Team

We care about people.

Our priority

Understanding our clients.

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

Understanding our clients is our priority.

Global and objective

We offer global solutions from a guided open-architecture perspective. We present the best alternatives on the market, whether they are our own or from third parties.

Specialist and specialised

We have specialist professionals in financial markets, corporate operations, wealth planning, real estate management, etc, who contribute their know-how and significant value in the execution of the global wealth strategy.

Strategic collaboration agreements

One of our cornerstones is the development of business with partners such as agents, IAFs, stock agencies and CII management companies (SGIICs), establishing a solid and stable relationship of trust based on collaboration, with the aim of guaranteeing the best quality of service to clients through their closest trusted contact.

International

Our international presence means we have more diverse investment alternatives and expert teams in multiple jurisdictions, so we can offer a boutique service and safeguard assets within our subsidiaries.

Personalised service

We offer specialised advice, tailored to the needs of each client, and we take on the optimum number of clients per adviser to ensure a quality service.

Return and protection

We listen to our clients and we balance return with the risks: short-term stability and long-term return.

The team at the service of the client

Personalised and rigorous work

Management Committee:

Marcos Ojeda

Managing Director

Education:

Master’s degree in Economic and Business Science, IEE

Bachelor of Science in Business Administration, University of Wales

Experience:

28 years of experience in the private banking sector

Rafael Añó

Director of Major Clients Division

Education:

Business Science Studies, Universidad Literaria de Valencia

Master’s degree in Business Administration, Madrid Chamber of Commerce

Experience:

39 years of experience in the financial sector

Ignacio de Loyola Pertejo

Director of Major Clients

Education:

Degree in Law ICADE E-1

PDG (General Management Programme), IESE Business School

Experience:

29 years of experience in the financial sector

Adolfo Roldán

Regional Director, Madrid

Education:

Degree in Economic and Business Science, Complutense University of Madrid (UCM) / Universidad CEU San Pablo

Executive MBA, Instituto de Empresa (IE)

Experience:

29 years of experience in the private banking sector

José Samper

Regional Director of Valencian Community and Murcia

Education:

Degree in Law, Universidad CEU San Pablo

EFPA

Experience:

22 years in the private banking sector

Ignacio Viayna

Investment director of Spain

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)

Experience:

26 years in the private banking sector

Álvaro Ximénez de Embún

Director of External Networks

Education:

Degree in Economics and Business Science

Experience:

33 years of experience in the private banking sector and credit institutions

Luis Buceta

Investment Director

Education:

Degree in Business Administration and Marketing, ICADE Business School

CFA charterholder and Executive MBA from IESE Business School

Experience:

23 years of experience in the private banking sector, analysis and investment management

David Rodríguez

Director of regulatory Compliance

Education:

Degree in Law, Complutense University of Madrid (UCM)

Master’s degree in Corporate Legal Consultancy, Instituto de Empresa (IE)

Experience:

20 years of experience in the legal department and regulatory compliance of financial institutions

Aleix Guillaumes

CFO & COO

Education:

Degree in Economics, University of Barcelona

PDG, IESE University of Navarra

Executive MBA, EADA

Experience:

15 years of experience in the financial sector

Aránzazu Griñán

Assistant to General Management. Business Director

Formació:

Law Degree from the Complutense University of Madrid (UCM)

Master's Degree in Banking Management (Sanfi, Universidad de Cantabria)

Experiència:

20 years experience in the banking sector (Santander Bank)

Raúl Canto Luna

Risk Manager

Formació:

Bachelor's Degree in Business Administration and Management

Master in Audit and Risks Instituto de Estudios Bursátiles (IEB)

Experiència:

More than 15 years in the financial sector in the field of risk management and regulatory requirements

Private bankers:

Madrid

Adolfo Roldán

Regional Director, Madrid

Education:

Degree in Economic and Business Science, Complutense University of Madrid (UCM) / Universidad CEU San Pablo

Executive MBA, Instituto de Empresa (IE)

Experience:

29 years of experience in the private banking sector

Pedro Marín

Private Banker

Education:

Degree in Law, University of Deusto

CEFA (Certified European Financial Analyst)

Experience:

23 years of experience in the private banking sector

Nuria Campos

Private Banker

Education:

Degree in Economics

Master’s degree in Stock Exchange and Financial Markets

Experience:

17 years of experience in the private banking sector

Juan Cocero

Private Banker

Education:

Degree in Law ancocerd Business Administration, Villanueva University

Master’s in Financial Markets and Alternative Investments, BME Institute

Experience:

21 years' experience

Private Banking

Antonio Joaquin Camacho

Private Banker

Education:

Master’s in International Business, IE Business School

Double Degree Law and Business Administration and Management

Experience:

5 years' experience

Banking and Financial Markets

Barcelona

Ignacio Viayna

Director of Catalonia and Balearic Islands

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

Jaume Curadó

Private Banker

Education:

Degree in Business Administration, University of Barcelona

Certified European Financial Analyst (CEFA)

European Financial Advisor (EFPA)

Experience:

23 years of experience in the private banking sector

Daniel Fernández

Private banker

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

Pedro Rodríguez

Private banker

Education:

Degree in Economics, University of Barcelona

BBA, Manchester University, Indiana

CISI Certificate Wealth & Investment Management

Experience:

25 years of experience in the private banking sector

Marta Marco

Private banker

Education:

Degree in Economics, University of Barcelona

Advance Course in Wealth Management - European Financial Advisor (EFPA)

Experience:

14 years of experience in the private banking sector

Cristina Carreras

Private banker

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

Eduardo José García Lorenzo

Private banker

Education:

PDD in IESE

EFA in IAF

Experience:

32 years of experience in the private banking sector

Private Banking and wealth management

Valencia

José Samper

Regional Director of Valencian Community and Murcia

Education:

Degree in Law, Universidad CEU San Pablo

EFPA

Experience:

22 years of experience in the private banking sector

José Luis Boix

Private Banker

Education:

Degree in Business Administration and Management, IE Business School

Master’s in Business Administration, IE Business School

Experience:

15 years' experience

Finance Sector. Private Banking

Sergio Montesinos

Private banker

Education:

Degree in Business Studies, University of Valencia

MBA, Instituto de Empresa (IE) Master’s degree in Private Banking, IEB and LSE EFPA

Experience:

24 years of experience in the private banking sector

La Seu d’Urgell office team:

Josep Vives Tarres

Office Manager

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

Jesus Garcia Sole

Management Assistant

Education:

Diploma in Business Administration

European Financial Advisor - EFPA

Experience:

20 years of experience in the Retail and Corporate Banking sector.

Jose Luis Limones Zaragoza

Banker

Education:

Diploma in Business Administration

European Financial Advisor - EFPA

Experience:

22 years of experience in the Retail and Corporate Banking sector.

Sandra Quevedo Escudero

Banker

Education:

European Investment Practitioner - EFPA

BEP - ACC - Lycee Comte de Foix

Postgraduate Banking Management - UPF

Experience:

28 years of experience in the Retail and Corporate Banking sector.

External Networks team for development of business with agents, IFAs, stock agencies and CII management companies (SGIICs):

Álvaro Ximénez de Embún

Director of External Networks

Education:

Degree in Economics and Business Science

Experience:

33 years of experience in the private banking sector and credit institutions

Esther del Rincón Sinis

Business Development and External Networks Manager

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 institutional clients:

Rafael Añó

Director of Key Clients Division

Education:

Business Science Studies, Universidad Literaria de Valencia

Master’s degree in Business Administration, Madrid Chamber of Commerce

Experience:

39 years of experience in the financial sector

Ignacio de Loyola Pertejo

Director of Key Clients

Education:

Degree in Law ICADE E-1

PDG (General Management Programme), IESE Business School

Experience:

29 years of experience in the financial sector

Team specialising in investments and financial advisory:

Luis Buceta

Investment director of Spain

Education:

Degree in Business Administration and Marketing, ICADE Business School

CFA charterholder and Executive MBA from IESE Business School

Experience:

23 years of experience in the private banking sector, analysis and investment management

Eduardo Cobián

Family office Deputy Director

Education:

Degree in Business Law, Universidad CEU San Pablo, Madrid

Certified European Financial Analyst, IEAF

Experience:

22 years of experience in the financial sector

Gorka Apodaca

Director of Advisory, Catalonia and Balearic Islands

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

Patricia Franco

Director of Estate Planning

Education:

Degree in Law and Business Administration and Management, Comillas Pontifical University

European Financial Advisor

Experience:

15 years' experience

Estate Planning

Marta Lantero

Fund portfolio manager

Education:

Graduate in Economics from the Rey Juan Carlos University

Master in Finance from CUNEF

Experience:

10 years of experience in the financial sector

Private Banking, asset management and wealth management

Miguel Ángel Rico

Director Inversions Creand Asset Management

Education:

Llicenciat en Economia, Universitat Autònoma de Madrid

Màster en Gestió de Carteres, IEB

CAIA charterholder, CFA ESG Investing Certificate y EFPA

Experience:

16 anys d'experiència

Al sector financer, anàlisi i gestió d'inversions

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

Team

Our priority

Advisers and managers: key principles

The team at the service of the client

Meeting to discuss work and knowledge

Investment proposal

Study and analysis of your overall portfolio

Product or service selection

Shall we talk?