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Security

Having the peace of mind that your investment is secure is our top priority.

Feel secure in your investment

Our own assets and savings are invested together with those of our clients in the same investment funds we manage. In addition, we understand that security is key when determining where to invest and who will deposit and audit our investment.

Logo EY

We are audited by Ernst & Young, one of the four largest auditors worldwide.

Morning star seguridad

We are supervised and regulated by the Spanish National Securities Market Commission (CNMV) under number 256 of its registry.

UBS

Your money invested in our Luxemburg Funds is deposited in Credit Suisse

Ministerio

Our Pension Plan is supervised and regulated by the Directorate-General of Insurance and Pension Funds.

Caser logo

We have the confidence, quality and experience of Caser Pensiones.

All our financial assets are invested in our products.

In addition…

Nearly two decades beating market yields in profitability. A time in which we have quadrupled our initial investment. And assuming a lower volatility.

Management team

Your money invested in our Luxemburg Funds is deposited in Credit Suisse

We beat the market

The results obtained throughout these years, in which we have quadrupled the invested assets, are our best guarantee.

In line with our customers needs

Our assets are invested in the same products that we offer to our clients, therefore, we share interests.

Transparency

Our investors can access our investment managers at any time.

Analysis equipment

We have a team with a great capacity for analysis and knowledge of the market.

Investment Funds

We have developed investment funds with the peace of mind and security of our investors in mind.

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.

Rafael Valera

Rafael Valera

CEO Investment manager. Partner

citywire-AAA-rafael-valera-2x

Executive Director at UBS Investment Bank.

Bond Sales-Trader AB Advisors / Morgan Stanley.

Deputy General Manager Banco Sabadell Urquijo.

Chairman of BMGA. Law degree from the University of Navarra.

Master in Finance from IEB.

IESE Business School, Senior Management Program, PADE.