Experience

VEGA Investment Managers

• Investment Management
• 1 - 100 Employee

• Head of Discretionary mandates for UHNW French individuals

  • Dec 2007 - Present

  • Management of a team of 8 senior assets managers • Financial portfolios management of the most important clients of Banque Privée 1818 • Multi assets, absolute return approach • Active participation in business development in relation with private bankers • Achievement: 1,350 million € of AUM (400 in 2007) • Management of a team of 8 senior assets managers • Financial portfolios management of the most important clients of Banque Privée 1818 • Multi assets, absolute return approach • Active participation in business development in relation with private bankers • Achievement: 1,350 million € of AUM (400 in 2007)



Société Générale Asset Management

• Investment Management
• 100 - 200 Employee

• Senior Asset Manager Private Client VHNWI

  • Jan 2003 - Dec 2007

   • Participation in the creation of the VHNW French individuals department • Portfolios management for clients trusting more than 1 million € of financial assets. • Conception, creation, and management of an absolute return funds • Achievement: 250 million € of new cash over 4 years in collaboration with SG network  • Participation in the creation of the VHNW French individuals department • Portfolios management for clients trusting more than 1 million € of financial assets. • Conception, creation, and management of an absolute return funds • Achievement: 250 million € of new cash over 4 years in collaboration with SG network



Société Générale Asset Management – Paris

• Paris Area, France

• Balanced Funds manager – Funds of funds department

  • Jan 2001 - Jan 2003

  Manager for Corporates Savings Plans and participation to development: RFP, active sales support). AUM 300 M€ • Asset allocation for an Italian bank : AUM 350 M€ in multi-assets, multi-managers • Head of funds analysis Manager for Corporates Savings Plans and participation to development: RFP, active sales support). AUM 300 M€ • Asset allocation for an Italian bank : AUM 350 M€ in multi-assets, multi-managers • Head of funds analysis



Société Générale Asset Management

• Investment Management
• 100 - 200 Employee

• Institutional investor’s sales

  • Apr 1995 - Jan 2001

  Elaboration of marketing plans to develop activities • Marketing of all managed products (mandates or funds) to Pension funds and Corporates • Request for proposals; tailor-made allocations • Creation and development of new products • Achievement: more than one billion € raised over the period Elaboration of marketing plans to develop activities • Marketing of all managed products (mandates or funds) to Pension funds and Corporates • Request for proposals; tailor-made allocations • Creation and development of new products • Achievement: more than one billion € raised over the period



Société Générale Valeurs Mobilières

• Montreal, Canada Area

• First Vice-President Head of Interest rates department

  • Jul 1992 - Jul 1995

  • Relationships with Canadian bond issuers: Corporates, Provinces and affiliates, Bank of Canada • Promote Socgen products to institutional investors and sales training • Connect Paris headquarter departments with local key stakeholders • Achievements:  Ten years bonds issue for 5 billion eurofrancs for Province of Québec in 1994  Around 1.5 billion Canadian dollars of treasury bonds Province of Quebec for 1994  Negotiation and success in achieving the status of Primary Dealer for Bank of Canada Show less



Societe Generale

• France
• Banking
• 700 & Above Employee

• Gérant Obligataire

  • May 1989 - Jul 1992

  Assurer la gestion de SICAV et FCP investis en obligations françaises Utilisation de tous les supports de taux comptants et termes, monétaires, obligataires et produits dérivés. Montant géré : 12 Milliards de Francs • Participer à la promotion et au développement des produits gérés • Animer la formation du personnel SG en matière obligataire Assurer la gestion de SICAV et FCP investis en obligations françaises Utilisation de tous les supports de taux comptants et termes, monétaires, obligataires et produits dérivés. Montant géré : 12 Milliards de Francs • Participer à la promotion et au développement des produits gérés • Animer la formation du personnel SG en matière obligataire