Tom Pelc, Independent investment consultant, Contributor to Leonteq’s external research network

Investor performance is not a product of circumstances, but of decisions made. 2024 was a year with the prospect of over 40 country election outcomes to navigate (still awaiting the U.S.), but surprises came from France and the U.K.

You were invited in February 2024 to take part in the survey VSV-ASG Investment Pulse 2024: An investment barometer exploring how Swiss independent wealth managers invest

Recording

Stamp Duty and FTT Service from SIX The gradual, but in certain cases, sudden introduction of taxes on financial transactions in several countries brought challenges for the financial industry. The FTT Service from SIX helps financial intermediaries to easily identify and comply with the complex regulations.

Scoprite la seconda edizione dello studio di mercato realizzato dal nostro partner PwC sulla gestione patrimoniale, con conclusioni che in gran parte condividiamo.

You were invited in March 2023 to take part in the survey VSV Investment Pulse 2023: An investment barometer – exploring how Swiss independent wealth managers invest.

You were invited in March 2022 to take part in the survey VSV Investment Pulse 2022: An investment barometer – exploring how Swiss independent wealth managers invest.

The Lucerne University of Applied Sciences and Arts HSLU conducted the academic research with the support of Vanguard as a sponsor and thought leader, and SAM as facilitator.

The implementation of FinIA and first experiences from the FINMA licensing process 
By Dr. iur. Martin Liebi, Director ; Miriam Zuan, Manager ; David Violi, Head of Banking and Wealth Management West, PwC Legal Switzerland

PwC, which supports portfolio managers and trustees, reviews the key lessons learnt of the FINMA licensing procedure, which requires some clarification.

(Article also available in German and French)

Investing money can have a positive effect, provided the necessary information is available.
By Andrea Ferch, Sustainable Investing Specialist, LGT Private Banking

LGT Private Banking - a competent partner for external asset managers and fiduciary companies – shows how transparency can be created for investors by means of its sustainability assessment that has been applied and continuously developed since 2009.

(Article also available in german)

IRS Section 1446(f) on Publicly Traded Partnerships
The Challenges and How to Tackle Them

The IRS Notice 2022-23 on proposed changes to the QI withholding agreement published on 3 May 2022 confirms that the regulation on PTP dispositions will enter into force on 1 January 2023.

SIX Financial Information Ltd Hardturmstrasse 201 P. O. Box CH–8021 Zurich

Advisory 2.0: What Are the Data Challenges for Wealth Managers and How Can They Be Addressed?

The advisory job has dramatically changed over the last several years, under the pressure of the regulators, but also because of new demands from end investors who really want to be at the center of the decision-making process

SIX Financial Information Ltd
Hardturmstrasse 201
P. O. Box
CH–8021 Zurich

Articolo di Cornèr Banca