Discover a world of knowledge and networking specifically for independent asset managers! IGUV presents with this exclusive workshop aimed at deepening your expertise and preparing you optimally for the challenges of the industry.

Our customized workshop has already won the trust of over 230 asset managers, who have awarded us an impressive rating of 4.63 out of 5.

Learn all about current regulatory requirements and expand your expertise with us. Our workshops provide you with a comprehensive overview of the responsibilities of asset managers and financial advisors when it comes to their continuing education. Enjoy exclusive benefits such as free access to EQUILAS' world-class online courses, a free FINSOM ombudsman service, an innovative ICS tool, artificial intelligence and much more.

Immerse yourself in an atmosphere of inspiring learning and explore over dozens of specialist topics. Take advantage of the opportunity to share and network with industry peers and speakers. We invite you to attend and ask your questions in an interactive Q&A session.

It is mandatory for general managers and deputy general managers to receive training in regulatory topics such as GWG, FinIA and FinSA as well as technical training. With your participation in our workshops you fulfill the technical part.

This workshop is sponsored by:

WealthArc is a platform that specializes in the efficient management of wealth data by leveraging automated workflows and data consolidation in daily activities. The platform targets external wealth managers, family offices and banks by providing reliable portfolio management, governance, KYC, CRM, reporting and other functions. WealthArc offers advanced functionalities to meet the needs of clients seeking a trust-based relationship and enables all assets and portfolios to be managed in one place. For banks, WealthArc provides transparent insights, best-in-class security and digital access