Business Development Wealth Management

Jean-Marc Puech

https://www.linkedin.com/in/jean-marc-puech-a417852/

*************@*****.*** Master’s Degree in Finance and Accounting

+ 33 6 13 17 30 48 French: native speaker – English: fluent

An investment and wealth management professional

Comprehensive financial products and investment strategies knowledge.

Extensive business development and sales experience.

Interpersonal and communication skills to effectively communicate investment proposition.

First-rate analytical, organisational and management skills. EXPERIENCE:

Looking for a new opportunity in Wealth & Asset Management Jul 2023 to Mar 2024 – Hexagone Capital, Vietnam, Hybrid Sep 2022 to Jun 2023 – deVere Group, Vietnam, Onsite Wealth Advisor

- Providing customised financial planning, investment and wealth management advice, and financial solutions advice to expatriates across Southeast Asia.

- The financial solutions include lump sum investments, regular savings plans, life insurance, property investment, SCPI, pension transfer, and estate and succession planning.

- Formulating comprehensive investment strategies based on clients' financial objectives.

- Constructing investment portfolios aligned with the clients' investment objectives, risk profiles, targeted return, and investment horizon using risk analysis, backtesting and simulation tools.

- The asset allocation includes investments across all asset classes: equity, bond, credit, hedge funds, commodities, structured notes, and real estate.

- Prospecting and acquiring new clients through sales prospecting and referrals from current clients. Apr 2019 to Sep 2022 – Plutino Ltd, London

Founder

Plutino Ltd is an international consulting, marketing and capital raising firm for Alternative Asset Managers.

We work with both established and emerging hedge fund managers helping them with their marketing, distribution, and business development strategy. We connect them with an international network of institutional investors allocating to a diverse range of alternative investment strategies. Jan 2017 to March 2019 - CAREER BREAK

I decided to take time off the industry to work on a non-finance related passion of mine and turn it into a semi-professional side hustle. It included in-depth study, the development of a website and laying the foundations of a practice which have all been long time personal projects and a goal of mine. Jun 2015 to Dec 2016 - AXLEWOOD ASSET MANAGEMENT, London/New York Consultant - Digital Liquid Alternative Platform

- Provided consultancy work with regards to the launch of a US web based liquid alternative platform offering a Fintech solution to global liquid alternative investments, providing investors with a digital portal to access ready to use model & specialized portfolios of Alternative UCITS & 40 Act Mutual Funds.

- The consultancy work covered the product and business model, and the marketing, distribution and business development strategy. It included the identification of the opportunity set, the definition of the value proposition and the investment rationale, the definition of the product/business model with detailed platform specification and deliverables, the competition analysis and product positioning with identification of target markets and the definition of a suitable distribution model.

Aug 2012 to Jul 2014 - HFR ASSET MANAGEMENT, London Head of UCITS Hedge Funds Distribution

- Set up and launched the HFR UCITS Hedge Funds Platform which gave investors full exposure to the Managers’ Investment Strategy through an indexation methodology and a layered structure of UCITS funds, SPVs’ Structured Notes Program and AIFMD QIF Hedge Funds on HFR Managed Account Platform.

- Marketed the platform’s Hedge Funds managers’ strategy to European institutional clients through distribution partnerships with Financial Institutions and European distributors, and direct sale reach.

Oct 2006 to Nov 2010 - UNION BANCAIRE PRIVEE, London Business Development Director – Alternative Asset Management

- Marketed UBP Funds of Hedge Funds to European institutional clients through road shows and targeted sales reach. Managed RFP, due diligence process, proposals and IMAs, and post investment relationship.

- Personally raised over $500m (and managed to keep over $150m in clients’ assets after the financial crisis).

Sep 2003 to Sep 2006 - UNION BANCAIRE PRIVEE, London Head of Client Services & Investment Administration

- Managed the client servicing & administration team (15 staff) responsible for accounts administration, cash management, currency hedging, processing trades’ execution, funds sub/red and monthly investment reports for customised investment mandates, Funds of Hedge Funds and UCITS Funds.

Aug 2001 to Sep 2003 - MORGAN STANLEY INVESTMENT MANAGEMENT, London European Fund Accounting & Administration

- Oversaw the outsourced Fund Administration & Accounting function for the UCITS Funds and the Funds of Hedge Funds, assessing service provider’s level of service through due diligence reviews and visits, ensuring that a strong governance and control framework from a risk and best practice perspective is in place with robust procedures and processes to meet all regulatory and statutory obligations.

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