Succession Planning in the Portfolio Manager Industry: The Keys to a Successful Transition

Date
03.06.2025
Horaire
17.15 - 18.45 followed by a networking apéro
Lieu
Hotel Lugano Dante, Piazza Cioccaro 5, 6900 Lugano
Organisateur
SAM in cooperation with PwC
Participants
This event is mainly aimed at independent asset managers.
Tarif membre
Free
Language
The primary language of the event will be English, with selected segments presented in Italian.
Registration and Agenda

Dear Members,

Following the success of our previous event "Trends and Perspectives in the Portfolio Manager industry – A 360° Market View", organised in cooperation with our partner PwC and which engaged a wide audience, we are delighted to invite you to an exclusive session dedicated to succession planning.

The topic of succession planning considerations arises at some point in the lifetime of an entrepreneur and leads to the following questions:

  • What are the key steps and opportunities, and how can challenges related to succession planning be effectively addressed?
  • What is the value of my business and what are the prevailing pricing trends?
  • How may I choose the right partner to secure the continuity of my company’s future?
  • What are the critical considerations and negotiation challenges, along with the key success factors?

Please join us to explore these crucial questions, which we will address by examining practical cases and a roundtable with our panelists.

Please note that registrations will be processed on a first-come, first-served basis, subject to availability.