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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,962 companies indexed · Last updated: today
DirectoryAssociations & Interest GroupsProfessional & Trade AssociationsKlotenIGUV
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IGUV

Summary

About the company

The company provides services and solutions for independent asset managers, financial advisors and other professionals in the financial industry. The core activities include: * Regulation and Compliance: The company offers free training, FINMA-compliant professional liability insurance, compliance outsourcing and regulatory monitoring. * Digitalization: It offers IT solutions, a free IKS tool, IT consulting and support in evaluating PMS and CRM. * Synergies: The company promotes the exchange of experience between members, offers a job portal, EAM-Exchange and cooperations with financing partners, trust experts, brokers, property managers and real estate agents. * Services for Asset Managers: It offers services such as portfolio management systems, customer classification, cybersecurity and more. * Services for Clients of Asset Managers: The company offers services such as real estate financing, yield objects, real estate sales and property management. Overall, the company focuses on supporting independent asset managers and financial advisors in meeting their regulatory requirements, digitalizing their business processes and promoting synergies within the industry.

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Offering

Products & services

Industry:Professional & Trade Associations
✓ Offered12
Membership for asset managers and financial advisers
Membership for FINMA-licensed asset managers, financial advisers, service providers and SMEs in the financial sector; access to tools, network, events and industry-specific added value.
Internal control system (ICS)
FINMA-compliant ICS template as an online tool with preconfigured risks, controls, deadlines, protocols and PDF reports; free of charge for members, including support and setup services.
Professional liability insurance
Collective solution with Liberty for asset managers and financial advisers; FINMA-compliant professional liability with online application, special conditions and various coverage limits.
Legal advice
Specialised legal advice on FINIG, FIDLEG, approval procedures, contracts, AML (GwG), compliance and corporate matters; for members with free initial consultations.
Workshops & Events
Practice-oriented workshops, webinars and networking events on regulatory and technical topics; for members with included attendance per company and year.
E-learning with Equilas
Online continuing education for asset managers with mandatory and elective modules, a test module as proof of training, optional SAQ certification and multilingual courses.
UVV chat app
Chat platform for asset managers with AI-filtered news, sanctions check, peer network with real-time translation and Swiss hosting.
FINSOM ombuds office
Assumption of the annual ombuds office contribution for members; connection to the legally required FINSOM ombuds office without connection or admission fees.
AO cost comparison
Independent comparison of the supervisory organisations, focusing on costs, services and suitability as a basis for choosing or changing an AO.
Succession planning
Succession calculator and neutral mediation in succession discussions; comparison of six succession models, analysis as a PDF and structured guidance for the parties.
Industry data (INSA)
Annual anonymised survey on AUM, mandates and costs as a benchmark for independent asset managers.
Political advocacy (InPaSu)
Political representation of the concerns of independent asset managers to politics and authorities; commitment to fair regulation, transparency and lower costs.
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Location

Flurstrasse 33
8302 Kloten

At a glance

Legal form
Association
UID
CHE-178.551.203
Founded
2023 · 3 years
Last commercial register change
July 3, 2023
Employees
11 to 20

Knowledge

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