Developed comprehensive business plans and launch strategies for multiple new ventures, guiding market entry and initial growth.

Drove digital transformation initiatives for clients, enhancing sales effectiveness and operational efficiency.

Designed end-to-end customer experience for a fintech retirement robo-advisor, optimizing user engagement and service delivery.

Led a 4-person team to develop and implement a new outcome-oriented product strategy, aligning offerings with client needs.

Successfully launched approximately 6 cross-border and 4 local funds annually, expanding the firm's global product footprint.

Managed product development across diverse asset classes, including fixed income, equity, and multi-asset strategies.

Spearheaded the successful spin-off of a French family office's portfolio management expertise into an independent fund-of-fund management company.

Managed all aspects of market entry, including comprehensive business plan development, marketing strategy, and regulatory filings.

Launched and scaled France's largest fund advisory business, achieving significant market leadership.

Oversaw the investment of €18 billion across traditional asset classes, mutual funds, hedge funds (direct/derivatives), and private equity.

Generated €25 million in annual commissions with a 6-person cross-border team split between London and Paris.

Implemented robust asset manager and fund due diligence procedures, enhancing investment security and compliance.

Cultivated strong relationships with key clients and structured product desks, advising on fund selection and derivative solutions.

Cultivated and managed relationships with over 50 asset management firms worldwide, expanding product offerings.

Successfully launched dedicated funds on both internal and external managed account platforms.

Negotiated all investment manager agreements, including contracts and rebate structures.

Managed relationships with online brokers, introducing innovative service offerings to enhance client engagement.

Expanded product distribution through the CCF-HSBC branch network and Rothschild Bank's IFA network.

Secured partnerships with major retailers like Carrefour and Auchan for supermarket financial product offers.

Supervised all administrative aspects of institutional client investments, ensuring accuracy and efficiency.

Verified Net Asset Value (NAV) and information published by fund administrators, maintaining data integrity.

Defined and implemented new control procedures, enhancing operational oversight and risk management.

Performed comprehensive audits of financial institutions to ensure regulatory compliance and financial accuracy.

Executed audits for mutual funds and real estate investment trusts, identifying areas for improvement and compliance.

Provided advisory services to pension funds on effective cash management strategies.

Conducted audits of financial institutions, ensuring adherence to accounting standards and internal controls.

Performed audits of mutual funds and real estate investment trusts, validating financial statements and operational processes.

Advised pension funds on optimizing cash management processes to improve financial liquidity.