History

PROTRADING SÀRL CREATION

Creation of ProTrading Sàrl by Christian Balmat et Pascal Collomb, former executives of Banque Cantonale de Fribourg, who previously worked at UBS and Banque Cantonale de Zurich.

WEALTH MANAGEMENT

Beginning of the Company's activities in wealth management with an initial clientele wishing to maintain their previous relationships with MM. Balmat et Collomb.

Editorial collaboration with La Liberté for economic and financial articles (January - June 2001).

EDITORIAL COLLABORATION WITH AGEFI

Beginning of editorial collaboration with AGEFI, the Swiss business daily (www.agefi.com).

Animation of a series of seminars on finance in the main cities of French-speaking Switzerland for the online broker Swissquote SA and Citibank.

COURSE AT UBS

Course on financial mechanisms given to employees of a UBS e-banking unit in Lausanne.

PUBLICATION OF THE FIRSTmagazine AGEFI

Publication of the first AGEFI magazine

“All you need to know about the stock market”, the writing of which was entirely provided by ProTrading.

COURSE AT THE BCV

Creation and animation of seminars on warrants and the stock market for the online broker e-sider.com (Banque Cantonale Vaudoise).

VARIOUS FINANCIAL TRAINING

Collaboration in the field of financial training with the Swiss Union of Raiffeisen Banks (Lausanne).

Creation and animation of two series of seminars on standardised options and “financial futures” on behalf of l’EUREX.

By volume, EUREX is the world's largest derivatives exchange; it mandated the ProTrading Company to popularise its financial products in French-speaking Switzerland.

INVESTISSIMA FAIR

Presence of ProTrading at the 5th Investissima Exhibition in Lausanne with stand and public conference.

PUBLICATION OF THE SECOND AGEFI MAGAZINE AGEFI

Publication du deuxième magazine AGEFI

“Tout savoir sur la Bourse”, which was entirely edited by ProTrading.

Forum entreprise

ProTrading creates the “Forum Entreprise” seminar in Fribourg with a view to offering topics for reflection to SMEs, in particular thanks to contributions from UBS and KPMG.

Course on wealth management given at the Haute Ecole de Gestion de Genève (HEG).

Collaboration with the Centre du Groupement des Banquiers Privés Genevois to provide a series of training courses on finance for the branches in Zurich.

E-LEARNING PLATFORM

ProTrading markets an e-learning platform to Mobilière Providentia and develops training modules on investment funds and on the law on money laundering (AML).

INSTITUTIONAL MANAGEMENT MARKET

ProTrading enters the institutional management market with a first mandate; others follow in 2003 and 2004.

COMMERCIALISATION OF A SECOND E-LEARNING TRAINING

Marketing of an e-learning training course on financial accounting with the Public Employment Office of the Canton of Fribourg.

COURSE ON WEALTH MANAGEMENT AT THE HEG

Second year of Second year of management given at the Haute Ecole de Gestion de Genève (HEG).

Publication of the third AGEFI magazine third AGEFI magazine. “All you need to know about the stock market”, the writing of which was entirely provided by ProTrading


ProTrading is organising the second version of the “Forum Entreprises” seminar in Fribourg in collaboration with UBS and KPMG.

VICE-PRESIDENCY OF THE OAR-G COMMITTEE

Christian Balmat becomes Vice-President of the OAR-G Committee, a self-regulatory body for Asset Managers based in Geneva.

This organisation ensures that 500 asset management companies comply with the Money Laundering Act (AMLA) in accordance with the mandate given to Swiss SROs by the Swiss Confederation.

MEMBER OF THE OAR FORUM COMMITTEE

Christian Balmat is appointed member of the OAR Forum Committee.

The OAR Forum is a community of interest of all self-regulatory bodies in the non-banking sector in the field of financial intermediaries.

TEN YEARS OF ACTIVITY

ProTrading celebrates ten years of activity.

MEMBER OF THE OAR FORUM COMMITTEE

Christian Balmat is re-elected for 3 years as member of the OAR Forum Committee.

INVEST'12 - GENEVA

Participation of Christian Balmat as a speaker at a round table during the 5th edition of the invest fair, invest’12, which takes place on October 10 and 11, 2012 at the Bâtiment des Forces Motrices, in Geneva.

Theme of the round table : "Is wealth management still welcome in Switzerland?"

Press article on the intervention of Mr. Balmat (AGEFI, Thursday, October 11, 2012).

COLLABORATION WITH FIDUSERVICE SA

ProTrading signs an agreement with M. Werner Friz, administrator and founder of the Fribourg accounting firm Fiduservice SA, with a view to collaboration and future takeover of its “wealth management” clients.

Mr. Friz is a director and free associate of Fiduservice SA, a firm specialising in auditing, accounting, taxation, administration of private individuals, small and medium-sized businesses and international companies.

Fiduservice SA has offices in Fribourg, Geneva and Zurich.

Announcement of the collaboration with Mr. Werner Friz (Fiduservice SA), L’Objectif, Friday December 7, 2012.

MANtor sa

Foundation of MANTOR SA in Geneva, a company for asset management, backing and services for independent asset managers.

MANTOR (UK) LTD

Foundation of MANTOR (UK) LTD in London, an asset management, backing and services company for independent asset managers. The company is registered with the UK Financial Conduct Authority (FCA).

VICE-PRESIDENT OF THE OAR-G COMMITTEE

COMMITTEE Mr. Christian Balmat is re-elected for three years as Vice-President of the OAR-G Committee. .

VICE-PRESIDENT OF THE FORUM

Mr. Balmat becomes vice-president of the OAR Forum Committee.

The OAR Forum is a community of interest of all self-regulatory bodies in the non-banking sector in the field of financial intermediaries.

ACQUISITION OF ITS OWN OFFICES

ProTrading acquires its own offices after 16 years at Route des Arsenaux. New address: Impasse du Castel 16 - 1700 Fribourg

It is with pleasure that we look forward to your next visit!

amtor ag

Foundation of ASSET MANAGERS & TRUST ORGANISATION AG in Zurich, an asset management, backing and services company for independent asset managers.

TWENTY YEARS OF ACTIVITY

ProTrading celebrates 20 years of activity.

MEMBER OF THE SO-FIT ADMINISTRATIVE BODY

Mr. Christian Balmat becomes a member of the SO-FIT Administrative Body (SUPERVISORY ORGANISATION FOR FINANCIAL INTERMEDIARIES & TRUSTEES), one of the five entities authorised by FINMA for supervision prudential policy for asset managers in Switzerland.

CHAIRMAN OF THE SO-FIT BOARD OF DIRECTORS

Mr. Christian Balmat was elected Chairman of the Board of Directors. SO-FIT (SUPERVISORY ORGANISATION FOR FINANCIAL INTERMEDIARIES & TRUSTEES).