Trevor

• Strategic consulting
• Long-term engagements
• Executive advisory

From NTIC-era banking to today’s data-driven finance.

- Management of transactions on Vanilla Products, foreign exchange operations and in the field of cash management (SWIFT);
- Coordination of financial operations (mergers and acquisitions, financing, public tender offer, commercial financing, fundraising) with senior bankers and coverage, and analysis of data from trading rooms (ESMA, AMF) and asset managers (RM, BC).

Transforming technology and capital into long-term value.

FLAD Group®
27 yrs 8 mos27 yrs 8 mos
Paris, Île-de-France, FranceParis, Île-de-France, France
Founder & President of FLAD Group®
May 1998 - Dec 2025 · 27 yrs 8 mosMay 1998 to Dec 2025 · 27 yrs 8 mos
HybridHybrid
Founder (1999–01 to 2018–12)
Investors Alone: Real-estate investment strategy, financial structuring, multi-asset portfolio management, Owner Buy-Out (OBO).
Participation in AGMs (corporate strategy, industrial projects, financing, KPIs, voting).
Portfolio manager (equities, funds). Crypto project compliance advisory (CSSF Luxembourg).

FLAD Group is a financial services and strategic advisory platform supporting clients in investment, corporate structuring, governance and cross-border development. As President, Trevor leads the group’s strategic direction, partnership development, and international initiatives across Europe, the UK and North America.

SG Private Banking: Multi-asset securities execution (annual revenue €340M), HNWI client service.
HSBC Continental Europe, SGCIB, CACEIS: Cash management & sales for CAC40/SBF120 clients (€5bn).
Orange Bank, BNP Paribas: Back-office, EMIR/MiFID2 compliance, liquidity management (€320M).
Euroclear MFEX, Amundi, SGCIB: Post-trade reporting, reference data, issuance handling, reconciliations, client su

Focus: Strategic advisory · Corporate finance · Governance · International expansion
Founder (1999–01 to 2018–12) Investors Alone: Real-estate investment strategy, financial structuring, multi-asset portfolio management, Owner Buy-Out (OBO). Participation in AGMs (corporate strategy, industrial projects, financing, KPIs, voting). Portfolio manager (equities, funds). Crypto project compliance advisory (CSSF Luxembourg). FLAD Group is a financial services and strategic advisory platform supporting clients in investment, corporate structuring, governance and cross-border development. As President, Trevor leads the group’s strategic direction, partnership development, and international initiatives across Europe, the UK and North America. SG Private Banking: Multi-asset securities execution (annual revenue €340M), HNWI client service. HSBC Continental Europe, SGCIB, CACEIS: Cash management & sales for CAC40/SBF120 clients (€5bn). Orange Bank, BNP Paribas: Back-office, EMIR/MiFID2 compliance, liquidity management (€320M). Euroclear MFEX, Amundi, SGCIB: Post-trade reporting, reference data, issuance handling, reconciliations, client su Focus: Strategic advisory · Corporate finance · Governance · International expansion
Skills: Portfolio management · Strategic Leadership and Making Decisions
Skills: Portfolio management · Strategic Leadership and Making Decisions

HoldingHolding

Banking Expert Management of National and International Treasury Cash Flow
Banking Expert Management of National and International Treasury Cash Flow
Mar 2017 - Oct 2023 · 6 yrs 8 mosMar 2017 to Oct 2023 · 6 yrs 8 mos
Management of transactions for investments in Vanilla Products (equities, bonds, funds) and FX; Cash Management operations (SWIFT) for CAC40/SBF120 institutional clients (€5bn).
Coordination and synchronization of financial operations with Senior Bankers and Coverage teams (M&A, financing, OST, trade finance, fund raising).

Analysis and processing of Trading Room data (ESMA, AMF) and Asset Management reporting (risk management, base capital, post-trade compliance).
Back-office and regulatory compliance (EMIR/MiFID2), liquidity management (€320M), reference data, reconciliations, issuance handling and client support.
Multi-asset securities execution for HNWI clients (annual revenue €340M) across private banking and institutional platforms.
Management of transactions for investments in Vanilla Products (equities, bonds, funds) and FX; Cash Management operations (SWIFT) for CAC40/SBF120 institutional clients (€5bn). Coordination and synchronization of financial operations with Senior Bankers and Coverage teams (M&A, financing, OST, trade finance, fund raising). Analysis and processing of Trading Room data (ESMA, AMF) and Asset Management reporting (risk management, base capital, post-trade compliance). Back-office and regulatory compliance (EMIR/MiFID2), liquidity management (€320M), reference data, reconciliations, issuance handling and client support. Multi-asset securities execution for HNWI clients (annual revenue €340M) across private banking and institutional platforms.
Skills: Order Execution · Regulatory Reporting · Capital market · Cash Management · Portfolio management
Skills: Order Execution · Regulatory Reporting · Capital market · Cash Management · Portfolio management

Management of National and International Treasury Cash FlowManagement of National and International Treasury Cash Flow

Bank EmployersBank Employers

Asset Management Companies ClientsAsset Management Companies Clients
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Founder
Founder
Jul 1999 - Sep 2018 · 19 yrs 3 mosJul 1999 to Sep 2018 · 19 yrs 3 mos
I built a long-term track record as a non-institutional strategic investor by developing high-end real-estate portfolios and managing complex financial and legal structuring operations.
Led investment strategies combining market insight, multi-asset portfolio management, tax optimization, and long-term value creation.

Designed and executed Real Estate Private Equity Owner Buy-Out (OBO) transactions with early-stage « Bootstrapping » mechanisms and Bank Debt leverage.
Oversaw day-to-day operations including property management, financial engineering, business asset transfers, and capital structuring with banks, CAC, notaries and financial institutions.

Participated in AGMs of major corporations (corporate strategy, industrial investments, financing, KPIs, voting).
Managed multi-asset portfolios (equities and investment funds) and provided compliance advisory for digital asset projects under CSSF Luxembourg standards.

Investors Alone: Real-estate investment strategy, financial structuring, multi-asset portfolio management, Owner Buy-Out (OBO).
Participation in AGMs (corporate strategy, industrial projects, financing, KPIs, voting).
Portfolio manager (equities, funds). Crypto project compliance advisory (CSSF Luxembourg).
I built a long-term track record as a non-institutional strategic investor by developing high-end real-estate portfolios and managing complex financial and legal structuring operations. Led investment strategies combining market insight, multi-asset portfolio management, tax optimization, and long-term value creation. Designed and executed Real Estate Private Equity Owner Buy-Out (OBO) transactions with early-stage « Bootstrapping » mechanisms and Bank Debt leverage. Oversaw day-to-day operations including property management, financial engineering, business asset transfers, and capital structuring with banks, CAC, notaries and financial institutions. Participated in AGMs of major corporations (corporate strategy, industrial investments, financing, KPIs, voting). Managed multi-asset portfolios (equities and investment funds) and provided compliance advisory for digital asset projects under CSSF Luxembourg standards. Investors Alone: Real-estate investment strategy, financial structuring, multi-asset portfolio management, Owner Buy-Out (OBO). Participation in AGMs (corporate strategy, industrial projects, financing, KPIs, voting). Portfolio manager (equities, funds). Crypto project compliance advisory (CSSF Luxembourg).
Skills: ASSET MANAGEMENT · Portfolio management · Venture Capital - Private Equity · Capital market · Financial Engineering
Skills: ASSET MANAGEMENT · Portfolio management · Venture Capital - Private Equity · Capital market · Financial Engineering

Real Estate InvestmentReal Estate Investment

International Axis of InvestmentsInternational Axis of Investments

Banking & Financial Business Engineer
Banking & Financial Business Engineer
May 1998 - Sep 2012 · 14 yrs 5 mosMay 1998 to Sep 2012 · 14 yrs 5 mos
Banking & Financial Business Manager (1998–01 to 2012–12)
Capgemini EY & NTIC Digital: Payment systems, cash management, digital banking, FinTech platforms.
Major banking M&A; & transformations: BNP–Paribas merger (1999), ABN Amro acquisition (2007–2010), Bank America (ex-Merrill
Lynch) FO overhaul, Neuflize OBC core banking migration, Natexis Banque Populaires card migration (2001), Euro & Y2K transitions.

Capgemini EY & NTIC Digital: Payment systems, cash management, digital banking, FinTech platforms.
Major banking M&A & transformations: BNP–Paribas merger (1999), ABN Amro acquisition (2007–2010), Bank America (ex-Merrill Lynch) FO overhaul, Neuflize OBC core banking migration, Natexis Banque Populaires card migration (2001), Euro & Y2K transitions.
Banking & Financial Business Manager (1998–01 to 2012–12) Capgemini EY & NTIC Digital: Payment systems, cash management, digital banking, FinTech platforms. Major banking M&A; & transformations: BNP–Paribas merger (1999), ABN Amro acquisition (2007–2010), Bank America (ex-Merrill Lynch) FO overhaul, Neuflize OBC core banking migration, Natexis Banque Populaires card migration (2001), Euro & Y2K transitions. Capgemini EY & NTIC Digital: Payment systems, cash management, digital banking, FinTech platforms. Major banking M&A & transformations: BNP–Paribas merger (1999), ABN Amro acquisition (2007–2010), Bank America (ex-Merrill Lynch) FO overhaul, Neuflize OBC core banking migration, Natexis Banque Populaires card migration (2001), Euro & Y2K transitions.
Skills: Open & Internet Banking · Banking System · Bank Organization · Financial NTIC Consulting firm · Financial software
Skills: Open & Internet Banking · Banking System · Bank Organization · Financial NTIC Consulting firm · Financial software

Consulting Firms Specialized in NTIC for Banking and Financial InstitutionsConsulting Firms Specialized in NTIC for Banking and Financial Institutions

Merrill Lynch marked my first NTIC project in French & European banking and capital markets.Merrill Lynch marked my first NTIC project in French & European banking and capital markets.

Shaping Financial Services Excellence | Capgemini (formerly Cap Gemini Ernst & Young) | Financial ServicesShaping Financial Services Excellence | Capgemini (formerly Cap Gemini Ernst & Young) | Financial Services
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Turning leveraged, tax-optimized real estate into financial independence.

Real Estate OBO;
- Investment company specializing in alternative financial products, borrowing from major financial institutions;
- Investments include real estate in Paris intra-muros and shares on foreign markets.

From the early days of NTIC to today’s digital economy.

- Origination and execution of new deals in the financial TMT sector;
- Development of the territory of French banks, foreign banks and hybrid financial institutions including for 2.4 years at Cap Gemini Ernst & Young – Financial Sector in France;
- First business at the Front Office of the Equity Markets Desk of Merrill Lynch EMEA Paris.
- Analysis of the Organizations of banks, their financial products and services with a view to establishing Strategic Plans for the design up to the integration of technological tools for the needs of the businesses;
- Contribution of banking and financial NTIC solutions;
- Large-scale projects with impact on banks' IS: Year 2000 transition, EURO switchover and transactional websites;
- Team Management.