Capital Strategies Partners es una agencia de valores independiente regulada por la CNMV (registro n. 230) especializada en la búsqueda de gestores con talento para la distribución local.

Nuestro know how, experiencia y capacidad de cross selling suponen una solución llave en mano para aquellas gestoras sin fuerza de ventas local. Al mismo tiempo, los inversores cualificados ven en CSP una fuente de ideas de inversión que complementan y facilitan la toma de decisiones de inversión de las instituciones.

Con oficinas en Madrid, Lima, Lugano y Lisboa, desarrollamos planes de negocio integrales basados en el branding, adecuación de productos, marketing, ventas y servicio al cliente para aquellas gestoras que quieran externalizar su área de ventas y concentrarse en la gestión de activos.

 Contamos con 18 años de experiencia para ofrecer el mejor servicio de distribución de productos financieros 
Our
TEAM
CSP is a dynamic company made up of a team of 21 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 300 relationships with eligible counterparts which have been consolidated over our 17 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

Ignacio Pérez-Peñas Estefanía

Director, COO

Cristina Rubio

Country Head

Javier Rubio

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

Senior Relationship Manager

Carlos Saúco López de Sancho

Relationship Manager

Javier Cavestany Calle

Relationship Manager

Ana de Miguel

Operations & Invoicing

Lima / Bogotá

Alastair Seymour

Head of LatAm

Jorge Velarde

Partner

Antonio Carranza

Partner

Lisboa

Pedro Costa Felix

Partner

Tatiana Monteiro Padinha

Relationship Manager

José Maria Pyrrait

Relationship Manager

Lugano

Riccardo Milan

Partner

Paolo Svetlich

Head of Retail Business

Johana Robles

Sales and Operations

USA & LATAM Offshore Advisor

Jorge Benguría Astorqui

Relationship Manager

Uso de cookies

Este sitio web utiliza cookies para que usted tenga la mejor experiencia de usuario. Si continúa navegando está dando su consentimiento para la aceptación de las mencionadas cookies y la aceptación de nuestra política de cookies, pinche el enlace para mayor información.

ACEPTAR
Aviso de cookies