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Creand Wealth Management – Family Office

Family office

Madrid · 39 people tracked

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Investment thesis

Creand Wealth Management provides wealth and asset management services combining the resources of a large international financial group with individualized, flexible service. It serves family groups through its Family Office offering, private investors, foundations and institutions, and institutional investors, and maintains partnerships with agents, EAFIs, AVs and SGIICs. The firm positions itself as both advisor and manager, using an open architecture to deliver tailored investment solutions and research through its Creand Asset Management unit. It emphasizes understanding each client's objectives and anticipating their expectations while upholding high quality standards.

Invests inSector AgnosticAndorraEuropeMadridSpain

Source: firm website, verified Sep 27, 2026.

HQ
Madrid, ES
Instruments
Equity · Debt

Team · 39 people

from the firm's website
Adolfo Roldán· Head of Key Clientsin

Head of Key Clients with 29 years in private banking. Holds a degree in economics and business from UCM/CEU San Pablo and an Executive MBA from IE.

Álvaro Ximénez de Embún· Director of External Networksin

Director of External Networks with 33 years in private banking and credit institutions, holding a degree in economics and business.

Cristina Carreras· Private Bankerin

Private banker with 25 years of experience in corporate and private banking, holding an economics degree and a masters in banking management from Pompeu Fabra University.

Daniel Fernández· Private Banker

Private banker with 23 years in private banking, holding a business degree from University of Barcelona and an MBA from Universitat Abat Oliba.

David Bernardos· Private Bankerin

Private banker with 7 years in private banking, holding a business administration degree from UB and masters in financial management and real estate consulting.

Eduardo Cobián· Product Development Managerin

Product Development Manager with 22 years in the financial sector, holding a business law degree from CEU San Pablo and CEFA certification from IEAF.

Eduardo José García Lorenzo· Private Bankerin

Private banker with 32 years in private banking and wealth management, holding PDD from IESE and EFA certification.

Esther del Rincón Sinis· Business Development and External Networks Managerin

Business development and external networks manager with 15 years in financial advising and portfolio management, holding a business administration degree from UCM and CCA certification.

Esther Duran· Senior Analyst, Family Officein

Senior analyst in the Family Office with 22 years in the financial sector across private banking, portfolio management and wealth management. Holds a degree and MBA from ESADE.

Gorka Apodaca· Director of Advisory, Catalonia and Balearic Islandsin

Director of Advisory for Catalonia and the Balearic Islands with 13 years in private banking. Holds an economics and business degree, CEFA and CFA Level II.

Ignacio Viayna· Director of Catalonia and Balearic Islandsin

Director for Catalonia and the Balearic Islands with 26 years in private banking. Holds programmes from IESE, EADA, IEAF and a sociology degree from UAB.

Inés Roviralta· Private Bankerin

Private banker with 7 years of experience in financial markets, holding a degree in business administration from CUNEF.

Jaume Curadó· Private Bankerin

Private banker with 23 years in private banking, holding a business administration degree from University of Barcelona and CEFA/EFPA certifications.

Javier Castellanos· Regional Director, Madridin

Regional Director for Madrid with 20 years of experience in banking and wealth management. Holds degrees and masters from ESIC, IEB, University of Cantabria and IE.

Jesus Garcia Sole· Management Assistantin

Management assistant with 20 years in retail and corporate banking, holding a business administration diploma and EFPA certification.

José Luis Boix· Private Bankerin

Private banker with 15 years in the finance sector, holding a degree and MBA in business administration from IE Business School.

Jose Luis Limones Zaragoza· Banker

Banker with 22 years in retail and corporate banking, holding a business administration diploma and EFPA certification.

José Samper· Regional Director of Levante and Andalusiain

Regional Director of Levante and Andalusia with 22 years in private banking, holding a law degree from CEU San Pablo and EFPA certification.

Josep Vives Tarres· Office Managerin

Manager of the La Seu d'Urgell office with 37 years in private and corporate banking, holding banking management studies from U.P.F. and PDD from IESE.

Juan Alastrué Armentia· Director, Creand Family Office, Madrid

Director of Creand Family Office in Madrid with 32 years in the financial sector, holding an economics and business degree from CUNEF.

Juan Cocero· Private Bankerin

Private banker with 21 years of experience, holding degrees in law and business administration and a masters in financial markets and alternative investments.

Juan Litrán Altemir· Analyst/Portfolio Managerin

Analyst and portfolio manager with experience in fixed income derivatives brokerage, asset management and investment banking. Holds a dual degree from ICADE and is pursuing the CFA.

Luis Buceta· Business and Investments General Managerin

Business and Investments General Manager with 23 years in private banking, analysis and investment management. CFA charterholder with an Executive MBA from IESE.

Maria José Alfonso Pascual· Private Bankerin

Private banker with 8 years in financial markets, holding a business administration degree from University of Valencia and EFPA certification.

Marta Lantero· Discretionary Portfolio Management and Fund Advisory Managerin

Manager of discretionary portfolio management and fund advisory with 10 years in private banking, asset management and wealth management. Holds an economics degree from Rey Juan Carlos University and a masters in finance from CUNEF.

Marta Marco· Private Bankerin

Private banker with 14 years in private banking, holding an economics degree from University of Barcelona and EFPA certification.

Miguel Ángel Rico· Investments Managerin

Investments manager with 16 years in the financial sector, analysis and investment management. CAIA charterholder holding an economics degree from Universidad Autónoma de Madrid and a portfolio management masters from IEB.

Nuria Campos· Private Bankerin

Private banker with 17 years of private banking experience, holding a degree in economics and a masters in stock exchange and financial markets.

Óscar Párraga Puertas· Private Bankerin

Private banker with 10 years in the financial sector covering business, individual and private banking, holding a finance and accounting degree and EFPA certification.

Pablo Alonso· Analyst/Portfolio Managerin

Analyst and portfolio manager with 6 years in private banking, asset management and portfolio analysis. Holds a business administration degree from Universidad San Jorge and EFPA certification.

Patricia Franco· Financial Plannerin

Financial planner with 15 years of experience in estate planning, holding degrees in law and business administration from Comillas Pontifical University.

Pedro Marín· Private Bankerin

Private banker with 23 years of private banking experience. Holds a law degree from University of Deusto and the CEFA certification.

Pedro Rodríguez· Private Banker

Private banker with 25 years in private banking, holding an economics degree from University of Barcelona and a BBA from Manchester University.

Rafael Alvarez-Net· Director of Malagain

Director of the Malaga office with 25 years in the financial sector, holding a degree from University of Navarra and an MBA.

Raimon Jover Badia· Private Bankerin

Private banker with 20 years in private banking, holding a business administration degree and EFPA European Investment Practitioner certification.

Santiago Hagerman· Managing Director, Family Officein

Managing Director of the Family Office with 33 years in the financial sector across investment banking, asset management and wealth management. Holds a BA in economics from NYU and an MBA from INSEAD.

Sergio Montesinos· Private Bankerin

Private banker with 24 years in private banking, holding a business studies degree from University of Valencia and a masters in private banking from IEB and LSE.

Sergio Muñoz· Head of Alternative Investmentsin

Head of Alternative Investments with 8 years in private banking, analysis and investment management. Holds a business administration degree from UCLM and specialization programmes in alternative investments and asset management.

Xavier Moreno· Director, Creand Family Office, Catalonia & Balearic Islandsin

Director of Creand Family Office for Catalonia and the Balearic Islands with 12 years in the financial sector covering family office, asset and wealth management. Holds degrees from University of Barcelona/Lund and programmes from IEF and IESE.

Frequently asked questions

What sectors does Creand Wealth Management – Family Office focus on?
Creand Wealth Management – Family Office focuses on Sector Agnostic.
Where is Creand Wealth Management – Family Office located?
Creand Wealth Management – Family Office is headquartered in Madrid, ES.

Images

Creand Wealth Management – Family Office photo

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