Private management

Helping you build your personal wealth strategy

The “intuitu personae” relationship you’ll have with your manager will be marked by proximity, competence and flexibility. We are with you for the long term, with total transparency and commitment at all times. To ensure the security of your assets, your accounts are opened with solid banking and insurance partners in France and Luxembourg.

The management team at your service

Vincent Godfroid

Head of Private Banking

Florence SARRAT

Private Manager

Xavier Des Brosses

Wealth Manager

Bruno Pelard

Private Manager

Jérémy Bitton

Head of Private Banking Operations

Jean-François Salliot

Property Engineer

Olivier Couderc

Private Banking Assistant

Brice Teisseire

Private Management Assistant

Daniel Richer

Sales & Marketing Manager

Vincent Godfroid

Head of Private Banking

After rigorous training at the General Inspection Department of CCF, now HSBC, he first devoted himself to private management at this bank, then at independent management companies. Convinced by the entrepreneurial adventure, he joined the INOCAP Gestion team in January 2015, where he set up the Private Management division, which he has been managing ever since.A native of Antwerp, with a master's degree in business law and taxation from Paris II Assas and an MBA from Thunderbird (Arizona), this happy husband and father of 6 is involved in voluntary work while cultivating his passions: hunting and theater.

Phone

01 42 99 34 69

Florence SARRAT

Private Manager

Attracted to human relations in her professional life and seduced by the entrepreneurial dimension of Inocap Gestion, Florence joined us in 2021. Working for major wealth management institutions - Société de Banque Suisse, Crédit Agricole Indosuez, Rothschild - Florence has been helping clients organize the management of their assets and wealth for over 25 years. A graduate of the University of Assas in Economics and Business Management and a post-graduate diploma in Wealth Management from ESLSCA, Florence combines her professional skills with an unrivalled sense of service, working with a family clientele. Florence enjoys reading and discovering the great outdoors by hiking trails; it's a way of surpassing oneself and a feeling of extreme freedom.

Phone

01 42 99 34 74

Xavier Des Brosses

Wealth Manager

A graduate of the Ecole des Cadres, Entrepreneurs option, and the Society of Financial Analysts, Xavier has 30 years' experience in the markets. He specializes in customized management adapted to the needs of each client and in wealth management advice. He joined INOCAP Gestion in 2018 to develop private client management.

Phone

01 42 99 34 76

Bruno Pelard

Private Manager

Graduating from Poitiers with a Master's degree in economics in 1982, Bruno has 34 years' experience in the markets. Formerly a private manager and UCITS manager at Chollet Dupont Gestion, GPK finance and Transatlantique Gestion, he joined INOCAP Gestion in 2018 to develop private client management.

Phone

01 42 99 34 75

Jérémy Bitton

Head of Private Banking Operations

Jérémy Bitton obtained a degree in Economics from the Sorbonne in 2014 and a Master 2 in Wealth Management from the Pôle Paris Alternance school in 2017, he joined the INOCAP Gestion team at the beginning of 2016. During his studies, he completed a 6-month internship in a family office. Jérémy is the team's "jack of all trades": cinema, travel, literature, exhibitions, sports and even outings... when his schedule allows.

Phone

01 42 99 34 65

Jean-François Salliot

Property Engineer

Jean-François Salliot is a graduate of Sup de Co Lille and holds apost-graduate degree in Finance. He has worked in the financial and banking sector for 30 years. Expert in wealth management and strategic asset allocation. (Senior Financial Advisor at Citibank Paris, Private Banker at Banque Palatine for 15 years). He has a global vision of wealth and financial markets. Curious by nature, he loves hiking and the Nordic countries (Scotland, Norway). Of Norman origin, rain doesn't scare him (he knows how to get wet!). He loved the Impressionists and in particular the Neo-Impressionists.

Phone

01 42 99 34 80

Olivier Couderc

Private Banking Assistant

After completing a Master 2 in Business Management at the Université Paris Est, he gained ten years' experience in private and collective asset management with Marignan Gestion. He then joined INOCAP Gestion as Assistant Manager. He is a keen sportsman, having played tennis, soccer and running. He is the father of a young daughter. A keen traveler, he has visited many countries including Mexico, Canada, Austria...

Phone

01 42 99 34 87

Brice Teisseire

Private Management Assistant

Studying for a Master 1 in Market Finance at EDHEC Business School in Nice, Brice developed his interest in private management through several internships during his university studies. He joins the Inocap Gestion team in January 2022 as a Management Assistant trainee in the Private Management division.An avid sportsman, he has played tennis competitively since childhood and boxed for several years.

Phone

01 42 99 34 66

Daniel Richer

Sales & Marketing Manager

Daniel joins INOCAP Gestion in 2022 as Sales and Marketing Manager.A former student of Sciences Po Bordeaux, he has 30 years' experience in Business Development and team management in industry, the start-up ecosystem and sport.Passionate about philosophy and an eclectic sportsman (ex-footballer, table tennis player, marathon runner), he rides his bike 10,000 km a year, notably on ultra-distance bike packing tours.

Phone

01 42 99 34 62

Expertise

To help you gain a better understanding of the wealth environment in which you live, our Private Banking team offers you its personalized expertise in a range of solutions: securities accounts, PEA / PEA PME, French and Luxembourg life insurance.

Your questions, our answers

INOCAP Gestion offers fully customized management to meet the specific needs of each investor. INOCAP Gestion takes into account your financial objectives and your investment horizon to create an adapted portfolio.

INOCAP Gestion’s Private Banking team is made up of six people, including five dedicated managers with recognized expertise. Their professionalism brings peace of mind to our partners and customers.

We recommend a mixed approach, combining live securities, funds from the QUADRIGE range and funds from external management companies. This validates the soundness and independence of our approach, guaranteeing that your interests are respected.

Your money is always at your disposal.

Our partners

Investment solutions

We offer you a wide range of investment solutions to suit your life plans and meet your financial objectives.

Our resources

Our offers

To find out more about existing envelopes, please contact us.

YOU ARE

PROFESSIONAL?

To subscribe, please contact :

Ageas, Aprep Diffusion, AXA Thema, Cardif, Alpheys, Generali Patrimoine, Intencial Patrimoine, Nortia, Primonial, Sélection 1818, Spirica, Swisslife, UAF Life Patrimoine, Vie Plus

YOU ARE

PRIVATE INVESTOR ?

You can subscribe to INOCAP Gestion funds:

– Through your usual financial intermediary (your bank, for example), indicating the name of the fund, its ISIN code, the transaction you wish to carry out (subscription), the amount of this transaction (or the number of units).

– Through an independent wealth management advisor, who will tell you how to subscribe.

BEFORE SUBSCRIBING, WE INVITE YOU TO READ THE FUND’S PROSPECTUS AND DICI at MORE INFORMATION contact@inocapgestion.com / tel. +33 (0)1 42 99 34 60