THE UNTAPPED POTENTIAL OF FINANCIAL ADVISORS
Compared to asset managers, who maintain relationships both with custodian banks and directly with clients, the contact of financial advisors is limited exclusively to their clients.
Compared to asset managers, who maintain relationships both with custodian banks and directly with clients, the contact of financial advisors is limited exclusively to their clients.
With an impressive increase in membership, the introduction of forward-looking topics in its workshops and an increased presence in Italian-speaking Switzerland, IGUV has had an eventful 2023
The financial fair that brings together the industry's elite An interview with Roger Fromm Roger, what inspired you to launch the WealthIN financial fair?
Today, we are pleased to introduce our new cooperation partner, philoro Schweiz AG. philoro was founded in Vienna in 2011 and in 2018 launched the first
Today we are pleased to introduce our new cooperation partner, M&G International Investments Switzerland AG. M&G Investments, a provider of investment and wealth accumulation solutions, puts
As a financial services provider, it is essential to have an adequate and effective internal control system (ICS). However, this often represents a challenge. IGUV has now
Asset managers meet once a month for casual brunch. The casual brunch takes place on the second Friday of each month between 8 a.m. and 9:30 a.m. always
From now on, our members can advertise on the job portal free of charge and thus save CHF 750 per quarter and advertisement. Are you looking for
The Interessengemeinschaft unabhängiger Vermögensverwalter has set itself the goal, as an independent non-profit organization, of generating maximum benefit for its members. One question that the Board of Directors frequently
Sustainability is playing a more significant role than ever this year. It is to be used to minimize risks and secure returns, always in the
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