Jérémy Dutoit

Head of Advisory at Banque Eric Sturdza SA
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Contact Information
us****@****om
(386) 825-5501
Location
Geneva, Geneva, Switzerland, CH

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Experience

    • Switzerland
    • Banking
    • 1 - 100 Employee
    • Head of Advisory
      • Apr 2021 - Present

      Member of the Investment Committee Member of the Investment Committee

    • France
    • Banking
    • 700 & Above Employee
      • Jan 2018 - Apr 2021

      • Dec 2014 - Jan 2018

      Trader Direct Access - Advisory Desk, Assistant Vice-President • Responsible for the « Direct Access » activity : Order executions for accredited Clients in all asset classes worldwide (Equites, Futures, Options and Bonds). • In charge of the promotion of the Direct Access Service to all Relationship Managers of the Bank. Client meeting with prospects and Direct Access clients.• Collaborated actively with the Advisory team for the edition of regular publications (trading ideas, market commentary and stock selections).• Co-managed the UK Equity selection List (since January 2016) used by delegated clients and all relationship managers of the Bank. (performance 2016-2017 : +25%) Show less

      • Dec 2010 - Dec 2014

      Middle Officer – Discretionary Portfolio Management, Authorized Representative • In charge of orders processing for Discretionary Portfolio mandates.• Responsible to implement Treasury / Hedging in client’s accounts and on internal Indosuez Funds (spot, forward and swap).• Actively monitored and in charge of the accounting of Indosuez Funds in Equities, Fixed Income & Derivatives.• Between October 2013 and December 2014, assisted directly the Head of Portfolio management for the management of tailor-made Discretionary Portfolio mandates for UHNWI clients. Show less

    • Switzerland
    • Banking
    • 1 - 100 Employee
    • Middle Officer
      • May 2009 - Dec 2010

      Middle Officer – Trading Room • Responsible for the transactions processing in Forex, Equities, Fixed Income and Funds. • In charge of the Profit & Loss reconciliation on a daily basis for proprietary trading (Forex & Fixed Income) as well as risk monitoring. Middle Officer – Trading Room • Responsible for the transactions processing in Forex, Equities, Fixed Income and Funds. • In charge of the Profit & Loss reconciliation on a daily basis for proprietary trading (Forex & Fixed Income) as well as risk monitoring.

    • Middle Officer
      • Nov 2008 - May 2009

      Middle Officer – Funds Department • Responsible for the operations in Hedge Funds : dealing, invoicing, payment reconciliation, Corporate actions and troubleshooting. Middle Officer – Funds Department • Responsible for the operations in Hedge Funds : dealing, invoicing, payment reconciliation, Corporate actions and troubleshooting.

Education

  • University
    Bachelor's degree, Bank & Finance
    2005 - 2008
  • High School
    Baccalauréat, Economic & Social major ECONOMY
    1996 - 2004

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