Arnaud Gérard, Cfa Email & Phone Number

Hesperange, Luxembourg, Lu

Particular input around Distribution and Investment strategies review.

Hesperange, Luxembourg, Lu

Set up and manage an authorised and regulated investment adviser and distributor of shares/units in undertakings for collective investment by the Commission de Surveillance du Secteur Financier (the “CSSF”). Provide fund distribution solutions to non-EU asset managers (regulatory oversight, access to platforms, and direct distribution via own team of institutional and wholesale Sales experts).

Gland, Ch

FRS is a FINMA authorised company offering Swiss Representative and Distribution services to alternative asset managers wishing to build their Investor client base in Switzerland, in full compliance with the new regulations governing distribution.

Responsible for SMD-AM’s marketing strategy and expanding their footprint within Europe. A highly experienced institutional relationship and business development manager focused on developing institutional business across Europe. Working closely with business development, product management and client service teams to drive marketing initiatives, support sales efforts globally, and increase brand awareness.

Provision of investment consulting for Fintech and Artificial Intelligence companies. Was involved with the development of ETFmatic proposition. ETFmatic takes the guesswork out of long-term investing, enabling customers to achieve their investment goals while maintaining a risk level they feel comfortable with. Now the most downloaded Robo-advisor App in Europe. Have started offering their services/technology to B2B.

Business introducer and marketing strategy adviser across Europe for A.I. Machines. A.I. Machines have designed, coded and integrated multiple Artificial Intelligence and machine learning technologies, and methods, into a single fully automated investment engine that recreates the entire investment process required to generate and manage any type of discretionary or quantitative portfolio.

London, Gb

Responsible for business development, primarily focused on pension plans, insurances, local consultants and global financial intermediaries. Demonstrate strong business judgement, including the ability to synthesize complex issues, effectively balance competing objectives and adapts to client needs. Responsible for raising awareness and creating demand within the market through networking, PR, events, road shows, advertorials, and creation of specific articles for the market.

London, Gb

Formulated and executed business development program focused on large sophisticated pension plans and their consultants across EMEA. Direct involvement with investment management of an alternative UCITS currency fund, its successful launch and broad market distribution. Actively represented Pareto’s capabilities as public speaker at events, and with the press.

Boston, Massachusetts, Us

Served as a lead or second relationship manager to over 35 UK and European investors including pension plans, public funds, asset management firms and insurance companies with combined assets over £8.5 billion across the firm products range. Offered in-depth technical expertise to regional sale force and represented Wellington Management investment capabilities in finals and review meetings. Worked closely with multi-disciplinary teams to engage and influence necessary actions (portfolio /strategy construction, contracts, fees) in my markets.

London, Gb

Relationship manager to global institutional clients. Fully conversant with Investment Management Agreements, guidelines and fee negotiation. Monitored and reported through regular contact with customers at investment decision meetings on firm currency overlay and global fixed income strategies.

London, Gb

Conducted quantitative analysis on Hedge Funds universe. Designed and implemented, first of its kind, performance attribution, style analysis and risk control methods. Identified estimated risk/reward target. Contributed to the design of Fund of Hedge Funds and audit of portfolios performance systems.

Mifid Ii: Certification Advisory Profile, Finance And Financial Management Services

Cfa Charterholder

Dess, Financial Administration

Mstcf, Eq. Aca

Deug, Sciences Economiques