Our team & our supports
The consulting team
Julien Coudert
Managing Partner | Investment Director
A former fund and portfolio manager in international equities and bonds at a portfolio management company, Julien is now in charge of asset management consulting at Alpha & K. He is responsible for the company’s research.
He also assists clients with all their investment, liability management and legal and tax structuring issues.
“After 8 years’ experience in investment I decided, in 2013, to launch an entrepreneurial investment advisory project following my values, free advice, and in the sole interest of the customer. I’ve been pursuing this path ever since.”
Aude de Nadaillac
Operational Manager
Aude joined Alpha & K in 2022. She assists clients on a day-to-day basis with the full range of consulting services provided by Alpha & K.
Her rigor and professional experience are invaluable to the quality of service Alpha & K delivers.
“After 13 years’ experience in a major international bank and a short break to look after my family, I’m delighted to be returning to the world of finance in a human-scale company like Alpha & K, where the customer’s interest is at the heart of our concerns.”
Our shareholders and supporters
Myriam Ferran, CFA
Myriam is a consultant specializing in digital transformation, with a particular focus on asset management professionals. She works with major financial institutions. She is a former director and president of CFA Society France.
“I met Julien and Philippe when the three of us were volunteering for CFA Society France. I was won over by the fact that they put Alpha & K at the service of its clients alone, by the transparency of their compensation model and by their ambitious financial education program.”
Edouard Petit
Edouard is an expert in digital transformation, with a particular focus on customer engagement. He has been advising major companies in this field for over twenty years.
He is also the author of two books on personal finance, both of which we recommend reading : Épargnant 3.0 and Créer et Piloter un Portefeuille d’ETF.
“Philippe Maupas and I worked together on my second book on index investing, for which Philippe wrote the foreword. We already knew that we had a lot in common. When he told me about the Alpha & K project, I didn’t hesitate for a second. I’m convinced that there’s a need for transparent financial advice that puts the customer at the center. Customer focus is a really important value for me, and I know we share it.”
Jean-Baptiste Pichon
Passionné par l’agriculture et par l’entrepreneuriat, Jean-Baptiste s’intéresse à tout ce qui peut rendre les chaînes de valeur plus efficientes en les mettant au service de ses bénéficiaires directs, sans perdre de vue leur utilité réelle.
Il est spécialiste du financement et de l’optimisation de la production des matières premières agricoles, en particulier dans les pays émergents.
“I immediately embraced Alpha & K’s mission, which is to make asset management advice accessible to as many people as possible, notably through fairer invoicing. Alpha & K’s values of transparency, fairness, service and competence are the key ingredients of entrepreneurial success.”
Patrice Viot Coster
Curious, intuitive and entrepreneurial, Patrice is a discoverer of transformation levers in complex organizations. For him, in any business transformation project, it’s essential to start with people and their interactions.
“The world of financial products is an obscure one for most of us. Having worked for a long time in the asset management sector, it seemed natural to me to accompany Alpha & K in this adventure of truly transparent and independent financial advice. I was particularly struck by the fact that Julien and Philippe included financial education modules in their offering, highlighting the psychological biases that influence our investment choices.”
Founder
Philippe Maupas, CFA, CAIA, CIPM
Specialist in investment products and entrepreneur, Philippe created Alpha & K with Julien Coudert. Following his departure from the company, he now focuses on financial education and shares his independent expertise through his blog Alpha Beta Blog which we advise you to follow