WEALTH MANAGEMENT IN PAU (AND WORLDWIDE)

An engineer by training, my professional career in the energy sector led me to spend over ten years living abroad, in the United States and Africa, while always maintaining strong ties to Pau — and more broadly to the Béarn and Southwest France.

I held various positions in technical, financial, business, and R&D roles. This diverse background allowed me to develop a methodical and rigorous approach to project and investment management.

For more than 30 years, I have been personally investing across a wide range of asset classes: listed markets, private equity, private debt, structured products and derivatives, both physical and paper real estate, as well as forestry assets. This breadth of experience has given me strong, hands-on expertise in wealth oversight and management, both in France and internationally.

Drawing on these experiences — along with advanced, demanding training programs that reinforced my technical and financial skills — I founded Ginkgo Wealth Management with the goal of putting my expertise, know-how, and international network of wealth management specialists at your service.

My background

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Certifications and degrees

ADVANCED MASTER'S IN INTERNATIONAL WEALTH ENGINEERING

Graduate of ESCP Business School
Magna Cum Laude, with honors from the jury.

Professional thesis on the international taxation of restricted stock units (RSUs)
in the context of international mobility. Finalist for the 2024 AFFO Award.

CERTIFICATIONS

Certification AMF ( Autorité des Marchés Financiers)
Compétence Juridique Appropriée

EXECUTIVE MBA

Graduate of ESCP Business

School.

ENGINEERING DEGREE

Graduate of SUPAERO.

Licenses

Ginkgo Wealth Management is registered in the Official Register of Insurance, Banking, and Finance Intermediaries (ORIAS - www.orias.fr) under number 24006310 as :

CIF (Conseiller en Investissement Financiers)
COA (Courtier en Assurances)

An independent, human, and international expertise

A Comprehensive and Bespoke Approach

I don’t sell off-the-shelf products. I design fully customized wealth solutions, based on a thorough understanding of your unique situation—especially in an international context. My role is to bring solutions, not to act as a salesperson.

International Vision, Local Presence

With a trusted network of international partners, I support you in managing cross-border challenges such as mobility, taxation, succession planning, and investments. My personal experience with international issues enables me to anticipate the real-world challenges you may face. Although my clients are based all over the world, I maintain strong roots in the Pau region and, more broadly, in the Southwest of France.

Total Independence Working for Your Interests

I freely choose my partners and the solutions I recommend, based solely on their quality. My advice is therefore 100% focused on your exclusive interests, with no conflicts of interest.

Tradition & Innovation, with High Standards

I combine tried-and-true wealth solutions with the latest innovations in management and investment, maintaining the same high standards and level of service that I demand for myself and my loved ones.

Genuine Passion, Real Commitment

This profession is a true passion for me. The strategies I propose are the result of well-founded convictions—often tested personally before being recommended to my clients.

Closeness, Availability, and Responsiveness

At every step of our collaboration, I remain available and responsive. My goal: to build a lasting relationship of trust in which you feel listened to, understood, and well supported.

My services of Wealth Management in Pau (and Worldwide)

Investment Advisory

I develop and oversee personalized investment strategies, leveraging all asset classes available internationally.

Legal and Tax Advisory

I bring together and coordinate the legal and tax expertise needed to organize, structure, and transfer your wealth efficiently—both in France and internationally.

Advisory on the Taxation of Restricted Stock Units

I support you in understanding and managing the taxation of free shares, particularly in situations involving international mobility.

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