About Baptiste
As a Wealth Manager at Holborn Assets with a decade of industry experience, I bring a wealth of knowledge to my role, assisting French expatriates worldwide. I am also a proud father of two, which enhances my understanding of the financial needs and goals of families living abroad. Specializing in the financial challenges unique to expatriates, I offer tailored solutions that align with both immediate requirements and long-term aspirations.
I specialize in assisting French expatriates globally to navigate the complexities of cross-border finances. With a deep understanding of the unique financial challenges faced by expatriates, I provide tailored solutions that align with both short-term needs and long-term aspirations. My approach combines personalized financial planning with strategic investment advice, ensuring that my clients achieve financial security and prosperity, wherever they are in the world.
I emphasize the crucial step of defining clear financial goals. Without a clear objective, reaching your desired financial outcome is nearly impossible. My expertise lies in helping clients articulate and refine their financial objectives, crafting a roadmap that not only meets but exceeds their expectations.
Fluent in both French and English, I bridge cultural and linguistic gaps, making complex financial concepts accessible and understandable. At Holborn Assets, my commitment is to offer you a trusted partnership, guiding you every step of the way towards achieving your financial goals.
Qualifications
- Bachelor in Science of Business and Administration - Major Finance & Innovation
- CII Award In Financial Planning
- AMF Certification - Wealth Management
