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MANAGERS & PARTNERS

We are united by our passion for our work — work we consider our true calling.

Team - Julián Pascual

JULIÁN PASCUAL

Chairman. Investment manager. Partner

  • Associate Professor in the CEU San Pablo University finance department.
  • Director of various family offices and OEICs.
  • Equities Analyst at Deutsche Bank and AB Asesores/Morgan Stanley.
  • Bachelor’s Degree in Philosophy from the University of Navarre.
  • Bachelor’s Degree in Law from the National University of Distance Education.
  • Master’s Degree in Business Administration (MBA) from the IESE Business School.

Team - Rafael Valera

RAFAEL VALERA

CEO Investment manager. Partner

  • Executive Director at UBS Investment Bank.
  • Sales-Bond Trader AB Asesores/Morgan Stanley.
  • Deputy General Manager Banco Sabadell Urquijo.
  • Chairman of BMGA. Bachelor’s Degree in Law from the University of Navarre.
  • Master’s Degree in Finance from the IEB.
  • IESE Business School, Senior Management Program, PADE.

Team - Antonio Aspas

ANTONIO ASPAS

Director-Secretary. Partner

  • Director of various family offices and OEICs.
  • Asset Manager at Inversis and BM.
  • Bachelor’s Degree in Economics and Business Administration from the National University of Distance Education.
  • Master’s Degree in Portfolio Management from the IEB.
  • European Financial Advisor certificate from the EFPA.

We are united by our passion for our work — work we consider our true calling.

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