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Martin Enz

Martin Enz

Martin Enz

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In 1976, the founding year of Finad, I was attending a grammar school that specialized in mathematics and sciences and had a wide range of potential job ideas: I saw myself as a pilot, an architect or a lawyer. An old friend from my scout troop ultimately motivated me to study law. My combined disciplines of mathematics and legal science taught me to analyze matters in a structured fashion. One of my strengths is to provide my clients with a comprehensive solution to financial, fiscal and legal issues, in a clear and succinct manner.

After I started work in the Corporate Finance department of UBS, I was active in a wide range of areas within the financial sector. I found my job at Credit Suisse to be particularly fascinating. I had to develop and manage a subsidiary company as a center of excellence for complex matters for very high-net-worth private clients. For the last ten years, I have been putting my professional experience to perfect use at Finad, serving the interests of our clients.

Languages
  • German – Mother tongue
  • English – Fluent
  • French – Spoken
Publications
Work experience
2009 - Present
Senior Partner, Shareholder
FINAD AG, Zurich
Focus on real estate, asset management, succession planning, international tax and estate planning, SRI/ESG, family office service and finance.
2007 - 2009
Member of the Management Board PB
Clariden Leu AG, Zurich
Management responsibility for 100 specialists in corporate finance, tax, estate planning, portfolio advisory, trust solutions, structured products and mortgage financing.
2000 - 2007
CEO
Credit Suisse Solution Partners AG, Zurich
Build-up and management of a global platform/subsidiary of Credit Suisse providing tailor-made solutions to UHNWI clients with a broad range of services such as corporate finance, M&A, family office services, private label funds, escrows, structured financings and tax solutions
1995 - 2000
Head Special Finance Department
UBS AG, Zurich
Tailor-made solutions in structured finance, escrows, project-management and international taxes for international companies and UHNWIs.
1991 - 1995
Investment Manager, Deputy CFO
Union Bank of Switzerland, Zurich
Evaluation, execution and monitoring of venture capital participations, as well as coaching of existing participations.
1987 - 1991
Advisor International Capital Markets & Corporate Finance
Union Bank of Switzerland, Zurich
Advising of listed international and supranational companies regarding bonds, equity-linked transactions and swaps
Mandates
2007 - 2009
Member of the Board of Directors of Clariden Leu Trust AG
2006 - 2007
Member Management Committee CS Private Banking International
2005 - 2007
Member Global Executive Council of Credit Suisse
2003 -2007
Chairman of a Credit Suisse subsidiary
2003 - 2007
Delegate of the Board of Directors of CS Solution Partners AG
2001 - 2007
Member of the board of a Swiss charitable foundation
Since 1998
Member in various Board of Directors of operating and financial companies
Education
1990 - 2009
Various finance, tax, IT, economy, management and leadership seminars
1987 - 1990
Courses in financial and operational accounting, incl. two semesters of CFA courses
1985
Master in law at University of Zurich
Work experience
Mandates
Education
Languages
Work experience
2009 - Present
Senior Partner, Shareholder
FINAD AG, Zurich
Focus on real estate, asset management, succession planning, international tax and estate planning, SRI/ESG, family office service and finance.
2007 - 2009
Member of the Management Board PB
Clariden Leu AG, Zurich
Management responsibility for 100 specialists in corporate finance, tax, estate planning, portfolio advisory, trust solutions, structured products and mortgage financing.
2000 - 2007
CEO
Credit Suisse Solution Partners AG, Zurich
Build-up and management of a global platform/subsidiary of Credit Suisse providing tailor-made solutions to UHNWI clients with a broad range of services such as corporate finance, M&A, family office services, private label funds, escrows, structured financings and tax solutions
1995 - 2000
Head Special Finance Department
UBS AG, Zurich
Tailor-made solutions in structured finance, escrows, project-management and international taxes for international companies and UHNWIs.
1991 - 1995
Investment Manager, Deputy CFO
Union Bank of Switzerland, Zurich
Evaluation, execution and monitoring of venture capital participations, as well as coaching of existing participations.
1987 - 1991
Advisor International Capital Markets & Corporate Finance
Union Bank of Switzerland, Zurich
Advising of listed international and supranational companies regarding bonds, equity-linked transactions and swaps
Mandates
2007 - 2009
Member of the Board of Directors of Clariden Leu Trust AG
2006 - 2007
Member Management Committee CS Private Banking International
2005 - 2007
Member Global Executive Council of Credit Suisse
2003 -2007
Chairman of a Credit Suisse subsidiary
2003 - 2007
Delegate of the Board of Directors of CS Solution Partners AG
2001 - 2007
Member of the board of a Swiss charitable foundation
Since 1998
Member in various Board of Directors of operating and financial companies
Education
1990 - 2009
Various finance, tax, IT, economy, management and leadership seminars
1987 - 1990
Courses in financial and operational accounting, incl. two semesters of CFA courses
1985
Master in law at University of Zurich
Languages
  • German – Mother tongue
  • English – Fluent
  • French – Spoken

Personal convictions

Values
My father passed on to me his sincerity, respect and empathetic approach to people. Up until now, an optimistic attitude has helped me get through life with a certain ease. Furthermore, openness and directness are values, which I both live by and expect from others.
Markets
The extensive requirements of wealthy families go far beyond the performance of the Dow Jones. Among other things, they include all asset classes, well-considered succession planning, fiscal aspects and support in countless other things – and not least so that the clients can use their time for the things they find important.
Trends
Short-term economic forecasts have a large standard deviation – often, the result is different to the expectation. I consider long-term trends to be far more significant for controlling the developments of major assets: demographic change is continuing to progress, everything is becoming more international and we are being “compelled” increasingly towards sustainability. One has to be prepared.
Risks
Ten months after I started my first job at the beginning of 1987, the stock market crashed. This experience taught me prudence, moderation and the insight to know that a period of adjustment must follow a euphoric high on the markets. Non-transparency – especially in financial products – increases the risks.
Countries
I have visited more than 75 countries, and I picked up new impressions from each one. As much as I love to travel, I also love to come home. During my career, I have mainly provided support for international clients or Swiss clients with an international focus. At Credit Suisse, I managed a team with employees from ten different countries, which was an enrichment that I wouldn’t have wanted to miss out on.
People
My openness means I quickly connect with people. However, I try and maintain long-lasting relationships on equal terms. Many of my friendships have lasted decades. It is important to me to develop a mutual trust with clients and to prove that the leap of faith afforded by any new client is justified.
Values
My father passed on to me his sincerity, respect and empathetic approach to people. Up until now, an optimistic attitude has helped me get through life with a certain ease. Furthermore, openness and directness are values, which I both live by and expect from others.
Markets
The extensive requirements of wealthy families go far beyond the performance of the Dow Jones. Among other things, they include all asset classes, well-considered succession planning, fiscal aspects and support in countless other things – and not least so that the clients can use their time for the things they find important.
Trends
Short-term economic forecasts have a large standard deviation – often, the result is different to the expectation. I consider long-term trends to be far more significant for controlling the developments of major assets: demographic change is continuing to progress, everything is becoming more international and we are being “compelled” increasingly towards sustainability. One has to be prepared.
Risks
Ten months after I started my first job at the beginning of 1987, the stock market crashed. This experience taught me prudence, moderation and the insight to know that a period of adjustment must follow a euphoric high on the markets. Non-transparency – especially in financial products – increases the risks.
Countries
I have visited more than 75 countries, and I picked up new impressions from each one. As much as I love to travel, I also love to come home. During my career, I have mainly provided support for international clients or Swiss clients with an international focus. At Credit Suisse, I managed a team with employees from ten different countries, which was an enrichment that I wouldn’t have wanted to miss out on.
People
My openness means I quickly connect with people. However, I try and maintain long-lasting relationships on equal terms. Many of my friendships have lasted decades. It is important to me to develop a mutual trust with clients and to prove that the leap of faith afforded by any new client is justified.

Publications

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