![Frédéric Carbonnier](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Frédéric Carbonnier
Plus aucun poste en cours
Finance
Profil
Mr. Frédéric Carbonnier is a Portfolio Manager at Octogone Family Office SA. He joined the firm in 2018.
Before joining Octogone, he has been advising large international families as a Senior Executive with some of the finest international banks.
From 2010 to 2017, he held senior responsibilities for US key clients as CEO of UBP Investment Advisors (the entity of the UBP group focusing on US clients) and as Senior Banker with Pictet and Lombard Odier.
From 2006 to 2010, Frederic was a Director with the international multi-family office Stonehage Flemming, advising ultra-high net worth families with their investment strategy, international tax and governance.
Previously, he was Finance Director of a New-York-based company in digital distribution of music (1997-2000).
He started his career as a Corporate Finance Specialist for about 10 years with UBS in Geneva, Zurich and in New York.
He graduated with a Master of International Relations from the Graduate Institute of Geneva (Switzerland).
He passed the US FINRA series 7 & 66 exams.
Anciens postes connus de Frédéric Carbonnier
| Sociétés | Poste | Fin |
|---|---|---|
Octogone Family Office SA
 Octogone Family Office SA Investment ManagersFinance Octogone’s sole objective is the preservation and growth of client’s investment portfolio. The firm has been active in the equity and bond markets. The firm also invests through traditional, alternative and private equity funds, as well as direct investments. Their business model is flexible, based on the principle of independence and of a rigorous and dynamic investment process. Octogone employs top-down analysis for macro exposure of the portfolio to the market conditions and bottom-up approach to identify investment opportunities and measure the level of risk. | Gestionnaire de Portefeuille-Actions | 31/05/2019 |
Expériences
Fonctions occupées
Actives
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Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Octogone Family Office SA
Octogone Family Office SA Investment ManagersFinance Octogone’s sole objective is the preservation and growth of client’s investment portfolio. The firm has been active in the equity and bond markets. The firm also invests through traditional, alternative and private equity funds, as well as direct investments. Their business model is flexible, based on the principle of independence and of a rigorous and dynamic investment process. Octogone employs top-down analysis for macro exposure of the portfolio to the market conditions and bottom-up approach to identify investment opportunities and measure the level of risk. | Finance |
