Savings Plans

Fundplat is the competence hub (multimedia & events) for the savings plan ecosystem in Switzerland. Thomas J. Caduff, CEO, Fundplat LLC
Initiative: On Friday, 25.08.2023, on the occasion of the 4th Fundplat «Mountain Talks» (Summer) Summit 2023 in St. Moritz, it was decided that Fundplat will be the competence hub (multimedia & events) for the savings plan ecosystem in Switzerland from now on. Savings plans have huge potential in our country (see Germany!). Companies (stock exchanges, banks, funds companies, asset managers, service providers) that are already directly or indirectly active in the savings plan business or are planning to do so can show it to the financial community with their logo and microsites in German and English (contacts, portrait text).
Events: These addresses will also be automatically invited as experts to the 1st Fundplat «Savings Plan Experts» (Winter) Forum 2024 on Thursday, 11.01.2024, and to the 2nd Fundplat «Savings Plan Experts» (Summer) Forum 2024 on Wednesday, 04.09.2024. Of course, this will be reported on in detail.
Network: During the year, experts are invited to exchange ideas with each other in order to optimise their business model and thus further increase their activities. With the five categories selected, we create a good coverage of the savings plan ecosystem in Switzerland, especially when it comes to open architectures.