Team
Having started my career with audit and consultancy group PwC, I moved into financial analysis with a well-known private bank in Geneva. I then moved into the world of investment banking in London at a Swiss equity broker, first as an analyst and then as Head of Sales. Having gained experience with a similar company, providing pan-European coverage, in London, I joined Clartan Associés in 2016 in order to strengthen the team at the Swiss subsidiary. Alongside my main professional activity, I teach company valuation at the University of Lausanne, as Course Leader in a Masters programme at HEC Lausanne.
The professionalism of the management team, the collegiate approach to the investment process and its human values all allow Clartan Associés to set itself apart as an investment manager.
Training: Masters in finance HEC Lausanne, CFA Charterholder, US Certified Public Accountant
Languages: French, German, English
Since the end of my studies I have been interested in the strategy of companies and understanding what contributes to their success. The first fifteen years of my career, at the Neuflize OBC bank, taught me the profession of portfolio manager, with the support of a well-known Financial Studies department and a culture oriented on client service. I have found in the original model created by Guillaume Rouvier a close match between an approach to investment that has been established in the team culture and the long-term interests of the client. I appreciate being able to take part in both the study of companies and the relationship with the client, the two sides of our profession. I am very keen to continue to build between us, and with our partners, the links that combine professionalism, harmony and trust. I am working for this with Clartan Associés, a company that has already mature but which is still young.
Training: EAP
Languages: French, English, German
After graduating from HEC Lausanne, I had the good fortune of joining Clartan Associés in 2021, where I am responsible for analysing the companies that make up our investment universe. I also provide commercial services for our Swiss clients. I was immediately won over by Clartan’s values, especially the focus on teamwork, investment excellence and client relations. The collective approach to long-term ethical investment seems to be the best formula for generating sustainable value.
Education: Masters in Accounting, Control and Finance, HEC Lausanne
Languages: French, English, Bulgarian