Our team of qualified asset managers and insurance professionals has extensive experience and proven track record of investment and protection products.
We could say from Benjamin and Jordan that they have the insurance business in their genes ; in fact, in 1976, their father created the insurance brokerage company SACAF which turned into a very successful story with more than 700 million assets under management, making SACAF one of the leading insurance broker in Ile de France. It was quite natural for Benjamin and Jordan to join the family company, after studying Economics in Paris and Wealth Management at the prestigious Université d’Auvergne (under Professeur Aulagnier’s direction).
SACAF was acquired in 2019 by a financial institution, which was the opportunity for Benjamin and Jordan to create ATHENEE PATRIMOINE, thanks to their respective professional expertise, their international network and their excellent knowledge of asset management and protection. ATHENEE PATRIMOINE is a so called Financial Investment Advisory Company (CIF), based in Paris with partnerships abroad.
Benjamin Israel
Administrator
With his master's degree in Wealth Management, Benjamin joined SACAF in 2000, in charge of the firm's “Key Accounts”. His international experience (Saint-Martin, Israel, United States, France) led him, beyond the insurance sector, to develop expertise in taxation, business transfer and transfer of rights to the image. He has thus built a network of tax and legal skills (lawyers and C.P.A) to meet the demands of the most demanding clients. Benjamin has been based in the Middle East since 2015, where he manages the activities of the Athénée “Middle East” representative office.
+33 1 85 34 99 56
accueil@athenee-patrimoine.com
Jordan Israel
Administrator
Jordan took over the reins of SACAF in 2013 as Managing Director, after being graduated in Law, Economics and Management at La Sorbonne and obtaining a Master’s degree in Wealth Management. Jordan has acquired a particular know how in insurance concerns and patrimonial strategies, dedicated to HNWIs based in France.
+33 1 85 34 99 56
jordan.israel@athenee-patrimoine.com
Bernard Gagelin
After studying Economics and Politics in Paris, Bernard held management positions in international banks, including Crédit Lyonnais, CCF and Paribas (France, Monaco and Switzerland). In 1994 he joined forces to buy a management company «PFM SA» in Switzerland ; he now develops the asset manager “ATHENEE INVESTMENT S.A” based in Geneva,. Also, in 2016 he contributed to the creation of MASCAREIGNES FINANCIAL MANAGEMENT Ltd, in Mauritius. Bernard has more than 30 years of experience in private equity, family office and wealth management – advising international clients. He also has skills in loan origination and projects financing.
Jerome Cavard
Jérôme is a graduate of ESCP Europe (financial analysis and econometrics specialization). He has been working as a trader for more than ten years in leading financial institutions in Switzerland (CCF, HSBC, ABN Amro). Jérôme has long proven experience in asset management, trading and fundamental research. In 2010, he created the management company "INTEGRITY" in Geneva, and more recently “ATHENEE INVESTMENT S.A”, specialized in innovative and bespoke solutions for HNWIs* and institutional investors. In addition to his 360-degree approach, Jérôme has developed a real expertise in asset allocation and financial products structuring (equities / real estate).
* High Net Worth Individuals