Experience, commitment and responsibility

Our team in the United States

A team of professionals with extensive experience in financial advice, investment management and international markets

Our priority

We have a highly-qualified team at our Miami offices who work with a clear objective: to protect and grow our clients’ wealth through independent, transparent advice aligned with their interests, always complying with United States regulatory standards

  • We operate under SEC and FINRA regulation

  • Access to custody and execution platforms with top-tier custodian banks in the USA

  • A team who specialize in investment advice, management and execution

Corporate governance

Joaquín Frances

Executive Director / CEO, USA

Curriculum Vitae

Marc Mora

Director

Curriculum Vitae

Lluís Alsina

Director

Curriculum Vitae

Francesc Xavier Maymó

Director

Curriculum Vitae

Oscar Aristot

Director

Curriculum Vitae

Fernando Pérez Hickman

Independent Director

Curriculum Vitae

The team at your service

Joaquín Frances

Executive Director / CEO USA

Curriculum Vitae

Edgar Penela

Chief Financial Officer

Curriculum Vitae

Fernando de Frutos

Chief Investment Officer

Curriculum Vitae

Robert Gaeta

Chief Compliance Officer

Curriculum Vitae

Sergio Bister

Senior Trader & Executive Vice President

Curriculum Vitae