WEALTH ADVISORS.
— The client at the center of the equation
What We Do
Our mission is to offer a differentiated value proposition with a personalized approach and the independence that comes from not being part of a banking institution—our clients are our only priority.
We maintain a wealth-focused perspective, diversifying assets to seek returns that meet both current and future needs.
Our advisory services are based on individualized risk control for each client, without sacrificing returns through diversification.
We pursue a 360º approach to provide maximum value and the best service for each of our clients.
Paseo de Recoletos 16. 7ª Planta
28001 Madrid
918 28 02 95
OUR SERVICES
· Financial Advisory Service for global wealth.
· Dedicated team for this service, with extensive experience and multidisciplinary expertise.
· Strategic plan design, including asset allocation definition.
· Comprehensive wealth monitoring with continuous review of results and opportunities.
· Personalized reporting, consolidation of positions and entities.
· Succession planning, asset protection, financial planning, tax advisory, among others.
· Comprehensive analysis of the wealth situation.
· Negotiation of terms with banks and asset managers.
· Active wealth advisory.
· Investment report including returns, risks, and costs.
· Implementation of an efficient structure.
Family Groups
Supervised Wealth
Professionals
TEAM
Jorge Posadas Pinedo
Wealth Partner
Holds a degree in Business Administration from Universidad San Pablo – CEU and is a European Financial Advisor (€FA). Previously, he worked at BME and Abante Asesores.
Diego Aparicio Alfaro
Wealth Partner
Holds a degree in Business Administration and Law from ICADE. Previously, he worked as a private banker in the Wealth Management division at Deutsche Bank Spain.
Carlos Puentes Martín
Senior Client Advisor Wealth
Holds a degree in Law and Business Administration from ICADE. He was part of the wealth planning and private wealth team at Santander Private Banking.
Jorge Serrano
Partner – Wealth Advisors
Partner in the Wealth Advisors area. With more than 10 years of experience in Private Banking, he served as Vice-President at Deutsche Bank IPB after his time at Abante Asesores and Lombard Odier.
Graduated in Business Administration, Economics and Business from CUNEF.
