ISFB Insight Online
The latest news on skills development in the banking and financial ecosystem in French-speaking Switzerland.
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Estate Planning: Several Rules Are Changing Simultaneously
AVS 21, the 13th pension payment, Pillar 3a contributions, the elimination of the rental value deduction, and individual taxation: several changes will influence clients’ financial planning decisions in the coming years. Albert Gallegos, Program Director of the ISFB Certificate in Wealth Planning, discusses the implications of these changes for financial advisors and the skills now expected of them.
Understanding Banking to Better Perform One's Own Job
As an ISFB lecturer for the ISFB Private Banking Certificate program, Thibault Weill emphasizes the importance of banking fundamentals for all employees working in or with a bank. Products, markets, risks, customer relations, and industry terminology: these fundamentals provide a framework, facilitate communication, and foster independence.
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ISFB Insight Print: The magazine for skills development in the banking and financial ecosystem of French-speaking Switzerland
The quarterly print publication features analyses, interviews, and opinion pieces on trends in the banking and finance industries.
The quarterly publication is distributed free of charge to ISFB member institutions, which may make it available to their staff, clients, or partners—particularly in their reception areas, lounges, waiting rooms, or reception areas.
Individuals can also receive the magazine as part of their ISFB Hub membership.
Since January 2023, ISFB Insight Online has primarily been an online publication. Articles, interviews, opinion pieces, newsletters, and social media posts keep pace with current events, industry trends, and ideas circulating in the French-speaking Swiss financial community. It’s all about immediacy: delivering information quickly, picking up on signals, sparking reactions, and gauging what captures attention. ISFB Insight Print operates on a different timeline. Print curates, compiles, and slows things down. It gives certain texts greater longevity, more space to certain voices, and greater weight to reflections that deserve to be preserved, reread, and shared. Digital media drives the momentum; print preserves the record. Between these two formats, different timeframes intersect. Some content remains available exclusively online to maintain its direct link to current events and extend the reading experience. Other articles, written by members for members, find their place solely in the print edition. ISFB Insight thus bridges the gap between the rapid circulation of ideas and the more enduring preservation of contributions.
Mathias Baitan, General Manager
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Talent management at the heart of HR strategies
Skills Development Talent Management at the Heart of HR Strategies Ernst & Young’s 2023 Banking Barometer notes that the number of job openings in Switzerland has never been higher than in 2022, making it difficult for most of the banks surveyed to recruit qualified staff. The study notes that recruiting new employees is considered a top priority for banks, second only to cybersecurity. Talent retention strategies are becoming increasingly important because recruitment is costly. Beyond the direct costs associated with recruitment...
Data: from regulatory constraint to driver of innovation (Sphère Magazine, January 27, 2026)
Revue de presse Data: de la contrainte réglementaire au levier d'innovation {post_date} Face au durcissement des cadres réglementaires — LPD, FINMA, NIS 2 — la maîtrise des données s’impose désormais comme un impératif stratégique. À l’occasion du lancement d’un nouveau certificat par l’ISFB, Monira Lehbili, experte en protection des données, explique pourquoi la gouvernance ne relève plus de la seule conformité, mais constitue un véritable avantage compétitif et un levier d’innovation pour la Suisse. Lire la suite sur le site du magazine Article publié dans le magazine SPHERE, le 27.01.2026 ...
Artificial intelligence in banking: interview with Florian Perraudin (Banque Raiffeisen Entremont)
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The complex realities of senior employability
Contributing to the Promotion of Skills The Complex Realities of Senior Employability Navigating the job market after age 50 can be a challenge in Switzerland. Figures from the Federal Statistical Office (FSO) showing that people over 50 are more affected by long-term unemployment should prompt us to examine the causes and consequences of this trend—especially since they represent one-third of Switzerland’s workforce. The perception of people over 50 in the workplace may, for some, be mistakenly associated with...
