IGUV

SOLUTIONS FOR ASSET MANAGERS ON JANUARY 25, 2024, ZURICH

Event Date:

January 25, 2024

Start:

09:00

Venue:

Zunfthaus zur Zimmerleuten, Limmatquai 40, 8001 Zurich

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 tailor-made 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 the opportunity to exchange ideas and network with industry peers and speakers. We cordially invite you to participate and ask your questions in an interactive Q&A session.

It is mandatory for managing directors and deputy managers to undergo further training in regulatory topics such as GWG, FinIA and FinSA as well as technical training. By participating in this workshop, you will fulfill the technical part.

This workshop is sponsored by:

Digipal is a company that offers AI-based solutions for communication in wealth and asset management. Digipal 's solution enables communication with clients about their portfolios to be scalable, automated and personalized. It offers an 80% reduction in output costs and three times faster publication. The platform analyzes investment portfolios and uses AI to explain performance and market developments. Clients can choose language, length and style and integrate the solution seamlessly via a cloud-based app.

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Venue:

Schedule

  • 25 January 2024 09:00 - 16:00
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