Welcome to My World: A Journey of Growth, Innovation, and Strategic Wealth Management

Greetings! I am Frédéric Sanz, eager to explore partnership opportunities with you. My blend of business savvy and rich life experiences positions me to significantly enrich our collaborative ventures. Together, let's transform insights into action and turn our shared visions into remarkable realities.

  • My Mission: To deliver unparalleled value to the individuals and companies I partner with. My goal is to foster enduring relationships, drive forward-thinking innovation, and make a significant impact in the sophisticated spheres of Leadership, Technology and Private Wealth business.

  • A Growth-Focused Journey: I have passionately embraced a Growth Mindset, where every challenge is an opportunity to learn, grow, and excel. This approach has been pivotal in shaping my journey across various roles and industries.

Some Career Achievements:

  • Authored a groundbreaking book on Artificial Intelligence for Trustees and Family Offices, released in October 2024.

  • Launched a cutting-edge AI consulting firm, empowering Trust companies and Family Offices to integrate AI solutions and elevate staff expertise.

  • Developed and implemented the pioneering Digital Assets Service Offer for Rhone Trust Group (former Pictet Group Trust company).

  • Drove Rhone Trust Administration Team in Switzerland to achieve all annual targets for the first time in 7 years.

  • Surpassed client portfolio time spent targets by 42% in 2023.

  • Raised client portfolio annual fees over 20% in two years.

  • Enhanced standards and reduced risk by implementing Rhone Group's Standard File Names and Document Lifecycle protocols.

  • Designed and implemented financial statement outsourcing project encompassing over 800 structures - CSC Group

  • Carried out transfer out/ liquidation project of more than 350 non-compliant structures. - CSC Group

  • Achieved over $500K in fee collections within 2 years – TMF Group

  • Set-up an e-commerce start up exceeding KPIs by doubling subscriptions for three consecutive months, resulting in over 50,000 app downloads and cultivating a base of 10,000+ active users.

Career Highlights

  • Harvard Business Review Advisory Council Member: As an HBR Advisory Council Member, I collaborate with global leaders and HBR's editorial team to shape cutting-edge leadership and management content. My strategic insights help ensure HBR remains relevant and impactful, driving the future of business thought leadership.

  • Artificial Intelligence Coach & Consultant: Developed an AI-powered suite for trustees and family offices, increasing revenue and efficiency by 54% with minimal user technical knowledge. Key Features:

    • Automated Reporting: Frees managers for strategic tasks.

    • Administrative Automation: Simplifies scheduling, email, and documents.

    • Enhanced Client Communication: Boosts satisfaction with personalized interactions.

    • Optimized Accounting: Ensures accurate and timely financial reports.

    • Automated Marketing: Supports marketing with technical documents and case studies.

Constantly innovating to meet trustees' needs, driving success and satisfaction.

  • Director at Rhone Trustees (Switzerland) SA: In this role at the former Pictet Group Trust company, I have combined my acumen in digital assets with my leadership skills to bring innovative solutions to the world of Private Clients. My role as a Director here refined my skills in managing sophisticated client needs and leading with agility.

  • Lead Private Wealth at CSC Group (Former Intertrust Group): As the Head of Private Wealth Switzerland, I spearheaded the Business Unit, focusing on global business development and optimise internal processes to elevate operational efficiency, while consistently delivering top-tier client service.

  • E-Commerce Entrepreneurship: Spearheaded a transformative digital learning solution, driving personal and professional growth. Enhanced client service and honed team leadership forming the cornerstone of my professional ethos.

  • Experience at TMF Group and JP Morgan: At TMF Group and JP Morgan Private Bank I mastered trust and financial services, refining skills essential for top-tier leadership in trust management.

  • Academic Excellence and Global Perspective: My negotiation skills were honed at Harvard Law School, and an Executive MBA from Hult International Business School furnished me with advanced strategic leadership and business management insights. Additionally, my dual Masters' degrees in Globalisation and Political Economy from the University of Lausanne and the University of Geneva have enriched my understanding of global dynamics and economic principles. Additionally, I completed MIT’s Artificial Intelligence for Business Transformation program, empowering me to lead innovation and drive impactful growth.

What problem can we solve together?

Embracing a growth mindset solidifies my firm belief that the individuals you surround yourself with have a profound impact on your potential and eventual success.

By choosing to associate with people dedicated to self-improvement and continuous growth, their positive qualities become a driving force, propelling you toward ever greater achievements.

Let us embark on a journey of collaboration and growth. I am keen to discover how we can contribute to each other’s success and navigate the exciting landscape of wealth management together.

Let us embark on a journey of collaboration and growth. I am keen to discover how we can contribute to each other’s success and navigate the exciting landscape of wealth management together.

  • What I do Frederic Sanz

    What I do

    My unwavering dedication centers around supporting families, and I am honored to provide expert guidance to some of the world's most distinguished families in shaping their succession plans and addressing their family governance needs.

  • How I do it Frederic Sanz Switzerland

    How I do it

    I excel in implementing highly adaptable and robust strategies, while maintaining the utmost integrity and impartiality to cater to the individual clients needs.

  • What approach I use

    With a profound understanding of our esteemed clients and their distinct needs, I leverage our team's extensive experience and expertise to consistently deliver customised solutions that seamlessly align with each client's unique preferences and strategic objectives.