LaBienveillanceFinancière
Julian Carr-Brown is an experienced finance professional currently serving as an Ingénieur patrimonial at LaBienveillanceFinancière since September 2021. Prior to this role, Julian worked as a Gestionnaire Middle Office CBI at HSBC Real Estate Leasing for one year. Julian's educational background includes a Master in Gestion de Patrimoines from Paris School of Business (2020-2022), a degree in commerce international from Dublin Business School (2019-2020), and a degree in Comptabilité et commerce/gestion from the Programme grande école at Paris School of Business (2017-2020). Julian also holds a Baccalauréat in sciences économiques et sociales with a mathematics option from Ecole Diagonale (2016-2017).
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LaBienveillanceFinancière
RegTech, Fintech, Insurtech, wealth management, wealth planning, estate planningIn an increasingly complex world, every family needs the type of wealth planning, estate planning, and wealth management advice up to now exclusively reserved for very high-net worth individuals. LaBienveillanceFinancière (LBF) provides professional wealth managementadvisers with an “augmented wealth advisory” platform that enables them to meet this need.LBF’s algorithms automate the production (data collection, analysis, calculations, solutions, reporting) of wealth management solutions personalized for each of its clients' customer. LBF's clients are banks’ financial advisers, insurance brokers, and wealth management adviser networks. The company has already conquered 3 institutional networks. LBF helps them provide higher quality, certified, global (tax, civil law, financial) wealth management advice in no time.