Arnaud Gérard, Cfa Email and Phone Number
An experienced EMEA institutional business developer / relationship manager, combining strong technical knowledge with an advisory, business friendly approach. Having worked for asset managers leading in their field, I develop portfolio solutions for large sophisticated European institutional investors such as corporate/public pension funds, sovereigns, insurance companies, asset managers and their advisers. Extensive exposure to and knowledge of portfolio management, strategic asset allocation, LDI, capital market and Fintech.A self-motivated and results driven individual, I enjoy challenges and the opportunity to use own initiative and creativity. Bilingual, I am recognised for achieving results, by combining a structured approach and paying attention to detail.
Fundrock
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Non Executive Director | Ucits And RaifFundrock Nov 2022 - PresentHesperange, Luxembourg, LuParticular input around Distribution and Investment strategies review.
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Managing Director, Conducting Officer, Fundrock Distribution S.A.Fundrock Jan 2020 - PresentHesperange, Luxembourg, LuSet 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).
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Managing DirectorFundrock Switzerland Sa Jul 2024 - PresentGland, ChFRS 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. -
Director - Head Of Europe Business Development & Client RelationsSumitomo Mitsui Ds Asset Management (Uk) Limited Sep 2018 - Dec 2019Responsible 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.
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Investment Consultant For Etfmatic (Www.Etfmatic.Com)Sako Ltd Mar 2015 - Dec 2019Provision 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.
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Investment Consultant For A.I. Machines (Www.A-I-Machines.Com)Sako Ltd Mar 2018 - Sep 2019Business 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.
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Business Development DirectorInsight Investment Jan 2013 - May 2017London, GbResponsible 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. -
Senior Vice President - Head Of Europe & Middle East Business DevelopmentPareto Investment Management Limited Sep 2005 - Dec 2012London, GbFormulated 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. -
Associate Director - Relationship Management TeamWellington Management International Ltd 2001 - 2005Boston, Massachusetts, UsServed 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. -
Senior Associate - Client Portfolio ManagementPareto Partners 1998 - 2001London, GbRelationship 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.
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Investment AnalystFauchier Partners Llp 1994 - 1997London, GbConducted 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.
Arnaud Gérard, Cfa Education Details
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House Of Training, LuxembourgFinance And Financial Management Services -
Cfa InstituteCfa Charterholder
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Université De Rennes IFinancial Administration
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Université De Rennes IEq. Aca
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Le Mans UniversitéSciences Economiques
Frequently Asked Questions about Arnaud Gérard, Cfa
What company does Arnaud Gérard, Cfa work for?
Arnaud Gérard, Cfa works for Fundrock
What is Arnaud Gérard, Cfa's role at the current company?
Arnaud Gérard, Cfa's current role is Managing Director, FundRock Distribution S.A. | Conducting OfficerHead of FundRock Switzerland S.A..
What schools did Arnaud Gérard, Cfa attend?
Arnaud Gérard, Cfa attended House Of Training, Luxembourg, Cfa Institute, Université De Rennes I, Université De Rennes I, Le Mans Université.
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