Our Team

Jérôme founded Cypanga Asset Management, which merged with Fluence in 2023, and possesses extensive experience in asset management, capital markets, and private equity. Previously, he co-founded and co-directed Sycomore Asset Management for about a decade before it was sold to the Generali Group.
From 1995 to 2001, Jérôme worked for Banque du Louvre and JP Morgan.
Currently, Jérôme serves on the board of directors for Lydia, a French fintech company, and Azvalor Asset Management, a Spanish boutique specializing in value investing.
He holds degrees from EM Lyon and Aix-Marseille University.

Jérome Tordo

Managing Partner, Head Of Investment

Xavier has 25 years of experience in the private wealth management sector. He began his career as an equity analyst and then transitioned to a portfolio manager role. He eventually moved to private wealth management, specializing in assisting entrepreneurial families with their comprehensive wealth management needs. His contributions to the development of Family Office services at UBS and Pictet provided him with deep insights into delivering bespoke solutions to private clients.
After leading Pictet Paris, Xavier decided to found Fluence in 2021 to support private clients across all their wealth management needs.
Xavier holds degrees from ESC Rennes and the French Society of Financial Analysts (SFAF).

Xavier de Champsavin

Managing Partner, Head of Family Office

Charles has 20 years of experience as a private wealth manager. Notably, he developed Pictet Paris's banking services dedicated to family offices and their clients.
Charles holds a degree from ESCP.

Charles Le Vaillant

Partner, Head of Business Development

Sébastien has 10 years of experience in private banking. Initially responsible for the insurance brokerage company at Pictet, Sébastien structured the entire offering to standardize processes and manage activities effectively.
Sébastien holds a degree from Paris-Dauphine University.

Sébastien Vaxelaire

Partner, Chief of Operations

Mario has 25 years of experience in asset management. Starting his career as an analyst and then a fund manager at BNP Paribas, he contributed to the development of Legg Mason in Europe from 2004.
He subsequently engaged in various consulting assignments for international asset management firms.
Mario holds a degree from HEC Montréal.

Mario Dumont

Valuation Analyst

Carmen has spent her entire career in private wealth management. Working at Neuflize, Edmond De Rothschild, and Pictet, she has developed a strong sense of client service.

Carmen Diaz

Assistant

Jonathan has 15 years of experience as a developer. Before joining Fluence in 2023, he worked across various industries, gaining diverse expertise in his field.

Jonathan Philippe

Lead Developer

Alexandre began his career at Rothschild & Co and joined the Fluence team in 2022. He contributes to the analysis of investment solutions and the modeling of allocations.
Alexandre holds a degree from Paris-Dauphine University.

Alexandre Lelièvre

Investment Analyst

Marc has extensive experience in the investment funds selection. He began his career in 1997 and, after holding various positions, joined Natixis Multimanager in 2001 as Head of Long-Only Multi-Management.
In 2007, he joined EIM in Switzerland, where he served as Co-Head of Investments until 2013. Since 2014, Marc has been co-directing the MBA in Financial Markets at Financia Business School.
Marc holds a degree from SKEMA Business School.

Marc Albertelli

Portfolio Manager

Miaro began his career in a trading room focusing on derivatives. He then joined Sycomore Asset Management as part of the Risk Management team.
Miaro holds a Master's degree in Mathematical Modeling from the Université Panthéon-Sorbonne.

Miaro Raohilison

Risk Manager

Yannig has 20 years of experience in financial markets. He began his career as an equity manager at Oddo-BHF Asset Management and later became Head of Investment Advisory at Pictet in Paris.
Yannig holds a degree from Paris Dauphine University and is a Chartered Financial Analyst (CFA).

Yannig Pariset

CFA, Partner, Portfolio Manager

Bruno began his career in private wealth management at Société Générale. He then joined a multi-family office to deepen his understanding and better address clients' needs. Since 2022, he has been contributing to the development of Fluence by assisting clients with their wealth management challenges.
Bruno holds a degree from the University of Clermont-Ferrand.

Bruno Rolland

Family Officer

Victorien began his career in the trading rooms of Société Générale in Paris and then in New York. He later joined Pictet Bank to support entrepreneurs with their comprehensive wealth management needs. Passionate about investment, he focuses on asset allocation and portfolio management.
Victorien holds degrees from ESCP and is a Chartered Financial Analyst (CFA).

Victorien Vivier

CFA, Partner, Portfolio Manager

Pierre has nearly 10 years of experience in compliance and internal control. He began his career in the compliance department of Promepar AM and subsequently undertook various compliance consulting assignments for numerous asset management firms. He then served as Head of Compliance and Internal Control at Elévation Capital Partners.
Pierre holds a degree from Paris XIII University.

Pierre Guidou

Compliance and Internal Control Officer

Jean-Charles has over 20 years of experience in the private wealth management sector. He began his career in 2004 as a private banker at UBS France. He then joined the multi-family office Financière Margot, where he served as a Family Officer. In 2017, he took on the role of private advisor at BLB & Associés, a firm specializing in advising executives of large publicly traded companies.
Jean-Charles holds degrees from EDC Paris Business School and the University of Toulouse.

Jean-Charles Lebaupin

Family Officer

Robin Rimlinger

Developer

Fluence

Fluence is a Multi-Family Office and an investment management company that work for some private clients along with their partners to structure, organize and invest their wealth.

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