Jean-François Sarlat

Jean-François Sarlat

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location of Jean-François SarlatMonaco, Monaco

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  • Timeline

  • About me

    Head Advisory & Sales at UBS Monaco

  • Education

    • NEOMA Business School

      1993 - 1996
      Master
  • Experience

    • J.P. Morgan

      Jun 1997 - Jul 2001
      • Fund Analyst & Portfolio Manager

        Jul 1999 - Jul 2001
      • Project Manager

        Jun 1997 - Jul 1999
    • UBS

      Jul 2001 - Jun 2008
      • Product Development and Management

        Jun 2006 - Jun 2008
      • Investment Manager

        Jul 2001 - Jun 2006
    • CCR AM (UBS Asset Management)

      Jun 2008 - Dec 2013

      Institutional Sales and Wholesale CoverageDeputy CEO (Directeur Général Délégué)

      • Head of Distribution - France

        May 2010 - Dec 2013
      • Head Products & Marketing

        Jun 2008 - May 2010
    • UBS

      Jan 2014 - now

      Responsible for all Products and Investment Solutions at UBS Monaco:Discretionary and Advisory mandates, Execution services, Investment specialists, Sales management, Product development and Lending solutions.Coordinate Advisory & Sales for Europe Financial Intermediaries.

      • Head Advisory & Sales, Monaco and GFIM Europe

        Mar 2020 - now
      • Head of Investment, Products & Services, Monaco

        Jan 2014 - Feb 2020
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2004