Pierre-David Bertin
Director - Advisory & Sales - Head Offering and Sales Management @Credit Suisse
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WORK HISTORY
Director - Advisory & Sales - Head Offering and Sales Management @Credit Suisse
London, GB
Handling the entire lifecycle management of the products including:A. Screening and selection of high conviction investment solutionsB. Managing the product governance framework as well as the onboarding approval process, including coordination with key stakeholders like compliance, risk, and general counsel, etc.C. Managing sales: book reviews and products positioning, management of marketing campaigns • Successfully executed the strategic objective to expand the product shelf: making retail clients eligible to alternative investments, adding. • Servicing a team of 10 investment consultants and circa 30+ private bankers across 2 markets: UK/Europe and Middle East/NRI.Achievements: Achieving a record year of $60m new assets in 2021 in private equity and yoy growth rate of 25%. Successful upgrade of the entire product governance framework of the private bank Alternative Investments Specialist May - 20141. Hedge Fund:• Servicing over 10 customized hedge fund mandates (advisory and discretionary) with sizes ranging from $5m to $30m.• Member of the investment committee of the Multi-Asset Class Services team (Discretionary mandates).2. Private Equity:• Setting up and coordinating asset raise campaigns: direct responsibility for over 10 private equity funds across all main strategies: European and US buyout, Tech, Secondaries, Real estate and Private Credit, including CS flagship vintage program.• Reviewing portfolios as well as proposals for new allocations customized to investor’s constraints & objectives.• Training the private bankers on funds and the asset class3. Fund sourcing: • Participating in the identification of compelling new strategies and providing recommendations to the different due diligence teams in Credit Suisse.Achievements: Achieving an all-time high yearly run rate of $30m new assets in private equity.
EDUCATION
CentraleSupélec
Master of Science (MSc)
KTH Royal Institute of Technology
Master of Science (MSc)
SKILLS
ABOUT PIERRE-DAVID BERTIN
Having over 20 years of experience of product and business development in digital…
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