Bertrand Casalis

Portfolio Manager-Equities at Trusteam Finance SCA

Finance

Profile

Mr. Bertrand Casalis is an Equity Fund Manager at Trusteam Finance SCA.
Mr. Casalis was previously employed as a Fund Manager by Cogéfi Gestion SA. He holds degree at HEC Paris and French Society of Financial Analysts.

Bertrand Casalis active positions

Companies	Position	Start
Trusteam Finance SCA Trusteam Finance SCA Investment ManagersFinance Trusteam Finance SCA (Trusteam) is an independent French asset management firm headquartered in Paris. The firm was founded by Jean-Luc Allain and Jean-Sébastien Beslay in 2000. Trusteam manages mutual funds, discretionary mandates, and life insurance policies for institutional clients and private investors. In 2013, they acquired the assets managed by Monte Paschi Invest from Monte Paschi Bank.	Portfolio Manager-Equities	2020-04-07

All active positions of Bertrand Casalis

Former positions of Bertrand Casalis

Companies	Position	End
Cogéfi Gestion SA Cogéfi Gestion SA Financial ConglomeratesFinance Cogéfi Gestion SA (Cogefi) is the asset management subsidiary of Cogefi-Conseil de Gestion Financière, an independent financial firm majority-owned by management. Located in Paris, Cogefi was established in 1997. The firm manages mutual funds as well as discretionary portfolios for institutions and private individuals.	Portfolio Manager-Equities	-

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Linked companies

Private companies	2
Cogéfi Gestion SA Cogéfi Gestion SA Financial ConglomeratesFinance Cogéfi Gestion SA (Cogefi) is the asset management subsidiary of Cogefi-Conseil de Gestion Financière, an independent financial firm majority-owned by management. Located in Paris, Cogefi was established in 1997. The firm manages mutual funds as well as discretionary portfolios for institutions and private individuals.	Finance
Trusteam Finance SCA Trusteam Finance SCA Investment ManagersFinance Trusteam Finance SCA (Trusteam) is an independent French asset management firm headquartered in Paris. The firm was founded by Jean-Luc Allain and Jean-Sébastien Beslay in 2000. Trusteam manages mutual funds, discretionary mandates, and life insurance policies for institutional clients and private investors. In 2013, they acquired the assets managed by Monte Paschi Invest from Monte Paschi Bank.	Finance