Xavier Moreno
InvestorDirector, Creand Family Office, Catalonia & Balearic Islands at Creand Wealth Management – Family Office
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
- Creand Asset Management - EspañaDirector Creand Family Office Catalunya & Balearescurrent2022 — presentBareclona
- LIFT HERITAGE PRIVATE EQUITY FCRE SABoard Membercurrent2025 — presentSpain
- PERSEIDA REAL ESTATEBoard Membercurrent2025 — presentSpain
- GBS FinanceDirector Catalunya - Multi Family Office2019 — 2022
- GBS FinanceAssociate - Multi Family Office2015 — 2019Greater Madrid Metropolitan Area
- GBS FinanceAnalyst - Multi Family Office2012 — 2015
- GBS FinanceInternship - Multi Family Office2011Greater Madrid Metropolitan Area
- IEF - Institut d'Estudis FinancersAssistant2011
- Brindisa LtdAssistant en los departamentos financieros y de producto.2010Londres
Education
- INSTITUTO NEXIAPrograma de Family Office: planificar, crear y organizar el Family Office2026
- IESE Business SchoolFamily Office Academy2025
- Universidad Complutense de MadridDIPLOMA DE ALTA ESPECIALIZACIÓN EN OPTIMIZACIÓN FISCAL DEL PATRIMONIO Y LA INVERSIÓN, Fiscalidad para Family Offices y Empresas Familiares2023 — 2024
- Sports Law InstitutePrograma Ejecutivo para Agentes de Fútbol2023
- IESE Business SchoolPDD2020 — 2021
- IEF - Institut d'Estudis FinancersEuropean Financial Planner (EFP), Master2018
- Lund UniversitySchool of Economics and Management, Lund2012
- Universitat de BarcelonaLicenciatura ADE, Finanzas2009 — 2012
- IEF - Institut d'Estudis FinancersPrograma Superior de Gestión Patrimonial, Master2010 — 2011
Skills & more
Bloomberg19Value Investing11Asset Management13Capital Markets8Equities6Valuation9Private Equity8Investments6Financial Analysis8Spanish4Financial Modeling6Due Diligence4
+12 more
Hedge FundsRisk ManagementFixed IncomeBusiness StrategyAnálisis financieroMercado de capitalesEstrategia empresarialElaboración de modelos financierosRentas fijasCapital de inversiónGestión de activosInversionesLanguages Alemán · Catalán · Español · Inglés
- 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
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 Xavier Moreno work?
- Xavier Moreno is Director, Creand Family Office, Catalonia & Balearic Islands at Creand Wealth Management – Family Office.
Same school
Also attended IESE Business School187
Carlos ContiManaging Partner at Inveready Technology Investment GroupRobin LiInvestor at GGV CapitalDan LupuInvestor at Earlybird Venture CapitalSamuel GilCEO & General Partner at JME VenturesLourdes Álvarez de ToledoPartner at JME VenturesRiley RodgersVenture Partner at Valia Ventures
+ 181 more
Also attended Universidad Complutense de Madrid75
Kike MirallesInvestment Director at Intel CapitalRaúl GallegoGeneral Partner at Inveready Technology Investment GroupPablo GoceAnalyst at Inveready Technology Investment GroupMaria PovedaDirector at Inveready Technology Investment GroupSamantha WulfsonPrincipal at FinTech CollectiveJosé Mª AmusáteguiCo-founder & Partner at Kibo Ventures
+ 69 more
Also attended IEF - Institut d'Estudis Financers5
David GonzálezController at Inveready Technology Investment GroupMarta MarcoPrivate Banker at Creand Wealth Management – Family OfficeCristina CarrerasPrivate Banker at Creand Wealth Management – Family OfficeIgnacio FonsecaCommittee Member at Scale Lab AndorraMiguel VallsPartner at Alta Life Sciences
Shared employers
Also worked at Creand Asset Management - España6
Pablo AlonsoAnalyst/Portfolio manager at Creand Wealth Management – Family OfficeLuis BucetaBusiness and Investments General Manager at Creand Wealth Management – Family OfficeMiguel Ángel RicoInvestments Manager at Creand Wealth Management – Family OfficeMarta LanteroDiscretionary Portfolio Management and Fund Advisory Manager at Creand Wealth Management – Family OfficeSergio MuñozHead of Alternative Investments at Creand Wealth Management – Family OfficeSergi MartíCommittee Member at Scale Lab Andorra
Also worked at GBS Finance5
Sebastián RamírezSenior Manager at Axon Partners GroupPablo AlonsoAnalyst/Portfolio manager at Creand Wealth Management – Family OfficeSergio MuñozHead of Alternative Investments at Creand Wealth Management – Family OfficeOlivia MossaySocia at CREAS IMPACTO GLOBAL SGEICLorenzo GuerraDirector de Inversiones at CREAS IMPACTO GLOBAL SGEIC
