Discover the Championship Interviews, a series of portraits featuring the Wealth Managers, CIFs and brokers taking part in the competition. Through four questions, we give them the floor to better understand their career path, their vision of the profession and their motivation to participate. A unique opportunity to get to know these passionate professionals and share their experience of the Championship!
Sébastien DELATTRE
Ambre Patrimoine
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Can you introduce yourself?
Hello, I’m Sébastien Delattre, a wealth management advisor based in Paris. With several years’ experience in real estate and finance, I founded Ambre Patrimoine in 2013. My aim is to help my clients build and develop their wealth over the long term, by proposing tailor-made solutions adapted to each situation.
What motivated you to take part in this championship?
This championship is a great opportunity for me to share my expertise and measure myself against my colleagues in a spirit that is both friendly and stimulating. Usually, I work on wealth strategies with a long-term vision, seeking the right balance between my clients’ risk profile and sustainable profitability. Here, the approach is different, as the challenge is to maximize profitability over a short period of time. This experience is therefore particularly rewarding, as it enables me to break out of my habits and challenge my professional approach from a new angle.
Have you already drawn up an investment strategy for the championship? Can you give us an overview?
At this stage, I have not yet finalized my investment strategy. We are currently going through a particularly uncertain period in the short term, with increased volatility over the past few weeks. My aim will therefore be to observe market trends closely, to anticipate as much as possible, and to act responsively, while taking care not to over-cautious or over-reactive.
What message or advice would you like to share with other participants?
My message to the other participants would be to keep an open mind, be agile in the face of the unexpected and know how to stand back and act with discernment in the face of market fluctuations. Let’s also take full advantage of this experience to forge links, because our businesses are particularly enriched by the exchanges we have together.