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Romain BouchardRB

Romain Bouchard

Wealth Strategy | Executive Structuring

€850/day
Paris, FR
8-15 years
Global asset audit and diagnosis
Personalized client support and follow-up
Investment strategies and asset allocation
Asset engineering and legal structuring
Tax optimization

Average response time: 1 hour

Freelancer profile translated to English.
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About Romain

Coming from finance and being an entrepreneur myself, I now assist executives and business leaders in structuring and optimizing their assets, in line with their professional challenges.

Having created and managed my own company has allowed me to concretely understand the challenges faced by leaders: remuneration/dividend arbitration, cash management, retirement planning, securing personal assets, anticipating a sale or transfer.

I primarily work with business leaders who wish to structure their asset situation with method and rigor, particularly on:

• Planning and optimizing executive retirement
• Asset structuring (holding companies, professional/personal integration, cash flow organization)
• Tax optimization and remuneration strategy
• Management and allocation of company cash
• Anticipating sales and organizing transfers

My approach is strategic and comprehensive: each decision is analyzed from a financial, tax, and asset perspective, with a long-term vision.

I offer one-off services (asset audit, retirement diagnosis, structuring) or ongoing support for executives wishing to secure and grow their assets over time.
Banking and Financial Services
Insurance
Consulting and Audits
Private Equity

  • French

    Native or bilingual

  • English

    Native or bilingual

  • Spanish

    Basic

  • Russian

    Basic

Can work on-site
Paris (up to 50km)

Experience

  • Le Conservateur
    Partner
    BANKING AND INSURANCE
    September 2023 - Today (2 years and 9 months)
    Paris, France
    As a wealth manager, I assist individuals and executives in structuring, protecting, and growing their assets. My approach is based on a comprehensive analysis of their situation and the construction of truly tailored solutions, adapted to their long-term objectives. I place particular importance on the clarity of choices, risk management, and the coherence of the strategies implemented, in order to secure assets while seeking to optimize their growth over time.
    Global asset audit and diagnosis Asset engineering and legal structuring Investment strategies and asset allocation Tax optimization Personalized client support and follow-up
  • Cursor
    Founder and President
    SOFTWARE PUBLISHING
    July 2020 - June 2023 (2 years and 11 months)
    Paris, France
    A formative entrepreneurial experience, marked by strategic and operational challenges that shaped my vision of business and risk management. It allowed me to develop solid skills in decision-making, project management, innovation, and leadership, which I now use in supporting my clients and managing complex projects.
    Strategic vision and prioritization Execution capability Resilience and uncertainty management Leadership and team management Business and financial understanding
  • Carmine Capital
    Account Manager
    BANKING AND INSURANCE
    March 2019 - June 2020 (1 year and 3 months)
    Paris, France
    As an M&A account manager, I led and contributed to mergers and acquisitions operations involving significant strategic, financial, and human stakes. This experience allowed me to strengthen my analytical, structuring, and negotiation skills, as well as my rigor in executing and monitoring complex transactions. It also sharpened my understanding of business models, company valuations, and market dynamics, skills that I now apply to my professional projects.
    Financial analysis and modeling Transaction structuring and financial engineering Negotiation and stakeholder management Strategic analysis of business models and markets Project management
Check out Romain's experience

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Education

  • Master's Degree - Master 2 in Financial and Banking Techniques
    Université Panthéon Assas (Paris II)
    2016
  • Master 1 in Money and Finance
    Université Paris 2 Panthéon-Assas
    2015

Certifications

  • Financial Markets Authority
    AMF
    Mastery of the regulatory framework for financial markets (AMF, MiFID II, AML/CFT) Ability to simplify complex financial concepts for clients Understanding of financial instruments Analysis of financial information and regulatory publications Compliance and control of commercial practices Prevention of market abuse Professional ethics and conflict of interest management Protection of investor interests and duty of care Financial and operational risk analysis Understanding of market mechanisms and microstructure
  • ORIAS - Single registry for insurance, banking, and finance intermediaries
    ORIAS
    Analysis of client needs and suitability of proposed solutions Clear and educational communication with clients Understanding of banking and financing operations Mastery of the regulatory framework for intermediation Compliance and control of commercial practices Prevention of money laundering and terrorist financing (AML/CFT) Risk and conflict of interest management Knowledge of insurance products (life, capitalization, health, retirement) Traceability, documentation, and retention of advice records Compliance with pre-contractual advice and information obligations

Skill set

High-end client relationship management
Management of complex asset portfolios

Categories

  • Other