Yves Guélat is the Group Chief Executive Officer of Charles Monat Associates (CMA). This globally recognized life insurance broker became independent through a management buyout to acquire 100% of Global Wealth Solutions business from Willis Towers Watson that took place in July 2017.
Before overseeing CMA, Yves managed the Wealth business at Willis after being approached by a major financial institution to enter into a partnership in 2011. He worked for Willis for over 11 years, initially as CEO of the retail operations in Switzerland and then CEO of the Global Wealth Solutions division (GWS). Before joining Willis, he was Managing Director at Aon leading their Geneva branch office.
Yves has extensive experience in the insurance industry across all disciplines for clients in many countries. While majority of his time has been in the insurance broking and advising on non-life insurance with specialties including Marine and Property, he has also been involved in the procurement of bespoke general insurance services to/for Ultra / High Net Worth individuals.
Currently he is based in Singapore and travels extensively to all other Charles Monat regions to meet and strengthen the relationships with key stakeholders:
Duties and responsibilities include:
Developing and defining objectives for Charles Monat and ensuring alignment with Group strategy;
Adhering to compliance and regulatory guidelines of Charles Monat, and evaluating the performance of Charles Monat;
ensuring that Charles Monat observes proper standards of market conduct and complies with internal requirements and external regulatory requirements;
setting specific financial targets/ KPIs, and monitoring results against those targets;
ensuring adequate financial and non-financial controls are in place;
maintaining strong relationships with key business partners;
leading the improvement and refinement of team operating procedures; and
ensuring Charles Monat associates are competent via regular appraisals and training to achieve their KPIs and objectives
Charles Monat Associates