Financial Analyst
The financial analyst monitors market activity and the performance of companies. He studies management methods, growth strategies and the economic and social environment of companies.
To do so, the financial analyst gathers information from the financial departments and studies all of this data in order to make the best possible investment proposals to the asset managers for their respective markets.

SRI Analyst
The SRI analyst defines the scope of socially responsible investment by carrying out studies on various sectors and themes. He also leads committees on SRI management attended by our partner associations.
The SRI analyst is in charge of the voting policy and its application for the Meeschaert Asset Management funds.

Management Assistant
The management assistant monitors the accounts under mandate on a daily basis and implements the new mandates in line with the management objectives and the deadlines for compliance. He takes part in the monthly reporting and in the management policy through daily exchanges with the asset managers and analysts.
The management assistant executes orders via routing or brokers and transmits the order responses to the back office.

Fund Manager
The fund manager manages one or more equity, fixed-income or money market portfolios in accordance with the guidelines stipulated by the Meeschaert Asset Management investment committee. He seeks to maintain the overall balance between high-risk and low-risk securities by ensuring long-term profitability in line with the fund’s management objective.
The fund manager seeks to pinpoint the speculative movements linked to the real value of the companies in which he invests.
He may work with the family office teams to help them understand the reports drawn up by managers outside the Group.

Mandates Manager
The mandates manager is in charge of investments in mandates and the construction of model portfolios. He monitors market trends and manages portfolios by deciding which securities to invest in and to what extent. The mandates manager participates in management committees, assists the sales teams in the relations they have with clients and provides technical expertise on the various products.

Financial Expert
The financial expert researches and selects investment vehicles and partner companies that will be proposed as part of calls for bids by referring to the specific requests of clients. He manages calls for bids, gathers responses and summarizes them before presenting them to clients. The financial expert makes recommendations in line with the client’s asset allocation, and then implements the proposed solutions and negotiates the costs of the services provided.

Wealth Engineer
The wealth engineer manages and monitors the wealth of private banking and family office clients. He assists the private banking advisors in detecting and resolving the tax, wealth and financial problems of their clients and prospects.
The wealth engineer accompanies the advisors to meetings in order to help them strengthen existing relations.
He helps train the advisors by leading meetings and manages the usual client contacts: lawyers, notaries, accountants, etc.

Asset Supervisor
The asset supervisor monitors all of the client’s assets, using a dashboard that shows all of the elements that make up the family’s wealth. He is therefore in charge of monitoring financial performance and whether the family’s objectives are being met. Asset supervisors have both a precise and overall view of the assets, allowing them to make many helpful proposals. Working with all of the Group’s contacts, the asset supervisor ensures the validity and longevity of the solutions that have been implemented.

Sales Assistant
The sales assistant is the representative of the private banking advisor. He is in charge of managing client files on a daily basis. His tasks include opening accounts, handling investment operations and carrying out transactions. He answers client questions and, if necessary, directs them to their advisor. The sales assistant manages the agendas and relations with clients, in compliance with Meeschaert Group procedures.

Investment Advisor
The investment advisor oversees and manages the securities (stocks, bonds, etc.) of its clients in coordination with the private banking advisor. The investment advisor makes sure that a client’s portfolio corresponds to that client’s investment profile. He provides personalized monitoring and executes orders after discussing with the client.
The investment advisor selects exterior funds based on quantitative and qualitative criteria.

Private Banking Advisor
The private banking advisor works with clients to help them build up and consolidate their wealth. He constantly ensures that the solutions implemented with respect to each client’s profile are adequate and that the regulations are being complied with.
The private banking advisor serves as a coordinator and ensures comprehensive monitoring of each client’s wealth and finances, in coordination, if necessary, with the financial, legal and tax experts of Meeschaert Group.

Real Estate Advisor
The real estate advisor works with the clients of Meeschaert Group to optimize their real estate assets. He can thus assist them in the sale of an asset or in the choice of an investment by presenting assets to them that correspond to their objectives. The real estate advisor can also propose specific programs (tax exemption, bare ownership, etc.) carefully selected from among the offers available on the market.

Wealth Engineer
The wealth engineer manages and monitors the wealth of private banking clients. He assists the private banking advisors in detecting and resolving the tax, wealth and financial problems of their clients and prospects. At Meeschaert Gestion Privée, the wealth engineer works with clients over the long term to assist them with all tax-related formalities.

Head of Structured Products
The head of structured products is in charge of monitoring structured product campaigns and making sure they run smoothly. Working in collaboration with various departments, the head of structured products regularly proposes new products that meet the needs of clients and that take advantage of the potential of the financial markets.
He promotes the development of products, monitors existing products and analyses the results in order to be able to propose new investment vehicles.

Meeschaert Group was founded in 1935. By the end of June 2014, the Group had over 5.7 billion euros in assets under its management and control. Meeschaert has remained an independent company for the past 80 years. The Group is family run and continues to adhere to its founding values by maintaining a strong entrepreneurial spirit.

Our clients include corporate executives, families, institutional investors and associations. We employ 177 people and have nine offices in France, one in New York and one in Brussels.

In 2012, we began to focus our growth on four main areas: private banking, family office, asset management and private equity.

In France, the Group owns Financière Meeschaert, a company approved by the Banque de France for the following activities:
>>> receipt and transmission of orders on behalf of third parties
>>> asset management for third parties
>>> investment
>>> account-keeping and custody

Regarding the latter, Financière Meeschaert acts as custodian for the securities and cash entrusted to it by its clients.

The Group has been operating in the United States since 2007 through its stake in Solaris Group and Park Sutton Advisors, and through Meeschaert Capital Markets and Meeschaert Financial Services. The Group has also been operating in Belgium since 2008 through Meeschaert Family Office Belgium.