Dynasty AM - Dynasty AM

Kurzporträt

Dynasty AM S.A. ist eine Vermögensverwaltungsgesellschaft mit Sitz in Luxemburg (OGAW, AIF und Massgeschneiderte Mandate), bei der CSSF registriert und von erfahrenen Kredit-Profis gegründet. Das Unternehmen ist vollständig unabhängig von allen Finanzinstituten und vollständig von seinem Gründungspartner im Besitz Dynasty AM ermöglicht seinen Kunden das Vermögen mit Objektivität und Aufrichtigkeit zu verwalten. Dynasty A. M. bietet seinen Kunden (institutionelle Anleger, Privatinvestoren und Family Offices) mit Beratung, Investmentfonds -Management und engagierte Mandate in Klassischen- und oder Wandelanleihen. Unsere Interessen sind voll im Einklang mit unseren Kunden und unserer Anlagepolitik ist das Ergebnis einer starken und effektiven Teamarbeit , durch den ständigen Austausch von Ideen erleichtert.

Das Team

Philippe Halb

CEO - Co-founder

Philippe Halb CEO - Co-founder

Graduating from Sciences Eco (Nancy) and Science Po Paris, Philippe Halb has more than 30 years of experience in global convertible bond markets. He began in 1988 at Société Générale in Paris where he set up a convertible bond team that he managed until the end of 2000. In 2001, he moved to Crédit Lyonnais in London where he was responsible for global convertible bond trading, sales and research. In 2004, Philippe became the Managing Director at HSBC London in charge of global convertible products. Moving back to Paris, he co-headed the management of collective investment schemes at Union Bancaire Privée in France for one year before joining SPGP in May 2009 to manage their convertible bonds and fixed income funds. In January 2014, Philippe founded Dynasty AM SA, an asset management company specialising in high-yield and convertible bonds.

Laurent Pluchard

Founder - Managing Director

Laurent Pluchard Founder - Managing Director

Graduating from ESCP Europe with a degree in finance, he also holds two masters in Mathematics and Statistics and is a Chartered Alternative Investment Analyst (CAIA). Laurent has 30 years of experience working within financial markets. He started in 1994 at Credit Lyonnais in New York at the equity syndication desk before joining Exane Inc. in 1997 for the opening of convertible bond sales to American clients. After returning to Paris in 2000, Laurent continued to manage the sale of convertible bonds to European institutional investors for Deutsche Bank, Lehman Brothers and then Société Générale up until 2009. Laurent then joined Philippe Halb selling fixed income funds for SPGP and then joined Dynasty AM as a partner and Head of Sales in February 2014. He is currently CEO of Dynasty AM, in charge of Compliance, Risk and Commercial functions.

Michaël Sellam

Chairman - Administrator

Michaël Sellam Chairman - Administrator

Before founding Compagnie Financière de Gestion et d’Investissement – Financière Galilée, in 2000, Michaël Sellam began his career in portfolio management within leading local banks. In 2004, he acquired the management company IRIS Finance and subsequently established the holding company IRIS Finance International Group. He then acquired the management companies Provalor in 2007, Compagnie Financière Genevoise I 1855 in 2014, Chahine Capital in 2017, Createrra in 2019 and finally Dynasty AM in 2023.

Isabelle Pras

Administrator

Isabelle Pras Administrator

Graduating from Burgundy Business School, Isabelle Pras holds also a doctorate in Management Sciences from the University of Paris-Dauphine. She worked for over 20 years in French insurance companies such as Axa, Generali, Aviva, holding positions in Risk Management and Capital functions.

She joined the General Management of Milleis Assurance in 2018 with the objective of transforming management processes and optimising capital.

In November 2022, she became Managing Director of the IRIS Group and took charge of its cross-functional developments, including Dynasty AM, which became part of the group in June 2023.

Philippe Haquenne

Independent Administrator

Philippe Haquenne Independent Administrator

Graduating from Faculté Universitaire Catholique de Mons Philippe Haquenne has over ten years of experience in Belgium, working with Société Générale, and over twenty years in private banking and asset management in Luxembourg (Banque Continentale, Cregem, BIL).

Philippe spent two years as a member of the Management Board of Crédit Foncier de Monaco, three years in Switzerland as Managing Director of Dexia Banque Privée Switzerland and five years in Paris, France as Chairman of the Management Board of Dexia Banque Privée France (BIMP – Vernes). Philippe is currently pursuing his career as an independent director of Dynasty AM.

Simon Roger

Portfolio Manager

Simon Roger Portfolio Manager

Simon Roger graduated from IÉSEG School of Management . With a first experience at Natixis Wealth Management, and after having assisted in the development of the SRI offering at BRED Banque Populaire Group (Promepar AM), Simon joined Dynasty AM in February 2018 as portfolio manager.

Hervé Burger

Manager

Hervé Burger Manager

Graduate from Strasburg University (Master in Economy and in Econometric) and from the French Institute of Actuaries (CEA), Hervé Burger has more than 30 years’ experience in the selection of funds and the management of bond and monetary funds. He began his career as bond and monetary UCITS manager at the finance departement of Banque Paribas in 1984. Then, he exercised asset management responsibilities at Finacor brokerage firm and then at Notz Stucki group.
Hervé joined DYNASTY AM in November 2016 where he is specifically in charge of the selection of funds and the management of Alternative Investment Funds (AIF).

Henri Rayot

Sales - Europe

Henri Rayot Sales - Europe

Graduating from ESC Rouen Business School, Henri started his professional career in 2008 at Oddo Securities in the Equity Sales team dedicated to France-Benelux. In 2009, he joined Crédit Agricole CIB in Frankfurt/Main as a junior LBO analyst. In 2010, he became part of their Credit Sales team covering German speaking institutions. Back in Paris in 2012, Henri joined the asset management company SPGP where he distributed Equity and Fixed-Income products to European institutional investors (Switzerland, Benelux and France). He joined Dynasty AM in February 2014 as Institutional Sales. Henri speaks French, English and German fluently.

Frédéric Ronchi

External Sales - Europe

Frédéric Ronchi External Sales - Europe

Frédéric Ronchi has begun his career in 1993 at LA MONDIALE DE LA GESTION as salesman to institutional investors .In 1997, he decided to sell several funds from different ManCo in order to keep up with increasingly regulated expectations from his customers. He selects and sales UCITS from different management company and since 2007 for the convertible funds managed by Philippe HALB and his team. Indeed, Frédéric is associated with Dynasty AM through a placement contract with its company Financial Consulting for Investment (ANACOFI-CIF : e0044283 , n°SIREN 528967953).

Camille Basly

Head of Middle Office

Camille Basly Head of Middle Office

Camille is graduated from SKEMA Business School. After 4 years at SGCIB in operational functions, she joined KBL Richelieu Gestion in 2015 as Middle Officer. In early 2017, she became Head of Middle Office at Quilvest Asset Management in Luxembourg. In June 2018, Camille joined the Dynasty AM team.

Anne Stenger

Director

Anne Stenger Director

A graduate of the IUP Financial Sciences of Nancy 2, Anne began her career in Luxembourg in 2005. She joined PricewaterhouseCoopers as an auditor specialized in investment funds.
From 2013 to 2019, she worked for Fundrock Management Company, where she specialized in Risk & Fund Compliance, regulatory reporting, but also in the management of fund projects such as the creation of UCITS and AIFs funds and system migrations.
Approved in 2019 as Conducting Officer for Novacap, a company in the midst of restructuring, Anne will manage the Risk Management and Fund Services operational activity during the entire process of takeover by the Davy Group.
After the completion of this migration she joined Dynasty AM in January 2021.

Cyrille Dallant

Chief Compliance Officer and Conducting Officer in charge of Compliance

Cyrille Dallant Chief Compliance Officer and Conducting Officer in charge of Compliance

A graduate of the University Paul Valéry in Montpellier in 1996, Cyrille began, in 2000, his career in Luxembourg , joining « European Fund Administration » in the Order Entry department. In 2005, he joined « Société Générale Bank & Trust » as Account Manager in charge of undertaking orders in hedge funds, an activity he ensured at « UBS (Luxembourg) S.A. » and « BNP Paribas Luxembourg » until 2011.

In July 2011, after completing the M1, M2 and M3 modules, he joined « The Icebreakers », which later became « 99 Advisory », in charge of Compliance for Management Companies. In 2016, he joined « Préval S.A. » as Conducting Officer in charge of Compliance, position he will hold at « DAMC » in 2019.

In June 2020, he was appointed Regional Head of Compliance Europe for the « Ocorian Group », overseeing Compliance for three entities in Luxembourg (PSF, Manco and OEC) and one in Holland. In November 2023, Cyrille joins Dynasty AM as Chief Compliance Officer and Conducting Officer in charge of Compliance.

Oleg Primachenko

AML/CTF Officer

Oleg Primachenko AML/CTF Officer

Oleg Primachenko graduated from EM Strasbourg Business School. He started his career in 2018 in Luxembourg Management Company’s industry.

After 3 years overseeing and strengthening processes on delegated activities at Novacap Asset Management, Oleg joined Dynasty AM in January 2022 as an AML/CFT Officer.

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Kurzporträt

Das Team