Trang Fernandez-Leenknecht

Bis 2018, Director - Wealth Planning Switzerland, Bank J. Safra Sarasin

Geneva, Switzerland


Financial Planning
Legal Advice
Real Estate Financing
Occupational pension plans
Matrimonial property law
Wealth Planning
Client Relationship Building
Client acquisition
Project management
Life insurance
Succession Planning


Professional experience for Trang Fernandez-Leenknecht

  • Current 4 years and 5 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


  • 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


  • French

    First language

  • German


  • English


  • Vietnamese



Water Sports
Golf - Ski
Tauchen - Scuba Dive
Trekking - Biking
Reisen - Travel
Literatur - Cinema
Wohltätigkeitsverein - Not-for-profit organisations
mittelfristiges Ziel: in Asien zu arbeiten
Environmental issue

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