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Xavier Moreno

Investor

Director, Creand Family Office, Catalonia & Balearic Islands at Creand Wealth Management – Family Office

Barcelona

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About

Director of Creand Family Office for Catalonia and the Balearic Islands with 12 years in the financial sector covering family office, asset and wealth management. Holds degrees from University of Barcelona/Lund and programmes from IEF and IESE.

Experience

  1. Creand Asset Management - EspañaDirector Creand Family Office Catalunya & Balearescurrent2022 — presentBareclona
  2. LIFT HERITAGE PRIVATE EQUITY FCRE SABoard Membercurrent2025 — presentEspaña
  3. PERSEIDA REAL ESTATEBoard Membercurrent2025 — presentEspaña
  4. GBS FinanceDirector Catalunya - Multi Family Office2019 — 2022
  5. GBS FinanceAssociate - Multi Family Office2015 — 2019Madrid y alrededores, España
  6. GBS FinanceAnalyst - Multi Family Office2012 — 2015
  7. GBS FinanceInternship - Multi Family Office2011Madrid y alrededores, España
  8. IEF - Institut d'Estudis FinancersAssistant2011
  9. Brindisa LtdAssistant en los departamentos financieros y de producto.2010Londres

Skills & more

Bloomberg20Value Investing12Asset Management14Capital Markets8Equities6Valuation9Private Equity8Investments6Financial Analysis8Spanish4Financial Modeling6Due Diligence4
+8 moreHedge FundsRisk ManagementFixed IncomeBusiness StrategyAnálisis financieroMercado de capitalesEstrategia empresarialElaboración de modelos financieros

Languages Alemán · Catalán

  • Agente FIFA — FIFA
  • Advanced - PADI — PADI
  • Open Water - PADI — PADI
  • European Financial Advisor — EFPA Spain | European Financial Planners Association

From Xavier'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
Daniel Fernández
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
Eduardo José García Lorenzo
Private Banker at Creand Wealth Management – Family Office
Esther del Rincón Sinis
Business Development and External Networks Manager at Creand Wealth Management – Family Office

Frequently asked questions

Who is Xavier Moreno?
Director of Creand Family Office for Catalonia and the Balearic Islands with 12 years in the financial sector covering family office, asset and wealth management. Holds degrees from University of Barcelona/Lund and programmes from IEF and IESE.
Where does Xavier Moreno work?
Xavier Moreno is Director, Creand Family Office, Catalonia & Balearic Islands at Creand Wealth Management – Family Office.
Where did Xavier Moreno go to school?
Xavier Moreno studied at INSTITUTO NEXIA (Programa de Family Office: planificar, crear y organizar el Family Office); IESE Business School (Family Office Academy); Universidad Complutense de Madrid (DIPLOMA DE ALTA ESPECIALIZACIÓN EN OPTIMIZACIÓN FISCAL DEL PATRIMONIO Y LA INVERSIÓN, Fiscalidad para Family Offices y Empresas Familiares).

Same school

Shared employers

Also worked at IEF - Institut d'Estudis Financers1

Miquel PerdiguerFounder at Pensium