Flanks is strengthening its footprint across the French-speaking territories with the appointment of Philippe Patin as Country Manager for France, Belgium, Luxembourg and part of Switzerland. Based in Paris, he will support the opening of the new office on the Champs-Élysées and accelerate engagement with private banks, family offices, and financial advisers—anchored in Flanks’ mission to deliver clean data, automation, and next-generation reporting.
Context & profile
This appointment comes at a time when the market is being reshaped. The French market—already one of Flanks’ strongest—is entering a new phase of acceleration. Philippe Patin will lead the French-speaking region (FR/BE/LU/CH) with a clear roadmap: strengthen on-the-ground proximity, industrialize data-driven use cases, and deepen partnerships across the ecosystem. His background speaks to execution in SaaS & WealthTech: Apexa Groupe (Founder/BD — strategic consulting for Fintech & Wealth Management), Manymore (Sales Director & ExCo — post-merger strategy, pre-fundraising phase, sales organisation scale-up), Infront (Sales Director — go-to-market across French-speaking territories & Eastern Europe), with earlier roles at ICE/NYSE, LSEG and SIX spanning market data and enterprise solutions. At each step, the thread is the same: turning technology promises into measurable outcomes—revenue, operational efficiency, and client satisfaction.
Paris & value proposition
The Champs-Élysées office is more than a signal—it’s an operational choice. Together with Barcelona and Madrid, Paris enables Flanks to work side by side with front- and middle-office teams, compress time-to-value, and accelerate adoption. This on-the-ground presence answers the reality of fragmented data across multiple custodians and jurisdictions, while bringing alternative assets (real estate, private equity) into a unified view. Flanks’ proposition spans aggregating and enriching wealth data across all asset classes to deliver a unified 360º portfolio view and automate recurring workflows—freeing time for advice and the client relationship—while elevating the standards of quality, transparency, and client experience.
Sécurité, conformité & traction
Trust is foundational. Flanks operates as a regulated Account Information Service Provider (AISP) (licence code 6920, Bank of Spain) with bank-grade security (advanced encryption, stringent access controls, regular audits) and strict GDPR and PSD2 compliance. The platform is preparing for PSD3, RIS, FIDA, MiFID III and SRI2, enabling full portfolio visibility across custodians, borders and asset classes within a robust framework. Traction is already tangible: 100+ financial institutions, including Tier 1 banks and multi-family offices, manage €39bn in assets via Flanks. Philippe’s arrival aims to amplify this momentum in the French-speaking markets by combining global technology leadership with local expertise.
“The French and European wealth management ecosystem is undergoing a profound shift. By 2030, 70% of UHNWIs will have transferred a significant portion of their wealth to the next generation. Both established families, next-generation inheritors and the new generation of UHNWI now expect more than expertise; they demand trusted advice powered by high-quality data, enhanced transparency, and a seamless digital experience. Flanks is driving this transformation at the core, and I’m proud to contribute to this paradigm shift.”
— Philippe Patin, Country Manager FST
To conclude: the Paris chapter puts execution within arm’s reach—reliable data, lighter processes, and a seamless digital experience—so teams can invest time where it matters most: with the client.
→ Read Flanks’ official announcement:
Flanks strengthens wealth management in French-speaking markets with new Country Manager