Tech, AI & SaaS for Asset and Wealth Management
I help Asset and Wealth Managers accelerate their digital projects and build the tools they need
20+ years in Asset Management
At the intersection of Tech, Investment, Sales and Marketing.
20 years helping asset managers structure, digitalize and scale.
From CIO to founder to COMEX member, across public and private markets, I've built platforms, led teams and shipped products across the entire value chain.
Private Equity fund distribution platform. Growth, product, distribution, partnerships.
First SaaS platform specializing in websites and communication tools dedicated to asset management.
20+ asset manager clients (DNCA, Mandarine, Keren Finance, Financière Arbevel, Maeschaert, Amplegest, ...).
IT strategy and digital transformation. Data referential, business project management: securities chain, position keeping, fund and client reporting, CRM.
Strategic Advisory to Hands-on Execution
I work with asset managers as a fractional CxO. Strategy to execution. No translation needed.
Let's talkAreas of expertise
Tech Project Delivery
Scoping, feasibility studies, rapid POCs, project management, tech team recruitment and structuring.
AI Integration
RAG on fund documentation, structured data extraction (prospectuses, reporting), autonomous agents, business process automation.
Data Structuring & Reporting
Product data referentials, client reporting automation, dashboards, industrialization.
Digital Distribution & Marketing
Digital strategy, website, client portal, CRM, growth, acquisition, SEO, outreach.
Engagement formats
Express POC
2-5 days, feasibility study or rapid prototype
Project Delivery
Efficient time-to-market. Scoped and delivered end-to-end.
Fractional CxO
Recurring mission, 1 to 3 days per week
Transition Management
Team structuring, recruitment, process implementation
SaaS Products. Built for the Industry.
Shaped by industry needs and hands-on experience.
Automated ORIAS & AMF compliance monitoring
You're an asset manager, distribution platform, or professional association? Automate your partners' license verification.
49€/month excl. VAT, 14-day free trial
Discover Komply.am →Industry reference database for asset management
The platform connecting asset and wealth management professionals
AI for Operational Efficiency
Exploring how AI, LLMs and RAG can drive innovation, performance and operational efficiency for asset managers.
RAG & Documentation
Query your fund documents, prospectuses and reports in natural language. Custom deployment.
Data Extraction
Automatically structure data from your prospectuses, reports and regulatory documents.
Agents & Automation
Automate repetitive tasks and build intelligent workflows tailored to your business.
They trusted me
Listed and unlisted assets, independent boutiques and large groups, trusted relationships built over the years, and still going strong today.
LFDE
Eleva Capital
Mandarine Gestion
Gemway Assets
Varenne Capital
Amplegest
Keren Finance
Meeschaert AM
Eres Gestion
Atlas Invest
Agama
Lonvia Capital
Claresco
Lutetia Capital
Matignon Finances
MAC AM
iKapital