Company Presentation: SVAG - Swiss wealth advisory firm
Date: 21 November 2023 / 09:30 - 10:30
SVAG - Swiss wealth advisory firm
SVAG is a Swiss wealth advisory firm also based in Lugano and part of the DVAG Group, the largest independent financial advisory firm in Europe. This family-owned company has been operating in Germany for more than 45 years offering wealth advice to around 8 million clients in Germany, Austria and Switzerland.
The workshop will cover key players in disseminating financial information, emphasizing the importance of tailored messages. It will then focus on communicating with retail investors, highlighting financial planning's holistic approach in order to guide the client with recommendations on all topics that his current or future situation entails - from finding his optimized asset allocation to investments, taxes, inheritance law, pension solutions or retirement preparation.
- Prof. Andrea Rocci, Master's Director ESIR
With the participation of:
- Federica Labate, Regional Manager & Financial Coach
- Gianluca Viganò, Financial Advisor (USI Alumnus, ESIR, 2023)
Date: 21 November, H. 09.30-10.30
Room: SI-006, West Campus
- Please register here!