAM training platform with free offers and specialist courses at special conditions (individual registration required)

• Access to the cross-border program (24 free country manuals) 

• Special conditions for profession-specific solutions, such as IT solutions, professional indemnity insurance, etc. 

• Fleet discount with certain car importers 

• Free membership for employees of active SAM members

The annual fee for active members of SAM is determined by the general assembly for the following year. If admission to the association takes place in the second half of the year, half of the annual fee is waived. 

Membership fee: CHF 2,000 (excl. VAT)

Bank details: Zürcher Kantonalbank, 8010 Zurich
Bank account: 01-200027-2
IBAN No. CH35 0070 0110 0012 4943 8