Eric Frenois

"Supporting the clients over the long-term to help them reach their goals in spite of unforeseen events"
Director of Wealth Management

Éric, who is committed to making finance accessible to everybody, joined our team in 2011 and draws on his experience from very different companies to revitalise the private management offering in an autonomous manner.

A graduate of the EM Lyon Business School in 1991, Éric started his career in the discretionary management universe at Crédit Commercial de France in 1994 He then continued his career at Oddo et Cie in 2000 and became more involved in the European universe while perfecting his discretionary management approach. In 2005, he co-founded Ethiea Gestion and embarked on an adventure of entrepreneurship with passion.

In July 2011, Stéphane Furet and Louis Bert asked Éric to join the Dorval AM team to manage discretionary management. With his dual expertise in sales and management, he soon made the decision to strengthen the offering in life insurance and created new partnerships with independent financial advisors. (CGP)

He has been free to act according to his own convictions since joining Dorval AM, and his entrepreneurial spirit has driven him to innovate, extending Dorval AM’s offering. Éric is a man of action who nevertheless takes the time to maintain a strong, trusting relationship with the clients and who always enjoys meeting with them.

His rare know-how: A believer in the motto "What is conceived well is expressed clearly", Éric makes a point of simplifying the way the complex universe of finance is presented and making it understandable.

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+33 (0)1 44 69 90 44

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