Luciana Duprat, Private customers manager, Portzamparc
Could you explain your job to us?
I offer personalised support to private customers who want to invest in shares of companies that are listed on the stock market.
I give them financial information on a wide spectrum of 2,000 securities, and tell them about decisions made by our investment committee. In fact, we meet every week and together decide which securities to buy, trim down or sell. For investments in other geographic areas or asset classes (bonds, structured products, etc.), I can rely on our fund investigation team to offer my customers tailored solutions. The aim of all this work is to give my customers more peace of mind in their short-, medium and long-term investment choices.
The aim of all this work is to give my customers more peace of mind in their short-, medium and long-term investment choices.
Why did you choose the Portzamparc entity?
I love financial markets. I like to have regular, proactive contact with the customers. And I can identify with the values of my company, Portzamparc:
- Agility: besides being an adviser, I’m actively involved in the investment committee, where we try to adapt to market fluctuations.
- Trust: I’m happy when I feel that my customers and I have a relationship based on trust, that we can talk about and understand what’s happening on the financial markets.
- Humility: I like to say that we remain humble in our approach to the stock market, because even if we have convictions, it doesn’t mean we that we are holders of the truth.
- Innovation: I’m lucky to be in a human-sized company within a large group that allows us to put our new ideas to practice.
What gives you the most satisfaction in your job?
What gives me the most satisfaction is when my customers understand why we’re choosing one investment support rather than another, and how it fits in with their portfolio. The recent merger of B*capital, a subsidiary of BNP Paribas Private Banking, with its subsidiary Portzamparc will enable us to give enhanced support to our customers on Small and Medium-sized Enterprises.
Photo : Luciana Duprat
Maxence Dhoury, Financial analysis co-manager, Portzamparc
Could you explain your job to us?
My main duty is to offer support to our institutional investor customers who manage funds and mandates when they’re making decisions about which shares to buy, sell or keep
My main duty is to offer support to our institutional investor customers who manage funds and mandates when they’re making decisions about which shares to buy, sell or keep. Each analyst will focus on about forty listed companies and become a real expert in their business sector and securities. To do this, we regularly talk with the company’s executives, we analyse the documents that it publishes (annual reports, press releases ...) and at the same time keep an eye on its competitors, customers or suppliers. All of this enables us to make financial projections (profits, cash generation over the next few years, etc.).
Our aim is to form an opinion on the opportunities and risks of investing in a security. We then share this opinion among ourselves and with our customers.
From time to time we intervene in financial operations, particularly during stock market flotations conducted by Portzamparc. Our role here is to present investors with a complete analysis of the company and its prospects. This gives them the elements they need to subscribe to the market transaction.
Why did you choose the Portzamparc entity?
I’d say that we have the same passion and speak the same language, that of stock markets, in all the diversity of our business sectors and customers: private investors, institutional investors, independent asset managers, and companies that raise funds on the markets.
More specifically, with regard to my institutional and corporate customers, I’m proud of what we’ve accomplished in recent years, since we’re now one of the benchmark players in the French mid-cap market. I have no doubt that the new Portzamparc, which sprung from the merger with B*capital, will make us even stronger to pursue this project with renewed energy.
Photo : Maxence Dhoury
Know more about Portzamparc
For 150 years, Portzamparc has been supporting private clients, companies and management companies on the financial markets. B*capital, a subsidiary of BNP Paribas, was created from the merger in 1987 of several brokerage firms (du Bouzet, Saintoin-Roulet, Brac de la Perrière, then Courcoux Bouvet). It has specialised in supporting private investors on financial markets, and notably in recent years in the application of behavioural finance to portfolio management.Portzamparc thus presents a simplified organisation, grouping together its various expertise for private clients, for SME-ETI clients, for clients that are European management companies.All these customers also benefit from the collective management offering of its subsidiary Portzamparc Gestion, focused on small and medium-sized enterprises.Portzamparc now has 180 stock market experts, present in 4 major French cities – Nantes, Paris, Lyon and Marseille – to support its customers on a daily basis.
