Alexandre Delmas

Independant Financial Advisor - CEO @ Delmas Gestion Privée

About

After several years working for an asset management company, I decided to found Delmas Gestion Privée, a wealth management consulting firm, to meet the needs of individual investors, professionals, and business leaders in structuring, developing, and transferring their wealth. DGP takes a comprehensive approach to wealth management: - Investment diversification: financial markets, real estate, structured products, private equity - Wealth protection: risk coverage, asset security (Luxembourg) - Support: regular monitoring, long-term relationships based on trust The firm is a member of the CNCGP and registered with ORIAS (no. 25005969) as a financial advisor and insurance broker.

Country

France

City

Aix-en-Provence

Industry

Investment Management

Skill

Conseil financier indépendant, Services de gestion de patrimoine, Services de conseil en investissement, Marchés financiers, Gestion des relations d’affaires, Conseil financier, Relation client, Investissements, Finance, Gestion de la relation client (CRM), gestion de portefeuille, gretl, Microsoft Excel

Experience

Independant Financial Advisor - CEO

Delmas Gestion Privée

2025-9 - Present · 1 yr 1 mo

Aix-en-Provence, Provence-Alpes-Côte d’Azur, France

Sales Manager France

IRIVEST IM

2023-11 - 2025-9 · 1 yr 11 mos

Ville de Paris, Île-de-France, France

Sales Manager

AMX1

2022-10 - 2023-11 · 1 yr 2 mos

Paris

Responsible for the commercial and strategic part of AMX1 in asset management industry : - Elaborate the commercial strategy - Identify the contacts generating leads and study the customer need - Ensure the presentations (demonstration on site, remotely...) - Negotiate and close the contractual conditions - Ensure the commercial follow-up and the customer relationship (points of progress, invoicing, satisfaction...) - Develop customer loyalty

Wealth Management

Financière de l'Arc

2021-10 - 2022-10 · 1 yr 1 mo

Aix-en-Provence

- Proposal of portfolio for prospects - Elaboration of the asset allocation - In charge of management reporting for private clients - Putting in contact with wealth management advisors - Writing of management points - Improvement of management processes - Follow-up of the newsflow

Financial Analyst

Financière de l'Arc

2021-4 - 2021-10 · 7 mos

Aix-en-Provence, Provence-Alpes-Côte d’Azur, France

Assistant of Arnaud Benoist-Vidal, portfolio manager of the Arc Actions Santé Innovante fund at Financière de l'Arc, specialized in the international health sector. - Analysis of the daily newsflow and responsible for the writing of the semi-monthly management committee - Analysis of investment cases involved in the healthcare sector in a pandemic environment (Pfizer, BioNtech, Moderna, AstraZeneca, Philips) - Analysis of data related to the health crisis in order to measure the impact of the crisis on interest rates and the volatility of stocks in the portfolio - Assistance in the elaboration of monthly reports for mutual funds

Private Equity Analyst

Latour Capital

2020-6 - 2020-8 · 3 mos

Paris, Île-de-France, France

French mid cap private equity fund created in 2011 by Cedric Bannel (founder of Caradisiac), Philippe Léoni (CEO of Spir group for 13 years) and Alain Madelin (former Minister of Economy and Finance). - Participation and follow-up of investment files - Analysis and synthesis of financial documents (information memorandum, VDD reports) - Meetings with managers and experts - Financial modeling