2013 - maintenantBased on a 10 years history in private banking, our company has constituted an exclusive network dedicated to Real Estate Investments. The large majority of our assets (properties, commercial buildings, 4 and 5 stars hotels, vineyards, etc) are not available on the public market and we do propose those assets exclusively to our clients and partners, with a total confidentiality.
This off market and confidential approach has seduced high and ultra high net worth clients and international private banks which are today forming the core of our network.
We tend to excellence and have a close, transparent and professional relationship with our clients and partners on a long term approach.
Our company is located in Paris and we are mainly focusing in France and Switzerland, with a strong presence in Paris and Geneva.
Merrill Lynch
- Banquier privé
PARIS2005 - 2014Global Wealth Management
• Développement et gestion d’un portefeuille obligataire de 400 M USD d’actifs
• Construction de portefeuilles sur mesure, en lignes directes obligataires internationales
• Gestion d’une clientèle française, Belge et Marocaine (Clients privés et institutionnels)
• Recherches et analyses crédit
• Participation aux comités d’investissements
• Suivi day-to-day des risques des portefeuilles
• Reporting mensuels
AXA en France
- Banquier privé
Nanterre 2004 - 2005Global Wealth Management
• Développement et gestion d’un portefeuille obligataire de 400 M USD d’actifs
• Construction de portefeuilles sur mesure, en lignes directes obligataires internationales
• Gestion d’une clientèle française, Belge et Marocaine (Clients privés et institutionnels)
• Recherches et analyses crédit
• Participation aux comités d’investissements
• Suivi day-to-day des risques des portefeuilles
• Reporting mensuels
