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About Marker

Marker was built from the idea that there would be room for a specialized and original strategy and organization consulting firm, thinking and realizing outside the box and knowing how to help its clients give meaning to their development and make their innovations come true.

Since 2006, Marker has occupied an atypical position whose success is based on the satisfaction and trust of its clients; that of a specialist in the asset management sector in general and investment services in particular.

We fundamentally believe that advice becomes effective when it is tailor-made, and of high quality when it is the result of critical consultation between experienced consultants.

Marker has therefore chosen to structure itself around a team of consultants who are all specialists in the sector and have the business expertise and professional skills that we want to be varied and complementary from the moment of recruitment, enriched by our high value-added internal exchanges, in order to offer know-how adapted to all our clients’ needs.

Our engineering as well as our energy are permanently put at the service of our clients’ strategic and operational projects. Our slogan, “better anticipate, take action, comply and think smart than be sorry“, covers everything we wish to bring to our clients: anticipate the levers, opportunities or difficulties that emerge in their context, take the necessary strategic and operational decisions, implement them while complying with the applicable regulatory environment.

This is how Marker today advises all the players in the investment services supply chain, at all stages of their development: setting up a company, streamlining or extending activities, expanding internationally or setting up in France.

CGP : Conseillers en gestion de patrimoine, CIF : Conseillers en investissements financiers, COA : Courtiers d’assurance,
IOBSP : Intermédiaires en opérations de banque et services de paiement, PSAN : Prestataires de services sur actifs numériques

Figures

Marker was created in June 2006

The last 15 years have been full of uncertainty and great turbulence, particularly in the finance industry. Becoming a reference firm under these conditions was therefore not an easy challenge.
The progress made can also be measured in figures:

  • 15 years
  • 25 consultants
  • 400 clients
  • + 1000 missions

and by unparalleled expertise and know-how in innovative and high value-added services.

We can only be proud of this journey and to work alongside you, in France and abroad, with confidence and finesse, from the idea to its realization.

Marker was built from the idea that there would be room for a specialized and original strategy and organization consulting firm, thinking and realizing outside the box and knowing how to help its clients give meaning to their development and make their innovations come true.

Since 2006, Marker has occupied an atypical position whose success is based on the satisfaction and trust of its clients; that of a specialist in the asset management sector in general and investment services in particular.

We fundamentally believe that advice becomes effective when it is tailor-made, and of high quality when it is the result of critical consultation between experienced consultants.

Marker has therefore chosen to structure itself around a team of consultants who are all specialists in the sector and have the business expertise and professional skills that we want to be varied and complementary from the moment of recruitment, enriched by our high value-added internal exchanges, in order to offer know-how adapted to all our clients’ needs.

Our engineering as well as our energy are permanently put at the service of our clients’ strategic and operational projects. Our slogan, “better anticipate, take action, comply and think smart than be sorry“, covers everything we wish to bring to our clients: anticipate the levers, opportunities or difficulties that emerge in their context, take the necessary strategic and operational decisions, implement them while complying with the applicable regulatory environment.

This is how Marker today advises all the players in the investment services supply chain, at all stages of their development: setting up a company, streamlining or extending activities, expanding internationally or setting up in France.

CGP : Conseillers en gestion de patrimoine, CIF : Conseillers en investissements financiers, COA : Courtiers d’assurance,
IOBSP : Intermédiaires en opérations de banque et services de paiement, PSAN : Prestataires de services sur actifs numériques

Figures

Marker was created in June 2006

The last 15 years have been full of uncertainty and great turbulence, particularly in the finance industry. Becoming a reference firm under these conditions was therefore not an easy challenge.
The progress made can also be measured in figures:

  • 15 years
  • 25 consultants
  • 400 clients
  • + 1000 missions

and by unparalleled expertise and know-how in innovative and high value-added services.

We can only be proud of this journey and to work alongside you, in France and abroad, with confidence and finesse, from the idea to its realization.

The team

Daniel Berlioz Partner
Cyril Ferrieu Partner
Sylvain Prunet Senior manager,
Strategy and Organization
Régis Perez Senior manager,
Strategy and Organization
Laetitia Hucheloup Senior manager,
Applied regulation
Sylvain Bihour Senior manager,
Applied regulation
Rémi Bitchakdjian Manager,
Strategy and Organization
Thomas Martin Manager,
Strategy and Organization