Independent investment advice for European corporates and institutions

With a background in financial markets and quantitative analysis from Bocconi University and Paris 1 Panthéon-Sorbonne, Viena has developed expertise at the intersection of fixed-income markets and corporate treasury strategies. She subsequently joined a financial intermediary, where she advised corporate and institutional clients on defining their treasury and investment solutions.

A 2019 graduate of the EDHEC Business School MSc in Risk and Finance, Matthieu previously completed internships at investment banks Natixis and HSBC in cross-asset structured sales. He began his career at Marigny Capital as a structured products salesperson for professional clients in Switzerland, including independent asset managers and private banks.

A graduate of KEDGE Business School, his experience in Business Development & Sales Support at Edmond de Rothschild in Brussels, followed by his role as a Junior Structured Products Advisor at Altitude Investment Solutions in Geneva, has provided him with a truly international perspective and in-depth knowledge of structured products.

With over 12 years of experience in designing and providing sales support for structured products to his partners, Jean-Baptiste has actively contributed to the growth of several key players in the sector.

Formé à KEDGE Business School, ses expériences chez Edmond de Rothschild à Bruxelles en Business Development & Sales Support, puis chez Altitude Investment Solutions à Genève en tant que Junior Structured Products Advisor, lui ont permis de développer une vraie dimension internationale et une connaissance fine des produits structurés.

Holding a Master’s degree in Wealth Management, Clément has built his career at the intersection of wealth management and partnership development. Following an initial role at Intencial Patrimoine, he joined Gresham Banque Privée, and subsequently Arkea REIM, where he helped grow a firm managing over €3.3 billion in assets by managing relationships with independent financial advisors and family offices across several French regions.

A recognized investment services professional, Claire has over 20 years of experience in governance, regulatory compliance, internal control, risk management, and steering strategic support functions.

With several years of experience in administrative, accounting, and organizational management, Christelle has distinguished herself through her ability to oversee a wide range of activities, including corporate operations, accounting oversight, and vendor coordination.

Adrien holds a Master’s degree in Financial Markets from Université Paris-Dauphine and honed his skills through several internships and a work-study program within the sales teams at CACIB, Société Générale, and HSBC.

Ludivine has 15 years of professional experience, including 4 years in finance. She began her career in 2011 as a back-office manager at AEP-Assurance Epargne Pension, before joining QIS-Quality Insurance Services (CNP Assurances) in 2015, where she served as an operations officer for liabilities, and later as Head of Insurer and Distributor Relations.

William has a 25-year career in finance, including 10 years with the VIP department at Axa Banque. As a Middle-Office Lead, he was responsible for overseeing and monitoring financial transactions, ensuring the accurate execution of stock market orders, and managing trade breaks.

Eléonore holds a Master’s degree in Corporate Communication from IICP and a Master’s degree in Data Marketing and E-commerce from Skema Business School. She previously served as Brand Strategy Marketing Manager at Amundi, followed by a role as E-commerce Marketing Officer at Geodis. Eléonore also worked as a Marketing Specialist at Rothschild & Co.

Sophie holds a Specialized Master’s degree in Finance, Risk, and Control from Audencia Business School. She began her career in 2018 as a product marketer within the financial engineering division at Natixis CIB, supporting cross-asset teams, the BPCE network, and the structuring department.

A graduate with a Master’s degree in Corporate Finance from Audencia Business School, Kenza has built her expertise through professional experience at Valeo and Euroclear.

A graduate in financial engineering from ESILV, Maxime has already gained solid experience through internships at AXA IM as a developer, and at Natixis as an assistant trader for structured products.

After gaining experience in investment banking at Natixis, where he worked in bond research, Louis joined Neuflize OBC on the structured products desk for private clients and asset management. He joined Exclusive Partners in 2021 as a financial engineer, contributing to the development of the firm's structured product offering and treasury management solutions. He is now Head of Structuring.

Stanislas has 5 years of experience in financial markets. He began his career as a junior portfolio manager at Banque Transatlantique Luxembourg before joining Aldrin as a solutions salesperson.

With a Master’s degree in International Financial Analysis, Manon began her career at La Financière Tiepolo as a Buy-Side Equity Analyst. She also held the position of Corporate Manager at the Bank of China, where she developed significant expertise in financing and treasury management. Manon later moved to Banco do Brasil, where she managed a portfolio of SBF 120 corporate clients.

Marine holds a Master’s degree in Corporate Finance and Financial Engineering (Master 225) from Paris-Dauphine University. Following her experience in direct private equity investment at HLD and later at IDI, she joined BNP Paribas Wealth Management in 2015 as a Private Equity & Private Debt Advisor.

Viktoriya brings 20 years of experience in financial markets to the table. She began her career at J.P. Morgan in London, New York, and Paris, where she developed expertise at the intersection of credit markets, capital structures, and complex financial transactions. She has focused extensively on leveraged buyouts and structured finance, building a deep mastery of debt capital markets and credit risk analysis. She is distinguished by her nuanced understanding of treasury priorities and her ability to provide rigorous advice on allocation between banking counterparties and market-based solutions.

Camille began his career in 2016 at Pioneer Investments, working with private banks and institutional clients. He then joined CPR Asset Management as Regional Manager for the North, focusing on listed and unlisted products for independent wealth management advisors. In 2019, Camille became a Sales Manager for structured products at DS Investment Solutions, before joining Exclusive Partners in 2022.

Avner has 12 years of experience in financial markets. After beginning his career at BNP Paribas as a cross-asset assistant portfolio manager, Avner served as Head of Financial Offerings and Asset Allocation at Union Financière de France (UFF). From 2018 to 2020, he was responsible for the sale of structured products across all asset classes to wealth management advisors at Natixis (AGAPAN).

A CFA charterholder since 2014, Vincent began his career in 2005 as an assistant portfolio manager at BGPI before joining BFT Gestion as a risk controller. In 2008, he moved to the Fonds de Réserve pour les Retraites, where he served successively as an analyst and then as an investment director, managing a portfolio of approximately €10 billion. In 2017, he joined Cedrus & Partners as head of the institutional division.

Guillaume has 20 years of experience in financial markets sales. He began his career in 2006 as a structurer in the Rates and Equities division at JP Morgan in London, before joining Société Générale to manage relationships with institutional clients and banking distribution networks in France. From 2009 to 2012, he was responsible for the sale of structured products across all asset classes to French banking networks and insurance companies.

After starting his career in cash and derivatives trading at Fuji Bank and SDBO, Hervé joined Crédit Agricole Group in 1995 as a salesperson for corporate clients, later moving into institutional sales. He then became head of asset-liability management product sales for interest rates and credit to French-speaking banks, serving as Director and subsequently Executive Director at CALYON CIB until 2005. He then joined the teams at the group's alternative investment subsidiary, SGAM, and later LYXOR, where he was responsible for the sale of funds and alternative products until January 2010.

Sébastien has 20 years of experience in institutional investor relations. He began his career as a structurer in the alternative asset management division of SGAM, later becoming head of structured sales for the French-speaking region. In 2008, he joined the Crédit Suisse team as a Director in charge of institutional investor relations.

Frédéric holds a Master’s degree in Finance from Université Paris-Dauphine and London Business School. He held senior positions in market activities at firms including ABN Amro and RBS Natwest before serving as Head of Operations for France and the Benelux region at Deposit Solutions from 2017 to 2019. He subsequently served as Director of Banking Partnerships at Pandat Finance.

Charles has 20 years of experience in sales roles. Following a background in wealth management, Charles worked at ARKEON Finance, where he contributed to the development of the distribution network and the marketing of financial products.

Olivier spent 10 years working on the derivatives trading floors of BNP Paribas and JP Morgan in Paris and London, where he covered professional clients in France and Switzerland across all asset classes. He subsequently joined an independent asset management firm, where he was notably responsible for restructuring illiquid asset portfolios. He has also worked for a market risk management consultancy.

A Sorbonne graduate, Éric began his career at Crédit Lyonnais within the Structured Products team, where he quickly rose to become Head of Sales for France. In 2002, he joined Tradition Group, the world's third-largest broker, to launch their Solutions division, which he successfully developed for over 15 years. In 2019, he was recruited by TP ICAP, the global leader in brokerage, to structure and lead their Solutions business in Paris once again.

Anne has 30 years of experience in asset management, notably at SGAM and LBPAM, where she held various management positions in product marketing, operations, and product development. For the past 15 years, Anne has focused on organizing and overseeing cross-functional operations within asset management firms and startups. She joined Exclusive Partners in 2019 and has served as Managing Director since September 2022.

Clément has 20 years of experience in financial markets. He began his career at JP Morgan, where he developed product expertise across various asset classes. After two years in London in the equity derivatives structuring department for French institutional clients, he moved to Hong Kong as a rates derivatives trader. Clément has served as President of Exclusive Partners since September 2022, having held various roles within the firm since 2010, including Managing Director.