About Us

A team of investment experts

History

Founded in 2014 by Alexandre Toussaint, Appletree has structured itself as a family office dedicated to entrepreneurs and intrapreneurs. Its aim was to provide them with solutions for any complex financial problem they might encounter in the course of their professional or personal activity.

In 2018, the company joined forces with Cedrus & Partners, a company created in 2010 by Christel Bapt and Benoit Magnier, one of the independent leaders in France in investment advice.

Our ambition is to become a benchmark player in Europe in supporting the strategic thinking of long-term investors.

 

 

The 3 markers of our DNA

Long-tem investing

By avoiding short-term view and speculation, you can generate the most value in your portfolios by benefiting from robust premiums.

ESG finance

Beyond performance, we care about our investment social and environmental impact and measuring it is key for Appletree’s team.

Collective intelligence 

The best ideas come from exchange and transmission with our network. We share it with Appletree’s clients.

 

Our team

Alexandre

Alexandre

Fondateur & Associé

Alexandre started his career in the events industry with Florence Doré in 1995. In 2000, he co-founded the web agency Iguana Consulting in France and Romania before joining the Alten group in Belgium, the Netherlands and Switzerland. In 2007, he joined a family office to support its transformation before becoming a private banker at Merrill Lynch, then head of institutional clients at Notz, Stucki & Cie. In 2014, he co-founded Appletree.

Alexandre holds a Masters in Management from EM Lyon and a bachelor degree in international business law from the University of Paris 2 - Panthéon Assas.

Christel

Christel

Président & Associé

Christel started his career as a financial analyst at Wargny, then credit analyst at EU-CIC and at Paribas. At the start, he joined the Bfinance France team as Director of Large Business and Public Sector clients. From 2004 to 2010, he founded and managed Altedia Investment Consulting. Since 2010, he has been president of Cedrus & Partners. In 2018, he became president of Appletree.

Christel holds a Master's degree in Management and a DESS (PG Diploma) in Finance from the University of Paris-Dauphine

Matthieu

Matthieu

Associé

Matthieu started his career as a statistical analyst at Teleperformance, before joining Intersélection Actuariat Adviser for 5 years. He joined Cedrus & Partners in 2014 to open the Bordeaux office and manage corporate clients. In 2017 he became a partner and took over the management of the family offices division.

Matthieu holds a Master 2 degree from the Toulouse School of Economics in Actuarial Sciences - Financial Markets and a Master's degree in Financial Techniques from ESSEC

Julien

Julien

Associé

Julien began his career at Allianz Alternative AM (2001-08) where he served as a quantitative analyst and then as head of product strategies. He then joined Unigestion as a Senior Investment Specialist on alternative strategies, a position he held for 8 years. In 2016, he joined Cedrus & Partners as Director of Investment Research and became a partner in 2018.

Julien holds a Master's degree in Finance from EMLV and a Master's degree in Insurance Finance from ESSEC.

Sébastien

Sébastien

Associé

Sébastien began his career in 2011 as a consultant with Intersélection Actuariat Adviser and then joined Lyxor Asset Management's teams of hedge fund analysts. In 2013, he joined Cedrus & Partners as a senior consultant. In 2017, he was appointed Director of the associations and foundations division and became a partner in 2019.

Sébastien holds a Master's degree in market finance from IAE Toulouse and a Bachelor's degree in econometrics from the Toulouse School of Economics (TSE).

Philippe

Philippe

Senior Advisor

Philippe has had a strong track record in the financial industry, where he notably directed, he notably managed Crédit du Nord within Paribas, then created AGF bank within Allianz. Since some years, he has devoted his know-how and energy to the philanthropic world. Founder of a music festival, the Septembre Musical de l'Orne, he has been president of the UNAPEL, the France Festival Association, etc. He is currently president of the Vieilles Maisons Françaises and its foundation.

Philippe holds a master in political sciences from SciencesPo Paris and is Inspecteur des Finances from the ENA.

Diane

Diane

Legal Counsel

Until 2014 Diane worked as a lawyer in the field of business law (Cabinet Alain Bensoussan, Cabinet Derriennic & Associés, Winlex). Her areas of expertise are intellectual property and digital technologies. Having set up her own law firm in 2009, she has developed a clientele ranging from individual entrepreneurs to large industrial groups, including SMEs. In 2015, she joined Naxoo as legal manager. In 2018, she also became legal manager of Genève Sport.

Diane has been graduated as a lawyer from Paris Bar (CAPA). She holds a Master in Business Law from Paris IX – Dauphine University and a Master in Management from EM Lyon.

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