Call us M-F from 9 a.m. to 6 p.m. 900 550 440

Things are clear. And the team, expert.

We are united by our passion for a job that we consider much more than a profession.

Las cosas claras. Y el equipo, experto.
Julián Pascual -

Julián Pascual

Chairman. Investment manager. Partner.

"An investor who has all the answers doesn't even understand the questions."

Rafael Valera

CEO Investment manager. Partner.

"Our goal as investors is to do five things, but well done, not thirty-three."

Rafael Valera -
Antonio Aspas Consejero-Secretario. Socio

Antonio Aspas

Director-Secretary. Partner.

"The best company to buy may be one you already have in your portfolio."

María Morales

Director of Fixed Income. Investment manager.

“Our job is to grow our clients' wealth alongside our own, always prioritizing capital preservation.”

María Morales, Buy & Hold
Julián Pascual

Julián Pascual

Presidente. Gestor de inversiones. Socio.

Profesor asociado de finanzas de la Universidad CEU-San Pablo.
Consejero de varios family offices y sicavs.
Analista de Renta Variable en Deutsche Bank y AB Asesores/Morgan Stanley.
Licenciado en Filosofía por Universidad de Navarra.
Licenciado en Derecho por UNED.
Master of Business and Administration (MBA) por IESE.

Rafael Valera

Rafael Valera

Consejero Delegado. Gestor de inversiones. Socio

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Executive Director en UBS Investment Bank.

Sales-Trader de bonos AB Asesores / Morgan Stanley.

Subdirector General Banco Sabadell Urquijo.

Presidente de Banco Madrid Gestión de Activos.

Licenciado en Derecho por Universidad de Navarra.

Master en Finanzas por IEB.

Programa de Alta Dirección de Empresas (PADE) por IESE.

Antonio Aspas

Antonio Aspas

Consejero-Secretario. Socio

Consejero de varios family offices y SICAVs.

Gestor de Patrimonio en Inversis y BM.

Licenciado en Ciencias Económicas y Empresariales por UNED.

Master en Gestión de Carteras por IEB.

Título de European Financial Advisor por EFPA.

Julián Pascual

Julián Pascual

Chairman. Investment manager. Partner.

Associate Professor of Finance at CEU-San Pablo University.
Director of several family offices and sicavs.
Equity Analyst at Deutsche Bank and AB Asesores/Morgan Stanley.
Degree in Philosophy from Universidad de Navarra.
Degree in Law from UNED.
Master of Business and Administration (MBA) from IESE.

Rafael Valera

Rafael Valera

CEO. Investment manager. Partner

citywire-AAA-rafael-valera-2x

Executive Director at UBS Investment Bank.

Bond Sales-Trader at AB Advisors / Morgan Stanley.

Deputy General Manager at Banco Sabadell Urquijo.

Chairman of Banco Madrid Gestión de Activos.

Degree in Law from Universidad de Navarra.

Master in Finance from IEB.

Senior Management in Business Program (PADE) from IESE Business School.

Antonio Aspas

Antonio Aspas

Boards Director-Secretary. Co-founder partner

Director of various family offices and sicavs.

Asset Manager at Inversis and BM.

Degree in Economics and Business Administration from UNED.

Master’s Degree in Portfolio Management from IEB.

European Financial Advisor certificate from EFPA.