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Asset Management Director
Asset Management Director
New mentor!
Member since 2026
  • Zürich
  • Madrid
About the mentor

Strategic investment leader with 15+ years delivering multi-asset investment

solutions, leading cross-functional teams, and shaping advisory platforms across

Europe and Latin America for HNWI and UHNWI clients

⮚ Head of Advisory Mexico with 15+ years of experience in multi-asset advisory, portfolio

construction, and wealth management across Europe and Latin America.

➢ Lead cross-functional teams, portfolio advisory platforms, and multi-asset solutions for HNWI

and UHNWI clients (~$1.4Bn AuM) delivering tailored, compliant multi-asset solutions

including traditional and alternative investments.

➢ Recognized for executive-level communication, cross-functional leadership, and translating

macro strategy into actionable client solutions.

➢ Proven track record in market development, commercial growth, and client engagement,

including RFPs, pitches, and roadshows.

➢ Recognized for executive communication, cross-functional leadership, and translating macro

strategy into actionable, compliant investment recommendations

Expertise
  • Asset Management
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