Experience

Barthelet Associés
• France
• Investment Banking
• 1 - 100 Employee
• Wealth Management -Freelance-

  • Sep 2022 - Present


Amundi

• France
• Financial Services
• 700 & Above Employee

• Head of Insurance Solutions & Fiduciary Management Solutions

  • Sep 2017 - Jun 2022

  1- Managing investment and financial engineering teams (11 people):- Responsible of 2 portfolio manager teams, based in Paris and Milan, as well as a financial engineering team dedicated insurance portfolio management.- Team management: weekly team meetings, monthly investment committees and steering of team projects.2- Managing assets and designing dedicated investment solutions:- Chief Investment Officer (CIO) of insurance multi-asset portfolios (€50Bn). Asset allocation construction factoring in liabilities, accounting standards (French and Italian standards, IFRS) and prudential constraints (Solvency 2). Implementation of investment strategies through security and fund selection.- Designing tailor-made investment solutions to address objectives and constraints of insurance companies.3- Facing institutional clients and building up insurance business:- Strong client relationship: presenting economic scenario, financial market outlooks, investment convictions and underlying investment strategies. Participation in client’s investment governance: ad-hoc meetings, monthly investment committees, quarterly strategic committees, boards of directors.- Active contribution to international business development. Promoting investment solutions and insurance expertise Roadshows in Europe and Asia. Driving RFP answers and participating in beauty parades. Show less

• Deputy Head of Insurance Business Line

  • Jan 2008 - Aug 2017

  Creation and development of Insurance expertise on asset allocation and equities - €28 Bn1- Creating and building up equity platform and Insurance Euro ‎zone equity process. Strong track record of the insurance equity process since inception: Sharpe ratio 2 times higher than the equity market (Excess return of 2.5% with a 2 pt less volatility)2- Structuring and promoting equity strategy dedicated to insurance companies: equity solution mitigating regulatory capital charge (Market SCR).3- Fiduciary management. Designing, implementing and managing a dedicated fiduciary platform including asset management services from Asset Allocation Advisory to dedicated reports. Strong client satisfaction on financial performance and the quality of services provided. 4- Taking care of 9 portfolio managers5- Putting in place a cross border organization with a governance between Paris and Milan to manage insurers’ Multi-asset mandates. Show less

• Portfolio Manager

  • Jan 2003 - Dec 2007

  Managing ESG Multi-asset and European equity portfolios for institutional clients