Verband Schweizerischer Vermögensverwalter (VSV)

Gestern trafen sich über 160 Fachkräfte aus der Vermögensverwaltung im FIFA Museum in Zürich zu unserem Jahreskongress, einem Pflichttermin für den VSV und den gesamten Berufsstand! In diesem Jahr konzentrierte sich der Austausch auf die Hauptthemen: Anlagestrategien und Risikodynamik. 👏 Vielen Dank an Beat Wittmann, unseren Keynote-Speaker, dessen Beitrag anregende Debatten unter den Teilnehmern auslöste. Der Vormittag wurde mit einem von Markus Wintsch moderierten Panel mit Experten unserer wichtigsten Partner Achim Backhaus, Ph.D., Philipp Burckhardt, CFA, Reto Hintermann, Abdullah Mohammed, Alan Zlatar fortgesetzt, das relevante Perspektiven und Überlegungen aufzeigte. Die von unseren Mitgliedern des wissenschaftlichen Beirats Jan-Egbert Sturm, Falko Paetzold, Alexander Rabian moderierten Workshops boten anschliessend die Möglichkeit, Expertenthemen zu vertiefen und brachten scharfe Analysen ein. Schliesslich endete der Tag mit einem Networking-Lunch, der unseren Mitgliedern die Möglichkeit bot, sich mit den EAM-Verantwortlichen unserer wichtigsten Partnerbanken, Andreas Moser, CFA, Inti Perez Pedersen and Markus Werner, auszutauschen und sich unter Gleichgesinnten zu vernetzen. 📸 Die Präsentationen und Fotos der Veranstaltung werden in Kürze verfügbar sein. Vielen Dank an alle Teilnehmer und Partner für ihr Engagement! Wir sehen uns diesen Freitag in Genf zu unserem zweiten Jahreskongress, bei dem die Mitglieder aus der Romandie im Mittelpunkt stehen werden!

📅 Weekly Agenda | Don't miss next week's upcoming events! November 11, 2024 -> November 15, 2024 https://lnkd.in/dx8jaUDt 🌟 This week is a special one for VSV-ASG, featuring three exclusive in-person events across Switzerland for our members. Don’t miss out on the opportunity to connect, learn, and engage with experts in your region!   ✅ November 12, 2024 – VSV Jahreskongress in Zurich | In-Person Join us in Zurich for VSV-ASG’s flagship event, focusing on investment strategy and risk dynamics. Expect insightful sessions tailored for wealth managers and ample networking opportunities. Due to high demand, the event is fully booked—stay tuned for photos and highlights! https://lnkd.in/dXb7Ya-R   ✅ November 13, 2024 – ASG Connect: The Annual Exchange 2024 in Lugano | In-Person "How Family Businesses are Shaping the Future" Join us for an engaging conversation with Alberto Marenghi, interviewed by Lino Terlizzi , followed by a generous aperitif offered by BancaStato. For further details, reach out to our Lugano office : [email protected] https://lnkd.in/dGkX8d77   ✅ November 15, 2024 – VSV-ASG Annual Congress in Geneva | In-Person Join us in Geneva for an in-depth morning focused on investment strategy and risk dynamics, featuring renowned experts. It’s a valuable opportunity to expand your insights and connect with peers in an engaging setting. A few spots are still available—contact us to reserve your place : [email protected] https://lnkd.in/durPXrmV   🔜 Looking Ahead: Master Class in Lugano | "Impacts and Applications of AI in Wealth Management" https://lnkd.in/dVMj3eEx 📢 Stay Tuned! Make sure you don't miss any updates. Follow us and check our website for the latest event announcements and news! https://www.vsv-asg.ch/de/ ***** 🔒 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/e2wNUw-3    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 VSV-ASG member : https://lnkd.in/ddtrxTjK

📅 Weekly Agenda | Don't miss next week's upcoming events! November 4, 2024 -> November 8, 2024 https://lnkd.in/dx8jaUDt ✅ November 5, 2024 – Module 2 / Séminaire de formation continue LBA/LSFin/LEFin + connaissances professionnelles et techniques | Webinar Speakers: LGT Private Banking, Lenz & Staehelin, BDO, ASG https://lnkd.in/drj24D7v ✅ November 6, 2024 – Modulo 1 / Seminario di Formazione continua: LRD, LSerFi e LIsFi | Webinar Speakers: PwC, Bär & Karrer, BMA Brunoni Mottis & Associati Studio Legale SA, AOOS https://lnkd.in/dbUjF3dp ✅ November 7, 2024 – Modul 1 / Weiterbildung GwG/FIDLEG/FINIG Speakers: Bär & Karrer, Niederer Kraft Frey, AOOS, PwC https://lnkd.in/dZYK-iux 🔜 Our main events not to be missed in the coming weeks: ✅ VSV Jahreskongress in Zurich: https://lnkd.in/dXb7Ya-R ✅ ASG Connect: The Annual Exchange, in Lugano : https://lnkd.in/dqZpJqjc ✅ Congrès Annuel ASG in Geneva: https://lnkd.in/durPXrmV ✅ Master class in Lugano | Impatti e applicazioni dell’intelligenza artificiale nella gestione patrimoniale : https://lnkd.in/dVMj3eEx 📢 Stay Tuned! Make sure you don't miss any updates. Follow us and check our website for the latest event announcements and news! https://www.vsv-asg.ch/de/ ***** 🔒 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/e2wNUw-3 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 VSV-ASG member : https://lnkd.in/ddtrxTjK

Congresso annuale a Zurigo e Ginevra! Ultima possibilità per iscrivervi. Quest'anno l'ASG organizza due congressi annuali sul tema "Investment Strategy and Risk Dynamics".   Martedì 12 novembre 2024, dalle 8.30 alle 13.30, a Zurigo Venerdì 15 novembre 2024, dalle 8.45 alle 13.30, a Ginevra Ulteriori informazioni sul programma e i relatori sono riportate di seguito. Per iscrivervi contattate: [email protected]  

⏱️ Tick-tock, tick-tock. The VSV-ASG Annual Congresses are fast approaching, and there are only a few spots left to register! Join this must-attend event in portfolio management, featuring top-level experts discussing investment strategies and risk dynamics. Event Details for Zurich: 📅 Tuesday, November 12, 2024, from 08:30 to 13:30 📍 FIFA Museum AG, Seestrasse 27, 8002 Zurich 🎟️ In-person event, free for our members Register Now: Find the detailed program and all necessary information on the event website: https://lnkd.in/dXb7Ya-R Event Details for Geneva: 📅 Friday, November 15, 2024, from 08:45 to 13:30 📍 Warwick Hotel, 14 Rue de Lausanne, 1201 Geneva 🎟️ In-person event, free for our members Register Now: Find the detailed program and all necessary information on the event website: https://lnkd.in/durPXrmV Want to participate in annual congresses? Contact us now: For Zurich: [email protected] For Geneva: [email protected]

📅 Weekly Agenda | Don't miss next week's upcoming events! October 28, 2024 -> November 1, 2024 https://lnkd.in/dx8jaUDt ✅ October 31, 2024 – Module 1 / Séminaire de formation continue LBA/LSFin/LEFin | Webinar Speakers: Bär & Karrer, FBT Avocats SA, AOOS, PwC https://lnkd.in/dqGg4Gkr 🔜 Our main events not to be missed in the coming weeks: ✅ VSV Jahreskongress in Zurich: https://lnkd.in/dXb7Ya-R ✅ ASG Connect: The Annual Exchange, in Lugano : https://lnkd.in/dqZpJqjc ✅ Congrès Annuel ASG in Geneva: https://lnkd.in/durPXrmV ✅ Master class in Lugano | Impatti e applicazioni dell’intelligenza artificiale nella gestione patrimoniale : https://lnkd.in/dVMj3eEx 📢 Stay Tuned! Make sure you don't miss any updates. Follow us and check our website for the latest event announcements and news! https://www.vsv-asg.ch/de/ ***** 🔒 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/e2wNUw-3 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 VSV-ASG member : https://lnkd.in/ddtrxTjK

🎬 Missed our Treffen der Berufsgruppe / Rendez-vous de la profession / Incontri della professione ? Catch the Replays Now ! We are thrilled to announce that the replays of our Professional Meetings are now available online. Whether you missed the live sessions or want to revisit the discussions, you can now watch the panels : ▶️ Treffen der Berufsgruppe | October 3, 2024: https://lnkd.in/dzp_ySAB ▶️ Rendez-vous de la profession | October 10, 2024 : https://lnkd.in/e6aqvyjx ▶️ Incontri della professione | October 17, 2024: https://lnkd.in/drm7myEG A big thank you to our panelists and moderators for their dynamic and enriching contributions. And a special thanks to all who attended online, helping us set a new record for participation!

🎓 Advanced seminar : AMLA / FinSA / FinIA Upcoming Sessions, Don’t Forget to Register! 💡 Our next online sessions are approaching fast. Keep your knowledge up to date and meet the minimum qualification requirements of the SOs and FINMA. Join us and register now ! 🔗 Discover the full agenda, content details, speakers, and pricing information here: https://lnkd.in/dZatPmjQ ➡️ In German: Modul 1 - Weiterbildung GwG/FIDLEG/FINIG 📅 07.11.2024: https://lnkd.in/djYGX7zR 📅 28.11.2024: https://lnkd.in/dhJSmqwA Modul 2 - Weiterbildung GwG/FIDLEG/FINIG mit fachlichen und technischen Kenntnissen 📅 19.11.2024: https://lnkd.in/dSGVF4DD 📅 05.12.2024: https://lnkd.in/d59fxhDP ➡️In French: Module 1 - Séminaire de formation continue LBA/LSFin/LEFin 📅 31.10.2024: https://lnkd.in/d8xMqxfG 📅 21.11.2024: https://lnkd.in/dGbxBbte Module 2 - Séminaire de formation continue LBA/LSFin/LEFin + connaissances professionnelles et techniques 📅 05.11.2024: https://lnkd.in/de-arg_d 📅 03.12.2024: https://lnkd.in/d-vKRRdu ➡️In Italian: Modulo 1 - Seminario di Formazione continua: LRD, LSerFi e LIsFi 📅 06.11.2024: https://lnkd.in/dXwCeEbH 📅 27.11.2024 : https://lnkd.in/dW-_kbJa Modulo 2 - Seminario di Formazione continua: LRD, LSerFi e LisFi – Conoscenze professionali e tecniche 📅 20.11.2024: https://lnkd.in/dARVWz-S 📅 04.12.2024: https://lnkd.in/dcBwtxNM ➡️In English: Advanced seminar AML, FinSA, FinIA 📅 28.11.2024: https://lnkd.in/dvSA9zBn ✔️ Don’t miss out on this opportunity to enhance your skills and knowledge. Register now!

The Treffen der Berufsgruppe / Rendez-vous de la profession / Incontri della professione sessions have successfully wrapped up in Zurich, Geneva, and Lugano! Stay tuned – the replays are coming soon! 🎥

VSV Jahreskongress 2024 – Zürich :Programm und Referenten https://lnkd.in/dXb7Ya-R Der Verband Schweizerischer Vermögensverwalter (VSV) lädt Sie herzlich zu seinem Jahreskongress 2024 ein – ein bedeutendes Treffen, das die wichtigsten Akteure des Schweizer Finanzplatzes zusammenbringt. Der Kongress wird sich auf die grossen Trends im Bereich der Investition und des Risikomanagements für 2024 und darüber hinaus konzentrieren. Höhepunkte des Kongresses: ✔️ Eine Keynote Speech über die Chancen und Risiken von Investitionen in Zeiten geopolitischer, wirtschaftlicher und technologischer Umbrüche, präsentiert von dem renommierten Experten Beat Wittmann. ✔️ Eine hochkarätige Podiumsdiskussion zur Entwicklung von Anlagestrategien mit Experten unserer wichtigsten Partner: Achim Backhaus, Ph.D. (LGT Private Banking), Philipp Burckhardt, CFA (Lombard Odier Group), Reto Hintermann (Julius Baer), Abdullah Mohammed (Vanguard) und Alan Zlatar (UBS). ✔️ Workshops, die von Mitgliedern des wissenschaftlichen Beirats des VSV geleitet werden: Jan-Egbert Sturm, Falko Paetzold und Alexander Rabian sprechen über Themen aus ihrer Forschung und Expertise. ✔️ Neues Konzept : "Meet your Head EAM" – Tauschen Sie sich mit den Vertretern unserer wichtigsten Partnerbanken im Rahmen des Networking Lunch aus: Andreas Moser, CFA (UBS), Andreas Oggier (UBS), Marcel Suhner (Julius Baer), Markus Werner (LGT Private Banking) und Inti Perez Pedersen (Lombard Odier Group). 📅 Datum: Dienstag, 12. November 2024 📍 Ort : FIFA-Museum, Zürich 🎟️ kostenloser Anlass für unsere Mitglieder 🖊️ Anmeldung nur mittels persönlicher Einladung; erhalten Sie Ihre Einladung über folgenden Link: https://lnkd.in/dg54vWTK 📎 Eventpage : https://lnkd.in/dXb7Ya-R ➡️ Dieses Jahr finden zwei Ausgaben des Jahreskongresses des VSV statt. Die zweite Ausgabe wird am 15. November im Hotel Warwick in Genf mit anderen Referenten durchgeführt. Weitere Informationen zum Kongress in Genf und den Referenten finden Sie auf unserer Website: https://lnkd.in/durPXrmV