Kursagendadetailansicht

Risk management for independent asset managers

Safe Hands GmbH
10.11.2023
via Zoom
1201 / 8002 Geneva / Zurich
Schweiz
13.30 - 17.30
Fachseminar, -referat oder -kongress
  • Englisch
This course provides a general understanding of financial risk management theories and processes. After an introduction to the development of international and Swiss regulation and a brief presentation of the expectations of the new Swiss legislation, we define the main risks faced by asset managers and their clients, in particular the different forms of suitability risk. We discuss possible control measures for each of them. Finally, we describe how to implement a practical risk management process in the day-to-day activities of the asset manager to facilitate compliance with the new regulations.
  • Compliance
  • Risk- und Portfolio Management
  • Wealth Management
4.00
4.00 SAQ
380.00
323.00

Code for discount when booking on our website: ASG

Safe Hands GmbH, Hungerbergstrasse 35, 5000 Aarau
079 843 38 15
veronique.persson@yahoo.com
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