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Aurélie Jaclot

Investor

CEO and Head of Quebec, Sagard Wealth at Sagard Credit Partners

Canada

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About

Aurélie Jaclot works at Sagard Wealth (formerly Grayhawk Wealth), advising families on managing their wealth. She previously served as Senior Vice President at Lombard Odier, where she led the French desk in London, and as a Senior Private Banker at Pictet & Cie in Paris. Earlier in her career she spent three years at Merrill Lynch in London and Paris and began in the finance team at LVMH in London.

Experience

  1. SagardChief Executive Officer, Sagard Wealth & Partner, Sagardcurrent2026 — present
  2. SagardChief Executive Officer, Sagard Wealth2023 — 2026Montreal, Quebec, Canada
  3. SagardChief Experience Officer & Head of Quebec, Sagard Wealth2022 — 2024Montreal, Quebec, Canada
  4. SagardPartner, Relationship Lead, Sagard Wealth2020 — 2022Montreal, Quebec, Canada
  5. CHU Sainte-Justine FoundationBoard Membercurrent2025 — presentMontreal, Quebec, Canada
  6. GH Charitable FoundationDirectorcurrent2024 — present
  7. Own Your WealthWealth Management Consultant2019 — 2020Montreal, Quebec, Canada
  8. Lombard Odier GroupSenior Vice President2019London, United Kingdom
  9. Lombard Odier GroupVice President2016 — 2019London, United Kingdom
  10. Pictet GroupSenior Private Banker2009 — 2015Paris, France
  11. Pictet GroupPrivate Banker2007 — 2009Paris, France
  12. Merrill LynchFinancial Advisor2004 — 2006Greater London, England, United Kingdom
  13. LVMHFinancial Controller2001 — 2003Greater London, England, United Kingdom

Skills & more

Private Banking27Wealth Management21Portfolio Management13Financial Markets8Business Strategy6Investment Strategies3Client Development8Women's Leadership11Client Counseling7Wealth Management Services4Team Management6

Languages English · French · Spanish · Vietnamese

  • Family Enterprise Advisor (FEA) — Family Enterprise Canada
  • Chartered Member, Investment and Securities — The Chartered Institute for Securities & Investment (The CISI)
  • Canadian Securities Course — Canadian Securities Institute

From Aurélie's professional profile.

Colleagues at Sagard Credit Partners

Adam Felesky
Managing Partner and CEO, Portage at Sagard Credit Partners
Adam Vigna
Co-Founder and CIO, Sagard at Sagard Credit Partners
Aikta Jain
Managing Director, Capital Formation at Sagard Credit Partners
Albert Arazi
Vice President of Distribution, Eastern Canada at Sagard Credit Partners
Amanda Gaiotti
Partner, Corporate Development at Sagard Credit Partners
Annie Martineau
Vice-President, People and Culture at Sagard Credit Partners
Brian Mullin
Senior Principal, Capital Formation at Sagard Credit Partners
Dayna Kleinman
Managing Director and Head of US Wealth at Sagard Credit Partners

Frequently asked questions

Who is Aurélie Jaclot?
Aurélie Jaclot works at Sagard Wealth (formerly Grayhawk Wealth), advising families on managing their wealth. She previously served as Senior Vice President at Lombard Odier, where she led the French desk in London, and as a Senior Private Banker at Pictet & Cie in Paris. Earlier in her career she spent three years at Merrill Lynch in London and Paris and began in the finance team at LVMH in London.
Where does Aurélie Jaclot work?
Aurélie Jaclot is CEO and Head of Quebec, Sagard Wealth at Sagard Credit Partners.
Where did Aurélie Jaclot go to school?
Aurélie Jaclot studied at The Wharton School (Asset Management); Westminster Business School (Executive MSc, International Finance); Université Paris Dauphine - PSL (MSc, Business and Management).

Same school

Shared employers

Also worked at CHU Sainte-Justine Foundation1

Nicolas HienMentor at Amiral Ventures