Private Client Group
Joined Clartan Associés in 2010
After 7 years as the only permanent member of staff of an association, I joined an independent financial management firm. There I learned the basics of the profession: tax advice and personal asset management, asset allocation. It was then that I wanted to join a more heavyweight team and get closer to the product. At Clartan Associés I still prioritise working closely with private clients, placing great emphasis on facilitating their relations with our partners. My overriding objective: taking the client by the hand so that he has no administrative worries, we take care of everything!
Languages: French, English, Spanish