Catalog Certifications ISFB x SPHERE independent asset managers seminar

Independent asset managers seminar ISFB x SPHERE

Context

Offered in partnership with SPHERE magazine, this training course meets the specific needs of independent asset managers, a fast-growing segment. Active for almost 40 years in banking and financial training, the ISFB accompanies IAMs in an environment marked by triple pressure: regulatory, technological and generational.
Asset managers express a clear need for short, targeted and immediately useful formats, enabling them to stay up to date while preserving their entrepreneurial agility and the uniqueness of their model. The program is structured around four topical modules: regulatory updates, IT & cybersecurity, financial techniques, and customer relationship management.
Independent asset managers or their employees can register for either the full seminar or the module.

Key objectives

- Master recent regulatory developments (LSFin, LEFin, FINMA obligations) to ensure legal certainty in your business.
- Raise awareness of good cybersecurity practices, even in very small structures, in the face of growing threats.
- Decode the specificities of private equity and its concrete applicability in independent wealth management.
- Acquire negotiation, communication and relationship management techniques adapted to demanding wealth management clients. Acquire negotiation, communication and relationship management techniques adapted to demanding wealth management clients.
- Adopt a proactive posture, capable of adjusting quickly to external and internal changes.
- Encourage the sharing of experience and collaboration between GFIs, to reinforce the feeling of belonging to a solid regional professional network.

Stakeholders

ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.

Partnership

Program offered in partnership with SPHÈRE magazine.

Price

Public : CHF 1'800.-
Member : CHF 1'350.-

Admission requirements

The seminar can be taken as a whole or in modules:

Price per module: CHF 550.00
Member per module: CHF 410.00

SGI1

M01 - Regulatory update

Contenu : Ce module est consacré au cadre réglementaire applicable aux gestionnaires de fortune indépendants et à son évolution depuis l'entrée en vigueur de la LSFin et de la LEFin. Après une présentation des obligations légales et de leurs principales nouveautés, il met l’accent sur leur signification concrète pour les GFI et sur les enjeux qu’elles recouvrent au quotidien. Le chapitre propose également des pistes pour intégrer ces exigences de manière cohérente dans les processus de gestion.

Duration: 4h00

Format: In-person

Possible speakers: DESJARDINS Lisa, WOLF Christian

SGI2

M02 - Raising awareness of IT security in small organizations

Contenu : Ce module a pour objectif d’aider les gérants indépendants et les petites structures à renforcer leur résilience face aux risques numériques. Chaque participant découvrira les bonnes pratiques essentielles en matière de cybersécurité et de protection des données personnelles : identification des menaces, mesures de prévention adaptées aux petites organisations, exigences vis-à-vis de des prestataires, obligations légales et réflexes à adopter en cas d’incident…. Ces apports seront directement confrontés à l’auto-diagnostique que chacun aura réalisé sur sa propre entreprise (aucune compétence technique n’est requise). Bref, une approche concrète et pragmatique pour sécuriser son activité, répondre aux exigences en termes de protection des données et renforcer la confiance de ses clients.

Duration: 4h00

Format: In-person

Possible speakers: ROTH Olivier

SGI3

M03 - Private equity for independent asset managers

Contents: This module introduces the contrasting perceptions of Private Equity (PE) by GFIs: potential for long-term outperformance but strong constraints (liquidity, complexity, risks). It presents the principles of PE, its importance in the financial and wealth management worlds, as well as the limitations of the Yale model and the sector's structural biases. Finally, it explores the major current trends (generational transition, tokenization, AI, regulatory environment) that are reshaping the access and value of PE.

Duration: 4h00

Format: In-person

Possible contributors: LEUTWYLER Sébastien

SGI4

M04 - Close the deal

Contenu : Ce module est consacré à la gestion des discussions avec des prospects. Il présente les méthodes pour les aborder, engager la conversation, guider les discussions jusqu’à une décision. Cela permet de co-définir les conditions requises pour qu’ils deviennent clients, réduit le temps du processes, le risque de malentendus et de dossiers sans suite. Ce chapitre aborde autant les étapes du processes que le mindset utilité par les meilleurs gérants.

Duration: 4h00

Format: In-person

Possible speakers: KERMISCH Frederick