- Training & Community
Independent Asset Managers Seminar
ISFB × SPHERE
ISFB × SPHERE
A unique continuing education programme dedicated to independent asset managers - short, targeted formats, immediately applicable.
Background
Why this programme?
Offered in partnership with SPHERE, this programme meets the specific needs of independent asset managers. In an environment marked by triple pressure - regulatory, technological and generational - IAMs are expressing a clear need for short, targeted and immediately useful formats, enabling them to stay up to date while preserving their entrepreneurial agility.
The seminar can be taken in its entirety or in a modular format. It is also eligible for SAQ recertification.
The seminar can be taken in its entirety or in a modular format. It is also eligible for SAQ recertification.
Programme
SGI1 - 4h - On-site
M01 - Regulatory update
LSFin, LEFin, FINMA obligations - regulatory framework applicable to GFIs and its practical day-to-day evolution.
SGI2 - 4h - On-site
M02 - Cybersecurity & small organisations
Best practice, data protection, self-diagnosis - a practical, pragmatic approach with no technical skills required.
SGI3 - 4 hrs - On-site
M03 - Private Equity for GFIs
PE principles, tokenisation, AI, generational transition - trends that are reshaping access to and the value of Private Equity.
SGI4 - 4h - Presential
M04 - Close the deal
Methods for approaching prospects, starting a conversation and guiding them to a decision - mindset of the best managers.
Speakers
M01
Lisa Desjardins
Compliance and risk expert, 15 years with international banks in Geneva.
M01
Christian Wolf
Risk & compliance specialist, head of risk for collective asset manager.
M03
Sébastien Leutwyler
CAIA, CIWM, CESGA - Private Equity and alternative finance expert.
M04
Frederick Kermisch
Business coach specialising in private bankers, ex-Mirabaud Asset Management.
Rates
Full seminar
CHF 1'800
Public
Full seminar
CHF 1'350
ISFB member
Per module
CHF 550 PER MODULE
Public
Per module
CHF 410 PER MODULE
ISFB member
Registration & calendar
Registrations and session schedules are managed directly by the ISFB. Next session: Spring 2026.
Register on isfb.ch →