Jean-Charles Richier, CFA

Experience

• 

  Newedge

  Jan 2007 - Jan 2007

  Assistant Broker
• 

  Rothschild

  Apr 2009 - Dec 2009

  Assistant Banquier Privé

  .Development of a tracking file for external funds .Development of a calculating tool, performance tracker and portfolio trade-off for model portfolios.Import of model portfolios on Bloomberg platform.Investment propositions on equities or funds to incorporate on client’s unit trust (SICAV) .Processing orders for clients via Bloomberg .Investment propositions for private clients

• 

  Rothschild & Co

  Apr 2010 - now

  . Monitoring private client portfolios (Multi asset portfolios). Managing investment portfolios for private bankers and clients (high net worth private clients). Handling client queries and providing solutions/propositions (often to prospective clients). Assisting in the development of model portfolio management : Portfolio track, investment propositions, weekly communication on portfolio performance. Member of the Private Banking Investment Committee and Portfolio Management Committee : writing of minutes on investment policy, strategy, asset allocation and distribution to bankers . Regular meetings with fund managers or representatives. Regular meetings with clients. Processing orders for clients via Bloomberg and internal systems . Unit Trust portfolio management (French SICAV) Show less

  • Head of Investment

    Apr 2022 - now

  • Gestionnaire financier

    Apr 2010 - Mar 2022