
Sebastien Barthelemy
Senior Financial Consultant | Wealth & Investments
Salaire / Taux journalier
Valence, Province de Valence, Espagne
Freelance, ouvert au CDI
Langues
À propos
Introduction
Seasoned finance executive with 20+ years in wealth management, private equity, and renewable energy investments. Proven track record managing UHNW portfolios, fundraising for pre-IPO companies, and delivering complex financial modeling solutions. Specialized in cross-border investment strategies and alternative asset structuring for sophisticated investors.
Expérience de travail
Board Advisory Member - Shareholding Partner
NZ Renewables UK Ltd
juil. 2024 - Présent
2 ans 4 mois
Valence, Province de Valence, Espagne
NZ Renewables UK Ldt Onshore Wind Energy - Rights & Ready to Build, initials Operations in Scotland & Wales. Advisory Board Member - Shareholding Partner - Financial modelling, Capital Raiser / Fundraiser [email protected]
Managing Partner
Venley Capital
déc. 2022 - juil. 2024
1 an 8 mois
Valence, Province de Valence, Espagne
Promote investment to investor for accessing US technology companies (Unicorns) before they become public. Series B, C, and Mezzanine investment stages prior to IPO. Prospected, presented, developed and managed HNW and UHNW client portfolios.
Senior Consultant- Wealth Manager - Middle East
Crystal Finance
sept. 2017 - oct. 2022
5 ans 2 mois
Abou Dabi - Émirats arabes unis
Private advice for French expatriates in the United Arab Emirates – Dubai / Abu Dhabi Prospection, development and management of HNW and UHNW client portfolio. Propose tailor-made wealth management solutions. Support clients in terms of creation, research of investment solutions, development, diversification, protection and asset transfer. Financial Modelling creation and presentation. Promote the banking, financial (Private Equity, Structured Products, Club deals) and real estate products.
Senior Financial Engineer - Direction des Investissements
CNP Assurances
juil. 2017 - oct. 2017
4 mois
Paris Area, France
Conducted analysis and validation of valuation methodology for derivatives and structured products. Contributed to the choice of valuation models and analysis of risk factors.
Global Wealth Management
Crystal Finance - Clientèle Privée et Non-Résidente
juil. 2014 - déc. 2016
2 ans 6 mois
Londres, Royaume-Uni
Delivering tailor-made wealth building solutions across various asset classes. ·Tax optimisation, international tax conventions, transmission and donation advises. Club Deals & Exclusive Private Equity access. ·Financial products: Structured products, Multi-currencies Luxembourg based 'Assurance-Vie', Securities accounts; via French and Luxembourg based vehicles. ·Welfare, Retirement, consolidation and transfer of international (onshore/offshore) pension funds: for active management and advanced funds availability. ·Real Estate: Financing for non-resident, Professional SCPI (French equivalent to "REITs" , International programs, Property dismemberment ('Nue-propriete' / 'Usufruit'). Location covered: United Kingdom
Property Manager
Morocco Real Estate SolutionsFreelance
mai 2012 - juil. 2014
2 ans 3 mois
Fès Prefecture, Morocco
Real Estate Projects: Renovation of a traditional Riad in the medina of Fez in Morocco. Monitoring, recruitment and organization of working teams in order to carry out these renovation projects
Head of Treasury Operations
Abu Dhabi Commercial Bank
août 2008 - mai 2012
3 ans 10 mois
Abou Dabi - Émirats arabes unis
Responsible for a team of P&L and Risk controllers supporting trading activities on different asset classes (Rate products and FX derivatives, structured products, Bonds, Futures). Key member in the management of the IT migration and implementation of a new trading system relating to P&L and Risks (Murex) across the Bank. Recruitment and development of team members to ensure an expert level in the different types of skills required.
Risk Management - Interest Rate Exotic Fixed Income Manager
JPMorgan Chase
sept. 2007 - juil. 2008
11 mois
Londres, Royaume-Uni
Management of a team of P&L and Risk Controllers for exotic interest rate products.
Head PnL & Risk - Fixed Income & Credit Derivatives
BNP Paribas
févr. 2007 - août 2007
7 mois
Londres, Royaume-Uni
Ensure that the overall P&L control process for Rate financial products is carried out effectively. Sponsor, jointly with the Front Office, Middle Office, Market Risk, the development and maintenance of in-depth P&L analysis processes, in particular the pricing model control functions.
Risk Management – Credit Derivatives & Structured Products
RBC Capital Markets
août 2001 - janv. 2007
5 ans 6 mois
Londres, Royaume-Uni
Structured products group: supervision of credit derivative products, Correlation products (synthetic CDOs, 1st to Default, Cash CDO) and the bank's interest rate derivatives. Review of products and pricing models in order to have them correctly represented into the Risk and P&L system.
Formation
Henley Business School
Master of Science
1996 - 1997
2 ans