ANTOINE AURELLE
Madrid
Summary
I am a seasoned professional of the financial industry, who has worked internationally for more than 20 years, first at Morgan Stanley as an wealth management analyst then as one of the 4no. partners of a globally recognised inter dealer brokerage company, based in London, New York and Hong Kong. Together, we drove the growth, scale, internationalisation of our company and ultimately successfully sold it in 2016. I was proud to achieve this milestone with an ethical approach and whilst building trust & transparency with all stakeholders.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Partner and Head of Asia
Sunrise Brokers
02.2003 - 04.2020
- An entrepreneurial venture in financial intermediation that ended in the successful acquisition of the business by BGC, a Nasdaq listed company
- Main activities were Equity derivatives, Fixed income, commodities, credit, interest rates, foreign exchange and hybrid products
- Successfully set up the Asian office for Sunrise Brokers
Wealth Management Analyst
Morgan Stanley
01.2000 - 12.2002
- Produced strategy reports
- Synthesized client data to develop customized financial plans
- Prepared asset allocation balance sheets
Education
MBA - Finance
EM LYON
France06.1999
Master of Science - Economics
University of Aix-Marseille
France06.1997
Skills
- Expert knowledge of financial products
- Wealth management
- Economics
- Portfolio management
- Risk management
- Ethics
Languages
English
Bilingual or Proficient (C2)
French
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)
Certification
- CFA Level 2
- Harvard Business School - Family Office Wealth Management Course
Hobbies
Advanced Scuba Diver & Reasonable Golfer
Timeline
Partner and Head of Asia
Sunrise Brokers
02.2003 - 04.2020
Wealth Management Analyst
Morgan Stanley
01.2000 - 12.2002
MBA - Finance
EM LYON
Master of Science - Economics
University of Aix-Marseille
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