Bertrand Casalis

Wealth Management

+33 (0) 1 42 60 70 41
Bertrand Casalis joined Trusteam Finance in 2020 as an International Equity Manager. A graduate of HEC and the SFAF, Bertrand Casalis spent more than 26 years at Cogefi Gestion as an Equity Manager, “stock-picker”, “bottom-up” selection, biased towards growth and quality stocks. He also managed diversified portfolios designed to avoid major downturns and minimise recovery time. In his last position, he managed the Cogefi Flex Dynamic fund, formerly Le Portefeuille Diversifié.