Fundraising Fox

Rosa López Pérez

Investor

Head 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

  1. Octave Family OfficeFamily Officercurrent2024 — presentAix-en-Provence, Provence-Alpes-Côte d'Azur, France
  2. PFC - PATRIMOINE FINANCES CONSEILSConseiller en Gestion de Patrimoine Junior2023 — 2024Lyon, Auvergne-Rhône-Alpes, France
  3. PFC - PATRIMOINE FINANCES CONSEILSAssistant Conseiller en Gestion de Patrimoine2023Lyon, Auvergne-Rhône-Alpes, France
  4. 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 moreMarchés financiersSociété Civile de Placement Immobilier (SCPI)Travail d’équipeMicrosoft WordMicrosoft Excel
  • Certification Autorité Des Marchés FinanciersAutorité des marchés financiers (AMF) – France
  • TOEIC Listening and ReadingETS EMEA

From Rosa's professional profile.

Colleagues 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

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