Team
Our priority
We provide a service backed by a team of personal and specialised asset managers in line with our clients’ investment objectives.
Our clients are unique, and so is our service. By combining the resources and capabilities of a large company with an international presence, we are able to move towards to the ideal of a flexible, creative and individualised service.
Our goal is to uphold our commitment to quality and security, establishing long-lasting relationships of trust and shared interests and benefits by co-creating solutions.
Advisers and managers: key principles
The team at the service of the client
Personalised and rigorous work
Private bankers:
Madrid
Barcelona
Education:
PDG (General Management Programme), IESE Business School
MBA, EADA Business School
Advance Course in Wealth Management, Instituto Español de Analistas Financieros (IEAF)
European Financial Advisor (EFPA)
Degree in Sociology, Universitat Autònoma de Barcelona (UAB)
Experience:
26 years of experience in the private banking sector
Education:
Degree in Business Administration, University of Barcelona
MBA in Commercial Management and Marketing, Universitat Abat Oliba
European Financial Advisor (EFPA)
CISI Certificate Wealth & Investment Management
Experience:
23 years of experience in the private banking sector
Education:
Degree in Economics, University of Barcelona
Master’s in Banking Management and Analysis of Financial Operations, Pompeu Fabra University
European Investment Advisor (EFPA) Certification and Certified European Financial Analyst (CEFA) Certification, Financial Studies Institute (IEF)
Experience:
25 years' experience
Corporate Banking, Private Banking
Valencia
Malaga
La Seu d’Urgell office team:
Education:
Banking Management - U.P.F.
Postgraduate Expert in Savings - U.P.F.
PDD - IESE Business School
European Investment
Practitioner - EFPA
Advanced Wealth Management Program - I.E.F.
Experience:
37 years of experience in the Private Banking, Corporate Banking and Private Banking sector
External Networks team for development of business with agents, IFAs, stock agencies and CII management companies (SGIICs):
Education:
Degree in Business Administration and Management, Complutense University of Madrid
European Financial Advisor
Chartered Controller Analyst (CCA) - Charterholder® Certification
PDD - Fintech & Digital Banking Executive Program
Experience:
15 years' experience
Financial Advising and Portfolio Management
Business and Agency Network Development
Team specialising in Family Office:
Madrid
Education:
Dual degree in Business Administration and Management and International Relations (E6), ICADE
CFA level 1, currently studying level 2
European Investment Practitioner, studying for CFA level 1
Experience:
Fixed income derivatives brokerage
Asset management and investment banking
Barcelona
Education:
Degree in Business Administration and Management, University of Barcelona and Lund University
Higher Programme in Wealth Management, IEF - Institut d’Estudis Financers
EFPA certification
Financial Planner and Wealth Management Programme, IEF - Institut d’Estudis Financers
Executive Development Programme (PDD), IESE
ADVANCED SPECIALISATION DIPLOMA IN TAX OPTIMISATION OF WEALTH AND INVESTMENT, Complutense University of Madrid
Experience:
12 years of experience in the financial sector
Family office, asset management and wealth management.
Education:
Bachelor’s Degree and MBA, ESADE Business School
European Financial Advisor, EFPA
Master’s Degree in Financial Markets, University of Barcelona
Experience:
22 years of experience in the financial sector
Private banking, portfolio management and wealth management.
Team specialising in investments and financial advisory:
Education:
Degree in Economics and Business Administration, Universitat Politècnica de València
Certified European Financial Analyst (CEFA)
CFA® Level II (Chartered Financial Analyst)
Experience:
13 years of experience in the private banking sector
Education:
Grado en Administración y Dirección de Empresas (UCLM)
Specialization Program in Alternative Investments (IEB)
Program in Asset Management (IEAF)
EFA™ European Financial Advisor (EFPA)
Experience:
8 years of experience in the financial sector: private banking, analysis and investment management
Next steps for you to choose from
Meeting to discuss work and knowledge
To talk about your knowledge/ experience and to understand your objectives and philosophy as an investor.
Investment proposal
We design a Personal Finance Plan for you (retirement savings, revenue, etc) or a specific portfolio according to your needs.
Study and analysis of your overall portfolio
We conduct a confidential study of your current investments and a review of your current portfolio. We then identify opportunities for improvement.
Product or service selection
Select the solution that is best for you (financial advisory, discretionary portfolio management or reception and transmission of orders), as well as the investment instrument, be it fixed income, equity, investment funds, structured products, investments in private equity or real estate, with the possibility of tailored financing.
Choose the best option for managing your investments
Shall we talk?
Our experts will work with you to explore all the options we can offer you.
