We’re a firm founded by professionals who, after a long career in positions of responsibility in the financial sector (areas such as private banking, investment banking, investment analysis and management) in top-level national and international institutions, and following successful and recognized experience in wealth management to families and private investors, decided to opt for independence as the best place to approach financial consultancy from.

In line with this, Consilio Asesores Patrimoniales Independientes EAF has been classified as an independent financial consultancy firm for the purposes of the European MiFID II regulations.