OpenWealth (CaixaBank)

Nearly 30 years in financial and wealth advisory (Argentaria, AB Asesores, Morgan Stanley, la Caixa); led private banking regions in Andalusia and joined OpenWealth in June 2023.

Director of Private Banking at CaixaBank with over 25 years in the banking sector; sits on the management committees of VidaCaixa, CaixaBank Asset Management and CaixaBank Wealth Management Luxembourg.

Began his career in 2013 as a financial and tax lawyer at Cuatrecasas; specializes in tax and wealth advisory for UHNW clients, family businesses and private equity/collective investment entities. Member of the Madrid Bar.

27-year career (Banco Zaragozano, Barclays, CaixaBank) in office administration; joined CaixaBank Wealth's Operations department in 2019 supporting clients and private bankers.

Over 26 years in finance across UBS investment and private banking in London, Madrid and Zurich; helped build UBS España and led Global Family Office development for Latin America before joining CaixaBank as head of Key Clients.

Over 20 years in finance in product development, project and management control (ING, Barclays, CaixaBank); helped launch CaixaBank Wealth Management Luxembourg and led commercial planning and management control.

Over 30 years in finance focused on capital markets and corporate banking; held risk and asset management roles at Caja Madrid and Bankia, and directs the Corporate Banking unit at CaixaBank.

Over 20 years of experience starting in tax advisory at EY; worked in private banking planning at Banco Cooperativo, Altae/Bankia and Andbank's wealth planning department, focusing on tax and financial optimization for large estates.

Over 25 years delivering financial-markets technology projects for private banking (Barclays Wealth); joined CaixaBank in 2015 and became Director of Operations at CaixaBank Wealth in 2018.

Started as an investment analyst at Okuant and worked in Capital Markets at PwC before joining OpenWealth's Operations department in mid-2023; CFA Level I candidate.

Over 30 years in financial advisory and alternative/private equity investment; spent 14 years at Grupo Santander in investment banking, M&A, ECM and structured finance before advising and investing in various companies.

Career spanning Citibank, AB Asesores and Morgan Stanley SV (as CEO); held senior CaixaBank roles including CEO of CaixaBank Payments & Consumer, and now serves as senior advisor to family offices and private-equity-backed firms.

Over 25 years in private banking and wealth management (Barclays, Altae, Bankia Banca Privada, CaixaBank); joined OpenWealth in 2025 as Senior Consultant for Large Wealth.

Began his career as a GRC/anti-money-laundering consultant at PwC before joining OpenWealth in 2022, providing wealth consultancy to large-wealth clients.

Nearly 30 years in financial and wealth advisory (Banif, Barclays, CaixaBank); specialized in wealth management for collective investment institutions and nonprofit entities as a Wealth director.

Extensive private banking and wealth management career since 1993 (Banco Urquijo, Banif, Altae, Bankia Banca Privada); led Independent Advisory after Bankia's integration into CaixaBank and is a board member of CaixaBank Wealth Management Luxembourg.

Fund analyst and selector who worked at GVC Gaesco Valores and joined Banco Sabadell in 2022 for private banking advisory; holds the CFA designation.

Began as an analyst at Altum Faithful Investing and worked in Capital Markets at Linklaters on equity and debt deals; joined OpenWealth's Operations department in June 2024; CFA Level I candidate.

Started at CaixaBank Asset Management supporting socially responsible investment with ESG analysis; joined OpenWealth's Operations department in March 2025.

Joined OpenWealth after 18 years at CaixaBank Asset Management in fund selection, advisory and management; led the CaixaBank Selección Tendencias fund and specialized in thematic and sustainable funds.

Over 20 years in real estate management, analysis and advisory (ACS, Banco Santander, Alantra, A&G); managed UHNW real estate portfolios as Director of Asset Management. Holds CFA, FRM and LEED AP certifications.

Over 20 years in financial and wealth advisory; joined CaixaBank in 2005 and its private banking team in 2008, working on large wealth accounts and the development of CaixaBank Wealth's independent advisory.

36 years in private banking (Banif, Privat Bank, Banco Inversión, Bancaja, CaixaBank) working in fund administration, risk control and internal control.

27 years in financial and wealth advisory; developed her career at BBVA and 'la Caixa'/CaixaBank, joining CaixaBank Wealth in 2020 to advance the independent advisory model.