Experience

• 

  Credit suisse

  May 1985 - Dec 1987

  Assistant manager

  Customer services for Spanish clients in Geneva. Specialisation in Swiss and International financial markets. Realisation and implementation of a market study on local customers in Zürich.

• 

  Banque cantrade, ormond, burrus sa

  Jan 1989 - Jul 1992

  Vice president

  In charge of South American, Spanish and Portuguese private customers of the bank. Development of institutional contacts. Establishing relationships with representative offices and the network. Discretionary management of portfolios. Financial engineering, tax and legal advice. Promotion of customer-based SME transactions. Loan arrangements. Supervision and training of the office.

• 

  Ubp - union bancaire privée

  Mar 1993 - Mar 1994

  Senior vice president

  Development of private and institutional clients in Spain. Targeted selling of financial products and services. Asset management, tax and legal support.

• 

  De planta & cie sa

  Aug 2001 - now

  Chairman and founder

  Financial company and family office, expert in wealth management solutions. Starting in 1994 as an Independent Asset Manager, affiliated to the Swiss Association of Independent Financial Advisors (SAIFA) and regulated by the OAR-G.

• 

  Oar-g

  Oct 2003 - Sept 2020

  Chairman

  The Swiss Self-regulatory Organisation (SRO) for Asset Managers, Organisme d’Autorégulation des Gérants de patrimoine, is a Supervisory body by delegation of the FINMA, the Swiss Financial Market Supervisory Authority. OAR-G ensures that its members, financial intermediaries consisting mainly of asset managers, implement the Anti-Money Laundering Act (AMLA) and comply with the best practice rules in order to be recognized as qualified investment agents.

• 

  Mantor sa

  Jul 2013 - now

  Chairman

  Asset management, integration and service Company supervised and licensed in Switzerland, with a fit and proper setup. MANTOR is addressing professionals and their direct customers from individual investors to family offices and other institutions with its large number of custodians and experts. The business model is based on the centralisation of administration, compliance and risk management services while keeping the asset management decentralised.

• 

  Mantor (uk) ltd

  Jan 2016 - now

  Chairman

  Mantor (UK) Limited is a FCA regulated wealth manager providing quality compliance, admin and advisory services to Independent Wealth Managers and their professional and qualified clients.

• 

  Asset managers & trust organisation ag

  Apr 2016 - now

  Chairman

  Asset management, integration and service Company for independent asset managers and their clients. Supervised and licensed in Switzerland, with a fit and proper setup to respond to the fast changing environment of the financial market.