Our Team

Family Officers

Jean-François CHATELAIN
Partner & Family Officer

Master’s Degree in Wealth Management at ESCP – EAP, Master’s Degree in Banking and Financial Markets at ESSCA and a MSc in Corporate Fiscal Management at SKEMA

Over 17 years of experience in Finance and Wealth Management

Pierre-Emmanuel GILLET
Partner & Family Officer

Master’s degree in Law at Paris-Dauphine PSL University, Master’s degree in Management at IAE Paris XII, Master’s degree in finance and Wealth Management at ITB and CESB

Over 20 years of experience in Investments, Legal, Complex Financing, Management

Pierre PELLET
Partner & Family Officer

Master’s Degree in Wealth Management at Clermont – Ferrand and a master’s degree in Accounting and Taxation at Auvergne University

Over 15 years of experience in Fiscal, Real-Estate and Legal Services

Administrative and Accounting Department

Pierre GILBERT
Chief Financial Officer

Bachelor’s Degree in Accounting and Management (DCG)

6 years of experience in accounting

Barbara LE BATARD
Associate Family Officer

32 years of experience as an Executive Assistant and Office Manager

Carolina LENOIR
Administrative Assistant

Higher National Diploma at ETS European School

10 years of experience in Events, Tourism and as an Executive Assistant

Hugo MARTINS-CONDÉ Associate Family Officer

Master’s Degree in Finance and Wealth Management at IAE Clermont Auvergne

2 years of experience in Wealth Management, Banking and Finance

Reporting and Monitoring Department

Fernanda CALLE
Head of Department of Reporting and Monitoring

Master’s Degree in International Management at UPEC and a master’s degree in Corporate Management and Finance

15 years of experience in Business Manager and Wealth Management

Nathalie LAM
Reporting Officer

Bachelor’s Degree in Management at UPME

12 years of experience in Financing and in Cash Management

Lucas SUMIAN
Reporting Analyst

Master’s Degree in Finance at Paris Dauphine PSL University

3 years of experience in Sales-trading, Asset Management and Wealth Management

Wealth Management & Engineering Department

Romain AYLIES
Partner and Chartered Accountant of FP FIDUCIARE / Head of Department of Wealth Management and Engineering

Master’s Degree in Wealth Management at Clermont-Ferrand, Master’s Degree in Accounting Control Audit (CCA) in Nice and Chartered Accountant registered in the Association of Chartered Accountants in France

7 years of experience in Wealth Management & Engineering and Accounting

Innocent KATA
Legal Secretary

Master’s Degree in Law and Judicial at Jean Moulin Lyon III University and graduated as a Corporate Legal Officer at CNAM de Paris

5 years of experience in Law, Legal Services and Legal formalities

Portfolio Management / Asset Management / Financial Investments Department

Dorian CHEVALIER
Project Manager

Master’s Degree in Finance and Wealth Management at IAE Clermont Auvergne

2 years of experience in Wealth Management

+ Financial Advisory

Financing Department

Karen BROGI
Head of Financing Department

Postgraduate Diploma in Financial Engineering and a master’s degree in Banking & Finance (Paris 1)

23 years of experience in M&A, Private Equity, Structured Finance and LBO

Concierge Department

Thibault LOUPIAS
Head of Concierge Department

Graduate in FPE Concierge d’Hôtel at Lycée Hôtelier de Toulouse

12 years of experience in Conciergerie and Client Service. Ex-member of the Association of Les Clefs d’Or also known as Golden Keys

Real-Estate Management

Mariette MATADI
Head of Real-Estate Management

Over 10 years of experience in Real-Estate Management

FP Assurances

Jean-Christophe BRECHARD
Head of Insurance Department

Master’s degree ISERP

Over 25 years of insurance, Claims Management and Audit Coverage of assessed risks

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