Mission & Values
icon-menu

We not only promote quality wealth and discretionary portfolio management,

We are, above all, partners who have teamed up our long banking experience and the know-how into the art of servicing valuable clients.
ideas behind our company
1
We are a wealth management company
in the digital age
2
We are an integrated network of experienced experts
3
We are a choosen family with a club spirit
the founders

“Reputation is our key asset”

Franz de Planta, Chairman

“We protect our partners and their trusted customers”

Christian Balmat, CEO
EXPERIENCE OF THE PRINCIPALS

Franz de Planta

Franz is a Swiss national with 37 years’ experience in banking and high net-worth financial services as an independent External Asset Manager (EAM), since 1994 affiliated to the Swiss Association of Independent Financial Advisors (SAIFA). In 2001 he founded de Planta & Cie SA, Geneva, specialised in portfolio management and wealth management solutions.


Being the driving force behind MANTOR, Franz was instrumental in Swiss Financial Services from 2003 to 2020 as President of OAR-G, Swiss Self-Regulatory Organisation (SRO) for Asset Managers. He was Member of the Legal Committee and Consultant of the Swiss Business Federation, as well as Senior Advisor to the Financial market policy Forum, a Think Tank under the Chairmanship of the State Secretariat for International Finance (SIF) developing strategies for competitiveness, infrastructures, regulation, sustainability and new technologies.
Franz has in-depth knowledge of prudential and economic issues, portfolio management for professional investors and high net worth individuals. With an international education and business practice, he is fluent in four languages. He chairs the MANTOR Group of Companies.

Christian Balmat

Christian is a Swiss national with 33 years’ experience in banking and as an independent External Asset Manager (EAM), since 2001 with ProTrading, Fribourg. He is advising on global wealth management. His clients are mainly from Switzerland and as well from other European countries.


From 2003 to 2020 Christian was vice-President of OAR-G, Swiss Self-Regulatory Organisation (SRO) for Asset Managers. Since 2020, he is President of SO-FIT (Supervisory Organisation for Financial Intermediaries and Trustees), a supervisory organisation authorised and supervised by FINMA under Federal Act on Financial Institutions (Financial Institutions Act, FinIA) and the Federal Act on the Swiss Financial Market Supervisory Authority (Financial Market Supervision Act, FINMASA).
He is operational board member of a well-established family group specialised in retail sales and logistics. He has in depth experience of financial services and portfolio management for professional investors and high net worth individuals. His broad experience in all of these fields makes him ideal to lead MANTOR.

MANTOR is a global wealth manager for private and institutional clients.


Through our services, you will get access to our pluriannual experience, our fundamental and technical analysis, as well as our disciplined professional management.
We offer multi-family office expertise and operate in virtually all major liquid markets worldwide. Our investment strategy is focused on long-term performance, our dynamic wealth management is focused on results.
We bring together highly skilled/qualified independent wealth managers who have held important positions in renowned banks. We offer discretionary wealth management and advisory services. Bespoke Art advisory service is supplied on demand.
We take time to understand your personal and family needs. Together we define your individual investment objectives based on your lifestyle, time horizon, risk-return profile and personal investment plans.

We offer personalized investment solutions reflecting your needs.

You can select your custodian banks amongst 30 major institutions with whom Mantor has already a collaboration agreement. Our discretionary mandates capitalise on up-to-date asset management methodologies.
We propose solutions adapted to medium and long-term needs and provide you with regular follow-up. Additional advice of independent professionals in different fields such as project finance and real estate investments is also available. Bespoke Art advisory service is supplied on demand.
We provide you with reliable support and information. Performance is monitored daily; your investments are reviewed on a weekly basis and adjusted when appropriate. We provide you with statements and performance estimates on a regular basis or upon demand.
key metrics

Few facts
about the
company
32
Wealth Managers
1B
CHF AUM
1.8M
Share Capital
500
Clients
30
Custodian banks
3
Insurance companies