Upcoming Events 
The exact dates and venues of our upcoming events will continually be published. As soon as online registration opens, you will be able to sign up for the events here. Members and Subscribers will be notified via email and personally invited to every event. 
Future Upcoming Events

Gaps and Overlaps of SEC Regulations versus FIDLEG/FINIG: Are you ready? - WEBINAR

September 21st, 5.00 p.m. - Baur au Lac

Members for free / Non-Members CHF 100.- (additional company members 50% discount)

Which elements of FIDLEG/FINIG have RIAs already largely covered due to SEC requirements? 

Registration not yet open

Responsible investing, ESG and Impact Investing: Expectations vs. Reality



Members / Guests if space available

Short presentation, followed by a discussion. What is Responsible Investing, ESG, Impact Investing and Sustainability? How can an RIA address and manage these and related topics effectively and responsibly?

Registration not yet open

Annual Compliance Training: Certified Compliance Training for SRIAA Members


Members for free / Non-Members CHF 750.- (additional company members 50% discount)

Annual compliance training organized by SRIAA, under the guidance of and provided by a qualified SEC attorney. Certification letters provided to confirmed attendees.

Registration not yet open

Annual SRIAA Forum: Economic & Geo-Political Outlook, combined with some fun

- Sponsored by PICTET


Members for free / Non-Members CHF 250.- (additional company members 50% discount)

Economic & Geo-Political Outlook with keynote presentations. Followed by a fun group event.

Registration not yet open

Member Planning Workshop: What do we need to deal with in 2022?


Members only

Workshop. Participating members have a chance to share their concerns and pose questions. And, jointly we will draft a possible list / outline for the activities plan 2022. Moreover, we will follow up and more thoroughly discuss possible areas of synergy for SRIAA Members.

Registration not yet open

Blockchain / Distributed Ledger Technology: What is it and what can it do beyond crypto currencies? - LUNCHEON


Members / Guests if space is available

Blockchain is often immediately confused with Crypto assets and currencies. However, the proper application of blockchain is set to revolutionize how we do business across most industries. Presentation, Business Case and discussion.

Registration not yet open

Christmas Apéro

early December

Members / Guests if space is available

Xmas Apéro with Special Guest Speach (TBD)

Registration not yet open