Representing more than 3,700 members to promote the values represented by the CFA® designation, provide continuing education & support CFA candidates.

Zurich, Switzerland
Joined March 2013
🌍 Strategic resources, private equity, and innovation meet in Zürich on Sept. 24. Join CFA Society Switzerland and Natixis: cfasocietyswitzerland.org/ev…
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Last week in Lausanne, CFA Society Switzerland supported the 9th Private Markets Research Conference, with panels on retailization and PE’s role in strategic asset allocation.
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Last chance to register for CFA Society Switzerland’s final event before the summer break. Join us next week in Zurich for Convertible Bonds with Antoine Lesne. Register now: cfasocietyswitzerland.org/ev…
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Yesterday, CFA Society Switzerland hosted Swiss Pensions Conference 2026 Zurich, exploring diversification, macro shifts, portfolio resilience, and pension fund CIO perspectives. Highlights: cfasocietyswitzerland.org/ev…
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🤝 Volunteer with CFA Society Switzerland. Open roles include Research Challenge mentors, graders, presentation skills coaches, and a Professional Learning Committee role in Romandie. Apply by Aug. 15, 2026: cfasocietyswitzerland.org/me…
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🤝 “Far more than a professional network—it has given me a community.” Claudia Eftimie, CFA, CFA Society Switzerland 2025 Volunteer of the Year, shares why membership continues to deliver value year after year. Renew today: membership.cfainstitute.org/…
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🎉 Join CFA Society Switzerland’s 30th Anniversary Annual Dinner Geneva on Nov. 12 at the Four Seasons Hotel Geneva, featuring keynote speaker James Squire. Register: cfasocietyswitzerland.org/ev…
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Join CFA Society Switzerland on July 1 in Zurich for our last event before the summer break: Convertible Bonds with Antoine Lesne, State Street Investment Management. Register: cfasocietyswitzerland.org/ev…
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Correction: Career Paths 2026 will take place on October 21, 2026, not October 12, 2026. We apologize for any confusion and look forward to welcoming you in Zurich. Register: cfasocietyswitzerland.org/ev…
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🎓 Candidate Members: Join us Sept. 2 in Zurich for a fireside chat with Charles-Henry Monchau, CFA, CIO of Syz Group, plus Q&A and networking drinks. Register: cfasocietyswitzerland.org/ev…
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CFA Society Switzerland marks its 30th anniversary with gratitude for the members, candidates, volunteers, partners, speakers, and students who have shaped the community since 1996. youtu.be/4Ce56fokB5M
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📌 Save the date: Career Paths 2026 returns on 12 Oct. Join CFA Society Switzerland for an evening on careers in finance. Session details and speakers will follow closer to the event. Register: cfasocietyswitzerland.org/ev…
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Join CFA Society Switzerland on 16 Sep 2026 in Rüschlikon for Generations Conference 2026, exploring Swiss family office stewardship, governance, and succession. Register: cfasocietyswitzerland.org/ev…
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🏆 Congratulations to Claudia Eftimie, CFA®, our Volunteer of the Year. Her leadership of the Networking Committee has expanded events, strengthened member engagement, and deepened connections across Switzerland’s investment community. Thank you, Claudia!
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Associate membership is now available for CFA® Program candidates through CFA Institute and CFA Society Switzerland. Current candidate members do not need to take action now; membership remains active until expiration. Learn more: cfasocietyswitzerland.org/me…
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Yesterday, CFA Society Switzerland hosted Sustainable Investing Conference Romandie 2026 in Lausanne, exploring sustainability perceptions, fiduciary duty, biodiversity, resilience, and marine conservation. Thank you to our speakers, sponsors, and guests.
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Join CFA Society Switzerland on July 1 in Zurich for Convertible Bonds with Antoine Lesne, State Street Investment Management. Explore market cycles and bond-like downside with equity upside. Register: cfasocietyswitzerland.org/ev…
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💙 CFA Society Switzerland marked its 30th Anniversary Annual Dinner in Zurich with an evening of reflection, connection, and community. Thank you to our members, volunteers, partners, friends, and Strategic Sponsors Capital Group and Natixis Investment Managers. 🔷
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On Wednesday, in Lausanne: join CFA Society Switzerland for Sustainable Investing Conference Romandie 2026, including sponsor breakout sessions on biodiversity, nature, climate, and carbon solutions. Agenda: cfasocietyswitzerland.org/ev…
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CFA Society Switzerland joins CFA Institute in recognizing Pride Month 🌈 The article “Standing Out in an AI-Driven Job Market” reminds us that individuality matters — and that workplaces are stronger when people can be themselves. Read more: cfainstitute.org/insights/ar…
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