Mathilde Bobbia

Mathilde Bobbia Email and Phone Number

Conseil en Gestion Privée - Multi-Family Office INKIPIT FINANCE @ Inkipit Finance
paris, île-de-france, france
Mathilde Bobbia's Location
Paris, Île-de-France, France, France
Mathilde Bobbia's Contact Details

Mathilde Bobbia work email

Mathilde Bobbia personal email

n/a
About Mathilde Bobbia

Inkipit Finance is an independent multi-family office. Our team advises families and private investors on the organization and management of their investments in traditional and alternative assets.

Mathilde Bobbia's Current Company Details
Inkipit Finance

Inkipit Finance

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Conseil en Gestion Privée - Multi-Family Office INKIPIT FINANCE
paris, île-de-france, france
Website:
inkipit.com
Employees:
5
Mathilde Bobbia Work Experience Details
  • Inkipit Finance
    Family Officer
    Inkipit Finance Aug 2023 - Present
    Ville De Paris, Île-De-France, France
    Structuration de portefeuille financier Allocation d’actifs et gestion d’actifs privés pour une clientèle UNWI et UHNWIExpertise en Private Assets : Private Equity et Private Debt Ingénierie patrimoniale et gouvernance familiale : marché français et internationalGestion des partenariats (sociétés de gestion, banque d'investissement, assureurs, relation notaire-fiscaliste...)Rédaction d’articles techniques et newsletters financières
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  • Inkipit Finance
    Family Officer
    Inkipit Finance Sep 2022 - Aug 2023
    Ville De Paris, Île-De-France, France
    Wealth audit, financial analysis and asset allocationFounder support in presentation of structured solutions Half-yearly portfolio reporting and cash flow monitoring for Private Asset funds Creation and monitoring of dashboard for consolidated portfolios Management of partnerships with asset management team, insurers and private banksLegal & Tax advise and writing targeted summary notesEnsuring the follow-up of the notary-tax specialist relations (law, tax...)Management of portfolios, customer services and family governance
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  • Anadris Patrimoine
    Wealth Management Consultant
    Anadris Patrimoine Apr 2022 - Aug 2022
    Collonges-Au-Mont-D'Or, Auvergne-Rhône-Alpes, France
    Wealth management for individuals and business owners Wealth audits, financial analysis and asset allocationPreparation and support with customer appointmentSpecific and complex tax declarations (cross-border commuters / expatriates / digital cryptocurrency assets / overseas investments) Ensure regulatory compliance of portofolio and products Management of client portofolio (LDM, CRM, annual report and wealth management summary) Contribute to the development of the firm's sales and marketing activities
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Mathilde Bobbia Education Details

Frequently Asked Questions about Mathilde Bobbia

What company does Mathilde Bobbia work for?

Mathilde Bobbia works for Inkipit Finance

What is Mathilde Bobbia's role at the current company?

Mathilde Bobbia's current role is Conseil en Gestion Privée - Multi-Family Office INKIPIT FINANCE.

What is Mathilde Bobbia's email address?

Mathilde Bobbia's email address is ma****@****pit.com

What schools did Mathilde Bobbia attend?

Mathilde Bobbia attended Iaelyon School Of Management, Iaelyon School Of Management, Iut D'aix-Marseille, Lycée L'oiselet.

Who are Mathilde Bobbia's colleagues?

Mathilde Bobbia's colleagues are Arnaud Perrier, Jérôme Samuel.

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