Charlotte Samson

Experience

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  SGG Group

  Jun 2006 - Apr 2007

  Consultant in Commercial Development - Spain

  - Responsible for the development and management of cross border solutions for HNW Families and entrepreneurs for the Spanish and Latin American markets - Corporate and Wealth Structuring Development (Family Office)

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  Carmignac

  Apr 2007 - Feb 2024

  - Responsible for the firm’s offshore fund sales distribution to Americas- US & Latin America across all channels: broker dealers, banks, institutional clients, private banking, independents and family offices- Create and implement business plan and strategic coverage to grow assets under management and market penetration- Analyze and develop a thorough understanding of the region to identify and exploit new business opportunities- Executed selling agreements negotiating retrocession contracts with dealers across all channels- Team Management and general management of the office - Ongoing training, coaching, development and support of team members, goal setting and local recruitment- Responsible for budget, target, gross and operating margins; cost management, control and review- Ensure all activities are compliant with local regulation Show less - Set up Carmignac’s first office in Spain - Worked in coordination with sales partners to develop business plan to maximize territory sales- Responsible for the day-to-day servicing relationships of Carmignac’s Spain, Portugal and Latin American clients: Leading Platforms, Independent Financial Advisors, Private Wealth Managers and Institutional clients- Manage the lifecycle of the relationship: initiation, distribution agreement negotiation, on-boarding, go-live, ongoing support, relationship management Show less

  • Director Business Development US Offshore & Latam

    Sept 2020 - Feb 2024

  • Head of Country US Offshore & Latam - Managing Director Carmignac Latam LLC

    Sept 2018 - Aug 2020

  • Senior Client Relationship Manager US Offshore & Latam

    Mar 2016 - Sept 2018

  • Senior Client Relationship Manager - Spain Portugal & Latin America

    Apr 2007 - Feb 2016