
Trang Fernandez-Leenknecht
Skills
Timeline
Professional experience for Trang Fernandez-Leenknecht
- Current 6 years and 3 months, since 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 year and 11 months, 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 years and 6 months, Dec 2012 - May 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.
- 2 years and 1 month, Oct 2010 - Oct 2012
Financial and Tax Planner
Credit Suisse
Private Banking - HNWI and UHNWI Business development with internal and external clients Comprehensive, tailormade financial plans Pension specialist Leader of several business initiatives
- 5 years and 10 months, 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
Educational background for Trang Fernandez-Leenknecht
- 1 year and 11 months, 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
Languages
French
First language
German
Fluent
English
Fluent
Vietnamese
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