The 3rd Private Wealth Spain Forum brings together more than 75 allocators of high-net-worth capital from the country, including leading private banks, wealth managers and family offices. The agenda covers asset allocation, trust and estate planning, family governance, risk management and alternative asset classes, among other topics. This one-day networking and peer education platform is an excellent occasion to network and exchange some ideas about the latest trends in the industry.
Ana López de Silanes Ruiz Head of Discretionary Portfolio Management Santander Private Banking Gestion
Humberto Garcia de Alba Director of Global Wealth BBVA
Eliseo Cervera Head of Private Banking Spain and Portugal Citi Private Bank
Luis Sánchez de Lamadrid General Director Pictet Wealth Management Spain
Diego Fernández Chief Investment Officer A&G Banca Privada
Daniel Aymerich Head of Fund Selection Andbank España
Ignacio Perea Fernández-Pacheco Head of Investments Tressis
Daniel de Fernando Managing Partner MDF Family Partners
Juan José Barrenechea Founding & Managing Partner Lourido Partners EAFI
José Antonio López Managing Director Fineco Patrimonios SGIIC
Ignacio Dolz de Espejo Partner & Chief Investment Officer Alantra Wealth Management
Puy Carazo Head Wealth Investment Advisory Spain Deutsche Bank Wealth Management
Pablo del Río Gago Chief Investment Officer Orienta Capital
Luis Buceta Casteleiro Chief Investment Officer Banco Alcalá Wealth Management
Fernando Loscertales Head of Private Banking Bank Degroof Petercam Spain
Javier Rosino Founding Partner Active Compass EAFI
Enrique Marazuela Chief Investment Officer BBVA Private Bank
Paolo Mezza Partner and Chief Investment Officer Arcano Wealth Advisors
The event will provide updated education on asset allocation and asset protection. Learn how local and regional clients are growing their assets and protecting their wealth.
Structuring, Tax, Trust and Estate Planning:
Learn about the latest regulations.
Private equity, hedge funds, real estate, commodities and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
Fixed income managers from across the country will share actionable ideas to stay liquid, profit and protect clients' portfolios.
Asset Allocation—Family Offices Views:
How family offices are thinking about asset allocation and which asset classes they are using to achieve sufficient portfolio returns and asset stability.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|
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