Alexandre BOURGEOT

Cross-asset Senior Investment Advisor for UHNWI (South Africa/Switzerland/UK) / Derivatives Sales

• Cross-asset Senior Investment Advisor for Middle Eastern UHNWI.
• Senior Advisor on OTC Derivatives and Structured Products for Middle East, Europe and Switzerland
• Swiss coordinator on OTC Derivatives and Structured Products, for Switzerland and Luxembourg

OTC DERIVATIVES & STRUCTURED PRODUCTS SALES

Main responsibilities:
• Senior Derivatives specialist in charge of Middle Eastern Advisors and Middle Eastern Relationship managers, for cross-asset Structured Products distribution and OTC solutions (IR, Equity, Credit, FX, Precious Metals, Commodities).
• New products setup and implementation: From OTC payoffs, to Borrow-Lending, Commodity Structured Trade Finance. Project management, educational material, road shows, and final UHNWI solutions.
• Family Office Partnership: On boarding of UHNWI and Institutional Private Client in partnership with the investment bank.

DERIVATIVES / STRUCTURED PRODUCTS SALES

Main responsibilities:
• Advisory & Structured Products Dept: CA Indosuez (Switzerland) is the center point for CA Private Banking network.
• Structured Products desk provides Equity, Forex and Commodity structured solutions to CA Private Banking network and their HNWI.
• Senior sales and Senior Derivatives specialist in charge of tailor made investments solutions through derivatives strategies.
• Creation and Management of a Discretionary Structured Products offer ($500M assets under management on first year)
• Discretionary Portfolio Management point of contact for hedging purposes.
• Monthly reviews: investments committees and products review with top management and relationship managers.
• Marketing documents realisation (weekly letters, monthly publications, post trade follow-up).
• Structured Products handbook’s creation: publication of a structured products know-how guide dedicated to CA Private Bank.

INVESTMENT CONSULTANT - EQUITY & DERIVATIVES, STRUCTURED PRODUCTS SALES
Vanillas and Exotics options strategies, Structured Products (EMTNs) dedicated to Julius Baer Private Bankers and External Asset Managers

Main responsibilities:
• Advisory Department: Equity and Derivatives sales for internal and external asset managers, providing investment themes & ideas for the advisory desk team.
• Marketing internal ideas from Structured Products desk (whole Julius Baer internal offering: flow products, retail campaigns, but also tailored made ideas for external asset managers and family offices).
• Publishing weekly volatility surfaces (implied volatility smiles, historical/implied spread, arbitrage ideas), short-term strategies and opportunities on equities and derivatives.

FOREX & COMMODITY DERIVATIVES SALES TRADING
OTC vanilla options, Exotics, Structured Products (EMTNs), dedicated to SG’s Worldwide Private Bankers and UHNWI

Main responsibilities:
• Private Bank Sales: Société Générale Luxembourg is the center point for pricing and structuring of all derivative products for the whole SG Private Banking network worldwide.
• Global Private Investors Sales: Proposing and advising High Net Worth Individuals on Forex spot, Forex derivatives, Base/precious Metals trading strategies.
• Pricing, structuring and marketing of a wide range of notes and OTC options.
• Origination of new Forex and Commodity derivatives ideas, EMTNs campaign dedicated to SG’s Private Bankers.
• Strong focus on continuous education for advisors and relationship managers.

EQUITY & DERIVATIVES SALES
Equities – OTC Options and Futures – Structured Products (EMTNs)

Main responsibilities:
• Advisory desk: Financial analyst dedicated to the buy-side activity of SGBT dealing room with a main focus on Equity strategies.
• Advisor for local relationship managers and Structured Products sales team.
• Equity, futures and derivatives sales for HNWI, providing short-term ideas on equities and derivative strategies.

EQUITY & DERIVATIVES SALES TRADING
Equities – Listed Options – Futures

Equity sales on the Advisory desk: Mainly involved in setting up the desk from inception, and then ensured its promotion across French HNWI.
• Strategy and Asset allocation for Advisory dedicated clients
• Weekly publications (market sentiment, arbitrages, technical analysis)

Discretionary Portfolio Manager