Investment Company

PBS Investments PLC

Incorporated in Dublin, Ireland (UCITS IV qualifying, subject to continuing authorization by the Central Bank of Ireland)

Investment Manager

Banque Pâris Bertrand S.A.

  • Banque Pâris Bertrand SA was founded in 2009
  • The Bank advises international private and institutional investors, including foundations and pension funds
  • Georges Gagnebin, Chairman of the Board
  • Pierre Pâris, founding partner and CEO
  • Olivier Bertrand, founding partner and Deputy CEO

Portfolio Management

Emmanuel Ferry

Chief Investment Officer, principal portfolio manager

Emmanuel joined Banque Pâris Bertrand SA in 2009. He worked beforehand for more than 15 years for different financial institutions (HSBC, BNP Paribas, Exane BNPP, Cedar Partners) as economist/strategist and global macro manager. He started his career at the French Treasury (Ministry of Finance, Paris). He is President  of ISAG – Investment Strategists Association of Geneva. Emmanuel is a graduate of Paris Dauphine University (M.Phil in Finance and International Economics).

Jérôme Chagneau

Fund manager, Quantitative Analyst

Jérôme joined Banque Pâris Bertrand SA in 2010. He started his career in 2007 in Equity Derivatives Structuring in London (Lehman Brothers and Nomura) . He is now head of quantitative diversified strategies and structured investments. Jérôme is a graduate of the Ecole Polytechnique and ENSAE.

Jean-Eudes Clot, CFA

Fund manager, Quantitative Analyst

Jean-Eudes joined Banque Pâris Bertrand SA in 2009. He started his career in 2005 in a long/short Equity fund in Geneva focusing on Quantitative Equity Strategies and Macro Economic Research. Jean-Eudes is a graduate of Paris Dauphine University (M.Phil in Finance and International Economics).

Matthias Jouin-Sellez

Fund manager, Quantitative Analyst

Matthias joined Banque Pâris Bertrand SA in 2011. He started his career in 2010 in Alternative Asset Management in Paris (Lyxor AM). Currently, he is a Cross-Asset Quant Analyst and manages Equity strategies. Matthias is a graduate of Toulouse Business School (Quantitative Finance)

Team of Analysts / Research

2 analysts: expertise in fund selection, quantitative management and asset allocation

The key milestones in the development of PBS SMART Portfolio

2009 : First multi-asset class mandates for institutional clients

2011 : Implementation of PBS SMART strategy for private and institutional investors

2012 : Launch of PBS SMART Portfolio as a UCITS IV compliant fund

2013 : Launch of a new share class for large institutional investors

2014 : First Sovereign Wealth Fund as investor in the fund PBS SMART

Today : A large and diverse  investor base is invested in PBS SMART strategy for a total asset under management of c. EUR 550m of which EUR 400m in the Fund