Telomere Capital has recently joined ISFB as an institutional member. On this occasion, Petra Kordosova, Head of Human Resources, discusses the motivations behind this membership, the importance of continuous training in the financial sector, and the collaboration established with the Institute. An insightful testimony on the value of long-term investment in skills development.

What are the main reasons that led your company to join ISFB as an institutional member?

In 2023, in anticipation of the growing demands of the Swiss market, we certified five employees under the SAQ CWMA program. As a continuation of this initiative, we contacted ISFB to explore the available recertification options.

Our discussions with the ISFB team were particularly enriching. Several training proposals were presented to us, all of which were relevant and tailored to our needs. We ultimately chose a fully customized recertification program, delivered directly on our premises.

Convinced by the quality of ISFB’s approach and expertise, we decided to become a member of the Institute. This decision marks an important step in our commitment to the continuous development of our teams’ skills.

We are looking forward to starting this first training session as part of the CWMA recertification very soon.

Could you tell us more about your company?

We founded Telomere Capital in 2015 as an independent wealth management firm, driven by the ambition to build our projects around a core principle: the “Spirit of Performance.” This represents a different way of approaching our profession as wealth managers — a genuine philosophy that has enabled us to surpass all our initial growth expectations.

Based in Geneva, our team of 11 professionals is dedicated to fostering a work environment that supports career development through skills enhancement, autonomy, and involvement in strategic decisions. This commitment results in strong internal motivation and active contributions from each team member to the company’s growth.

As a human-sized organization, we place high standards and innovation at the heart of our work, while maintaining a strong focus on proximity and responsiveness.

We serve a private clientele made up of individuals, families, executives, and entrepreneurs. Our size allows us to focus on a select portfolio of clients, emphasizing service quality, research, and investment.

How do you believe this membership can contribute to the development of your employees’ skills and strengthen your employer brand?

Joining ISFB complements our internal training sessions on AML and compliance by enhancing our external training offer. It gives our employees access to high-quality, specialized modules that support their professional development and demonstrate our concrete commitment to upskilling.

Which types of training or certifications offered by ISFB do you consider particularly relevant for your teams?

For us, CWMA recertification and compliance training are essential to maintain a high level of expertise and meet industry requirements. Through the customized approach developed with ISFB, we selected six targeted modules covering high-value-added topics.

We firmly believe that a recertification training program should go beyond simply earning credits — it should be an enriching experience. That is precisely what we expect from this program.

In your opinion, what is the contribution of our professional association to the French-speaking part of Switzerland?

ISFB enjoys an excellent reputation in the market, thanks to the quality of its training programs, the relevance of its content, and its deep expertise in the financial sector.

In a constantly evolving environment, where adaptability and skills development are essential, it seemed crucial to rely on a trustworthy, responsive, and recognized partner.

That is why we chose to become a member of ISFB — confident that its educational approach, deep understanding of industry challenges, and ability to meet the specific needs of financial institutions are major assets for supporting our teams’ long-term development.

This decision is fully aligned with our human capital investment strategy and reflects our commitment to offering high-value training paths that serve operational excellence and collective performance.