Wealth Management for Changing Times

Date and Time
Wednesday, April 7, 2021
12:30pm— 1:30pm
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François Balsan
Who's coming
Barbara Levi Reza Ansari Frederic Stolar Nicolas Caron Paul van de Wal Olivier Vialaneix Wilson Li Youn Hing George Gvishiani Olivier Rouget Carla Rosen-Vacher Christophe Thoral Meinhard Platzer Jerome Le grand Franck Noiret Gael de Roquefeuil Everett Hutt François Balsan
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The Wharton Club of Paris

invites you to a virtual Lunch dedicated to 

« Wealth Management for Changing Times - an Informal Dialogue between Demand and Supply »

Wednesday, April 7, 2021 at 12:30 pm

This virtual lunch will take place on Zoom (a confidential link will be e-mailed). 
The presentations will include a Q&A session.  Both presentations will be in French. Q&A may be in either English or French.

An Alumni fireside conversation between the demand for Wealth Management, expressed by a recent and very active retiree, and a seasoned private banker. It will cover issues and trends of wealth management, including the industry responses to needs of HNWI under the family office threshold and individual investors' access to Private Equity.

The Demand: Paul van de Wal (WG'83)


Paul retired after the IPO of Amadeus IT Group where he worked for over 10 years in TMF (Top Management Forum) roles, actively participating in what turned out to be one of Europe’s the largest LBOs. Roles included responsibility for worldwide Strategic Planning, PMI (Post Merger Integration), Acquisition & Incubation Portfolio and Business Transformation. Paul also held several Board Memberships of IT providers to the Travel & Tourism industry.
Prior to that Paul held several CFO roles at Division, Business Unit and Subsidiary levels, in the US, South America, the Netherlands and France. Employers were Philips, Unisys and Digital Equipment Corporation (now HP).
Nowadays Paul likes to share his experience through, for example, Interim Management missions focused on M&A, Business Planning and Funding. On a lighter note, he also likes car racing and all sorts of sporting activities.
Paul is married, a proud father of three children, a graduate of the Wharton School and of the Mines de Paris and speaks five languages.


The Supply: Nicolas Caron (WG/G'91)


Nicolas is currently a private banker at Pictet North America Advisors, where he serves US high net worth individuals and families.
The Pictet group manages $550 billion of private and institutional assets, has offices around the world but has remained in private hands since 1805. The essence of being Swiss.
Before his 15 years with Pictet, Nicolas ran a family company/office invested in real estate out of Paris and London.  
He spent 12 years after graduating from Wharton/Lauder in 1991 in New York and Los Angeles working in media and entertainment, first for Time Inc/ Time-Warner, then for a variety of smaller companies and entrepreneurs.  

When he is not reading the financial papers, Nicolas spends his time skiing.



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