The Norman K. Team

After many experiences in banking and entrepreneurship, Brice co-founded Norman K.

For nearly 20 years, Brice has held various positions in Corporate Banking and Management, within 2 banking institutions in Paris.

Specialized in financing, he founded his firm in 2017 helping UHNWI and corporate clients in their search of financing for various projects.

He then decided to unite his know-how with those of his partners to create Norman K. with the ambition of establishing a reference in the Wealth Management market.

After more than 10 years of experience in Advisory management, Mathieu Mercati decided to co-found Norman K.

Mathieu has worked for different institutions in Monaco with an international dimension in each of them. In particular, he was in charge of the Equity & Equity Derivatives division at the trading room of BNP Paribas Wealth Management Monaco. After joining HSBC Private Bank Monaco as Deputy Head of Advisory, he joined Julius Bär Monaco to participate in its development strategy in Monaco.

Mathieu is a graduate of Kedge Business School as well as ESCP Europe.

Olivier holds a Master’s degree in Finance & Real Estate from Kedge Business  School and a Master’s degree in Wealth & Real Estate Management.

Olivier LIOT worked for about ten years in Paris and then in the Geneva region for the Societe Generale group (Private Banking) where he was in charge of the development of Private Banking and the management of a clientele of entrepreneurs/managers (HNWI).

He then held the position of Senior Private Banker for 4 years at Julius Bär Monaco, with the responsibility of developing a UHNWI clientele, mainly French.

After 15 years working in the world of Wealth Management, Olivier Liot decided to co-found Norman K.

With more than 15 years of experience in major institutions in the banking sector as prestigious as JPMorgan, HSBC, or Julius Bär, Jean-Philippe PETIT co-founded Norman K. with the conviction that an international, global, and personalized approach would be the essential components of the wealth management of the future.

Jean-Philippe PETIT holds a Master’s degree in Finance from the Queensland University of Technology as well as a Master’s degree from ESC Reims, he is the Chief Investment Officer at Norman K.

Olivier is appointed Managing Partner of Norman K France, in charge of the Paris wealth management teams, and of Norman K LBO, specializing in financing solutions for companies with a financial partner.
Olivier has more than 25 years of experience working with entrepreneurs, aiming at providing them with a global support both in investment banking and in private banking.
He started his career at PwC before joining the acquisition finance team of Société Générale CIB, where he strongly contributed to the international development of the franchise.
In 2007, he was promoted to Managing Director when he joined SGCIB’s Media & Telecom sector, then became Deputy head of the investment bank dedicated to Midcap companies.
Since 2018, he has been head of Le 29H, the department in charge of the largest clients of Societe Generale Private Banking, with over 10 billion in assets under management.
Olivier holds a Master in finance from ESCP Europe. He is also an amateur cellist.

Sandrine joins Norman K as Head of Wealth Planning. She helps clients to structure, manage, and pass on their wealth. She also assists entrepreneurs in setting up family governance arrangements to ensure the company’s long-term future and maintain family cohesion.

Sandrine has over 25 years of experience in all legal and tax issues relating to entrepreneurs’ private and professional assets.

After working as a consultant at CRIDON Bordeaux-Toulouse, where she was responsible for drafting consultations for notaries on complex legal and tax issues, Sandrine joined Fidal as a lawyer and member of the technical department. In this capacity, she supported all the firm’s tax lawyers. In 2006, she joined the Pictet Bank in Paris and headed the Wealth Planning department for 17 years.

Sandrine is an associate professor at the University of Paris 1 Panthéon-Sorbonne and co-scientific director of the journal ingénierie Patrimoniale published by JFA. She also works with LexisNexis and has published numerous articles in various legal journals.

Francois is head of equity markets at Norman K and is the portfolio manager for the NK Generation Alpha fund (for professional investors only). Francois has been involved in technology for more than 25 years having worked for Analog Devices and IBM Microelectronics; he holds several patents related to chip designs. Since 2000, he has been based in the UK in the equities department of UBS, Bank of America, Head of Technology Research at JPMorgan Cazenove and Morgan Stanley where he was a Managing Director. Since 2018, he has been managing institutional equity portfolios for Lombard Odier (Climate Transition fund), Credit Suisse (Responsible Consumer fund) and Fideuram. Francois holds a Master in Finance from HEC and and MSc from Telecom Paris Tech. Francois has co-founded several startups in the telecom, technology and agro-tech sectors.

Grégoire is a member of the Investment Team at Norman K. Asset Management, a subsidiary of the Norman K. Group. Before joining Norman K. Asset Management, he has worked more than 10 years in Monaco in the Private Banking industry (Société Générale Private Banking, Richelieu Private Banking) as an investment advisor & business developer. Grégoire holds a Master’s degree in Market Finance & Risk Management from the ESCEM Business School. He joined Norman K. Asset Management to help the company growing its business by advising clients on how to build a portfolio.

A graduate of a Parisian business school and holder of a Master II in wealth management from the ISC Paris, Rodolphe has over 16 years of experience in wealth management working with French entrepreneurs and families.
At UBS, where he spent his entire career, Rodolphe worked as a private banker in the High Net Worth and Ultra High Net Worth segments, assisting his clients in their wealth and financial planning.
Rodolphe joined Norman K in November 2022 as Global Financial Manager, believing that a holistic 360° approach will be the key to best supporting the new generations of entrepreneurs.

Nicolas is Responsible for Norman K. Corporate Advisory, a subsidiary of the Norman K. Group, which focuses on advising and supporting companies and entrepreneurs in their own strategic, development, fundraising, and strategic investment needs. He is also responsible for Norman K.’s Private Market offering by identifying and executing off-market early-stage to pre-IPO investment opportunities.

Based between Paris & London, Nicolas has over 15 years of experience in corporate finance, investment advisory, and M&A.

Previously, he was advising companies, entrepreneurs, and HNWIs at Decisive Capital Management – a new-generation and independent wealth advisor.

Nicolas started his career within the TMT M&A teams at UBS Investment Bank, Jefferies, and Société Générale Corporate & Investment Banking. Nicolas also briefly worked directly within the M&A and corporate finance teams of UK corporates/start-ups – Meggitt PLC, Jinn App.

Nicolas holds a Masters in Management Science from Université Paris Dauphine and an MSc in Finance from ESCP Europe.

He speaks English, French, Spanish, and Portuguese.

Henry has over 12 years of experience advising high net worth clients in the UK.

Prior to Norman K, Henry was a Client Director at Coutts where he specialised in working with clients providing solutions across banking, credit and wealth management needs. He has built a sector specialism within the financial services looking after clients across Private Equity, Hedge Funds and Investment Banking among many others.

His focus on the uniqueness of each client ensures that he better understands and anticipate each client need with bespoke solutions.

Henry holds a Masters Degree in Electrical and Electronic Engineering from the University of Bristol.

Henry joined Norman K in April 2023 as a Global Financial Manager working to grow our UK presence.

Chris was previously a Client Director on the Middle East desk at Coutts, looking after high-net-worth clients with ties to the UK. He particularly focussed on clients with property ties to London, as well as wider wealth planning requirements. Prior to working as a relationship manager, Chris held various roles within credit functions, meaning that he is well placed to assist clients with finding financing solutions both in the UK, and overseas. He brings a modern approach to traditional Private Banking, seeking to combine a personal and proactive service with sourcing bespoke financing solutions for clients.

Alexandra has more than ten years of experience in banking and wealth management, working with UHWI clients.
She has held various positions in front/middle office and, more recently, as an assistant private banker in wealth management in Paris.
The values of advice, expertise, and humanity are the foundation of the support of a UHWI clientele. This career path has given her a wealth of experience in commercial and relational development.
Alexandra joins Norman K as a Wealth Management Assistant.
Alexandra holds a master’s degree in property law from the Faculty of Law of Aix-Marseille.

Anthony started in the field of communication in a large law firm (Latham & Watkins) before starting his career in finance in 2008 at HSBC Private Banking France.
Attracted by wealth management, financial markets, Anthony has held various positions through all levels of the bank (from the Back Office to the Front Office). He will bring his expertise in supporting a Middle East North Africa and Ultra High Net Worth clientele.
Anthony is a support for administrative management of files and for business development.

As Investment Manager, Bryan is in charge of the Asset Finance activity. He provides a thorough and well established expertise in the field of Asset Finance & Private Equity.

Before joining Norman K, Bryan structured and launch the first pan-european Asset Finance investment funds of Idinvest Partner, Eurazeo Group.

He then joined Flexam Invest, as Investment Associate whereby he contributed to the sourcing, analysis and structuration of Asset Finance investment opportunities.

Bryan is a graduate in econometric & managerial economics from the university of Boston and major in finance at Queen Mary university of London.

Béatrice has held management positions for 30 years within the Bred group and 8 years in the Credit Department.

She joined the NK team as an Executive Assistant.

With 12 years of experience in structured finance supporting real estate professionals at Société Générale and then within the BPCE group, Axel has joined Norman K. as a Real Estate Advisor.

He will bring his expertise to advise and support NK’s clients in the real estate sector, which is becoming increasingly complex and demanding.
Axel holds a business engineering degree from Kedge-Euromed Business School and a Master 2 specialization in Real Estate Engineering from Paris 12 University.

Thibault is Head of Risk and Compliance at Norman K. Asset Management, a subsidiary of the Norman K. Group. He previously held this position for 8 years, in two portfolio management companies specializing respectively in mandate management and private equity. Thibault was also a portfolio manager at the Autorité des Marchés Financiers to support portfolio management companies in their regulatory issues and in the structuring of their financial product offering. He graduated in Asset Management from Paris Dauphine and an MSc from HEC Montréal in Financial Mathematics, Thibault also holds an Engineering degree in Financial Mathematics from EISTI.
He joined Norman K., to bring his expertise in the areas of risk, valuation, and compliance, and support the various entities of the group on regulatory issues.

After more than 20 years of experience, in Paris and the provinces, with various banks as a Corporate Account Manager, Christophe joined Norman K. as a Corporate Finance Analyst.

Graduated in 2014 with a Master’s degree in Human Resources within Multinational Companies from the IAE of Nice, Marion has worked for seven years as an HR generalist and development within French and multinational groups.
With her professional experiences in diverse and demanding sectors such as hospitality, banking, law firms, and media, she brings her expertise in the coordination, development, and management of people.
Marion has joined the team as Head of Human Resources to support Norman K in implementing the Human Resources strategy.

Pierre has ten years of experience in the banking environment. He has held various audit positions at Deloitte and Caisse d’Epargne, as well as in corporate finance. He joined Norman K. as a financial analyst to bring his expertise in debt structuring.
Pierre holds a Master 2 degree from the University of Paris Dauphine after studying for one year at the University of Oulu (Finland).

After a Master’s Degree in Finance and financial markets regulation, Adji has worked for more than six years in private banks such as Société Générale and HSBC, where she has supported commercial development through tailor-made investment proposals. Then she joined Union Financière de France’s financial offering management.
She joined Norman K. as a business support specialist to bring her differentiating vision of clients’ investment proposals.

Alexander is an investment fund manager since 2022 at Norman K. Asset management, a subsidiary of the Norman K. group.

He previously held this position for 11 years, from 2010 to 2021, at independent fund management companies in France (Pastel & Associés, later acquired by Fourpoints IM) or abroad (Private Financial Management).

Meanwhile, since 2015, Alexander was also executive director of a company with a dual business in principal investing and financial advisory (Unival Finance).

Since early in his career, Alexander is a keen devotee of the investment philosophy called “value investing,” which he strives to apply with success for clients of the Norman K. group.

Alexander graduated in finance from the University of Paris Dauphine and earned a master’s degree in finance from the University of Westminster (United Kingdom).

With his experience at KPMG as a Consultant and Business Analyst attached to the Financial Services division, Julien has been able to adapt his theoretical background into a demanding professional environment to answer to all the evolutions and specificities of KPMG’s clients.

With an engineering degree in Financial Mathematics from EISTI, and a double degree in Applied Mathematics from UCP, Julien joined Norman K. as a Business Analyst, to bring his expertise and knowledge to the rigorous and technical services that our Corporate Advisory division offers to our clients. He also participates in the Investment division in the management of our valuation models.

Olivier has more than ten years of experience in banking institutions. He has held various positions in retail banking and the General Inspection department within two banking institutions in Paris.
He joined Norman K. as a financial analyst to bring his expertise in debt structuring.

Olivier holds an MBA from ESG and a MASTER 2 from IAE Gustave Eiffel.

After several years with BNP Paribas as an Investment Advisor, then as a Private Banker, Florian has worked in a demanding and constantly changing environment. His mastery of financial management and international experience led him to work with an American asset manager.

With a Master 2 in Financial Engineering from the IAE of Nice, Florian is passionate, authentic, and eager to personalize his support. He joined Norman K. in 2022 as a Relationship Manager.

After several years of experience in marketing within a large group specialized in e-commerce, Pauline joined Norman K. to propose a global marketing & communication strategy. She is also in charge of managing corporate events.

Pauline is a graduate of EDHEC Business School and IAE Nice.

Manal has worked in several departments within international banks such as Caceis and Credit Suisse.

She has joined Norman-k as an Investment Analyst to develop a multi-faceted and digital approach. She holds a Master of Science in Financial Markets & Investments from Skema Business School.

Cédric has more than 12 years of experience within Wealth Management institutions, whether with the Swiss private bank Pictet & Cie in Luxembourg and London and with Independent Wealth Managers in Luxembourg.

He has joined Norman K as a Wealth Management Assistant to provide a personalized and multidisciplinary service to our Clients.

Cédric holds a Master’s degree from ESC Pau Business School.