Team

More than 25 years of experience in Private Banking. Alfonso was partner of AB Asesores and Managing Director in Morgan Stanley.

He holds a Business and Economics degree from Deusto University.

Before joining Alantra’s Wealth Management division, Javier was partner in AB Asesores and CEO in Morgan Stanley.

He holds a degree in Economics and Business Administration from Deusto University.

Before joining Alantra’s Wealth Management division, Iñigo was Director of the Ultra High Wealth Management Individuals area in “Caixabank Private Banking” and Executive Director of Morgan Stanley (2001-2008).

Before joining Alantra’s Wealth Management division, Jaime was associate at KPMG Peat Marwick, Tax Director at BNP Spain, private banking director at Banco Urquijo and Deputy Chairman of Citigroup Private Bank.

He holds a Degree in Law from Complutense University of Madrid  and Master in Corporate Tax Advisory Services (Instituto de Empresa).

Diego has a strong expertise in Private Banking over the last years. First in AB Asesores, and as Vice President at Morgan Stanley. Before joining Alantra’s Wealth Management division, he was Director of Bilbao office at “Caixabank Private Banking”.

He holds a Business and Economics degree from Basque Country University, and an Advanced Management Program (Instituto de Empresa).

Jordi has a wide experience in private banking since his incorporation at AB Asesores. In his period at Morgan Stanley, he led different private banking offices in Catalonia and the Balearic Islands. Prior to hin incorporation to Alantra’s Wealth Management division, he was Director of Private Banking at Caixabank.

He holds a Business and Economics degree from Barcelona University and an Advanced Management Program for “Instituto de Empresa”

Over 15 years of experience in Wealth Management and alternative investments. Before joining Alantra’s Wealth Management division, institutional sales and UHNWI at Morgan Stanley, and at “Caixabank Private Banking”, as a director for Key Clients coverage.

He holds a Business and Economics degree from Pompeu Fabra University, an Advanced Management Program for “Instituto de Empresa” and is Certified European Financial Analyst (CEFA)

Over 15 years of experience in Wealth Management. Rebeca It has recovered different positions of responsibility inside the area of Business Development, at Morgan Stanley  and “Caixabank Private Banking”.

She holds a Degree in Business Administration from Complutense University of Madrid and an Advanced Management Program for “Instituto de Empresa”

Ignacio was Vice Chairman of the Asset Allocation Committee of Banque SYZ during the partnership with them; before joining Alantra’s Wealth Management division, he was Head of Strategy & Equities at A&G Asset Management and responsible of discretionary mandates at Morgan Stanley. He has been professor of Socially Responsible Investment at the IE Business School until 2013.

Over 15 years of experience in Wealth Management.

Prior to his incorproration, Manuel was Private Banker at Morgan Stanley and Director of the Ultra High Wealth Management Individuals at “Caixabank Private Banking”.

He holds a Business and Economics degree from Deusto University, and advance management program(MEGA).

Javier has a wide experience in wealth management since his incorporation at AB Asesores.Before joining Alantra´s wealth management division, Javier was Director at Deutsche Bank Wealth Management. He holds a Degree in law and economics from CEU Luis Vives University.

Over 15 years of experience in Wealth Management.

Prior to his incorporation, Javier was Senior Private Banker at Popular Banca Privada and  Banif Palma de Mallorca.

He holds a Law degree from ICADE University and International MBA from Instituto de Empresa

José has worked his entire career in Private Banking as financial advisor in firms such as Sagarminaga, AB Asesores, Morgan Stanley and Caixabank Private Banking.

He holds a Business and Economics degree from Basque Country University.

He has worked in the corporate clients division of Telefonica, and he has been Back Office Director of Morgan Stanley.

He holds a Degree in Economics and Business Studies (CUNEF).

She has developed her career in Deloitte, Morgan Stanley and La Caixa Banca Privada, as tax advisor, and is very experienced in international tax planning, wealth management, corporate restructuring transactions and Family Offices. She graduated in Law in 1998 and holds a Master Degree in Tax Advisory (IE), and a MBA (IESE).

More than 20 years of experience in Wealth Management. Rosa has held different positions of responsibility inside Alantra Wealth Management as the Investment Director during 8 years.
Before joining Alantra, she was institutional sales and private banker at AB Asesores and Morgan Stanley.
She holds an Economics Degree from Salamanca University, and a MBA from “Instituto de Empresa”.

Alejandra has 16 years of experience in Portfolio Management of Funds, Sicavs and Discretionary Portfolios of Multiassets profiles.
Previously Portfolio Manager of Fixed Income funds in Morgan Stanley managing AUM excess of € 1 bn.
Degree in Economics and CEFA