Matthieu Cabin, CFA, CIIA

Matthieu cabin, cfa, ciia

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location of Matthieu Cabin, CFA, CIIAMontreux, Vaud, Switzerland
Phone number of Matthieu Cabin, CFA, CIIA+91 xxxx xxxxx
Followers of Matthieu Cabin, CFA, CIIA1000 followers
  • Timeline

    Jan 2004 - Jan 2008

    Intern

    Rolex
    Feb 2010 - Aug 2019

    Head of Balanced Institutional Mandates & Mutual Funds

    BCV - Banque Cantonale Vaudoise
    Région de Lausanne, Suisse
    Current Company
    Sept 2019 - now

    Senior Portfolio Manager

    Lombard Odier Group
  • About me

    Portfolio Manager chez Lombard Odier Group

  • Education

    • Azek

      2013 - 2014
      Certified international investment analyst (ciia)

      Portfolio management, fixed income, equity, macro economics, corporate finance, financial accounting statements analysis

    • L'​ institut de hautes études internationales et du développement

      2004 - 2008
      Master of arts (m.a.) international relations

      Activities and Societies: Membre d'AIESEC Genève Macro economics, political sciences, international law and history

  • Experience

    • Rolex

      Jan 2004 - Jan 2008
      Intern

      Various activities (IT support, marketing and communication) during my years of university

    • Bcv - banque cantonale vaudoise

      Feb 2010 - Aug 2019

      Balanced institutional mandates management6 billions AuM deposited at BCV and in global custody90 clients, 70 asset allocations, most asset classes and benchmarks coveredActive and passive management of asset allocationParticipation to the bank financial strategic committee and various other committeesClose work with the head of asset management, head of fixed income and head of equitiesSwiss domestic bonds managementPortfolio hedging (futures, swaps and options)Synthetic benchmarks replicationMonitoring of the allocation constraints and securities restrictionsVisit to clients together with the relationship managerFunds selection and performance follow-up against benchmarkIT PMS developments (derivation and constraints) Show less

      • Head of Balanced Institutional Mandates & Mutual Funds

        Jun 2018 - Aug 2019
      • Institutional Portfolio Manager

        Jan 2013 - May 2018
      • Junior Portfolio Manager

        Feb 2011 - Jan 2013
      • Junior Financial Advisor

        Feb 2010 - Feb 2011
    • Lombard odier group

      Sept 2019 - now
      Senior portfolio manager

      Management of fiscally efficient multi asset portfolios in CHF, EUR and USD for HNW and UHNW.Performance reporting to clients.

  • Licenses & Certifications

    • Cfa

      Cfa institute
      Aug 2021
    • Cfa institute charterholder

      Cfa institute
      Aug 2022
      View certificate certificate
    • Certified international investment analyst

      Azek - the swiss training centre for investment professionals
    • Cwma

      Saq swiss association for quality
      Feb 2022