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Meet our team…

Agama Group is a young, dynamic and fast-growing team: some forty people spread over France and Luxembourg, managed by 3 partners in both countries.

Our team assists asset management and financial sector players in the broadest sense of the term, on regulatory and operational aspects taking into account both the development objectives of clients and the expectations of regulators on the French and Luxembourg markets.

Our multi-specialist team is made up of women and men with complementary expertise and professional skills. Every one of us is enriched by his or her exchanges with clients, their service providers, their respective regulators, the link that unites the group’s teams and the values of Agama.

PROFILE OF THE PARTNERS

Philippe Levrel

Chairman

It all started with Deloitte & Associés in Paris. In 1999, Philippe was entrusted with audit engagements of asset management companies and investment products.

He then became Head of Compliance and Internal Control for entrepreneurial management companies from 2004 to 2009 (ACOFI Group and SPGP). In 2010, he launched his own entrepreneurial venture and founded the firm Agama Conseil.

Louis-Grégoire LOGRE

Chief executive

Louis-Grégoire started his career in 2002 with the French financial markets authority (Autorité des Marchés Financiers – AMF) and became Director of the Investment Services division in 2008.

In 2010, he joined a compliance and internal control consulting firm.

With this experience, Louis-Grégoire joins Philippe and Agama Conseil as a partner in 2013.

JEAN-BERNARD QUILLON

Partner

Jean-Bernard started his career in 2001 at the French financial markets authority (Autorité des Marchés Financiers – AMF) in France, where he developed an expertise in investment strategies.

In 2006, he joined a consulting firm specialising in compliance and internal control for asset managers, before taking on the roles of Risk Manager and Conducting Officer in asset management companies in France and then Luxembourg.

Together with Philippe and Louis-Grégoire, Jean-Bernard founded the Agama office in Luxembourg in 2013.

History

2010

2013

2015

2016

2018

2019

2020

2021

End

2010

2013

2015

2016

2018

2019

2020

2021

End

Values

A set of values that are more necessary than ever to meet the expectations and challenges of our clients with a double ambition: the trust of our clients and the excellence of our employees.

Independence

Agama is owned by its partners and employees.

PRAGMATISM

Our teams are continuously trained and have at their disposal the latest technological solutions to provide a service adapted to our clients’ activities.

INTEGRITY

An internal ethics and conflict of interest management system has been put in place in accordance with our clients’ standards.

TEAMWORK

Assignments are carried out in teams, under the supervision of a Manager and a Partner, with a cultural and multidisciplinary diversity, and complementary levels of seniority adapted to the needs and activities of our clients to ensure high value-added support.

KNOW-HOW

Here are the assets that Agama puts forward for consulting and assistance services in regulatory compliance :

Historical specialisation in consulting and management services for third parties.
Permanent exchanges and interactions between our teams organised by areas of expertise in relation to our clients' regulated activities (traditional investment strategies, private equity, real estate and tangible assets, sophisticated portfolio management, wealth management advice and distribution).
Multi-disciplinary teams to respond to the diversity and specificity of savings products and services.
Proactivity in managing the regulatory issues encountered.

Tools

Within the framework of our internal control missions, the teams use digital tools that we own, namely the BELT Solutions tool.

ESG commitments

Compliance consulting and internal control are our core business. We look beyond that.

Sustainability is a major concern at Agama. This is why we align ourselves with the interests of our clients and their investors in a responsible approach.

We are committed to contributing to Environmental, Social and Governance (ESG) challenges on a daily basis for our clients who are subject to ESG rules and criteria but also in our own internal operations.

Disability & Agama Group

Making vocational training accessible
to people with disabilities

As a consulting and training company,
the human aspect is at the heart of our business.

Prior to training sessions, at the request of our clients,
we take the necessary measures to take into account
and facilitate access to people with disabilities
in collaboration with our clients.

To facilitate access to our professional training courses, we implement the following measures:
– Agama Group is committed respecting confidentiality and neutrality towards training course participants
– The use of Microsoft Teams tool, which includes a subtitling function, during remote training sessions
– The provision of video subtitles for use during training courses
– The organization of disability awareness meetings for all Agama Group employees (consultants, support function, management)

A Disability Referent has been appointed: Emmanuelle Mélon

In order to provide our clients with the best support possible in developing their skills, we have set up a contact address: aide@agama-conseil.com

Whether you want to make a suggestion, find out more about our training accessibility policy or find the best reasonable accommodation, don’t hesitate to contact us.

If you have a disability and you need financial or human support to follow your training, please see below:
– https://www.monparcourshandicap.gouv.fr/formation-professionnelle
– https://www.agefiph.fr/annuaire