With 40 professionals, the team has a long and successful track-record in Private Banking / Wealth Management.
Our services approach is based on a banker’s team with a proved track-record/experience, managing a limited number of clients to offer tailor-made solutions, guaranteed service.
Because we strongly believe that, apart from technical knowledge, it’s absolutely necessary to have a broad experience when it comes to managing high net-worth individuals.
Experience to help and asses the client in every phase and all circumstances.
Partner & CEO
More than 25 years of experience in Private Banking. Alfonso was partner of AB Asesores and Managing Director in Morgan Stanley.+ info
Partner & Chairman
Before joining Alantra’s Wealth Management division, Javier was partner in AB Asesores and CEO in Morgan Stanley.+ info
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).+ info
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.+ info
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”.+ info
Jordi has a wide experience in private banking since his incorporation at AB Asesores. Prior to hin incorporation to Alantra’s Wealth Management division, he was Director of Private Banking at Caixabank.+ info
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.+ info
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”.+ info
Ignacio was Vice Chairman of the Asset Allocation Committee of Banque SYZ during the partnership with them.+ info
Prior to his incorproration, Manuel was Private Banker at Morgan Stanley and Director of the Ultra High Wealth Management Individuals at “Caixabank Private Banking”.+ info
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.+ info
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.+ info
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.+ info
Back office director
Before joining Alantra’s Wealth Management division, he worked in the corporate clients division of Telefonica, and had also been Back Office Director of Morgan Stanley.+ info
Head of Tax & Legal
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.+ info
Head Risk & Internal Control
More than 20 years of experience in Wealth Management. Rosa has recovered different positions of responsibility inside Alantra Wealth Management as the Investment Director during 8 years.+ info
Director in Asset Management
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.+ info