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Mathilde Bobbia is listed as Conseil en Gestion Privée - Multi-Family Office INKIPIT FINANCE at Inkipit Finance, a with 5 employees, based in Paris, ÎLe-De-France, France. AeroLeads shows a work email signal at inkipit.com and a matched LinkedIn profile for Mathilde Bobbia.
Mathilde Bobbia previously worked as Family Officer at Inkipit Finance and Family Officer at Inkipit Finance. Mathilde Bobbia holds Master, Finance - Wealth Management from Iaelyon School Of Management.
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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.
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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
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
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
Master 2 Thesis : "Private Equity in the strategic allocation of a financial portfolio: a varied asset diversification tool" Master 1.
L3 Thesis : "Family real estate civil company and Historical Monument device"
Mémoire L2 : "L’accompagnement des dirigeants d'entreprise dans leurs projets de fusion-acquisition et de transmission-reprise"
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Mathilde Bobbia works for Inkipit Finance.
Mathilde Bobbia is listed as Conseil en Gestion Privée - Multi-Family Office INKIPIT FINANCE at Inkipit Finance.
AeroLeads has found 1 work email signal at @inkipit.com for Mathilde Bobbia at Inkipit Finance.
Mathilde Bobbia is based in Paris, ÎLe-De-France, France while working with Inkipit Finance.
Mathilde Bobbia has worked for Inkipit Finance and Anadris Patrimoine.
Mathilde Bobbia's colleagues at Inkipit Finance include Arnaud Perrier and Jérôme Samuel.
You can use AeroLeads to view verified contact signals for Mathilde Bobbia at Inkipit Finance, including work email, phone, and LinkedIn data when available.
Mathilde Bobbia holds Master, Finance - Wealth Management from Iaelyon School Of Management.
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