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

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

With the Headquarters in Madrid, and Business Partners in Lima, Lugano, Lisbon, London and Dubai, we develop comprehensive business plans based on branding, product adaptation, marketing, sales and customer service for those managers who want to outsource their sales area and focus on asset management.

We have 20 years of experience to offer the best financial product distribution service 
Our
TEAM
CSP is a dynamic company made up of a team of 24 professionals with vast experience in the financial market, who are eager and committed to the philosophy of every management company we represent. The company provides management companies with more than 330 relationships with eligible counterparts which have been consolidated over our 20 years history.

Daniel Rubio

CEO

The financial sector has always been a passion of mine, which is why I started working in finance at the age of 18, in companies such as the BCH, Dresdner Bank or Banco Urquijo while I studied at university. Upon completing my degree in business from the Complutense University of Madrid, I participated in the launch of Banco Banif Banqueros Personales. I was the youngest member of the team. Prior to that, I worked at Credit Suisse until the year 2000, when we founded Capital Strategies, of which I have been the Managing Director to the present day. During those years, Capital Strategies has reached important milestones such as becoming a brokerage firm, opening offices in Europe and South America to provide international coverage to all our clients and the brokering of numerous operations that exceed a total of 5 billion dollars.

Madrid Headquarters

Ignacio Pérez-Peñas Estefanía

Partner, Director, COO

Cristina Rubio

Partner, Senior Relationship Manager

Javier Rubio

Partner, Director Country Head

Marta del Palacio Martín

Head of Risk Control & Admin Sales Support

Antonio Nogal Otero

Operations Deputy

Carmen García Calle

Relationship Manager

Borja López-Mancisidor Reus

Partner, Senior Relationship Manager

Carlos Saúco López de Sancho

Relationship Manager

Javier Cavestany Calle

Relationship Manager

Ana de Miguel

Operations & Invoicing

Lima - Business Partner

Christian Laub

Partner

Jorge Velarde

Partner

Lisboa

Pedro Costa Felix

Partner

Tatiana Monteiro Padinha

Relationship Manager

Leonardo Lombardi

Relationship Manager

Lugano - Business Partner

Riccardo Milan

Partner

Paolo Svetlich

Head of Retail Business

Johana Robles

Sales and Operations

USA & LATAM - Offshore Advisor

Jorge Benguría Astorqui

Partner, Advisor

London - Business Partner

Stephen Sullivan

Partner

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