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Christian Balmat

partner-manager

Pascal Collomb

PARTNER-MANAGER

Werner Friz

AUTHORISED OFFICER

Irma Jolly

AUTHORISED OFFICER

Christian Balmat

Born on 14.10.1970
Married and father of three (2000, 2003 and 2006)
Languages: French, German, Swiss German, English


Professional experiences

Cantonal Bank of Zurich 1989-1996
Executive

Start in August 1989 at the Cantonal Bank of Zurich as a trainee in the Swiss stock exchange department. Managerial position in the sector of market operations on derivative products traded in Swiss francs since 1996.

“All round” internship in all departments relating to stock market transactions in Swiss francs, from stocks to bonds, including derivatives (options and futures), from back to front office, in particular with an internship on the trading floor before the switch to the electronic stock market. Executive function since 1996, participation in several internal working groups, organisation, management and management of staff.

Cantonal Bank of Fribourg 1996-1998
Executive

Improvement of general banking knowledge, assists experienced loan managers in the analysis and granting of mortgage and commercial loans.

1999-2000

Client advisor Private Banking division, advises Swiss and foreign clients in the management of their financial assets, contribution in the local press (stock market chronicle, written press and radio), training for apprentices.

ProTrading Ltd since 2000
Managing partner

Co-management of the company specialising in asset management and family office activities, regulated by the Self-regulatory Body for Asset Managers (OAR-G) in Geneva. Writing of financial magazines for AGEFI in 2001-2002-2003, column in Liberty in 2001 and various contributions in the specialised and local press from 2001. Participation in the round table of Invest (Salon des Gérants Indépendants) in 2012 and 2014 in Geneva.

OAR-G since 2003
Vice-Chairman of the Supervisory

Body Committee, mainly of asset managers, including in particular the members of the Swiss Group of Independent Management Consultants (GSCGI) and those of the Patronal Group of Asset Managers (GPGP). By delegation of powers from FINMA, its supervisory authority, the OAR-G ensures the application of the AMLA by its members and compliance with the framework rules for asset management. Drafting of position papers and contributions in the specialised press.

Forum OAR 2010-2014
Vice-president of the Committee

The Forum OAR is a community of interest of all self-regulatory bodies of the non-banking sector in Switzerland. Chairman of the IFM Working Group of the Forum in 2010-2011 and drafting of the final report of the Working Group on prudential supervision that could be applied to IFMs. Regular contacts with the federal administration, FINMA and federal political authorities, as well as with professional associations such as Swissbanking. Interventions during congresses, in particular in November 2010 in Bern during the 2nd LBA Congress which brought together around 300 specialists.

Directorships since 2012

Director of several companies active in the management of family interests (investments, real estate) or in the retail trade.

MANTOR SA since 2013

Co-founder, director and CEO of MANTOR SA in Geneva, an asset management, backing and services company for independent asset managers.

MANTOR (UK) LTD since 2013

Co-founder, member of the Board and Executive Director of MANTOR (UK) LTD in London, an asset management, backing and services company for independent asset managers. The company is registered with the Financial Conduct Authority in London.

ASSET MANAGERS & TRUST ORGANISATION AG since 2016

Co-founder, director and CEO of MANTOR AG in Zurich, an asset management, backing and services company for independent asset managers.

SO-FIT since 2020
SUPERVISORY ORGANISATION FOR FINANCIAL INTERMEDIARIES & TRUSTEES
Chairman

Chairman of the Board of Directors of SO-FIT, one of the five entities authorised by FINMA for the prudential supervision of asset managers in Switzerland

Pascal Collomb

Born 08.02.1969
Married and father of two boys (2017)
Languages French, German, English


Qualifications obtained

June 1988: diploma from the École Supérieure de Commerce du Collège Saint-Michel, Fribourg, mention good

June 1991: baccalaureate type E and federal socio-economic maturity, Collège Saint-Michel, mention very good obtaining the Montesquieu Prize for the best French essay

October 1995: submission of his Master thesis « free trade and protectionism in the perspective of the epistemological conflict between nominalism and idealism » (grade obtained: 4/4) - University of Fribourg (Switzerland).

July 1996: Master degree in economic and social sciences, option "political economy and economic theory” with the mention « magna cum laude » - University of Fribourg (Switzerland).

Other certificates

1992: introductory course in teaching, Swiss Institute of Pedagogy for Vocational Training, Fribourg

1996: UBS basic course for training team, Geneva

Professional experiences

École professionnelle de Fribourg (EPAI)
1991-1996

Part-time teacher at the Professional Schools of Fribourg and Bulle for subjects such as French, accounting, law and business calculation

Swiss Professional Association of the Automobile 1992-1994

Assessor for the « Maîtrise Fédérale » exam at UPSA - political economy branch

UBS SA
1996-1997

Internship at UBS SA in Geneva and Martigny

Banque Cantonale de Fribourg 1997-2000
Executive Assistant

Executive Assistant to the Private Banking division, wealth management, contribution in the local press (stock market chronicle, written press and radio), training for apprentices.

ProTrading Ltd from 2000
Managing partner

Co-management of the specialised company in asset management and family office activities, regulated by the Self-Regulatory Body for Asset Managers (OAR-G) in Geneva. Writing financial magazines for AGEFI in 2001-2002-2003, column in La Liberté in 2001 and various contributions in the specialised and local press from 2001.

Organises and leads several courses and seminars on finance for the following companies :

2001 : UBS SA, Swissquote SA, Banque Cantonale Vaudoise (Lausanne)
2002 : organisation and animation, in Lausanne and Geneva, of seminars for EUREX, the European standardised options market based in Frankfurt
2002 – 2004 : lecturer in finance at Haute École de Gestion de Genève (HEG)
2002 – 2004 : financial training course for the Raiffeisen Group (Lausanne)

Directorships since 2016

Director of companies active in the management of family interests (investments, real estate)

MANTOR SA since 2013

Co-founder of MANTOR SA in Geneva, a wealth management, backing and services company for independent asset managers

MANTOR (UK) LTD since 2013

Co-founder of MANTOR (UK) LTD in London, a wealth management, backing and services company for independent asset managers. The company is registered with the Financial Conduct Authority in London.

ASSET MANAGERS & TRUST ORGANISATION AG since 2016

Co-founder of MANTOR AG in Zurich, an asset management, backing and services company for independent asset managers.

Werner Friz

Born in 1941, Werner Friz is a certified accountant and auditing expert. He pursued his professional career as an independent in 1977 by founding in Fribourg the accounting firm Fiduservice Inc., settled at the time in Rue de Romont. Mr. Friz speaks German, French and English.

He was one of the founding members of the Fribourg section of Union Suisse des Fiduciaires (now “FIDUCIAIRE SUISSE”) and was also a member of the commission for fiduciary expert examinations.

Mr. Friz can put to his credit the successful development of Fiduservice SA, managed since January 2001 together with his partner Mr. Pascal Brügger. This firm now has around fifteen employees and covers the following areas: accounting, taxation, auditing, « PPE » management, domiciliation and directorships.

Wealth management is an important activity carried out by Mr. Friz at Fiduservice Inc. since the creation of the company in 1977. The collaboration with ProTrading Ltd, signed in October 2012, allows him to hand over his customers in a harmonious manner and to effect a transition over time, while remaining active in management and decision-making.

In terms of community life, Mr. Friz was between 1982 and 1990 municipal councillor of Cottens, a municipality in which he still lives today. Between 1990 and 1995, he was also president of the municipal fanfare.

On December 11, 2012, Mr. Friz was appointed proxy holder by ProTrading Ltd and he can therefore fully participate in the continuous development of the company's activities, while being able to offer additional services to existing customers.

Irma Jolly

Irma Jolly (born 1951) completed her banking education between 1978 and 1987 in Geneva with Kidder, Peabody Co. and Bache Halsey Stuart & Shields Inc. (which became Prudential-Bache Securities in 1981).

Ms. Jolly then worked for Globe Finlay Inc. (which soon became Clay Finlay Inc.). This New York-based company had representative offices in London, Tokyo, Hong Kong and Geneva. Clay Finlay Inc. in New York exclusively managed institutional funds.

Some private clients were managed from the Geneva office where she worked. These were “high-net-worth individuals” clients who needed a global structure. The representative office was able to offer the service of a “family office”, if the needs of the clients so demanded.

Ms. Jolly looked after these clients until the office closed in 2007 and took all the necessary steps to transfer client assets to ProTrading Ltd.

Since 2010, Ms. Jolly has been independent while maintaining contact with clients entrusted to ProTrading Ltd.

She speaks perfect English, German and French.

On March 11, 2013, Ms. Jolly was appointed authorised representative by ProTrading Ltd and she can therefore fully participate in the continuous development of the Company's activities, while being able to offer additional services to existing customers.