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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 high-end private banking and wealth management services, including a comprehensive family office offering. It executes clients' investment strategies according to their mandates, combining the resources of a large internationally present financial group with flexible, individualized service. The firm acts as both advisor and manager, using an open architecture model to offer tailored solutions across different service levels for families, private individuals, foundations, institutions, and other financial entities such as agents, EAFIs, and asset managers. Its Creand Asset Management unit provides a range of investment options and regular market research and analysis.

Invests inSector AgnosticAndorraEuropeMadridSpain

Source: firm website, verified Aug 3, 2026.

HQ
Madrid, ES
Instruments
Equity

Team · 39 people

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

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

Álvaro Ximénez de Embún· Director of External Networks

Director of External Networks with 33 years of experience in private banking and credit institutions.

Cristina Carreras· Private Banker

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

Daniel Fernández· Private Banker

Private banker with 23 years of experience in the private banking sector.

David Bernardos· Private Banker

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

Eduardo Cobián· Product Development Manager

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

Eduardo José García Lorenzo· Private Banker

Private banker with 32 years of experience in private banking and wealth management.

Esther del Rincón Sinis· Business Development and External Networks Manager

Business development and external networks manager with 15 years of experience in financial advising, portfolio management and network development.

Esther Duran· Senior Analyst, Family Office

Senior Family Office analyst with 22 years of experience in private banking, portfolio management and wealth management.

Gorka Apodaca· Director of Advisory, Catalonia and Balearic Islands

Director of Advisory for Catalonia and the Balearic Islands with 13 years of experience in private banking; holds CEFA and CFA Level II.

Ignacio Viayna· Director of Catalonia and Balearic Islands

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

Inés Roviralta· Private Banker

Private banker with 7 years of experience in financial markets.

Jaume Curadó· Private Banker

Private banker with 23 years of experience; holds CEFA and EFPA certifications.

Javier Castellanos· Regional Director, Madrid

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

Jesus Garcia Sole· Management Assistant

Management assistant with 20 years of experience in retail and corporate banking.

José Luis Boix· Private Banker

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

Jose Luis Limones Zaragoza· Banker

Banker with 22 years of experience in retail and corporate banking.

José Samper· Regional Director of Levante and Andalusia

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

Josep Vives Tarres· Office Manager

Manager of the La Seu d'Urgell office with 37 years of experience in private, corporate and retail banking.

Juan Alastrué Armentia· Director, Creand Family Office, Madrid

Director of Creand Family Office in Madrid with 32 years of experience in the financial sector.

Juan Cocero· Private Banker

Private banker with 21 years of experience in financial markets.

Juan Litrán Altemir· Analyst/Portfolio manager

Analyst and portfolio manager with a background in fixed income derivatives brokerage, asset management and investment banking.

Luis Buceta· Business and Investments General Manager

Business and Investments General Manager with 23 years of experience in private banking, analysis and investment management; CFA charterholder.

Maria José Alfonso Pascual· Private Banker

Private banker with 8 years of experience in financial markets.

Marta Lantero· Discretionary Portfolio Management and Fund Advisory Manager

Manager of discretionary portfolio management and fund advisory with 10 years of experience in private banking, asset and wealth management.

Marta Marco· Private Banker

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

Miguel Ángel Rico· Investments Manager

Investments manager with 16 years of experience in financial analysis and investment management; CAIA charterholder.

Nuria Campos· Private Banker

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

Óscar Párraga Puertas· Private Banker

Private banker with 10 years of experience across business, individual and private banking.

Pablo Alonso· Analyst/Portfolio manager

Analyst and portfolio manager with 6 years of experience in private banking, asset management and portfolio analysis.

Patricia Franco· Financial Planner

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

Pedro Marín· Private Banker

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

Pedro Rodríguez· Private Banker

Private banker with 25 years of experience in the private banking sector.

Rafael Alvarez-Net· Director of Malaga

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

Raimon Jover Badia· Private Banker

Private banker with 20 years of experience in the private banking sector.

Santiago Hagerman· Managing Director, Family Office

Managing Director of the Family Office with 33 years of experience in investment banking, asset management and wealth management.

Sergio Montesinos· Private Banker

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

Sergio Muñoz· Head of Alternative Investments

Head of Alternative Investments with 8 years of experience in private banking, analysis and investment management.

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

Director of Creand Family Office for Catalonia and the Balearic Islands with 12 years of experience in family office, asset and wealth management.

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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