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Creand Wealth Management – Family Office

Family office

Madrid · 27 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 Aug 3, 2026.

HQ
Madrid, ES
Instruments
Equity

Team · 27 people

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

Head of Key Clients with 29 years of experience in the private banking sector.

Cristina Carreras· Private Bankerin

Private banker with 25 years of experience in corporate and private banking.

David Bernardos· Private Bankerin

Private banker with 7 years of experience in the private banking sector.

Eduardo Cobián· Product Development Managerin

Product Development Manager with 22 years of experience in the financial sector.

Ignacio Viayna· Director of Catalonia and Balearic Islandsin

Director for Catalonia and the Balearic Islands with 26 years of experience in private banking.

Javier Castellanos· Regional Director, Madridin

Regional Director in Madrid with around 20 years of experience in banking and wealth management.

José Luis Boix· Private Bankerin

Private banker with 15 years of experience in the finance sector.

José Samper· Regional Director of Levante and Andalusiain

Regional Director for Levante and Andalusia with 22 years of experience in private banking.

Juan Cocero· Private Bankerin

Private banker with 21 years of experience in financial markets.

Marta Marco· Private Bankerin

Private banker with 14 years of experience in the private banking sector.

Nuria Campos· Private Bankerin

Private banker with 17 years of experience in the private banking sector.

Patricia Franco· Financial Plannerin

Financial planner with 15 years of experience specialising in estate planning.

Pedro Marín· Private Bankerin

Private banker with 23 years of experience; holds a law degree and CEFA certification.

Rafael Alvarez-Net· Director of Malagain

Director of the Malaga office with 25 years of experience in the financial sector.

Sergio Montesinos· Private Bankerin

Private banker with 24 years of experience in the private banking sector.

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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