Speaker

FRANZ DE PLANTA

OAR-G, SOWT, MANTOR SA & MANTOR (UK) LTD

 

 

 

President, OAR-G, Organisme d'Autoregulation des Gérants de patrimoine.  


Co-Chairman of SOWT, Swiss Supervisory Organisation of Wealth Managers and Trustees


Chairman of MANTOR SA (Geneva, Lugano, Zurich) and MANTOR (UK) Ltd in London

Franz R. de Planta has 33 years experience in banking, high net-worth financial services and family office, specialising in portfolio management and wealth management solutions.

For 20 years he has been Chairman of de Planta & Cie, his private family office and financial company and since 2013 of MANTOR (www.mantor.ch), an asset management, integration and service company for independent asset managers and their clients.

Since 2003, Franz has been chairman of a self-regulatory organisation for asset managers, family offices and trust companies, as their supervisory body by delegation of the FINMA, the Swiss Financial Market Supervisory Authority. Together with STEP, SATC and SAAM, the OAR-G has co-founded SOWT, the Swiss Supervisory Organisation of Wealth Managers and Trustees in Bern, co-chaired by Franz.

He is member of economiesuisse (Swiss Business Federation), their legal committee and working group on the regulation of the financial sector, as well as the financial market policy forum of the State Secretariat for International Matters.

The Swiss Federal Department of Finance made him member of the Financial market policy Forum under the Chairmanship of the State Secretariat for International Financial Matters (SIF) together with the Federal Finance Administration (FFA), the Swiss National Bank (SNB), the Swiss Financial Market Supervisory Authority (FINMA) and Switzerland’s financial market main Representatives (Swissbanking, ASPB, SFAMA, SAAM, SIX, SIA).

Franz de Planta has been involved since Summer 2017 with the working group formed by the Swiss Federal Department of Finance to elaborate the ordinances for the Financial Services Act (FinSA) and Financial Institutions Act (FinIA). These laws will create uniform competitive conditions for financial intermediaries and improve client protection. The two bills are now being debated by the Swiss Parliament and should be passed by both Chambers at the latest in April 2018, in order to be put in force by 1st of January 2019. This sound legislation for prudential oversight and protection of customers will enhance the competitiveness and international acceptance of the Swiss financial place.