Team

We care about people.
Team

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.

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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
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
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)

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

Antonio Morales
Director FIM

Formación:

Licenciado en Marketing

Master en Marketing y Gestión Comercial

Experiencia:

30 años de experiencia en el sector de Banca Privada

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 (General Management Programme), IESE University of Navarra

Executive MBA, EADA

Experience:

15 years of experience in the financial sector

Private bankers:

Madrid

Adolfo Roldán
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
Senior Private Banker

Education:

Degree in Law, University of Deusto

CEFA (Certified European Financial Analyst)

Experience: 

23 years of experience in the private banking sector

Gonzalo Sáinz de los Terreros
Private Banker

Education:

Degree in Business Administration, CUNEF

Chartered Institute for Securities & Investment (CISI) Certificate

Experience:

8 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

Sergio Muñoz
Private Banker

Education:

Degree in Business Administration, University of Castilla-La Mancha (UCLM).

Advanced Course in Wealth Management, Instituto Español de Analistas Financieros (IEAF).

EFA™ (European Financial Advisor).

Experience:

4 years of experience in the private banking sector.

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

Jaime Curado
Private Banker - Wealth Adviser

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 - Key Clients

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 - Wealth Adviser

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 - Wealth Adviser

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

Aleix Recasens
Private Banker - Investment Adviser

Education:

Economics, University of Barcelona

European Financial Planner (EFPA)

Experience: 

4 years of experience in the private banking sector

Milenka Ivanova
Private Banker - Investment Adviser

Education:

MBA, IAE Lyon School of Management

European Financial Advisor (EFPA)

Experience:

3 years of experience in the private banking sector

Aleya Puigdefàbregas
Relationship Manager - Key Clients

Education:

Master’s degree in Management, London Business School

CISI Certificate Wealth & Investment Management

Experience: 

12 years of experience in the private banking sector

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

Sergio Montesinos
Senior 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

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

Antonio Morales
Director FIM

Formación:

Licenciado en Marketing

Master en Marketing y Gestión Comercial

Experiencia:

30 años de experiencia en el sector de Banca Privada

Daniel Alonso
Head of Business Development

Education:

Degree in Political Sciences and Management

Instituto de Estudios de Posgrado (Postgraduate Studies Institute) – Financial Adviser

Experience:

22 years of experience in the private banking sector and asset management

Team specialising in institutional clients and family office:

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

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
Head of Financial Advisory

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

Team specialising in financial and fiscal planning:
Miguel Solbes
Head of Financial Planning

Education:

Degree in Law, Universidad Carlos III de Madrid

Master’s degree in Taxation, Centro de Estudios Garrigues

Experience:

Over 20 years of experience in the financial sector and law firms

Next steps for you to choose from

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.