About Capital Strategies

“We have over 20 years of experience in client acquisition and retention in the asset management industry.”

Who are we?

Capital Strategies Partners is an independent securities agency regulated by the CNMV (registry number 230) specialized in the search for talented managers for local distribution.

Our know-how, experience and ability to cross-sell represent a turnkey solution for those managers without a local sales force. At the same time, qualified investors see CSP as a source of investment ideas that complement and facilitate investment decision-making by institutions.


Our Headquarters is located in Madrid, with Business partners in Lima, Lisbon, Lugano, London, Milan, Netherlands, and Paris, we develop comprehensive business plans based on branding, product adaptation, marketing, sales, and customer service for those managers who want to outsource their area of sales and focus on asset management.

Our team

CSP is a company formed by a team of 24 professionals with extensive experience in the financial market, enthusiasm and committed to a philosophy of each manager that you represent. The company makes available to the managers more than 330 relationships with eligible counterparties consolidated throughout these 20 years of experience.

Daniel Rubio, CEO

The financial sector has always been my passion, and proof of this is that I started working in it at the age of 18, going through BCH, Dresdner Bank or Banco Urquijo while studying at university. Once I obtained a Bachelor of Business Administration from the Complutense University of Madrid, I participated in the launch of Banco Banif Banqueros Personales, being the youngest member of the team. I then worked at Credit Suisse until 2000, when we founded Capital Strategies, holding the position of CEO until today. During these years, Capital Strategies has reached important milestones, such as becoming a Securities Agency, the opening of offices in Europe and Latin America to provide international coverage to all our clients and the intermediation in numerous operations with a value of more than 5,000 million Dollars.


Ignacio Pérez

Partner, Director, COO

Cristina Rubio

Partner, Senior Relationship Manager

Javier Rubio

Partner, Director Country Head

Borja López

Partner, Senior Relationship Manager

Marta Del Palacio

CICO. Office Manager

Nicholas Burdett

Head of Products and Research 

Antonio Nogal

Operations Deputy

Ana De Miguel

Operations & Invoicing

Javier Cavestany

Relationship Manager

Carmen Garcia

Relationship Manager

Ángela Mingo

Relationship Manager Jr.

Paloma Vega

Relationship Manager Jr.

Isabel Campillo

Relationship Manager Jr.

Lima – Business Partner

Christian Laub


Jorge Velarde


Lisbon – Business Partner

Pedro Costa


Tatiana Monteiro

Relationship Manager

Leonardo Lombardi

Relationship Manager

Lugano – Business Partner

Riccardo Milan


Paolo Svetlich

Head of Retail Business

Luisa Greselin

Head of Institutional Business, Italy & Ticino

Giulia Mazzocchi

Relationship Manager

Johana Robles

Sales and Operations

USA & LATAM Offshore

Jorge Benguría

Partner US / Latam & Special Projects Advisor

London – Business Partner

Stephen Sullivan


Netherlands – Business Partner

Stef Bogaars

Stef Bogaars


Paris – Business Partner

Olivier Guichard


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