IFBC was mandated to improve the lending competence within the corporate banking department of the Raiffeisen Group, to develop a training concept for the corporate client advisors and to establish a methodology for assessing debt capacity. As a result, IFBC developed theory modules including practical case studies and conducted various training courses.
Raiffeisen is the third largest banking group in Switzerland operating in the retail segment.
In connection with the spin-off of Postfinance AG into a seperate corporation IFBC supported Swiss Post in the training of the employees in the fields of financial bank and risk management considering best-practice approaches. Using presentations, case studies and practical examples a comprehensive knowledge transfer was ensured.
Swiss Post operates in four markets and is a diversified group, consisting of three subsidiaries Post CH Ltd., PostFinance Ltd. and PostBus Switzerland Ltd. Post CH Ltd. provides the services of the core business of Swiss Post.
IFBC was commissioned by Clientis AG to review the lending process in each of the 15 Clientis banks in detail in order to identify scope for optimisation at individual bank level. Individual measures and recommendations regarding their implementation were presented to the banks on the basis of the detailed analyses and information obtained.
Clientis is a group of regional banks in Switzerland.
IFBC supported Zürcher Kantonalbank in the development and realisation of a seminar spread over several days for senior corporate client advisors. Based on a comprehensive case study and drawing on various theory modules, all essential elements of M&A transactions including transaction financing were discussed.
Zürcher Kantonalbank is a leading provider of universal banking services.
IFBC developed a methodology for determining debt capacity along with UBS, which it implemented throughout Switzerland in training seminars spread over several days for the corporate banking units of UBS.
UBS is a leading global financial services company for private and corporate clients as well as institutional clients.
During the merger negations IFBC supported LafargeHolcim in choosing the new reporting currency. Special considerations have been given to risks and strategic aspects.
LafargeHolcim is a global building material company which was created by the merger of Lafarge and Holcim in 2015.
IFBC supported Alpiq in the modeling of foreign exchange currencies for impairment testing. In consideration of IFRS the main focus was on a correct alignment between the projected cash flows, the cost of capital and the applied exchange rates.
Alpiq is a leading Swiss electricity and energy services provider with a European focus. The company is active in electricity production as well as energy trading and sales.
IFBC was instructed to assess Belimo’s FX management and specific FX aspects as well as to identify potential improvements. Therefore the existing FX risks were analyzed, quantified and assessed. Based on these results the hedging and communication strategy for the FX topics was assessed and specific recommendations for action were elaborated.
Belimo is the global market leader in the development, production and marketing of actuator solutions for controlling heating, ventilation and air conditioning systems.
IFBC was instructed to develop a treasury reporting framework to monitor and control interest rate and refinancing risks within the Aduno Group. In addition, standard reports were prepared for senior management and other decision makers.
The Aduno Group is the leading provider of products and services for cashless payment in Switzerland.
IFBC was instructed to evaluate and support the implementation of a new treasury system. In addition, a new finance and treasury policy was developed, along with the establishment of an integrated treasury risk management system compliant with IFRS requirements. A guideline concept was defined and implemented for the key financial risks identified. IFBC subsequently supported the world-wide roll-out.
Holcim is a global supplier of cement.
IFBC was instructed to review the existing treasury policy framework, treasury organisation, treasury reporting and corresponding accounting processes as part of a standardised treasury check-up. IFBC then identified and prioritised scope for improvement regarding transparency, stability and security within the existing treasury organisation.
Schindler Group is a leading global provider of elevators, escalators and related services.
IFBC was instructed by BKW to analyse whether existing capital had been optimally invested in the past from a risk and return perspective. In addition, IFBC carried out a qualitative and quantitative analysis of the essential treasury value drivers. The final report included an assessment over whether the current treasury of BKW is arranged in an optimal manner as regards future tasks and requirements.
The BKW Group is a leading power supply company in Switzerland.