Mathilde Nicolas
Manager
Mathilde holds a Master degree in Negotiation and Wealth Management obtained in a work-study program at Société Générale in France.
Mathilde worked 4 years at Société Générale in France as Wealth Management advisor. She was in charge of a portfolio of around 900 clients. Mathilde’s clients were mainly medium clients (between EUR 50,000 and EUR 200,000 of balance).
Mathilde was responsible of the daily management of those clients (e.g. investment advice, sell of Société Générale products and services,…).
Mathilde is devoting 50% of her time in the day to day Compliance of HACA Partners by reviewing all acceptance of new client with Cyril Cayez and 50% of her time in the regulatory watch or client support in compliance.