ALL NEWS
ASSET MANAGER 15
Would you like to be in the next ASSET MANAGER? The next issue will be published in the 1st week of April in 2022 and thus two to three weeks before
ENSURE SUCCESSION PLANNING
As an asset manager, one is obliged to appoint a qualified successor in the interest of the clients and surviving dependents. With the succession plan, the client takeover and conditions are determined. But
WHAT IS GOOD SERVICE
The customer in the meeting room gets a glass of water and a Schöggeli with his espresso. That goes without saying, it's simply part of good service. Interdisciplinary services, which
AN ONLINE PORTAL FROM CHF 5'500.-
With its own online portal, the asset manager provides its client with more than just a login on its website. What are the advantages for the
E-LEARNING MODULE
IGUV is now offering its members the EQUILAS regulatory training courses free of charge. The aim of these e-learning modules is to be able to acquire knowledge independent of time and place.
SHARE RESEARCH BY THESCREENER
With theScreener RM, asset managers gain access to detailed, independent and easy-to-understand reasearch information for their clients at the touch of a button. Asset managers can now use theScreener RM to provide their
EXPECTATIONS OF A PORTFOLIO MANAGEMENT SOFTWARE
How easy is it to integrate portfolio management systems (PMS)? Well, according to experience, asset managers in particular underestimate the actual effort required for such an implementation. In the end
10 TIPS FOR MAKING THE RIGHT CHOICE FOR YOUR PMS
Do you agree with me when I claim that money-, time- and nerve-saving portfolio management software (PMS) is the wish of many independent asset managers? There is a
VIDEO AND ONLINE IDENTIFICATION
The Swiss Financial Market Supervisory Authority FINMA is adapting due diligence requirements when entering into business relationships via digital channels to reflect technological developments. For this purpose, it is revising the circular
SEARCH AND FIND BUSINESS PARTNERS
EAM-EXCHANGE is a practical service for independent asset managers to either affiliate with another asset manager or vice versa to attract other asset managers.
