CSP is a global and benchmark solution in the distribution of third-party funds

With Headquaters in Madrid and Business Partners in Lima, Lugano, Lisbon, London and Montevideo, we develop our capabilities as Third Party Marketer in Europe and Latin America

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About us

Capital Strategies Partners is an independent brokerage firm that acts as a Third Party Marketer specialised in identifying and selecting high value-added investment ideas in order to facilitate decision making for financial institutions.

We have 16 years’ experience which means that we offer the best distribution service for financial products.

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Values

“ In investment and in life, risks can and should be taken. The most important thing is to honestly calibrate a balance of risk and return that suits you.”

Daniel Rubio, CEO

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Mission

Our mission is to add value to management companies that want to access the deep goodwill that we have developed over the last 15 years in our markets, while offering investment proposals to help investors reach their risk and return targets.

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We seek win-win relationships

We believe that companies are made up of people and we seek solid, honest and transparent relationships, always thinking in the long term with our clients.

Mission

CSP offers a wide range of investment ideas of management companies specialized per type of asset. We highlight the following

Coverage

Based in Madrid and with local offices in Lima, Lugano and Lisbon, we develop our skills as Third Party Marketer in Europe and Latin America

Goals

CSP seeks to provide solutions in two ways. First, we seek to provide fund managers a solution to start or increase their local presence and sales in territories

With more than two decades of experience generating value to offer the best financial product distribution service.

CONTACT

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