Verband Schweizerischer Vermögensverwalter (VSV)

Improving human interaction, not replacing it https://lnkd.in/dyqKTcDV Who could have predicted the extent of the changes to our lives in the last ten years? Technological advances have powered progress in artificial intelligence, healthcare, the transition to a green economy and how we live our everyday lives. ✅ Read the full article from Sylvaine Simms, Head of Bank Transformation Processes & Project Management, REYL Intesa Sanpaolo DE: https://lnkd.in/d8xTkNty EN: https://lnkd.in/dyqKTcDV FR: https://lnkd.in/djTv-BdV IT: https://lnkd.in/dHpxS7qX 🔗 More interested in our Special Newsletter: DE: https://lnkd.in/dPcASjNf FR: https://lnkd.in/d5q3PjiE IT: https://lnkd.in/dEJc-95j

📅 Weekly Agenda | Don't miss next week's upcoming events! September 16, 2024 -> September 20, 2024 https://lnkd.in/dPgDnNV7   ✅ September 17, 2024 – Foire aux questions - BDO et PwC | Webinar Speakers: Taulant Avdija (BDO Suisse), Ilaria Santini (BDO Suisse) and Cecilia Peregrina (PwC Switzerland - Legal) https://lnkd.in/dPTcJT9z   ✅ September 18, 2024 – I prodotti assicurativi vita come soluzione di pianificazione patrimoniale e successoria | Webinar   Speaker: Fabrizio Palumbo (Octium ) https://lnkd.in/dKcavaBb ✅ September 19, 2024 – Séminaire LBA et connaissances fondamentales LSFin/LEFin | Webinar Speakers: Henri Corboz, PBM | Avocats and Philippe von Bredow, NOMEA Avocats https://lnkd.in/df_ixW35   ✅ September 19, 2024 – Networking Apero ASG: pronti per le prossime sfide | Presential https://lnkd.in/d-ZKWsqw   🔜 Our main events not to be missed in the coming weeks:   ✅ Séminaire annuel | Veille réglementaire et juridique: https://lnkd.in/duzGtWkM ✅ Treffen der Berufsgruppe: https://lnkd.in/dHrSnrBY ✅Rendez-vous de la Profession: https://lnkd.in/dtRqGKMB ✅Incontri della professione:  https://lnkd.in/d994VsSK ✅ SAM Annual Congress, in Zurich and Geneva: https://lnkd.in/dUu3cYEX? ✅ ASG Connect: The Annual Exchange, in Lugano : https://lnkd.in/dGkX8d77   📢 Stay Tuned!  Make sure you don't miss any updates. Follow us and check our website for the latest event announcements and news!  https://lnkd.in/dPgDnNV7 *****  🔒 Don't miss out on these valuable opportunities! Most of our events are exclusively reserved to our members, providing unique insights on the wealth management sector !    🤝 Become a Member Today !   https://lnkd.in/dyUy-zNg     Why Join Us?  - Legal support and documents from Switzerland's top law firms  - Audit preparation and guidance from leading auditors  - Specialized training and information for wealth managers - 20+ up-to-date cross-border manuals Discover all the advantages of becoming a SAM member : https://lnkd.in/e2wNUw-3

🎓 VSV Master Class | Künstliche Intelligenz – die kleine (R)evolution der modernen Portfoliotheorie?   Vergangene Woche fand die zweite VSV Master Class statt, geleitet von Lukas Plachel, PhD. Lukas ist Gründungspartner von Kaspar&, einem innovativen FinTech-Start-Up aus der Schweiz, und Dozent an der Universität St.Gallen (HSG). Mehr infos : Innovation in Finance : https://www.finovation.ch/ | Blockchain in Finance: https://lnkd.in/dt-akFBH)   In dieser Master Class wurden folgende Themen behandelt: ✔ Wie Sie im Arbeitsalltag bereits mehr mit KI zu tun haben, als Ihnen bewusst ist ✔ Die evolutionären Veränderungen der Portfoliotheorie durch KI ✔ Warum KI dennoch eine Revolution im Bereich der Vermögensverwaltung darstellen könnte   Ein herzliches Dankeschön an alle Teilnehmer und an Lukas Plachel für die wertvollen Einblicke!   💡 Warum Sie teilnehmen sollten: Unsere VSV Master Classes bieten qualifizierten Fachleuten die Möglichkeit, von führenden Experten und Akademikern im Finanzbereich zu lernen. Die interaktiven Veranstaltungen fördern den Austausch von Wissen und Best Practices.   Werden Sie Mitglied: https://lnkd.in/e2wNUw-3   Melden Sie sich auf unserer Weiterbildungsplattform an: https://lnkd.in/dMmFfwFV   📅 Bleiben Sie gespannt! Neue Ausgaben erwarten Sie im Herbst in allen drei Regionen. Werfen Sie einen Blick auf unseren Kalender: https://lnkd.in/dPgDnNV7

Vielen Dank an Volkan Morel (und an Octium ) für seine heutige Teilnahme als Redner in unserem Webinar zum Thema "Fondsgebundene Lebensversicherung: Merkmale & Vorteile". Seine Präsentation war äußerst tiefgehend, und er hat mit großem Engagement die vielen Fragen unserer Mitglieder beantwortet. Wir schätzen die wertvollen Einblicke und die Zeit, die du uns gewidmet hast!

Consultation on the Extension of International Automatic Exchange of Information on financial accounts (AEOI)   Last week, the Federal Council concluded its consultation on extending the AEOI to include crypto-assets, with new provisions set to take effect on January 1, 2026. These proposed changes aim to align with OECD standards, yet many questions remain regarding their scope and interpretation.   In this context, it is crucial for SAM to mitigate the negative impacts on wealth managers. In our position paper, we address issues of legal uncertainty and overregulation associated with the project, while highlighting ongoing international uncertainties.   📝 Read our full position statement (in German) : https://lnkd.in/d2Xp3S56 We firmly believe that our active participation and constructive proposals will help strengthen the financial sector and safeguard the interests of wealth managers.

Un ringraziamento speciale va ai 140 partecipanti che hanno partecipato questa mattina al nostro Breakfast meeting! Un grazie di cuore anche ai nostri due stimati relatori, l'avv. Fabio Gaggini e la signora Monica Caspani TEP, di V&G Trustee che hanno saputo trasmettere con chiarezza e competenza l'importanza del Trust nelle relazioni e nei processi aziendali. La fiducia è il pilastro su cui si costruiscono rapporti duraturi e collaborazioni solide, ed è stato illuminante poter approfondire questo tema con tutti voi. Non vediamo l'ora di organizzare il prossimo evento e continuare a crescere insieme!

🎓 Master class ASG | La loi sur les services financiers, son bilan, ses aspects pratiques et les questions cross-border pour les gestionnaires de fortune. Hier, l'ASG a eu le plaisir d'organiser une nouvelle Master Class pour ses membres, avec la participation de Maîtres Fedor Poskriakov , Valérie Menoud, Isy Sakkal et François Meier de l'étude d'avocats Lenz & Staehelin, partenaire de l'ASG. Cette session a offert à nos membres l'opportunité d'interagir directement avec nos avocats partenaires autour de cas pratiques conçus pour répondre aux défis quotidiens de leurs activités. Après une présentation générale sur la LSFin et son bilan, les participants se sont répartis en petits groupes pour analyser trois cas concrets sur les thèmes suivants : l'identification et la classification des clients, les activités cross-border et les profils d'investissement. 💡 Pour rappel, ces événements de l'ASG sont conçus pour offrir des "classes" spécialisées aux professionnels qualifiés, animées par des experts et universitaires de premier plan dans le domaine financier. Notre objectif est de créer un environnement d'apprentissage interactif qui favorise le transfert et l'échange de connaissances et de pratiques. 👏 Un grand merci à nos intervenants ainsi qu'à tous les participants pour leur présence et leurs interventions. 📅 Consultez l’agenda des événements de l’ASG pour découvrir nos prochains évènements : https://lnkd.in/dx8jaUDt

New FINMA Guidance 03/2024 on Cyber Risks: Implications for Portfolio Managers under Art. 17 FINIG https://lnkd.in/d4tqzGPU In June 2024, the Swiss Financial Market Supervisory Authority FINMA published its new Guidance 03/2024, which deals explicitly with the topic of cyber risks. This publication represents a further regulatory measure to deal with the increasing threat of cyber attacks. Although it is aimed in particular at larger and more highly regulated institutions such as banks, the principles formulated in the communication are also applicable in a watered-down form to smaller and medium-sized portfolio managers in accordance with Art. 17 of the Financial Institutions Act (FinIA). What are the key aspects of this new FINMA Guidance and what do they mean for portfolio managers? ✅ Read the full article from Fabian Schmid, Grant Thornton Suisse/Liechtenstein: DE: https://lnkd.in/d-vsvScT EN: https://lnkd.in/d4tqzGPU 🔗 More interested in our Special Newsletter: DE: https://lnkd.in/dPcASjNf FR: https://lnkd.in/d5q3PjiE IT: https://lnkd.in/dEJc-95j

🎬 2024  Professional Meeting – Recap / Business Owners https://lnkd.in/dQDiTdgm   During the previous session, we had the privilege of hosting business owners who are part of our members, wealth managers. We were able to exchange on their role and activities as business owners, some of their choices, and their vision for the future of their activities.   Catch up on the replays of these panels and discover the experts below:    ✅ In Geneva, Olivier Bizon (1875 FINANCE SA), Cédric Roland-Gosselin (ARODE), Jean - Pierre Lagane (Coges Corraterie Gestion) and Serge Pavoncello (Wedge Associates SA) moderated by Patrick Dorner (ASG) Panel – Business owners : Rôles, responsabilités et activités pour le futur:   https://lnkd.in/ddrn--fT   ✅ In Lugano, Alida Carcano, CFA (BG Valeur SA) and Matteo GENOVESE (Amgest SA), moderated by Marco Cavadini (Business Up SA) Panel – Business owners : Ruoli, responsabilità e attività per il futuro  https://lnkd.in/ds_MCapT 📅 Don't forget to register for the upcoming October sessions: https://lnkd.in/dRSjXUpu?

The Magnificent 7 and the two sides of return contribution https://lnkd.in/d24GAqVN Is it more important to hold the top contributors to index returns, or to not hold the worst contributors? Our recent analysis has revealed that the answer to this question can depend on the time period – and it also highlights the difficulty of successfully timing the market. ✅ Read the full article from Jonathan Decurtins, Manon DUEZ, CFA and Abdullah Mohammed, Vanguard: DE: https://lnkd.in/dcJxBipg EN: https://lnkd.in/d24GAqVN FR: https://lnkd.in/dm-H5N-k 🔗 More interested in our Special Newsletter: DE: https://lnkd.in/dPcASjNf FR: https://lnkd.in/d5q3PjiE IT: https://lnkd.in/dEJc-95j