Economic Science graduate and SFAF member, Alain began his career in 1981 at stockbroker Meunier, where he became a Proxyholder in 1985 and he simultaneously became Director General of Paris Victoire Option (MONEP). In 1990, he joined BATIF BANK to support the equities and derivatives market activities. In 1992, he joined Richelieu Finance's management team and notably took charge of the European management. In 2004 he created Montségur Finance and ensures since the company’s Presidency.
François CHAULET
Managing Director
Graduate of a third cycle of Finance at the Institut Supérieur du Commerce de Paris, François also holds a Masters in Economics and Econometrics at the University of Montpellier and is a SFAF member. He began his career in 1996 at Richelieu Finance as financial analyst and then as a portfolio manager. In 1999, he became Managing Director for all Richelieu Finance markets activities. He became General Secretary of Richelieu Finance in 2003 and actively contributed to the organization and development of the society. In late 2004, he participated in the creation of Montségur Finance to support the Portfolio Management alongside Alain Crouzat.
Managing Director
Graduate of a third cycle of Finance from Paris-Dauphine, he joined the Air Liquide Finance Department in 1993 where he was responsible for the financing of industrial projects in Eastern Europe and Northern Asia. He also contributed to the creation of subsidiaries in Poland and Hungary. In 1999, he became financial controller at ATT and was in charge of industrial projects. In 2001, he became CFO of Bourse Direct and was appointed CEO of Bourse Direct Asset Management. In 2004 he participated in the creation of Montségur Finance to develop the Private Banking offer.
Fund Management Director
Holder of a Master 2 in Finance from the University of Montpellier, a Bachelor in Economics from the University of Leicester and graduate of the École Supérieure de Commerce de Montpellier, Marine joined Montségur Finance in 2007 after an experience in the trading room at Banque Martin Maurel. She is in charge of the high-dividend stocks and bond positions.
Andreea Condurache
Fund manager
After graduating from a Masters in Banking and Finance from the Université Paris 1 Panthéon-Sorbonne she joined Montségur Finance in 2013, following an initial experience in asset management at Ethiea Gestion. Andreea passed CFA Level 3 exam in June 2015. She focuses on the fund selection process for ABCM Global Allocation, as well as the oversight of specific securities
Alexandre ZILLIOX
Fund Manager
Holder of a Master’s degree in Finance at EBS Paris, he joined Montségur Finance as an equity analyst following several experiences at Barclays WIM and Comgest. He works on the stock-picking process as well as on theoretical asset-pricing models for the Croissance fund. He also is responsible for stock monitoring through databases and the development of reporting tools.
Associate Fund Manager
Graduate of the Institut d'Études Politiques de Paris and of the Institute of Business Administration and SFAF member, Claire began her career in 1982 in the Journal des Finances before becoming head of the Financial Studies Office of the brokerage firm Tuffier Ravier Pyn in 1985. In 1989, she joined the Edmond de Rothschild Financial Company as an Associate Director in charge of the European management. She then integrated in 1999 the European management team at Comgest until June 2012.
Associate Fund Manager
SFAF member and holder of an Executive Master in Corporate Finance and Capital Markets from Sciences Po Paris, she has held positions both in the private asset management and in the trading services at Nouailhetas, Meeschaert SEGFM, Hayaux of Tilly and Oudart Gestion. In 2005, she became a partner at Montségur Finance. Responsible for private clients, Agnes contributes to the management of the funds and to the commercial development. She is the Treasurer of the AGPP (Private Asset Managers Association).
Frédéric PLISSON
After several years at FERRI, BANKER TRUST and EXANE, Fréderic joined the FINANCIERE DE L'ÉCHIQUIER in 2002. He was involved in the creation of the Échiquier Major Fund, which he managed from 2005 to 2017. In 2018, he joined MONTSEGUR FINANCE and launched Montségur Evolution, a flexible fund based on asset management aimed at preserving capital.
Charlotte GALANÉ
Graduate of a Master 2 Banking Finance from the University of Paris 1 Panthéon - Sorbonne, she joined Montségur Finance as an analyst after experiences at Raymond James and PRO BTP Finance where she worked on the development of price analysis tools and a trading algorithm. She is now in charge of managing the ABCM Global Allocation fund.
Assistant Gérant
Graduate of a Master's degree in Finance from the University of Paris Dauphine, he joined Montségur Finance in March 2018. After experiences at NATIXIS and BNP PARIBAS CARDIF as assistant manager. He participated in the launch of Montségur Finance.
Charles-Henri YANG-TING
Graduate of a Master 2 Finance from EBS Paris and a Master's degree in financial analysis from Neoma Business School, he joined Montségur Finance as a financial analyst after working for COMGEST and NATIXIS. He is working on the process of generating investment ideas through financial analysis and company valuation, particularly for the Montségur Growth and Yield Funds.