Do trade finance assets really have a place in investment portfolios? What role do regulations and rating agencies play in helping to safeguard and standardise this emerging area?
A renowned industry expert, Bertrand is currently the lead portfolio manager for the global Trade Finance strategy at Santander Alternatives Investments, SGIIC, SAU; Santander Holdings´ Private Investments arm.
Bertrand Co-Chairs the International Trade & Forfaiting Association´s ITFIE working group (Trade Finance Investment Ecosystem), whose efforts are targeted to make Trade Finance an investable asset class for Institutional Investors. Bertrand is as well a Subject Matter expert in the ICCs of Global Supply Chain Finance initiative.
Previously, Bertrand was for 8 years at HSBC. In his last role he was responsible for the European Business Development activities for Global Trade & Receivables Finance. Previously, he was HSBC’s Global Product Head of Structured Solutions and, Global Head of Solutions Structuring for the organization among other roles.
Before HSBC, Bertrand worked at JP Morgan as EMEA Head Structured Trade Advisory and, for RBS/ABN Amro, where in his last role he was EMEA Head of Trade.
Bertrand is a Chartered Actuary, has a full-time MBA from the London Business School and an MSc degree in Economics and Business Sciences from UCM.
On the private side, Bertrand is a trustee of educational charities and, is a single father of five young children.