Charles Lamoulen

> Expertise: A total of 15 successful years in Portfolio Management and Investment Advisory. Working for three different Banks, always in Private Banking industry in Luxemburg. For the technical part, following Financial Markets, participating to Investment policy, implementing investments in clients’ portfolios. For the commercial part, thinking of investment proposals for prospects, preparing and showing documents to explain Investment strategy, being part of client’s meeting. For the managerial part, assuring controls on portfolios based on SOX principles, being a recognised Team leader, preparing KPI and reports for the line management.
> Type of Organizations: Institution active in the financial services industry, mid-size company, family offices.
> Strengths/Qualities: Committed, proven managerial and organisational skills, result-oriented and client minded, optimistic and creative mind, forward thinking and proactive.