Welcome to ETASSET

 

Advisory services to the Asset Management & Asset Servicing industries by Eric Terme.

Established in  2002.

I have been working in the financial industry for 30 years in France, in Luxembourg, in Sweden and in The Netherlands.

I held several Senior Management positions in the Asset Management industry and in the Fund Administration and Transfer Agent industry especially in Luxembourg. I managed companies or was a member of the Executive Committee and was responsible for a wide variety of tasks, such as Business Development, Operations, Finance, IT…

In 2002, I decided to found ETASSET, to provide independent board-room-level advisory services to the Asset Management and the Fund industries.

I am graduated from ENSAE Paris Tech, Paris Graduate School of Economics, Statistics and Finance.

 

I look forward to exchanging with you…

 

Eric TERME

My clients are mainly Asset Managers (from Boutiques to Global Players), Companies offering products and services to the asset management industry (Asset Servicers, Software Vendors…), Private Equity Funds…

I am dealing with French or International clients both in France and abroad.

Based on my experience I am favoring a bespoke approach, the best way to address your needs.  Every case  has its own specificities that need to be analyzed and taken into account. I have been advising my clients in a large variety of areas:

Defining the strategy 

  •     Strategic plans
  •     Market Surveys

Implementing the strategy 

  •     Launching a new regulated company
  •     Launching new activities
  •     Outsourcing some activities

Risk 

  •     Risk governance
  •     Risk policies

Regulation 

  •     How will it impact your business?
  •     How will it impact your organization?   
  •     How to manage the requirements of a regulator?

Your image in the market 

  •     Image surveys
  •     Satisfaction surveys

ETASSET

28, avenue Montebello

78600 Maisons-Laffitte

FRANCE

 

Mail: info@etasset.com

Telephone: +33 (0)1 39 12 31 01