Toby Roquette
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Toby Roquette Email & Phone Number

Portfolio Manager at VIGIFINANCE Family Office
Location: France 8 work roles 3 schools
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Current company
VIGIFINANCE Family Office
Role
Portfolio Manager
Location
France
Company size
15 employees

Who is Toby Roquette? Overview

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Quick answer

Toby Roquette is listed as Portfolio Manager at VIGIFINANCE Family Office, a with 15 employees, based in France. AeroLeads shows a matched LinkedIn profile for Toby Roquette.

Toby Roquette previously worked as Junior Portfolio Manager | Multi-Asset at Vigifinance Family Office and Fund Analyst | Multi-Asset at Vigifinance. Toby Roquette holds Grande Ecole Programme, Master'S In Finance & Bachelor'S In Business, Honors from Essca.

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VIGIFINANCE Family Office

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Profile bio

About Toby Roquette

Toby Roquette is a Portfolio Manager at VIGIFINANCE Family Office. They possess expertise in anglais, finance, management, marketing, microsoft excel and 3 more skills. They is proficient in Spanish.

Listed skills include Anglais, Finance, Management, Marketing, and 4 others.

Current workplace

Toby Roquette's current company

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VIGIFINANCE Family Office
Vigifinance Family Office
Portfolio Manager
France
Website
vigifinance.com
Employees
15
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Company profile
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8 roles

Toby Roquette work experience

A career timeline built from the work history available for this profile.

Fund Analyst | Multi-Asset

Vigifinance

Paris, France

Jun 2021 - Mar 2024

Assistant Portfolio Manager | Multi-Asset

Ubs La Maison De Gestion

Paris, France

• Analyzed mutual funds and hedge funds based on both qualitative and quantitative data• Worked on developing a discretionary mandate consisting of ESG funds• Monitored portfolios’ performance and positioning and discussed trade ideas with portfolio managers• Ensured the follow-up of a selection of small & mid cap European companies

Jan 2021 - Jun 2021

Assistant Portfolio Manager | Equity

Edmond De Rothschild

Luxembourg

• Assisted 4 senior portfolio managers in their daily activities : produced monthly management reports and market comments, handled requests from sales (explaining investment strategy, preparing client meetings), ensured the follow-up of portfolios' positioning and performances• Delivered investment proposals for UHNWI with bespoke mandates : determined appropriate Tactical Asset Allocations and selected suitable instruments with regards to the client's profile (equities, mutual funds, structured products)• Pitched investment ideas to portfolio managers and sales during Private Banking committees

Jan 2020 - Dec 2020

Global Market Operations | Equity Derivatives

Natixis

Paris, France

• Approved OTC equity derivatives trades on vanilla products (swaps, options, forwards)• Settled cash flows relating to trades with global institutional counterparties while resolving discrepancies, respecting cut-offs, and executing payments• Monitored the team's daily activity via internal controls and reported directly to managers

Jan 2019 - Jun 2019

Store Manager

Nicolas

Paris, France

In charge of the whole store (monthly turnover achieved : 20'000€) : • Inventory management : organized the order and reception of goods on a weekly basis• Financial management : managed the cash register, made bank deposits, monitored cash flows• Relationship management : sales and customer advice

Jul 2017 - Aug 2017

Front Desk Officer

Societe Generale

Paris, France

• Welcomed, guided and assisted customers with daily banking operations• Answered emails, phone calls, and booked appointments with clients and prospects• Provided banking services and insurance quotes to clients• Managed client records while following compliance procedures

May 2016 - Jun 2016
Team & coworkers

Colleagues at VIGIFINANCE Family Office

Other employees you can reach at vigifinance.com. View company contacts for 15 employees →

LG Lucie Garavillon Lucie Garavillon Colleague at Vigifinance Family OfficeParis, Île-De-France, France View → AP Agathe Pean Agathe Pean Colleague at Vigifinance Family OfficeGreater Paris Metropolitan Region, France View → JA Jeremy Archinard Jeremy Archinard Colleague at Vigifinance Family OfficeParis, Île-De-France, France View → ND Noémie De Bartillat Noémie De Bartillat Colleague at Vigifinance Family OfficeGreater Paris Metropolitan Region, France View → JL Julie Lemoine Julie Lemoine Colleague at Vigifinance Family OfficeFrance View → QD Quentin Deboffle Quentin Deboffle Colleague at Vigifinance Family OfficeParis, Île-De-France, France View → VD Véronique De Lalande Véronique De Lalande Colleague at Vigifinance Family OfficeParis, Île-De-France, France View → CI Carbenay Isabelle Carbenay Isabelle Colleague at Vigifinance Family OfficeParis, Île-De-France, France View → SG Samuel Gaignon Samuel Gaignon Colleague at Vigifinance Family OfficeGreater Paris Metropolitan Region, France View → SC Sandy Clemente Sandy Clemente Colleague at Vigifinance Family OfficeFrance View →
3 education records

Toby Roquette education

Grande Ecole Programme, Master'S In Finance & Bachelor'S In Business, Honors

Essca

Student Exchange Programme, Business & Finance, Distinction

Rmit University
FAQ

Frequently asked questions about Toby Roquette

Quick answers generated from the profile data available on this page.

What company does Toby Roquette work for?

Toby Roquette works for VIGIFINANCE Family Office.

What is Toby Roquette's role at VIGIFINANCE Family Office?

Toby Roquette is listed as Portfolio Manager at VIGIFINANCE Family Office.

Where is Toby Roquette based?

Toby Roquette is based in France while working with VIGIFINANCE Family Office.

What companies has Toby Roquette worked for?

Toby Roquette has worked for Vigifinance Family Office, Vigifinance, Ubs La Maison De Gestion, Edmond De Rothschild, and Natixis.

Who are Toby Roquette's colleagues at VIGIFINANCE Family Office?

Toby Roquette's colleagues at VIGIFINANCE Family Office include Lucie Garavillon, Agathe Pean, Jeremy Archinard, Noémie De Bartillat, and Julie Lemoine.

How can I contact Toby Roquette?

You can use AeroLeads to view verified contact signals for Toby Roquette at VIGIFINANCE Family Office, including work email, phone, and LinkedIn data when available.

What schools did Toby Roquette attend?

Toby Roquette holds Grande Ecole Programme, Master'S In Finance & Bachelor'S In Business, Honors from Essca.

What skills is Toby Roquette known for?

Toby Roquette is listed with skills including Anglais, Finance, Management, Marketing, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, and Sport.

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