About Capital Strategies

“We have over 20 years of experience to offer the best financial product distribution service.”

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.

CONTACT

Our Headquarters is located in Madrid, with Business partners in Lima, Lugano and Lisbon, London and Montevideo, 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.

Madrid headquarter

Ignacio Pérez

Partner, Director, COO

Cristina Rubio

Partner, Senior Relationship Manager

Javier Rubio

Partner, Director Country Head

Marta Del Palacio

Head of Risk Control & Office Manager

Antonio Nogal

Operations Deputy

Ana De Miguel

Operations & Invoicing

Javier Cavestany

Relationship Manager

Carmen Garcia

Relationship Manager

Borja López

Partner, Senior Relationship Manager

Carlos Saúco

Relationship Manager

Ángela Mingo

Relationship Manager Jr.

Nicholas Burdett

Head of Product & Research

Paloma Vega

Relationship Manager Jr.

Isabel Campillo

Relationship Manager Jr.

Lima – Business Partner

Christian Laub

Partner

Jorge Velarde

Partner

Fiorella Nuñez

Partner

Lisboa

Pedro Costa

Partner

Tatiana Monteiro

Relationship Manager

Leonardo Lombardi

Relationship Manager

Lugano – Business Partner

Riccardo Milan

Partner

Paolo Svetlich

Head of Retail Business

Johana Robles

Sales and Operations

Giulia Mazzocchi

Relationship Manager

USA & LATAM Offshore

Jorge Benguría

Partner US / Latam & Special Projects Advisor

Londres – Business Partner

Stephen Sullivan

Partner

Montevideo – Business Partner

J. Agustin Mariatti

Partner

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