Our conception of governance
The attention we pay to governance is a legacy to which we are attached. More than 27 years of expertise have taught us that good managers instil a vision and implement ambitious social and environmental policies.
Existence of checks and balances
Relevance of the functions represented on the Management Committee
Respect for minority shareholders
Evaluation of non-financial risks
Transparency of financial information
100% ownership of the Primonial group.
After earning a degree from EM Lyon Business School, Bettina Ducat began her career in 2001 as a strategy consultant for Accenture. She joined AXA IM in 2006, the Management Board in 2018 and was appointed head of Global Distribution in January 2019. In July 2020, Bettina Ducat was appointed Managing Director of La Financière de l’Echiquier and Deputy CEO in charge of Asset Management for Primonial Group.
Deputy CEO & Chief Investment Officer
Olivier de Berranger is a graduate of HEC. Since 1990, he has successively fulfilled the positions of trader and trading desk manager on derivatives and cash interest rate products at Crédit Lyonnais and Calyon. He then became manager for the Capital Markets sector at First Finance, a consulting and training company. He joined La Financière de l’Echiquier in March 2007 as a bond manager. He is specifically in charge of the bond component of Echiquier Patrimoine fund and manages Echiquier ARTY and Echiquier Credit Europe. In 2017 he is nominated Chief Investment Officer and becomes part of the Management Committee. In April 2019, he also became Deputy CEO.
Bertrand Merveille graduated from the University of Caen (IUP Banque Assurance). He holds a postgraduate degree in law and financial market economics. Bertrand has spent most of his career at the AMF (French financial markets authority): From 2003 to 2008, he was a UCITS Analyst, responsible for the management company portfolio, then in 2008 he became Deputy Director and subsequently Director of the Investment Services Providers department. He joined Financière de l’Echiquier as Head of Compliance and Internal Control in 2011, and in 2016 was appointed Head of Private Client Management. He is a member of the Management Committee. He was also appointed Deputy CEO in April 2019.
Board of directors
Edouard Duffour pursued a degree in business administration and then in accounting in 2014. He began his career as an auditor at Deloitte. He subsequently joined the accounting firm Cælis, providing audit and advice services to companies including Natixis Private Equity International. He joined La Financière de l'Echiquier in 2015 as Chief Administrative and Financial Officer. In 2020, Edouard Duffour was appointed Secretary General in charge of Finance and Operations (Middle Office, Partner Management, IT and General Services) and joins La Financière de l'Echiquier's Executive Committee.
Head of marketing & communication
A graduate of Essec and member of the Société française des analystes financiers (SFAF), Anne-Laure has spent the whole of her 20-year career in asset management. She began her career in 1995 at Paribas. After nearly ten years as financial analyst, she switched to marketing and product development at AXA Investment Managers. In 2008, she moved into Private Equity at Groupama Private Equity, where she created and headed the Investor Relations and Marketing team. She joined La Financière de l’Echiquier in 2016 as Institutional sales then in 2018 took over the Product Marketing and Client Services team. In 2019, she was appointed Head of Marketing and Communication.
Chief Operating Officer
A graduate of Rouen Business School, MBA from Ottawa University and qualified accountant, Elsa Scoury started her career as an auditor in asset management at PwC. She joined La Financière de l'Echiquier in 2015, working, first, as Chief Compliance Officer then Deputy CFO. Elsa was appointed CCO in 2020 with a seatin the Executive Committee.
Chief Compliance Officer
Caroline Farrugia holds a DESS in Finance from the University of Paris-Assas and began her career as an account manager for 5 years in Arthur Andersen's Asset Management division. She later spent 15 years at OFI AM as Chief Compliance Officer and continued her career as Primonial’s Chief Compliance Officer and Risk for asset management companies. Caroline joined LFDE as compliance officer in March 2018, before becoming Chief Compliance Officer in 2020 with a seat on the Executive Committee.
Business Development Manager, French Institutional Investors & Key Accounts
Robert Véla is a graduate from ESVE in marketing and management. He worked as Senior Sales Manager at Europerformance, Crédit Mutuel Asset Management and ING Investments Management. He joined Neuflize OBC Investissements before moving on to Primonial Group in 2014 as Head of Institutional Sales and wholesale distribution. Robert Véla joined La Financière de l'Echiquier in 2018 and the Executive Committee in 2020.