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. Together, let's transform insights into action and turn our shared visions into remarkable realities.
My Mission is 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.
Some Career Achievements:
Architected The AI Trust Officer™ — a sovereignty-grade execution layer built to strip friction, sharpen decision clarity, and elevate fiduciary performance to boardroom-grade precision.
Authored a groundbreaking book on Artificial Intelligence for Trustees and Family Offices, released in October 2024.
Developed and implemented a 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.
Enhanced standards and reduced risk by implementing Rhone Group's Standard File Names and Document Lifecycle protocols.
Designed and implemented financial statements outsourcing project encompassing over 800 structures - CSC Group
Carried out transfer out/ liquidation project of more than 350 non-compliant structures. - CSC Group
Career Highlights
Founder & Director | FiduciaCorp: Developed The AI Trust Officer™ for fiduciaries who demand silent precision: Automates KYC, Executes payments flawlessly, Flags only what matters, Enforces clarity, adds zero friction.
No noise. Just seamless control — where your team already works.
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.
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 and AI Applications for Growth at the Kellogg School of Management, empowering me to lead innovation and drive impactful growth. Last but not least, I am a proud member of STEP and the Crypto Valley Association, Switzerland’s leading blockchain & crypto ecosystem.