Fundraising Fox

José Luis Boix

Investor

Private Banker at Creand Wealth Management – Family Office

Valencia

About

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

Experience

  1. Creand Wealth Management (Banco Alcalá, S. A.)Senior Private Bankercurrent2022 — present
  2. Degroof PetercamSenior Private Banker at DEGROOF PETERCAM2016 — 2022
  3. Indosuez Wealth ManagementPrivate Wealth Manager2013 — 2016Valencian Community, Spain
  4. Banco SantanderPRIVATE BANKING2008 — 2013
  5. Atlas CapitalJunior Investment Banking2007 — 2008

Education

  1. IE Business SchoolMBA2006 — 2007
  2. IE Business School
  3. EFPA, European Financial Planning Association
  4. IEAF, Instituto Español de Analistas Financieros

Skills & more

Investment Banking8Private Banking8Banking2Corporate FinanceFinancial Markets4Portfolio Management2Capital Markets1Financial Analysis1Investments3Valuation1DerivativesEquities1
+10 moreCaptación de clientesRelaciones con los clientesGestión de cuentasGestión de ventasBases de datos CRMGestión de relaciones con atención al cliente (CRM)NegociaciónAptitudes para la comunicacionLiderazgo de equiposVentas

From José's professional profile.

Colleagues at Creand Wealth Management – Family Office

Adolfo Roldán
Head of Key Clients at Creand Wealth Management – Family Office
Álvaro Ximénez de Embún
Director of External Networks at Creand Wealth Management – Family Office
Cristina Carreras
Private Banker at Creand Wealth Management – Family Office
David Bernardos
Private Banker at Creand Wealth Management – Family Office
Eduardo Cobián
Product Development Manager at Creand Wealth Management – Family Office
Esther del Rincón Sinis
Business Development and External Networks Manager at Creand Wealth Management – Family Office
Esther Duran
Senior Analyst, Family Office at Creand Wealth Management – Family Office
Gorka Apodaca
Director of Advisory, Catalonia and Balearic Islands at Creand Wealth Management – Family Office

Frequently asked questions

Where does José Luis Boix work?
José Luis Boix is Private Banker at Creand Wealth Management – Family Office.

Same school

Also attended IE Business School194

Borja FernándezGeneral Partner at Inveready Technology Investment GroupGabriel FarmeInvestor at Graphene VenturesHayata TokizawaVice President at Fin CapitalIñaki ArrolaInvestor at KfundCarina SzpilkaInvestor at KfundCaroline PhippsSenior Associate at True Beauty Ventures

+ 188 more

Shared employers

Also worked at Degroof Petercam26

Lucas De FourLegal Manager at Hummingbird VenturesThomas DelplanqueRegulatory Director at Hummingbird VenturesVictor van EijkDirector Global Business Development at Maven 11Emmanuelle LipskiPrincipal at 10DMarc GendebienFounding Partner at Expon CapitalRoderick VerhelstPrincipal at Bioqube Ventures

+ 20 more

Also worked at Indosuez Wealth Management12

Camille GrisardHead of Investor Relations at Astanor VenturesChristophe ChemtobPartner at Alpana VenturesRaph GriecoFounder at Olive CapitalRani JabbanDeputy CEO / Head of Treasury, Financial Institutions, Digital Assets & Marketing at Arab Bank (Switzerland)Giacomo PicchettoManaging Partner e Consigliere Esecutivo at Alkemia CapitalHenri CorbozCompliance & Risk Officer at NewOak SA

+ 6 more

Also worked at Banco Santander73

Raúl GallegoGeneral Partner at Inveready Technology Investment GroupMaría de Lera AuerspergInvestor at KfundDeborah ChuPrincipal at NextGen Venture PartnersBruno DalapriaPartner at NXTPChirag PatelVP & GM Payments & Risk at Etsy at PICUS CAPITALFelix SchliemannSenior Associate at Oak HC/FT

+ 67 more