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
Yacine KADRI
Family Officer
Master’s Degree in Private Law and Private & Professional Wealth Management at Paris II Panthéon-Assas and graduated from INSEAD
8 years of experience in Finance, Private Equity, Real-Estate, Business Law, and Civil Law
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
Marie MANSION
Accountant
Master’s Degree in Accounting and Management at INES Paris 9
3 years of experience in accounting
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 Department
Magali MOUKARZEL
Head of Real-Estate Department
Master’s Degree in Architecture and Urbanisme
6 years of experience in Project Management and Housing Renovation
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
Julie SCHINTGEN
Associate of the Head of Insurance Department
Higher National Diploma in Insurance at Akor Alternance Paris
6 years of experience in Insurance, Claims Management and Risk Management
