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PEOPLE

PEOPLE

The team at AUM Asset Management comprises of a group of senior dedicated Investment Professionals, who have been directly responsible for the management of significant portfolio assets within some of the most globally respected fund management houses, banks and family-owned companies. Our people all share an irreproachable ethical and compliant approach of their business and a strong commitment to AUM Asset Management’s corporate cardinal values of privacy, excellence, responsiveness and full transparency toward its clients.

Our in-house investment team uses the proficiency of a high-quality Board of Directors, Portfolio Managers, Investment Committee, Risk Managers as well as Compliance Officers including well-known personalities in the Finance, Economic, Asset Management and Family Office world.

AUM Asset Management Ltd. was founded by Jean-François de Clermont-Tonnerre in 2015.

MANAGEMENT

CEO & Director

Roberta Bonavia

Roberta holds a Masters degree in Financial Services from the University of Malta and is an ACCA Member and CPA warrant holder. With over 13 years’ experience in strategic planning, corporate finance, accounting operations and HR operations, she is IFRS-knowledgeable and well versed with auditing, banking and management of staff, planning and analysis, performance evaluation, financial analysis and reporting, organisational reengineering, budgeting, compliance and risk assessment.
Founder, Director & Portfolio Manager

Jean-François de Clermont-Tonnerre

Jean-Francois is a serial financial entrepreneur with 25 years of experience in Banking, Asset Management and Private Equity. In 2007, he founded Abrax Amaerus a Merger Arbitrage Fund, today one of the top 5 performer in its category. He was active as director of the company until 2017. In 2015 he acquired AUM Asset Management, a Fund Manager with no activity, founded in 2010. Today AUM AM is one of the largest fund managers in Malta. Since 2010, he has been advisor to the board of Storm Mountain Corp, a Canadian real estate developer company that he co-founded in 2010 with the management. Mr de Clermont-Tonnerre sits on the board of several international companies ranging from insurance, re-insurance and asset management to IT & tech.
CIO, Portfolio Manager, IC Member (Hedge Funds)

Xavier Robinson

Xavier is the Chief Investment Officer of AUM AM Ltd. and is also is the Portfolio Manager of the Abrax Merger Arbitrage Fund, that he has been managing since its inception in May 2011. Xavier has a combined experience of 23 years in the Merger Arbitrage investment and in the M&A advisory Industries. Prior to his role at AUM AM Ltd and for the Abrax Merger Arbitrage Fund, he was a Senior Investment Analyst at Dexia Asset Management in Paris where he was responsible for similar event driven/merger arbitrage portfolios with combined assets of €3 billion. From 1997-2006 he worked at Lehman Brothers and Citigroup in M&A investment banking focused mainly on the TMT sectors, in Europe and in the US. Xavier started his career in 1995 as a proprietary M&A arbitrage trader at BNP Paribas in New York. Xavier holds a Civil Engineering Degree from the Ecole Supérieure des Travaux Publics and an MSc in Finance from ESSEC (Paris).
Independent, Non-Executive Director

Grégoire Tézé

Grégoire is a graduate in Business Management from Clark University in the USA. He combines over 30 years of experience in the financial sector. After a career start at BNP Paribas, and at Arthur Andersen as a Financial Auditor, he got specialized over the last 15 years in the Fund Management Industry, mainly at RAM Capital and EIM, where he directed marketing and development activities for 10 years in Europe and Asia.
Business Development Manager

Cédric de Serigny

Cédric has 12 years of experience in consulting and Fund management industry. He is known for his ability to set up solutions and structurate deals in complex financial environment. Previously, he was fund manager at AUM Invest. He holds a Master Degree in Finance and an MBA in Competitive Intelligence. He is approved by French Regulator AMF.
Independent Non-Executive Director

Anthony Paris

Anthony is a business consultant mainly working on projects to deliver improvements in service delivery performance and project management.
Head of Public Relations and Business Development

Robert Davies

Robert is an Associate of the Institute of Bankers and is fully qualified in the investment management field in multiple jurisdictions. He is also a member of STEP (Society of Trustee and Estate Practitioners) and a director of 1788 Capital Trust S.A. He has worked in the wealth management arena for over 35 years and has held senior positions including Managing Director and CEO appointments in the private banking asset management, hedge fund industry and fiduciary sectors working for Barclays, FirstRand and Qatar National Bank. He has experience working across many Financial Services centers including: The United Kingdom, the Isle of Man, the Caribbean, the Middle East, the Channel Islands, Switzerland and Malta.
Jason Vella Tabone
Director, Company Secretary, Compliance Officer & MLRO

Dr. Jason Vella Tabone

Jason is a Doctor of Laws (Doctorate Degree) with a qualification obtained from the University of Malta After working at one of Malta’s leading banks for 4 years in Private and Commercial Banking, he then went on to work for one of Malta’s leading Law and Financial Services Firms He also had a short stint working at the Malta Financial Services Authority ( at the Securities and Markets Supervision Unit, before becoming General Manager in 2012 of Swiss Independent Malta, a company specialised in the Legal and Corporate Hedge Funds Industry.
Risk Manager

Dr. Paul Magro

Paul is co-founder and Managing Director at RiskCap and is responsible for risk management and quantitative research. He received his PhD in Finance from the University of Bangor in June 2013. Paul is also a visiting lecturer at the University of Malta’s Banking and Finance department lecturing on hedge fund strategies, alternative investments and financial modelling. Paul is a member of the Malta Association of Risk Management and is a Certified Risk Manager (CIRM).

INVESTMENT COMMITTEE

Founder, Director & Portfolio Manager

Jean-François de Clermont-Tonnerre

Jean-Francois is a serial financial entrepreneur with 25 years of experience in Banking, Asset Management and Private Equity. In 2007, he founded Abrax Amaerus a Merger Arbitrage Fund, today one of the top 5 performer in its category. He was active as director of the company until 2017. In 2015 he acquired AUM Asset Management, a Fund Manager with no activity, founded in 2010. Today AUM AM is one of the largest fund managers in Malta. Since 2010, he has been advisor to the board of Storm Mountain Corp, a Canadian real estate developer company that he co-founded in 2010 with the management. Mr de Clermont-Tonnerre sits on the board of several international companies ranging from insurance, re-insurance and asset management to IT & tech.
CIO, Portfolio Manager, IC Member (Hedge Funds)

Xavier Robinson

Xavier is the Chief Investment Officer of AUM AM Ltd. and is also is the Portfolio Manager of the Abrax Merger Arbitrage Fund, that he has been managing since its inception in May 2011. Xavier has a combined experience of 23 years in the Merger Arbitrage investment and in the M&A advisory Industries. Prior to his role at AUM AM Ltd and for the Abrax Merger Arbitrage Fund, he was a Senior Investment Analyst at Dexia Asset Management in Paris where he was responsible for similar event driven/merger arbitrage portfolios with combined assets of €3 billion. From 1997-2006 he worked at Lehman Brothers and Citigroup in M&A investment banking focused mainly on the TMT sectors, in Europe and in the US. Xavier started his career in 1995 as a proprietary M&A arbitrage trader at BNP Paribas in New York. Xavier holds a Civil Engineering Degree from the Ecole Supérieure des Travaux Publics and an MSc in Finance from ESSEC (Paris).
IC Member (Long Only)

Steven Tedesco

Steven has extensive experience as a fund manager for HSBC Global Asset Management in Malta, where he managed 12 long-only open ended funds. In 2006, assets under his management exceeded the EUR 1 billion mark. His consultancy services mainly consist in providing third-party financial derivatives and other over-the-counter assets’ valuations as well as treasury, portfolio and other types of asset under management services to financial institutions registered in Malta.
Analyst, Middle office management, IC member (non-voting)

Ryan Zahra

Ryan attained a B.Com (Hons) Banking & Finance degree from the University of Malta in 2009. He is highly versed on the world’s financial markets, particularly equities, bonds and futures, and also takes a keen interest on developments in Information Technology. He has extensive experience in trading and fund management and is personal-questionnaire-approved by the MFSA. Recently he was awarded the Investment Management Certificate from the CFA Society of the UK.

FUNDS

Founder, Director & Portfolio Manager

Jean-François de Clermont-Tonnerre

Jean-Francois is a serial financial entrepreneur with 25 years of experience in Banking, Asset Management and Private Equity. In 2007, he founded Abrax Amaerus a Merger Arbitrage Fund, today one of the top 5 performer in its category. He was active as director of the company until 2017. In 2015 he acquired AUM Asset Management, a Fund Manager with no activity, founded in 2010. Today AUM AM is one of the largest fund managers in Malta. Since 2010, he has been advisor to the board of Storm Mountain Corp, a Canadian real estate developer company that he co-founded in 2010 with the management. Mr de Clermont-Tonnerre sits on the board of several international companies ranging from insurance, re-insurance and asset management to IT & tech.
Funds Director, Company Secretary, Compliance Officer, MLRO

Dr. Matthew Grech

Matthew is responsible for the management, operations and on-going compliance of Malta registered financial businesses, including collective investment schemes and trusts. Received the Bar Admission from the Superior Court of Malta.
Funds Director

Mark Azzopardi

Mark has experience in HR recruitment and training. He works as an independent non-executive covering corporate services, as well as overseeing and monitoring the implementation of investment and operational strategies.
CIO, Portfolio Manager, IC Member (Hedge Funds)

Xavier Robinson

Xavier is the Chief Investment Officer of AUM AM Ltd. and is also is the Portfolio Manager of the Abrax Merger Arbitrage Fund, that he has been managing since its inception in May 2011. Xavier has a combined experience of 23 years in the Merger Arbitrage investment and in the M&A advisory Industries. Prior to his role at AUM AM Ltd and for the Abrax Merger Arbitrage Fund, he was a Senior Investment Analyst at Dexia Asset Management in Paris where he was responsible for similar event driven/merger arbitrage portfolios with combined assets of €3 billion. From 1997-2006 he worked at Lehman Brothers and Citigroup in M&A investment banking focused mainly on the TMT sectors, in Europe and in the US. Xavier started his career in 1995 as a proprietary M&A arbitrage trader at BNP Paribas in New York. Xavier holds a Civil Engineering Degree from the Ecole Supérieure des Travaux Publics and an MSc in Finance from ESSEC (Paris).
Senior Investment Analyst

Peter Germonpré

Peter is a Senior Investment Analyst for the Abrax Merger Arbitrage Funds and has been focused on event driven and merger arbitrage investing since 2002. Prior to joining Abrax in 2017, Peter was Global Head of Special Situations at Market Securities LLP where he was responsible for all equity special situation analysis and research including sell-side coverage of leading event and merger arbitrage hedge funds. Previously, he was a Vice President and member of the event driven investment team at Halcyon Asset Management where he focused on European equity event driven situations. Prior to that, Peter worked at Sandell Asset Management and Burren Capital Advisors focusing on merger arbitrage situations in both Europe and North America. Peter holds an MSc in Finance and Accounting from the London School of Economics and Master’s and Undergraduate degrees in Commercial Engineering from the Katholieke Universiteit Leuven in Belgium.

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