Experience

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  Transpacific Wealthcare Ltd

  • Napier, Hawke’s Bay, New Zealand

  • Founder and Director

    • Jun 2014 - Mar 2024
    • Napier, Hawke’s Bay, New Zealand

    Transpacific Wealthcare Ltd was a boutique investment advisory firm offering bespoke solutions to private clients primarily, namely French investors. They were either residents, e.g. investor migrants, or non-residents, e.g. predominantly residents of New Caledonia.Our core business centred on investment opportunities for the New Zealand and Australian stock markets alongside international markets. Transpacific Wealthcare had a strategic alliance with Craigs Investment Partners which provided us with a Platform to draw upon security research, market best practices, infrastructure and disciplines.Backed by extensive research and following a disciplined investment advisory process, we were focused on providing the right level of tailored advice, not on selling products.

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  INFI NC

  • New Caledonia

  • Founder and Director

    • Aug 2003 - Dec 2016
    • New Caledonia

    INFI NC was a financial arranger dedicated to supporting investments of companies active in New Caledonia using tax incentive laws. The company was in charge of the project financing for about 40 operations, totalling approximately NZ$400m spread over all eligible sectors (industry, housing, hotels etc.). Our expertise consisted of offering companies: • application for approval by the tax authorities in Paris and Noumea• contractual, fiscal and financial structuring of the transaction• capital raising (private and corporate investors)• assistance in negotiating loans• monitoring of the transaction through to the end of the contracts

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  CAC Pacifique

  • New Caledonia

  • Founder and Director

    • May 2000 - Aug 2003
    • New Caledonia

    CAC PACIFIQUE was a financial adviser service company dedicated to providing bespoke investment solutions to private clients in partnership with UBS and other large asset managers. The company was authorised by the Chamber of Independent Financial Advisors (Chambre des Indépendants du Patrimoine) in Paris. Our expertise consisted of offering: • Financial advice• investment planning services

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  Societe Generale

  • New Caledonia

  • Deputy Head of Corporate Banking

    • Oct 1997 - May 2000
    • New Caledonia

    Responsibilities included:• Implementation of a lending strategy• Staff management (approximately 30 account and branch Managers)• Assistance to the team in the formulation of appropriate loan structuring• Supporting lending proposals in front of a credit committee• Monitoring problem accounts in collaboration with the Recovery Manager

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  Banque Paribas

  • New Caledonia and Paris

  • Senior Relationship Manager

    • May 1994 - Sep 1997
    • New Caledonia and Paris

    Responsibilities included:• Management of the requirements of a portfolio of corporate customers, acting on opportunities to promote and cross-sell the bank’s products• Financial diagnosis for companies and credit limit reviews• Risk evaluation, feasibility studies and loan structuring

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  Société Minière du Sud Pacifique

  • New Caledonia

  • Chief Financial Officer

    • Jan 1991 - Feb 1994
    • New Caledonia

    Responsibilities included:• Periodical financial reports and business review• Staff management (5 accountants)• Cost control and ratio analysis• Establishment of annual budget and long-term forecasts (5 years)

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  Jacques Pillet & Associés

  • Paris

  • Dealing Room Treasury Consultant

    • Nov 1989 - Sep 1990
    • Paris

    Responsibilities included:• Management of domestic commercial paper issues for Yves Saint Laurent• Monitoring and hedging of customers’ FX and interest rate positions usingan array of tools (options, swaps, French MATIF...)