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#InPrivate Episode 8 - Charlotte Donahue, Managing Partner at Strat&Fi, multi-family office.

Occur Experts interview. Interview with Private Corner, a pioneering management company in the institutionalization of private equity, and Strat&Fi, a financial investment advisor.

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#InPrivate Episode 8 on private equity in France

I access Charlotte Donahue's video by clicking here

New episode in our mini-series on private equity in France.

  • Private Corner, innovative private equity firm, 161 Rue du Faubourg Saint-Honoré, 75008 Paris](https://private-corner.eu/en)

  • Strat&Fi: monitoring your asset allocation and investment performance over time.

In this episode, we meet Charlotte Donahue, Associate Director at Strat&Fi, a Paris-based multi-family office that provides day-to-day support to 200 families of company directors and executives.

Charlotte shares her experience of Private Corner: a professional, transparent and efficient solution for accessing top-quartile funds at affordable amounts.

Private Corner in 3 words: professionalism, transparency, efficiency!

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Introducing Charlotte Donahue, Associate Director at Strat&Fi, Conseiller en investissements financiers in Paris

My background is in banking. I started at Indosuez, in the markets, then in project finance in Asia. I then joined Credit Suisse, then UBS in Singapore, where I stayed for a few years. Then, when I returned to France, I preferred to join a small structure which, in my opinion, better meets my customers' expectations. So Strat&Fi called me, and it's been over four years since I joined this familiar office. Strat&Fi is a multifamily office that assists company directors and senior executives in their day-to-day wealth management needs, whether personal or professional. Today, we have 200 families who place their trust in us, and on the strength of this trust, we offer them firstly advice, and then products tailored to their profiles, which can be equities, bonds, private equity or real estate. We have a strong real estate bias, since we source, buy and sell real estate products to our customers or to third parties, either individually or in blocks.

Why did you decide to work with a private equity platform?

Private equity is an asset class that deserves a great deal of attention, as it is very risky, with a very long holding period, which doesn't correspond to all our customers' profiles. To find the best funds, we have an immense choice, and Private Corner enables us, thanks to its highly professional, top-quartile selection, to offer funds with affordable amounts, since it's €100,000, so you need to be savvy and professional, of course, and with a follow-up and digital path that enables both distributors and customers to access this private equity platform.

WealthManagement #Investment #FamilyOffice #PrivateCorner #PrivateEquity

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