CACEIS - Key Persons
Job Titles:
- Director
- Member of the Executive Committee
Job Titles:
- Independent Director
- Member of the Executive Committee
Job Titles:
- Branch Manager
- Head of Regional Coverage, Managing Director Responsible for Sales & Business Development
Job Titles:
- Member of the Executive Committee
- Director / Deputy General Manager & Global Head of Human Resources, CACIB
Deputy General Manager & Global Head of Human Resources, CACIB
Job Titles:
- Member of the Executive Committee
- Engineer from AgroParisTech
- Global Head of PERES Global Services
Arnaud Garel-Galais is Global Head of PERES Global Services, CACEIS dedicated Business Line for the Private Equity, Infrastructure, Real Estate and Private Debt Funds clientele, and a member of the CACEIS Group Management Committee since 1 st June 2021.
Arnaud started his career in 2006 with an experience in Risk Management at Credit Agricole CIB in Hong Kong and then worked for various investment management firm including Masseran / Dahlia (now Flexstone, part of Natixis Group) in Paris and Altius Associates (now part of Mercer Alternatives) in London, totaling over eight years of investment experience in Private Equity, Infrastructure and Private Credit, spanning primary fund selection, secondary and co-investment transactions across the EMEA region. He joined CACEIS in London in July 2016 as Business Development Director, became Group Head of Coverage of the PERES Business Line in early 2018 and was promoted to his current role in April 2021.
Arnaud is an engineer from AgroParisTech and holds a Master's Degree in Finance from Sorbonne University in Paris.
Job Titles:
- Member of the Executive Committee
- Global Head of Market Solutions
Bruno Bourbonnaud is Global Head of Market Solutions. He started his banking career in 1989 with Credit Lyonnais. Having held several positions in Corporate development, he joined the Financial Institution Division and was in charge of commercial banking activity for Financial Institutions (FI) in France. In 2015, he was appointed Global Head of FI sector within the International Trade & Transaction Banking business line of Crédit Agricole CIB. He joined CACEIS in May 2018 to take global responsibility for PERES, and was Global Head of Business Development from 2021 to 2023.
Bruno BOURBONNAUD is graduate of Economics, holds a degree of French High Banking Studies, he is also Graduate in further accounting studies.
Job Titles:
- Chief Human Resources Officer
- Member of the Executive Committee
Chief Human Resources Officer, Carine Echelard began her career in 1987 in the Futures back office of Caisse de Gestion Mobilière. In 1989, she became head of the "institutional and non-resident clients" back-office at Nivard Flornoy, a brokerage firm owned by JP Morgan SA. She joined Credit Lyonnais in 1991 as a researcher on the bond market. In 1995, she became head of fund administration at Credit Lyonnais Asset Management. From 2004 to 2010, she held the position of deputy Managing Director at RBC Dexia Investor Services in France. She joined CACEIS in 2010 as deputy Managing Director of CACEIS Bank France and CACEIS Fund Administration in France. In April 2014, she was appointed Managing Director of CACEIS Bank France and CACEIS Fund Administration and is a member of the CACEIS group's executive committee. In November 2016, she becomes Managing Director in France. In September 2023, she is appointed Chief Human Resources Officer.
Carine Echelard graduated from the Institut Supérieur Commercial in Paris and holds a Diploma in Advanced Accounting.
Job Titles:
- Deputy CEO
- Member of the Board of Directors
- Member of the Executive Committee
- Deputy Chief Executive Officer, in Charge of Domiciliation Countries, Spain & Latin America / Managing Director in Spain and LatAm
Carlos Rodríguez de Robles was appointed Deputy CEO of CACEIS on February 11th 2020. Until that, he had been CEO of Santander Securities Services since July 2014.
Carlos was Head of Transaction Banking from 2013 to 2014 and from 2007 to 2009. He was member of the Executive Committee of Santander Global Banking and Markets (SGBM) from 2004 to 2014.
In 2009 he moved to Banco Santander Mexico as Deputy General Manager, member of the Board, and Head of Global Banking and Markets.
Carlos joined Santander in 2004 as head of Business Development and Financial Control of SGBM.
Prior to Santander, Carlos worked as a senior consultant at Mckinsey (2001-2004), working with financial institutions and telecom clients. From 1996 to 1999, he worked at Cemex in Spain and Egypt where he was Head of Capital Markets. He started his career and at Hambros Bank in 1995 in London as an executive in the Investment Banking division.
Carlos received his MBA from the Tuck School of Business at Dartmouth College (Hanover, NH, USA) and got a Bachelor in Economics and Business studies from Universidad Complutense in Madrid, Spain.
Carlos is married with Lola and they are parents of nine.
With mounting competition in the investment management world, investors are looking more and more closely at fund charges so managers are focusing on reducing the fixed costs of their business to stay competitive.
A large-scale solution to accompany your growing business by absorbing volume spikes and pooling transactions with multiple counterparts.
A comprehensive management-focused position-keeping service, separate from the custodian and valuation agent.
Middle-office services in full compliance with EMIR, and SFTR ranging from trade management and independent valuation to trade repository reporting.
Hedging of foreign exchange rate for share classes denominated in a currency other than the fund's base currency (Hedged share classes).
Job Titles:
- Member of the Executive Committee
- Global Head of Custody & Cash Clearing
Job Titles:
- Head of Business Development
Job Titles:
- Head of Regional Coverage
Job Titles:
- Deputy Managing Director
- Member of the Local Management Team
Job Titles:
- Member of the Executive Committee
- Director / Head of the Subsidiaries and Affiliates Department, Crédit Agricole S.a.
Head of the Subsidiaries and Affiliates Department, Crédit Agricole S.A.
Job Titles:
- Member of the Executive Committee
- Independent Director / President, Firenze Conseil
Job Titles:
- Member of the Executive Committee
- Director / Chief Investment Officer, Crédit Agricole Assurances
Chief Investment Officer, Crédit Agricole Assurances
Job Titles:
- Head of Regional Coverage
Job Titles:
- Managing Director - Banco S3
Job Titles:
- Member of the Board of Directors
- Member of the Executive Committee
- Deputy Chief Executive Officer, in Charge of Business Units and Technology
Frédéric Coudreau began his career in 1992 at Crédit Lyonnais, where he held various project management positions and was responsible for the back offices of the market activities. In 2001, he became Head of Organisation and IT for the Treasury, Foreign Exchange and Bonds activities. From 2004 to 2005, he was Head of Calyon's Treasury Operations Department, and from 2005 to 2007, he was in charge of the back offices and IT for international capital markets. In 2007, he was appointed Head of Capital Markets Operations, and in 2012, Global Head of Operations at Crédit Agricole CIB. Since 2015, Frédéric Coudreau has been Head of Information Systems at Crédit Agricole CIB.
Frédéric Coudreau holds a postgraduate degree in Statistics and Computer Science from the University of Paris II.
Job Titles:
- Head of Business Development
We have created a series of tools and systems dedicated to the servicing of the ETFs which makes us a one-stop shop for fund managers and management companies to launch their product in confidence with an experienced team. ...
TEEPI ETF is the connection platform of the issuers and authorised participants for an efficient marketing of ETF units on the primary market.
Job Titles:
- Chairman of the Executive Committee
- Member of the Board of Directors
- Vice - Chairman
Job Titles:
- Business Development Manager
Job Titles:
- Head of Regional Coverage
Job Titles:
- Director
- Member of the Executive Committee
Job Titles:
- Managing Director
- Member of the Local Management Team
Job Titles:
- Head of Clients, Commodities
Job Titles:
- Chief Executive Officer
- Member of the Board of Directors
- Member of the Executive Committee
Prior of being appointed CEO of CACEIS, Jean-Pierre Michalowski was Senior Country Officer of Singapore at Crédit Agricole CIB since 2017.
He began his banking career holding several front/middle/back office positions with Meeschaert Rousselle in 1988, Banque Indosuez in 1989, and CIMO in 1990. Then, he joined Credit Lyonnais Rouse in 1992 as Head of Control and Treasury. In 1997, he became Chief Operating Officer (COO) at Crédit Lyonnais Asset Management (CLAM) and a member of its Executive Committee. In 2003, he joined the Executive Committee of Credit Agricole Asset Management (CAAM) and became CEO of CAIS Fastnet. In 2005, he played a role in the creation of CACEIS, where he was CEO of CACEIS Fastnet (2005), CEO of CACEIS Bank (2007) and Deputy CEO of CACEIS Group (2010).
Jean-Pierre Michalowski is a recent graduate of the Singapore Institute of Directors.
Job Titles:
- Managing Director - S3 CACEIS Brazil
- Senior Telecommunications Engineer from the Universidad Politécnica De Madrid
Joaquin is a Senior Telecommunications Engineer from the Universidad Politécnica de Madrid and an MBA from the Wharton Business School of the University of Pennsylvania.
Joaquin began his career at Indra in 1993 as an engineer. He joined Santander in 1994 and has extensive experience in the financial investment and banking sector. Prior to his current position, he held several senior management positions in the areas of Transaction Banking, Derivatives, Equities, Corporate Finance, Strategic Planning, Operations and IT in Madrid and New York, including heading the global securities business before the constitution of S3. Since 2016, he is country head and CEO of S3 Brazil.
Job Titles:
- Head of Regional Coverage
Job Titles:
- Director
- Member of the Executive Committee
Job Titles:
- Member of the Executive Committee
- Independent Director / President, Firenze Conseil
Job Titles:
- Deputy General Manager
- Member of the Board of Directors
- Member of the Executive Committee
- Member of the Local Management Team
- CACEIS' Deputy Chief Executive
- Deputy General Manager, in Charge of Coverage
Joe Saliba, CACEIS' deputy chief executive, talks to Bob Currie about the bank's commitment to being an asset servicing leader in Europe, the expansion of its global coverage and why he is returning t
CACEIS's Deputy General Manager, Joseph Saliba joined Sabre in 1989, the world's leader in providing management consulting, technology and travel information to the airline industry. He managed Sabre's operations in France, the UK and internationally. In 1999, he became President of Sabre's management consulting and technology business unit, a billion dollar operation based in Dallas, Texas. In 2001, he joined CGI, a global provider of IT and BPO services, At CGI, he held several executive positions including: President - Europe and Asia Pacific, President - USA and India, and President - Business Process Services. Joseph Saliba was appointed Deputy General Manager of CACEIS, in charge of Coverage.
Job Titles:
- Member of the Executive Committee
- Chief Financial and Administrative Officer
Julien Maze started with Crédit Agricole Indosuez Korea in 2000 as relationship officer. In 2005, he joined Crédit Agricole CIB Japan as Planning and Financial Control Head. He became Head of Corporate Planning for Asia in 2008 based in Hong Kong. In 2012, he was appointed Chief Financial Officer for Banque Saudi Fransi (BSF - then 31% owned by Crédit Agricole CIB) also covering for strategy and communication. In 2017, he became Head of Group Financial Control for Crédit Agricole CIB based in Paris.
In June 2021, he joins CACEIS as Chief Financial and Administrative Officer and a member of the CACEIS Executive Committee and Group Management Committee.
Julien Maze is a graduate of ESCP Europe and holds a Master's degree from Institute of Political Sciences of Paris.
Job Titles:
- Member of the Executive Committee
- Director / Deputy General Manager of Crédit Agricole S.a., Head of Group Finances, Crédit Agricole S.a.
Deputy General Manager of Crédit Agricole S.A., Head of Group Finances, Crédit Agricole S.A.
Job Titles:
- Head of Relationship Management
Job Titles:
- Business Development Director
Take advantage of our Management Company services to increase your focus on investment management. Offload all administrative and regulatory tasks for your funds to CACEIS. Our experience and market coverage will ensure you...
Focus exclusively on your core business and benefit from a reliable pre-existing infrastructure for your funds.
Job Titles:
- Member of the Executive Committee
- Global Head of Risks & Controls ( Depositary Control, Legal, Risks, and Permanent Controls )
Michel ROBERT began his career at Banque Indosuez in 1988 in the Capital Markets Department, where he became Head of Bond Trading. In 2007, he was appointed Treasurer of Crédit Agricole Corporate & Investment Bank, then Global Head of Rates in 2010. Prior to joining CACEIS, he was Head of Financial Steering at Crédit Agricole CIB, where he was in charge of asset and liability management and central management reporting.
Michel Robert is a graduate of ESSEC.
Job Titles:
- Business Development Director
Job Titles:
- Managing Director
- Member of the Local Management Team
- Head of Regional Coverage
CACEIS offers currency hedge monitoring and execution of currency hedges, tailored to client's hedging policy.
CACEIS has developed a flexible Middle-Office outsourcing solution, enabling you to outsource part or all of your post-execution activities.
CACEIS supports pension funds and other pension institutions navigate through the challenging landscape via our unique CACEIS Pensions Centre, we offer a one-stop-shop for the European Pension Industry with a front-to-back functiona...
One-stop-shop with a internally-sourced front to back functionality and services with investment administration at the core.
Caceis offers the full scope of reporting for Pension Institutions; regulatory reporting, compliance, risk & performance, ESG and Climate reporting.
This services includes an Asset Pooling solutions with tax transparency, as well as pension Reporting on underlying fund investments on a look-through basis that increases the value of the report.
Job Titles:
- Chief Executive Officer / CACEIS ( Switzerland ) S.a.
Oscar is Chief Executive Officer of CACEIS (Switzerland) S.A. since February 2018. Prior to this he worked in Ireland as CEO of CACEIS Ireland Limited and Senior Country Officer of CACEIS Group in Ireland. Oscar joined CACEIS in 2007. Oscar started his career in the Financial Services sector in the late eighties working for The Sumitomo Bank Ltd. (Spain). He moved to Ireland in 2002 as Managing Director of Dexia Fund Services. Prior to that he held a number of senior positions at the Spanish subsidiary of Dexia Group were he was appointed Head of Operations. He was also Managing Director and Partner of Vetusta Fund Management, an Asset Management company incorporated in Ireland.
Oscar holds an Executive Master's Degree in Business Administration from the IE Business School in Madrid and a BA (Hons) Degree in Financial Services from the Liverpool John Moores University - Dublin Business School. He also spent three years studying Marketing and Commercial Management at ESIC Business School Madrid.
Job Titles:
- Head of Regional Coverage, Ireland, North America and UK
Job Titles:
- Head of Regional Coverage
Job Titles:
- Managing Director
- Consultant With Marine Consulting
Philippe Bourgues began his career as a consultant with Marine Consulting in 1995. He joined Banque CPR as Front Office and Risks Project Manager in 1998. In 2001, he became Manager of IT Development and Project Ownership for CPR Asset Management. In 2005, he was promoted to Operations Manager and became a member of CPR Asset Management's Executive Committee. In 2012, he joined CACEIS Fund Administration as Head of Front Office Solutions and member of the Management Committee. In 2014, he was appointed Deputy Chief Executive Officer for CACEIS Bank France and CACEIS Fund Administration. In 2017, he becomes Managing Director for CACEIS Bank, Luxembourg Branch and a member of the CACEIS Executive Committee.
Philippe Bourgues holds a degree from the engineering school ISEP (Avionics and Large Projects option).
Job Titles:
- Member of the Local Management Team
- Managing Director / CACEIS Investor Services France S.a. CACEIS Investor Services Bank France S.a. Managing Director / CACEIS Investor Services France S.a
Job Titles:
- Deputy CEO
- Member of the Board of Directors
- Member of the Executive Committee
- Deputy Chief Executive Officer, in Charge of Support Functions
Philippe Renard was appointed Deputy CEO of CACEIS, in charge of Support Functions, on October 10th 2023. Until that, he had been CEO of RBC Investor Services Bank in Europe. Based in Luxembourg, he chaired the Investor Services Bank Executive Committee and the Continental Europe & Offshore Operating Committee. He was also a member of the Board of Directors of RBC Investor Services Bank S.A. and a member of the Operating Committee of RBC Investor Services (RBC IS).
Philippe has been in business for 30 years and acquired first experience as operation/production manager in manufacturing industry during several years before joining the bank industry in 2000. Prior joining RBC, he worked in many capacities for BNP Benelux including Director Projects & Process Custody Business, Director Sub Custody Network management.
He holds an Honours BSc in Chemical Engineering from Liège University, Belgium.
Job Titles:
- Member of the Board of Directors
- Member of the Executive Committee
- Chief Financial Officer of Solvay Belgium
- Deputy General Manager, in Charge of Strategy and Innovation
Pierre Cimino began his career as assistant to the Chief Financial Officer of Solvay Belgium. He joined Banque Indosuez Luxembourg in 1992, and initially worked as client relationship manager within the dealing room before becoming a spot dealer in 1994. In June 1996, he became Head of Human Resources for Banque Indosuez Luxembourg, before taking charge of back-office banking operations and securities-cash markets in 1999. In November 2001, he was appointed a member of the Management Committee of Crédit Agricole Investor Services (CA-IS) Luxembourg and Head of Business Analyst team and General Functions. In January 2006, he was appointed Managing Director of Fastnet Luxembourg S.A. and in 2010 became Managing Director of CACEIS Bank Luxembourg and Head of CACEIS's entities in Belgium, the Netherlands, Italy and Hong Kong. He became Head of International Development in February 2017 and in 2023 he was appointed Deputy General Manager, in charge of Strategy and Innovation.
Pierre Cimino graduated from the Institut Catholique des Hautes Etudes Commerciales (ICHEC), Brussels.
Job Titles:
- Member of the Executive Committee
- Global Head of Fund Services
Ramy El Houayek started his career in 2000 as a consultant at Eurogroup Consulting and was promoted to Manager in the Banking, Finance and Asset Management sector.
He joined CACEIS in 2007 and was appointed Head of IT Banking and Accounting in 2008 for the French market.
Job Titles:
- Head of Regional Coverage
Our clients - management companies, funds, banks, managers, brokers, institutional or corporate are faced with new regulations and a competitive environment which mobilize the majority of their internal resources. To enable them to ...
Delegation of trading activities: FX, cash equity, fixed income, ETF, listed derivatives and securities lending.
Simplify your post-trade processes with our listed and OTC derivatives clearing service.
The CACEIS group trading room offers competitive advantages for managers and middle-back office teams.
Thanks to its expertise in Asset Servicing and knowledge in regulations, CACEIS provides its clients the necessary comfort and transparency in these secure activities, which guarantee market liquidity and are source of value for our clients
CACEIS supports and anticipates the needs of its clients in a key aspect of their business: the distribution and marketing of their fund ranges.Our service offering cove...
CACEIS Connect Store connects our clients with best-in-class third-party services. As a CACEIS Client, you are part of the Asset Management / Investors ecosystem, and your needs will be larger than the standard Asset Servicing relat...
CACEIS offers a wide range of communication channels for exchanging information with clients. This gives us the flexibility to offer our clients operational models adapted to their specific needs. OLIS, our central web ...
An innovative solution dedicated to the Front Office to analyze, simulate and manage portfolio positions for enhanced decision-making.
A sustainability technology platform using machine learning and big data to deliver ESG data and regulatory reporting.
A full range of connectivity options available to suit your company's specific needs, including a solution fully compliant with Swift protocols.
Job Titles:
- Member of the Local Management Team
Job Titles:
- Country Manager
- Country Managing Director
Sikko van Katwijk is Country Manager CACEIS Netherlands from 2019. Prior to that he worked at KAS BANK NV, from 2009 as a Member of the Board of Directors and from 2015 as its Chairman. From 2004 to 2009, he was Head of EMA Investor Sales at Citi, and from 2000 Country Manager Netherlands at Citigroup.
CACEIS has a long history of providing flexible and reliable accounting and valuation solutions to its clients, from asset management companies to institutional clients, covering vanilla to the most com...
Beyond the necessity to answer regulators or client requirements in terms of reporting, the processes implemented should allow rationalization of the production means and data reliability. In this frame...
Comprehensive outsourcing for accounting & valuation designed for institutional investors.
Ensure compliance with regulatory requirements while optimizing reporting production.
A full and comprehensive service in relation to specific legislation and regulatory reporting obligations of the funds or investors.
Job Titles:
- Head of Unit - Business Development
Job Titles:
- Managing Director - S3 CACEIS Colombia
Graduate in finance and international trade with a postgraduate programme in financial management, Susana has also completed the advanced management programme at the Instituto de Empresa in Madrid.
She has more than 20 years of experience in the financial sector, especially in the fiduciary sector and capital markets, 15 of them in the securities services business in different positions and responsibilities such as commercial manager, product manager, area manager and general manager of trust companies; she joined CACEIS in July 2021 as Chief Executive Officer of S3 CACEIS Colombia S.A, Sociedad Fiduciaria, with responsibility for the strategic direction of the company and the development of the custody business in the Colombian market.
Due to his experience in the market, Susana has actively participated in the development and regulation of the legal framework of the custody business, thus contributing to the implementation of good practices in the Colombian securities custody market.
CACEIS provides efficient and reliable Clearing and Settlement, extensive Custody and Outsourcing Solutions for Corporate and Investment Banks and Brokers. We offer: • Pan-European coverage for Cash equity On-Exchanges and Multil...
Expertise & cutting-edge technology for highly automated services.
Job Titles:
- Member of the Local Management Team
- Managing Director / CACEIS Investor Services Belgium
Job Titles:
- Managing Director
- Managing Director of CACEIS Bank Germany Branch
Managing Director of CACEIS Bank Germany Branch, Thies Clemenz started his career in Deutsche Bank where he headed the French Asset Management subsidiary; he then held various positions in HSBC as COO of HSBC Global Asset Management Deutschland, CEO of HSBC Trinkaus Investment Managers in Luxembourg, Deputy CEO of HSBC Luxembourg and later as CEO of HSBC in Armenia.
Job Titles:
- Managing Director / CACEIS Fund Administration Jersey ( CI ) Limited
CACEIS's local and global custody offer brings a comprehensive range of services, including payments and Auto FX, in a highly secure, controlled environment designed to ensure the protection of your assets. Our experienced staf...
CACEIS, custodian of a broad range of collective investments of all legal forms, has specialist teams which, in partnership with their clients, and using dedicated IT systems, provide statutory supervision and compliance monitoring ...
Through our integrated "front-to-back" PERES business line, CACEIS offers a range of "à la carte" services that meet the needs of fund managers and management companies in the Private Equity and Real Estate, Infrastructure and...
A single point of contact for all your obligations related to prudential regulation of mutual funds.
A service offering that is as close as possible to the interests of managers and the concerns of investors.
A comprehensive offer from Crédit Agricole including bridging and overdraft facilities.
We provide secretarial and domiciliation services for investment firms to enable organizations to comply with legal and administrative obligations in Luxembourg and Belgium.
CACEIS is invested in continuous improvement and has evolved technology and processes beyond making changes to meet regulatory needs. CACEIS combines excellent service and relationship management with effective product solutions, to he...
Job Titles:
- Public Administration at Erasmus University and Holds an MBA from Indiana University
Job Titles:
- Chairman of the Executive Committee
- Member of the Board of Directors
- Chairman / Deputy Chief Executive Officer of Crédit Agricole S.a. in Charge of Large Clients Division, Chief Executive Officer of Crédit Agricole CIB
Deputy Chief Executive Officer of Crédit Agricole S.A. in charge of Large Clients Division, Chief Executive Officer of Crédit Agricole CIB