Profil
Jérôme Lieury is currently Head of Equity Strategy at PROMEPAR Asset Management SA since 2015.
Formerly, worked as Gérant-Actions at HSBC Private Wealth Managers SA from 2004 to 2009, as an Analyst at Cofibourse in 1994, and as an Analyst at DSF Markets SAS.
Postes actifs de Jérôme Lieury
| Sociétés | Poste | Début |
|---|---|---|
PROMEPAR Asset Management SA
PROMEPAR Asset Management SA Investment ManagersFinance PROMEPAR's portfolio management expertise is centered on asset allocation, active securities, and fund management, with strict risk control. The firm's investment solutions are available in securities accounts, PEAs (personal equity plans), and SME-oriented PEAs. They invest in securities and funds alike and lean towards securities primarily in the European region. PROMEPAR also builds investment solutions in a life insurance contract format under French law or Luxembourg law and combines asset allocations with varying risk-reward profiles. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Jérôme Lieury
| Sociétés | Poste | Fin |
|---|---|---|
HSBC Private Wealth Managers SA
HSBC Private Wealth Managers SA Investment ManagersFinance HSBC-PWM is an active, benchmark-insensitive investor who manages portfolios invested equity, fixed-income and money-market instruments with a focus on French and European equity. Their investment approach emphasizes strong convictions and bottom-up security selection, both in direct management and in traditional and alternative multi-management. In terms of equity investments, the firm has a medium- to long-term investment outlook and bases investment decisions on fundamental research. They aim to assess their potential investees' business plans, management teams and financial data. Their research process also includes the use of quantitative models. As a fixed-income investor HSBC-PWM follows a top-down approach based on macroeconomic research including core economic and financial analysis of the Euro-zone fixed-rate, variable-rate, credit and convertible bond markets. The firm's core area of expertise is multi-managed product. Their fund selection process is based on a combination of qualitative and quantitative analysis, and on criteria such as geographical region within an asset class, management style and fund manager assessment. The multi-management process incorporates strategic asset allocation, manager selection, portfolio construction in accordance with fund objectives and constant monitoring supported by proprietary quantitative models. | Analyst-Equity | 18/11/2009 |
Cofibourse
Cofibourse Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/01/1994 |
DSF Markets SAS
DSF Markets SAS Investment Banks/BrokersFinance Provides Brokerage Services | Analyst-Equity | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
HSBC Private Wealth Managers SA
HSBC Private Wealth Managers SA Investment ManagersFinance HSBC-PWM is an active, benchmark-insensitive investor who manages portfolios invested equity, fixed-income and money-market instruments with a focus on French and European equity. Their investment approach emphasizes strong convictions and bottom-up security selection, both in direct management and in traditional and alternative multi-management. In terms of equity investments, the firm has a medium- to long-term investment outlook and bases investment decisions on fundamental research. They aim to assess their potential investees' business plans, management teams and financial data. Their research process also includes the use of quantitative models. As a fixed-income investor HSBC-PWM follows a top-down approach based on macroeconomic research including core economic and financial analysis of the Euro-zone fixed-rate, variable-rate, credit and convertible bond markets. The firm's core area of expertise is multi-managed product. Their fund selection process is based on a combination of qualitative and quantitative analysis, and on criteria such as geographical region within an asset class, management style and fund manager assessment. The multi-management process incorporates strategic asset allocation, manager selection, portfolio construction in accordance with fund objectives and constant monitoring supported by proprietary quantitative models. | Finance |
PROMEPAR Asset Management SA
PROMEPAR Asset Management SA Investment ManagersFinance PROMEPAR's portfolio management expertise is centered on asset allocation, active securities, and fund management, with strict risk control. The firm's investment solutions are available in securities accounts, PEAs (personal equity plans), and SME-oriented PEAs. They invest in securities and funds alike and lean towards securities primarily in the European region. PROMEPAR also builds investment solutions in a life insurance contract format under French law or Luxembourg law and combines asset allocations with varying risk-reward profiles. | Finance |
Cofibourse
Cofibourse Investment Banks/BrokersFinance Provides brokerage services | Finance |
DSF Markets SAS
DSF Markets SAS Investment Banks/BrokersFinance Provides Brokerage Services | Finance |
















