Rosa López Pérez
InvestorHead of Risk Management, Conducting Officer at Adepa Asset Servicing Luxembourg
Luxembourg
About
A financial executive with 25 years of experience in banking and asset management in Luxembourg, responsible for implementing risk management and investment compliance frameworks for UCITS and AIFs.
Experience
- Octave Family OfficeFamily Officercurrent2024 — presentAix-en-Provence, Provence-Alpes-Côte d'Azur, France
- PFC - PATRIMOINE FINANCES CONSEILSConseiller en Gestion de Patrimoine Junior2023 — 2024Lyon, Auvergne-Rhône-Alpes, France
- PFC - PATRIMOINE FINANCES CONSEILSAssistant Conseiller en Gestion de Patrimoine2023Lyon, Auvergne-Rhône-Alpes, France
- Caisse d'Epargne Rhone AlpesAssistant Conseiller Clientèle Particuliers2022Lyon, Auvergne-Rhône-Alpes, France
Skills & more
Gestion de fortune1Multi Family Office2Allocation strategique d’actifs2Services de gestion de patrimoineInvestissementsGroupements Forestiers d'Investissement (GFI)Assurance-vieContrat de capitalisationPlan Épargne Retraite (PER)ComplianceConseil financier indépendantGroupements Fonciers Viticoles (GFV)
+5 more
Marchés financiersSociété Civile de Placement Immobilier (SCPI)Travail d’équipeMicrosoft WordMicrosoft Excel- Certification Autorité Des Marchés Financiers — Autorité des marchés financiers (AMF) – France
- TOEIC Listening and Reading — ETS EMEA
From Rosa's professional profile.
Colleagues at Adepa Asset Servicing Luxembourg
Alberto del Cid
Chief Executive Officer of Inversis at Adepa Asset Servicing Luxembourg
Alessandro d'Ercole
Deputy CEO & Global Head of Business Development at Adepa Asset Servicing Luxembourg
Alex Bardaji
Country Head of Spain at Adepa Asset Servicing Luxembourg
Alireza Sahraei
COO & Global Head of Investor Services at Adepa Asset Servicing Luxembourg
Carlos Alberto Morales
CEO & Director at Adepa Asset Servicing Luxembourg
Cristobal Oraa Gil
CFO at Adepa Asset Servicing Luxembourg
Daniele Tresoldi
Global Head of Fund Administration at Adepa Asset Servicing Luxembourg
Francisco Garcia Figueroa
Global Head of Legal & Compliance, Country Head of Luxembourg at Adepa Asset Servicing Luxembourg
Frequently asked questions
- Who is Rosa López Pérez?
- A financial executive with 25 years of experience in banking and asset management in Luxembourg, responsible for implementing risk management and investment compliance frameworks for UCITS and AIFs.
- Where does Rosa López Pérez work?
- Rosa López Pérez is Head of Risk Management, Conducting Officer at Adepa Asset Servicing Luxembourg.
- Where did Rosa López Pérez go to school?
- Rosa López Pérez studied at iaelyon School of Management (Master 2 (M2), Gestion de Patrimoine); iaelyon School of Management (Master 1 (M1), Gestion de Patrimoine et Banque); iaelyon School of Management (Licence gestion Techniques Quantitatives et Management).
Same school
Also attended iaelyon School of Management17
Romain BlacheAssociate at Mérieux Equity PartnersBrian EllenbergerAssociate at Blu Venture InvestorsAntoine MoyroudPartner at Lightspeed Venture PartnersAudrey GagnierePrincipal at AQC CapitalElio ComtetFamily Officer at Octave Family OfficePascal RapallinoPartner at Come Maison of Finance
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