Martin has over 25 years experience in financial services, consulting, advisory and compliance. He started his career in investment banking at Merrill Lynch, followed by management consulting at Accenture, the global consulting company. Working in the strategy consulting unit of Accenture, Martin worked on and led various projects in financial services, private equity, insurance and industry. From 2003 to 2009 Martin was an independent consultant leading international projects in financial services at various large institutions.
Working with a wide network of specialists, law firms, tax and accounting firms, IT companies, trust companies and more, Martin has provided and coordinated a wide range of compliance and advisory services to a large number and variety of institutional and private clients. In particular as regards to Automatic Exchange of Information (AEoI, FATCA and CRS) and tax. Usually working across jurisdictions.
These services include comprehensive compliance, regulatory, planning, investment, specialised legal advice, tax advice, trusts, life insurance and various other services to financial institutions, companies, private individuals and charitable foundations. Martin has been the compliance officer at two SEC Registered Advisors and has worked closely with the Compliance departments of life insurance companies in product compliance.
Martin graduated with a Bachelor of Commerce degree in Economics & Accounting (1992) and a Bachelor of Science degree in Chemistry (1990) from Flinders University in South Australia.
Tel. +41 44 552 03 87