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Xavier Moreno

Investor

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

Barcelona

Find your path to Xavier

468 people in our graph share verified history with Xavier — schools, employers, funds. One of them is your warm intro.

Jessica WangunlockedXavier: together at IESE Business School (2022)
×3Xavier: together at Universidad Complutense de Madrid
Xavier: together at IESE Business School
×6Xavier: together at Universitat de Barcelona

About

Director of Creand Family Office for Catalonia and the Balearic Islands with 12 years of experience in family office, asset and wealth management.

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 FIFAFIFA
  • Advanced - PADIPADI
  • Open Water - PADIPADI
  • European Financial AdvisorEFPA Spain | European Financial Planners Association

From Xavier's professional profile.

Colleagues 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 of experience in family office, asset and wealth management.
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