VSV-ASG Investment Pulse 2026: An investment barometer exploring how Swiss independent wealth managers invest
In early 2026, our members were invited to participate in the fifth edition of the VSV-ASG Investment Pulse annual survey. Conducted by the HSLU, with the support of Vanguard and ASG, this study provides valuable insights into prevailing wealth management trends and investment strategies in a continuously evolving economic environment.
Surging global fraud and financial crime are rewriting today’s risk landscape. Financial industry stakeholders have an obligation to fight back against this growing threat – and trusted data from World-Check can make all the difference.
VSV-ASG Investment Pulse 2025: An investment barometer exploring how Swiss independent wealth managers invest
In early 2025, our members were invited to participate in the fourth edition of the VSV-ASG Investment Pulse annual survey. Conducted by the HSLU, with the support of Vanguard and ASG, this study provides valuable insights into prevailing wealth management trends and investment strategies in a continuously evolving economic environment
The VSV-ASG Technology Radar aims to provide clarity and guidance to wealth managers when it comes to selecting the portfolio management and customer relationship management systems that best suit their requirements. By shedding light on the typical requirements, the study aims to improve wealth managers’ decision-making and ensure they get more value for money with lower risk.
In this study, we present the key findings of the study, a selection of strategic reflections by EAM.Technology and a series of high-level recommendations.
Tom Pelc, Independent investment consultant, Contributor to Leonteq’s external research network
Investor performance is not a product of circumstances, but of decisions made. 2024 was a year with the prospect of over 40 country election outcomes to navigate (still awaiting the U.S.), but surprises came from France and the U.K.
VSV-ASG Investment Pulse 2024: An investment barometer exploring how Swiss independent wealth managers invest
In early 2024, our members were invited to participate in the third edition of the VSV-ASG Investment Pulse annual survey. Conducted by the HSLU, with the support of Vanguard and ASG, this study provides valuable insights into prevailing wealth management trends and investment strategies in a continuously evolving economic environment
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.
Scoprite la seconda edizione dello studio di mercato realizzato dal nostro partner PwC sulla gestione patrimoniale, con conclusioni che in gran parte condividiamo.
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.
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.
The implementation of FinIA and first experiences from the FINMA licensing process
By Dr. iur. Martin Liebi, Director ; Miriam Zuan, Manager ; David Violi, Head of Banking and Wealth Management West, PwC Legal Switzerland
PwC, which supports portfolio managers and trustees, reviews the key lessons learnt of the FINMA licensing procedure, which requires some clarification.
Investing money can have a positive effect, provided the necessary information is available.
By Andrea Ferch, Sustainable Investing Specialist, LGT Private Banking
LGT Private Banking - a competent partner for external asset managers and fiduciary companies – shows how transparency can be created for investors by means of its sustainability assessment that has been applied and continuously developed since 2009.
(Article also available in german)
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
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