RHETORES FINANCE
Bertrand Morin is a seasoned professional in wealth management, currently serving as a Conseiller en gestion de patrimoine at Rhétorès Finance since September 2013, a company specializing in asset management and wealth engineering. Bertrand has held various roles within the industry, including responsibilities in compliance, back and middle-office operations, and as an Assistant en Gestion de Patrimoine at both a Cabinet indépendant en Gestion de Patrimoine and the Conservatoire National des Arts et Métiers, where Bertrand contributed to graduate-level education in wealth management. Prior experiences include marketing assistance at GAD and financial administration at the Ministère de la Défense. Bertrand holds a degree from IPAG Business School, completed between 2009 and 2014.
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