ESG in banks: a strategic priority but insufficient tools
Published March 24, 2026 Last Thursday, the SBA published the study commissioned from the Lucerne University of Applied Sciences on the implementation of ESG guidelines in asset management. The survey involved 89 banks active in wealth management and investment advice. Strategic priority for major players The study shows that sustainability in financial products is a […]
When UCITS risk takes flight
Published June 16, 2025 30-second summary: Funds using the absolute VaR approach, selected by ESMA for its analysis, represent 8% of UCITS funds, or around 730 billion euros. Some of these funds are similar to alternative funds (known as ” alt-UCITS “). According to ESMA, alt-UCITS have an average gross leverage of close to 800% […]
New FINMA communication on the supervision of investment in cryptoassets
Published on 23.01.2026 Thirty-second summary: FINMA has communicated its requirements for cryptoasset custody. Responsibilities of asset managers : Ensure that the asset custodian is authorized by FINMA or an equivalent foreign authority Ensure that in the event of the custodian’s bankruptcy, cryptoassets are removed from the bankrupt estate Ensure that the custodian has the infrastructure […]
Interview published in SPHERE magazine
Compliance and risk management are two sides of the same coin. Interview published on October 23, 2025 on the SPHERE website The first session of the ISFB x SPHERE program takes place on November 24. It will be devoted to a “regulatory update”. What will be the broad outlines? The concept of this training course […]
Interview on the Isfb website
Interview with Lisa Desjardins and Christian Wolf, directors and partners of CLARITIS SA
New FINMA circular on LSFin rules of conduct
FINMA’s new circular on rules of conduct under the LSFin and OSFin was published on November 22, 2024 and comes into force on January 1, 2024. A transitional period of 6 months is provided for a number of provisions. Here is a summary of the new rules of conduct and organization: Global advice vs. isolated […]
Eco-money laundering: surveillance is getting organized.
On June 4, ESMA, the European Securities and Markets Authority, published its report on the supervision of money laundering risks. It should be remembered that, according to the European regulator, greenwashing can be intentional or unintentional, and can occur either at the level of the entity (for example, with regard to an entity’s strategy or […]
Switzerland loves cash
Lisa Desjardins answers questions from the newspaper La Liberté in connection with its article on cash.
Investment advice: a plural and complex concept
Investment consulting is a service that has evolved in tandem with finance, and has been around as long as the latter.
Interview in allnews.ch
Interview with Lisa Desjardins, co-founder of CLARITIS. Published Oct 28, 2021 on allnews.ch. Lisa Desjardins, co-founder of CLARITIS No one is supposed to ignore the law. But the obligations imposed by Swiss financial regulations (LBA, LEFin, LSFin, LIMF, LPCC) and international regulations (UCITS, GDPR, MIFID II ) have become a headache for financial players, who […]
