
Trang Fernandez-Leenknecht
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Trang Fernandez-Leenknecht
- Bis heute 5 Jahre und 4 Monate, seit Jan. 2020
Founding Partner
Holistik SA
Holistik provides legal and tax support, manage personal and business risks, consider client’s concerns from different perspectives, and find innovative solutions to achieve your goals and protect your family. Our role is to know the opportunities, measure risk and manage uncertainty. Multi-jurisdictional asset protection and wealth transfer Life insurance and company solutions Domestic and cross-border relocation Pension structuring for private clients and companies Sustainability & Blockchain
- 1 Jahr und 11 Monate, Jan. 2018 - Nov. 2019
Master of Advanced Studies in International Taxation (LL.M)
University of Lausanne
Research thesis : "Blockchain-based assets and automatic exchange of information for CRS purposes" A short glance of the topic with the article for the Swiss Institute of Fight against Economic Crime, October 2019, in French. International Tax | Digital Economy | Blockchain | Crypto-assets | Exchange of information | Common Reporting Standard Thank you Prof. Robert Danon and Dr. Vikram Chand!
- 5 Jahre und 6 Monate, Dez. 2012 - Mai 2018
Director - Wealth Planning Switzerland
Bank J. Safra Sarasin
Lead Wealth Planning Western Switzerland. HNWI, Executives & Entrepreneurs in the Swiss market and key European juridictions. Strong experience in Swiss pension scheme structuring. Position with the Swiss desk as the main banking player in the market.
Private Banking - HNWI and UHNWI Business development with internal and external clients Comprehensive, tailormade financial plans Pension specialist Leader of several business initiatives
- 5 Jahre und 10 Monate, Feb. 2005 - Nov. 2010
Financial Advisor
SwissLife Select
Develop own portfolio of 150 clients Affluent clients and HNWI Advisory in pension, investment, financing and insurance. Team lead of 2 people
Ausbildung von Trang Fernandez-Leenknecht
- 1 Jahr und 11 Monate, Jan. 2018 - Nov. 2019
International Taxation
University of Lausanne
Research thesis : "Common Reporting Standard: the Blockchain-based assets case" (Grade 5.5/6) Taxation in a digitalised economy | Multi-jurisdictional Tax | Compliance | International Tax Agreements
- 2017 - 2017
Impact Investing
University of Oxford - Saïd Business School
- 2012 - 2012
Chartered Alternative Investment Analyst
CAIA
- 2007 - 2010
Swiss Federal Diploma in Financial Planning (Eidg.Fachausweis) & IAF Diploma
•IAF Association for Continuous Education in the Financial Industry
- 2003 - 2004
Management & Cross-cultural communication
Joensuun Polytechnicum (Finland)
- 1999 - 2003
Banking and Economics
Universities of Lausanne and Zurich
Sprachen
Französisch
Muttersprache
Deutsch
Fließend
Englisch
Fließend
Vietnamese
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