Objectives
- To protect and grow capital over the longer term (minimum 5 years)
Investment universe
- Discretionary asset allocation based on a rigorous selection of investment funds
- Exposure to equity markets of between 20% and 70%, the balance in fixed-income products and cash
Strategy
- Investing in funds that themselves invest in equities, fixed-income products and diversified portfolios
- Favouring developed markets with an emphasis on euro zone investments with diversification into emerging markets
Team
In 2006, after three years at KPMG entrusted with auditing missions and transactions for major international banks (the General Electric capital group, HSBC, Credit Suisse in particular), it was high time for me to play an active part. My project was to find a position where I could give a priority to my three sources of motivation and enrichment: finance, the analysis necessary for decision-making and thirdly, direct contact with clients. Capital management at Clartan Associés fully meets these three criteria. But it was in fact a fourth consideration that led to my decision to join this unique enterprise: the certainty that I would be participating in a human endeavour as part of a high quality team sharing the most important values. At each step of my career, both academic and professional, I have seen how working as a team enriches and has a “levelling-up” effect. It is precisely this spirit that is cultivated in our company. Every member of Clartan Associés contributes to the building of a company with strong, deep roots and which has great potential for growth.
Training: HEC – IEP Paris
Languages: French, English, German
A six month work placement at the end of my ESTP engineer training was an early opportunity to get to know this “shop”, as the Anglo-Saxons say. The company had only five members of staff at the time, was managing 20 million Euros and they used the Minitel to consult the prices! The human scale of the company, its reactivity, team spirit, a long-term view of client service and the entrepreneurial project really did win me over.
So I went back to Clartan Associés, after two years auditing at KPMG, in 1999; from certification to analysis of accounts, with in-depth studies of companies and an understanding of their DNA. A vast and lively universe of investment has been opened up to me. My taste for investigative work is today still as strong as ever.
I have not looked back since that time, still with the same values and the same prioritisation on the interests of the client; the shares being managed exceed the billion Euros, and Clartan Associés is more than 30 persons.
Training: ESTP (Special School for Public Works)
Languages: French, English, Spanish
I joined Clartan Associés after an internship at the end of my studies. After gaining professional experience in wealth management and then asset management, it was only natural that I should take my place in Clartan Associés’ private clients team. I particularly enjoy the quality of the relationships formed with clients and the excellence built into the fund management process, as well as the caring atmosphere in the company.
Education: Business School (BBA EDHEC) then Masters II in market finance (INSEEC Paris)
Languages: French, English, Spanish
The major part of my career has been with the bank industry, mainly in the capital markets activities. Twelve years with Bank Indosuez where my last position was Head of Markets Activities of Banque Indosuez London, then twelve years with Credit Lyonnais group, where I had different positions as Head of Capital markets, the last being Credit Lyonnais in UK. In 2000 Nathalie Rachou and I decided to launch Topiary Finance, an asset management company based in London. We innovated with tailor made asset allocation, independent fund picking and fee transparency. At the end of 2014, we merged with Clartan Associés, with whom we share similar values and long term perspectives.
Education: Institut Supérieur d’Electronique de Paris (1973), MBA Columbia University New York (1975)