ABOUT US

01. Our company

CLARITIS is a Swiss company specializing in financial compliance and risk management. We provide outsourcing services for compliance and risk management functions, as well as one-off consulting and support mandates. Our specialists benefit from in-depth knowledge of financial regulations, based on many years’ experience with banks, securities firms, collective asset managers and wealth managers.

Our company’s DNA: cutting-edge specialization and pragmatic solutions.

Our aim is to enable our customers to focus on what really matters to them – their business.

02. OUR VISION

In recent years, Swiss and European financial regulations have become exponentially more complex. A collective asset manager in Switzerland, for example, is subject to an average of over 500 pages of rules.

This legal arsenal puts a great deal of pressure on finance companies, subjecting them to a new risk: that of breaking a law without realizing it.

At Claritis, we’ve devoted all our expertise to structuring this complexity into a clear, efficient system. We’re convinced that an excellent organization can significantly reduce the costs associated with compliance and risk management, while increasing the assurance of compliance with the law.

"Simplicity is the ultimate sophistication."

Leonardo da Vinci.

03. Our team

Our specialists have in-depth knowledge of financial regulation, based on many years’ experience with banks, securities firms, fund managers, asset managers and trustees. They are in regular contact with FINMA and the prudential auditors, enabling them to anticipate the latter’s expectations, as well as carrying out gap analysis and compliance assignments.

They also share two values essential to Claritis: pragmatism and the pursuit of excellence.

LISA DESJARDINS

Director-president

Lisa Desjardins holds a Master's degree in political science (University of Geneva), a post-graduate diploma from the Graduate Institute (Geneva) and a Certificat de CAS in Compliance (University of Geneva). She worked for 15 years in risk management and compliance within banks Geneva-based international organizations, then as as a risk and compliance expert for asset managers, funds and title houses. When the work week is over, she likes to spend time practicing the piano with her daughter.

CHRISTIAN WOLF

Director and partner

Christian Wolf holds a Master's degree in Economics (Université de Pierre Mendès, Grenoble) and a Certificate of Continuing Education (CAS) in Compliance (University of Geneva). He began his career in risk management and compliance in 1999 with major banks in Switzerland, before becoming head of risk management and compliance for a securities firm and head of risk & compliance for a collective asset manager. In addition to his duties at Claritis SA, he is also Chairman of the Board of Directors of Dynamic Asset Management Company (Luxembourg) SA and a member of the Foundation Board of FCPE-Pensio. An amateur comedian, he likes to take to the stage in his spare time.

STÉPHANIE PAGE

Stéphanie Page holds a Master's degree in Law from the University of Lausanne. She began her professional career in 2002, working in compliance for a major Swiss bank, before moving on to wealth engineering. In 2008, she obtained the STEP Diploma (The Society of Trust and Estate Practitioners), followed in 2010 by the Certificat de formation continue (CAS) en Compliance (University of Geneva), during which time she joined a Geneva-based securities firm as compliance officer. She decided to join Claritis SA in 2023 after ten years as Head of compliance with a Swiss trust company. Versatile, inquisitive by nature and creative, she likes to combine her passions in her spare time, particularly in the artistic field.

LAURE MORI

Laure holds a master's degree in business law from the University of Geneva, as well as a certificate in banking compliance obtained in 2018. With 9 years' experience in a Big Four company - notably in the tax and legal departments - she continued her career for over 3 years with an independent asset manager as head of legal affairs and compliance, where she was in charge of the FINMA authorization application. Wishing to return to the consulting field, Laure joined Claritis in January 2024 and has since been putting her experience and skills to work for small and medium-sized financial institutions. Dynamic and curious, Laure enjoys traveling, hiking and skiing with her family.