Catalog - Private Banking & Asset Management2024-01-09T17:44:39+01:00

Training Catalogue

Private Banking & Asset Management

Despite major changes in the wealth management industry, Switzerland remains the world's leading offshore financial center, thanks to the high level of expertise of its employees and their management. Generational change, disruptive new technologies, ESG issues and the complexity of the financial markets are just some of the challenges that will require us to accompany and advise our customers with expertise and professionalism, while also taking into account the peripheral aspects of investment: pension provision, taxation, inheritance aspects and credit, in particular.

Flagship product

ISFB Private Banking Certificate

The ISFB Private Banking Certificate covers all the key issues in wealth management: law, taxation, compliance, investment, credit and new ESG or fintech strategies. The ISFB Private Banking Certificate equips students with the knowledge, skills and know-how they need to progress in a wide range of wealth management professions.


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