MANTOR FOUNDING TEAM
Is made of experts and skilled businessmen
Some of them are board members of a Swiss self-regulatory organisation for External Asset Managers, as defined in the Swiss Anti-Money-Laundering Act (AMLA) of October 17, 1997.
This team has worked together for more than ten years, has acquired an extensive expertise in terms of EAM regulation and is recognised for its integrity and pragmatic common sense.
It grew the number of affiliated firms from two hundred to more than five hundred, accrediting above two thousand professionals and supervising their financial activities.
Experience of the principals
The business will initially center around Franz de Planta and Christian Balmat as founding partners,
plus a team of well-connected and recognised experts in the areas and services offered by MANTOR.
Franz de Planta, Chairman
Franz is a Swiss national with 30 years’ experience in banking and high net-worth financial services as an independent external asset manager (EAM).
Being the driving force behind MANTOR, Franz is a central player in Swiss Financial Services and is particularly focused on regulatory issues.
He has extensive knowledge of all Swiss regulatory mechanisms and questions.
He is President of the OAR-G, Swiss self-regulatory organisation (SRO) for asset managers since 2003.
He is a member of economiesuisse (Swiss Business Federation) as well as the Legal Committee and the Working Group on the regulation of the financial sector within the Swiss Business Federation. Franz has in-depth knowledge of prudential and economic issues, as well as legal and commercial risks within the context of the positioning of Switzerland in the world regulatory landscape with the prospect of competitive business models for the financial sector.
Since 2001, Franz is Chairman of DE PLANTA & CIE SA, Geneva which is specialised in portfolio management and wealth management solutions.
Christian Balmat, CEO and Compliance Officer
Christian is a Swiss national with 26 years’ experience in banking and as an independent external Asset Manager (EAM), since January 2001 with ProTrading, Fribourg. He is advising on global wealth management and his clients are mainly from Switzerland and as well from other European countries. Since 2003, Vice-President of OAR-G, Swiss self-regulatory organisation (SRO) for asset managers and member of economiesuisse (Swiss Business Federation). He is an operational board member of a well-established family group specialised in retail sales and logistics. He has in depth experience of financial services marketing and portfolio management for professional investors and high net-worth individuals. His experience in all of these fields makes him ideal to lead MANTOR.