Our company provides independent wealth consulting services exclusively to ultra-high-net-worth individuals. We are leaders in Spain with more than âŹ12bn in assets under supervision.
We believe there is another way to provide multi-family office services. Another more independent, cost-efficient and risk-controlled way.
We do not receive third-party incentives. Our income comes exclusively from customers, which eliminates any potential conflict of interest. We combine the best of two worlds: the advantages of being an independent, flexible boutique and the benefits of belonging to the leading financial group in our country. This allows us to deliver our customers innovative, exclusive solutions.
BelĂ©n MartĂn is the Director of Private Banking & Future Thinking at CaixaBank. She has over 25 years of experience in the banking sector, holding positions in private banking, corporate banking, and retail banking, with extensive expertise in team transformation, change management, and customer experience.
BelĂ©n is a member of the management committee of VidaCaixa, CaixaBank Asset Management, and also of CaixaBank Wealth Management Luxembourg. She is also responsible for the CaixaBank Groupâs Management Company.
In addition to being Vice President of the APD Board in Castilla y LeĂłn, she has been a member of the Economy and Financial Policy Commission of the CEOE, Vice President of the Spanish Association of Executives and Directors, and is currently a member of the Advisory Board of the Woman Forward Foundation.
She holds a degree in Economics and Business Administration from the Autonomous University of Madrid, as well as a Director Program from ESADE, a Senior Management Program from IE (Instituto de Empresa Business School), an Executive Program for Women in Senior Management at ESADE, a masterâs degree in Foreign Trade from CESMA Business School, and an MBA from IADE.
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Marta Alonso has built an extensive career in private banking and wealth management over more than three decades, working with some of Spainâs leading financial institutions. Throughout her professional journey, she has played a key role in the creation and consolidation of landmark private banking projects.
After holding various senior management positions at institutions such as Banco Urquijo, Banif, and Altae, she went on to lead the Corporate Private Banking Division at Bankia. Following the integration of Bankia into CaixaBank, she was responsible for driving the Independent Advisory service, contributing to the development of the Groupâs Independent Advisory proposition, a strategic initiative within CaixaBank. She also served as a member of the Board of Directors of CaixaBank Wealth Management Luxembourg.
Marta holds a degree in Business Administration and Finance from CUNEF and completed her executive education through the Advanced Management Development Program at IE Business School.
Juan Gandarias began his professional career in the Corporate Banking area of Citibank. In 1988 he joined AB Asesores, where he became a partner and was a member of its Board of Directors. In 1999, following the acquisition of AB Asesores by Morgan Stanley, he assumed the position of CEO of Morgan Stanley SV.
Following the acquisition of Morgan Stanley SV by CaixaBank in 2008, he was appointed Director of Private Banking and Personal Banking of the entity, assuming these responsibilities until 2015. That same year, he became Territorial Director of Madrid, ending his time at CaixaBank as CEO of CaixaBank Payments&Consumer from 2019 to 2023.
He has served on numerous boards of directors and currently sits on several boards of CaixaBank group companies and acts as senior advisor to some Family Offices, as well as in some companies owned by private equity.
He holds a degree in Agricultural Engineering from the Universidad PolitĂ©cnica de Madrid an MBA from IESE and has completed the “Value Creation Through Effective Boards” program at IESE & Harvard Business School.
Diego has been working in the financial sector for more than 26 years. He has worked for UBS in different business divisions (Investment Banking and Private Banking) based in different cities (London, Madrid and Zurich).
He started his professional career at Swiss Bank Corporation (SBC Warburg) London where he covered different business areas within investment banking and capital markets, geographic regions (Southern Europe, LatAm, Russia, Middle East and North Africa) and clients (institutional, supranational and sovereign wealth funds).
Subsequently, he was part of the initial team for the creation of UBS España S.A. (obtaining bank file, management file, incorporation of teams) where he ended up as Deputy General Manager in charge of UHNWI, Corporate and Real Estate. He was a member of the Europe committee for the Global Family Office area (Madrid-Zurich).
He then held the position of Managing Director of the Global Family Office division for the development of the Latin American market with special focus on “Familly Offices“, and corporate family wealth. At the end of 2016 he joined Caixabank as Head of Key Clients.
He holds a degree in Business Administration with a double major in Finance and Economics, and a Postgraduate degree in Economics.
Gonzalo has more than 30 years of experience in the financial sector, mainly in the areas of capital markets and corporate banking.
He began his professional career at Caja Madrid, where he trained as a market risk specialist, and later held different responsibilities within the risk control area and the ALCO technical office.
In 1996 he moved to the field of asset management, where he was responsible for 5 years for the company’s own portfolio of bonds and equities.
Then he moved to the corporate business, first leading the structured finance (Project Finance and Leverage Finance) and M&A teams, then heading Corporate Banking and later also the network of business centers.
In 2013, already at Bankia, he was appointed director of Business Banking, joining the Management Committee a year later, of which he was a member until the merger with Caixabank.
Since then he has been director of the Corporate Banking unit at Caixabank.
He holds a degree in Economics and Business Administration, specializing in Quantitative Economics, from Madrid’s Complutense University.
With more than 20 years of professional experience, Samantha has developed her entire career in the field of financial and wealth advisory.
She joined Caixabank in 2005, and later joined the Private Banking team, where she has held several responsibilities, being part of the high net worth team and participating from the beginning in the development of the independent advisory model of Caixabank Wealth.
She holds an Economics degree from the Universidad Pompeu Fabra, a
postgraduate degree in financial management and a master’s degree in Finance.
With 27 years of professional experience, Susana has developed her entire career in the field of financial and wealth advisory.
She began her career at BBVA and later at Caja de Ahorros y Pensiones de Barcelona “la Caixa” (currently CaixaBank) in 1995.
In 2001 he joined Banca Privada, taking over the management of a private banking branch in 2008.
In 2020 she moved to CaixaBank Wealth as Director to promote the development of the independent advisory model.
She holds a degree in Business Administration and Management from the University Jaume I of CastellĂłn, is certified by EFPA, CISI and Sustainable Investments and has completed programs at IESE and Headspring.
With almost 30 years in the financial sector, Andrés has developed his entire career in the field of financial and asset advisory services.
He began his career in 1994 at Grupo Argentaria, joining AB Asesores, S.V. in 1997, where he managed the MĂĄlaga office. In 1999, he joined Morgan Stanley as Executive Director, holding various responsibilities as Deputy to the Managing Director and Deputy to the Chief Executive Officer. In 2002, he was appointed Regional Director of the Southern Zone.
In 2008, after joining la Caixa, he became Territorial Director of Private Banking, Premier Banking and External Resources in AndalucĂa until 2016. Since then, he has been responsible for High Net Worth in the southern area of Spain, joining OpenWealth in June 2023.
He holds a degree in Law and Corporate Counsel (E-1) from Universidad Pontificia Comillas and an MBA from I.E. Business School.
With a career spanning almost 30 years in the financial sector, Mariti has dedicated her entire career to financial and wealth advisory.
She began her activity at Banif, joining Barclays Bank in 2001 as Director of Premier Patrimonios.
In 2015 she joined CaixaBank as Director of Private Banking and, subsequently, as Director Wealth specialist in wealth management for IIRR and non-profit entities.
She holds a degree in Economics and Business Administration from the UAH, is certified by EFPA and has a Master in Portfolio Management from the Instituto de Estudios BursĂĄtiles (IEB).
With over 31 years of experience in the financial sector and 24 years in wealth, financial, and legal advisory, Alfons joined CaixaBank in 1993. In 2001, he became part of the Private Banking unit, where he went on to lead several centers.
He holds a degree in Economics from the Autonomous University of Barcelona and has completed postgraduate studies in Financial Management and Wealth Management at the IEF in Barcelona, Financial Markets at the UOC, and Banking Management at the UPF.
Marcos has over 25 years of experience in the financial sector, primarily developed in the areas of private banking and wealth management.
He began his professional career at Barclays Bank and, in 2001, joined Altae Banco as a Wealth Manager. Throughout his career, he has held various positions of responsibility, culminating in his appointment in 2019 as Team Leader at Bankia Private Banking.
In 2021, he joined CaixaBank as Director of the Private Banking Center in the Madrid Northeast Regional Division, further strengthening his management experience at one of the most prestigious financial institutions in Spain. In 2025, he became part of OpenWealth as a Senior Consultant for High-Net-Worth Clients.
Marcos holds a Law degree from the Complutense University of Madrid and a Masterâs degree in Tax Advisory from CEF.
Patricia joined OpenWealth after 18 years at CaixaBank Asset Management, where she built her career in financial markets across fund selection, advisory and portfolio management. During this period, she led the management of the CaixaBank SelecciĂłn Tendencias fund, which by 2025 had surpassed âŹ4 billion under the same investment strategy. She specialized in thematic and sustainable investment funds, having previously managed global equity, Japanese equity and balanced portfolios.
Patricia holds a degree in Economics from Universidad Carlos III de Madrid and a Masterâs degree in Quantitative Finance from AFI. She also holds the CESGA certification in ESG investing. In addition, she earned the Advanced Certification in Financial Intelligence in Markets and Economics (Instituto BME & Brain and Code), demonstrating expertise in artificial intelligence and data analytics applied to financial markets. Patricia also holds the Diploma in Financial Advisory from UPF Barcelona School of Management, further strengthening her technical expertise in wealth management and investment advisory.
With 25 years of experience in the financial sector, Arantza has dedicated her entire career to financial and wealth advisory services.
She began her professional career in 2001 at Morgan Stanley, working in Private Banking as well as on the Equity, Fixed Income and Structured Products desks. Following the integration into CaixaBank in 2008, she assumed senior responsibilities within the Corporate Banking Treasury Desk, advising companies on foreign exchange, interest rate and commodity hedging solutions. In 2016, she joined the Wealth Management division, where from 2020 she led two Private Banking centers and the Independent Advisory Private Wealth center for CaixaBankâs Northern Region. In 2025, she joined the OpenWealth team.
Arantza holds a degree in Business Administration and Management from Deusto Business School and an MBA from the University of Deusto. She is certified by EFPA, CISI and DAF, and also holds certifications in Sustainable Investing and Mortgage Credit. In addition, she has completed postgraduate studies in Corporate Banking as well as executive and leadership programs at IE and IESE Business Schools.
Mario started his professional career as a consultant in the Governance, Risk, and Compliance (GRC) area at PricewaterhouseCoopers (PwC), where he acquired expertise in the Anti-Money Laundering (AML) department.
After his time at PwC, he joined OpenWealth at the beginning of the project in 2022, providing wealth consulting services to UHNW clients.
He holds a double degree in Law and Business Administration from the University of Extremadura, a Master’s in Stock Exchange and Financial Markets from the Instituto de Estudios BursĂĄtiles (IEB), and an Excellence Programme in International Financial Markets from the London School of Economics (LSE).
With more than 20 years of professional experience, Rafael has developed his career in the field of real estate management, analysis, and consulting.
He began his activity in ACS in 2002 as Project/Construction Manager responsible for the construction of several high-volume investment buildings: Ciudad Financiera Banco Santander, and Hospital Puerta de Hierro.
In 2007, he joined Banco Santander where he held positions of responsibility related to the analysis and management of the group’s real estate assets.
In 2019, he joined Alantra as head of analysis of several real estate equity and alternative debt funds.
Most recently he worked at A&G as director of Asset Management responsible for the analysis, management, and strategic advice of real estate portfolios of UHNWI clients.
He holds a degree in Civil Engineering from the Universidad Politécnica de Madrid, an EMBA from IESE. In addition, he holds CFA, FRM, and LEED AP certifications.
Luis has experience in quantitative analysis and financial markets. He began his career at Deloitte and subsequently developed his professional expertise at Exus Management Partners, an asset management firm backed by Partners Group. In 2026, he joined OpenWealth as an Investment Specialist.
He holds a degree in Industrial Organization Engineering from Rey Juan Carlos University and a Masterâs degree in Stock Markets and Financial Markets from the Instituto de Estudios BursĂĄtiles (IEB). He is currently a CFA candidate, having successfully passed Level II of the program.
After a period in investment banking, Jaime spent three years managing the equity portfolio of Grupo PSN. In 2021, he joined Singular Bank as an Equity Research Analyst, supporting the Private Banking Advisory team. In 2026, he joined OpenWealth as an Investment Specialist.
Jaime holds a degree in Business Administration and Management from CUNEF and is a CFA Charterholder.
Victoria began her professional career at Junquera Arquitectos and later joined Savills as an Architectural Consultant, where she was involved in feasibility studies for real estate projects. She subsequently spent five years at CBRE as a Senior Consultant within the Capital Markets team, specializing in hotel and data center assets.
Before joining OpenWealth, she served as Lead of Capital Markets at Intrum. Victoria holds a degree in Architecture from CEU San Pablo University and has completed the Real Estate Valuation, Modelling and M&A program at the Instituto de Estudios BursĂĄtiles (IEB).
Carlos began his professional career in 2013 as a lawyer in the Financial and Tax Law department at Cuatrecasas.
He has extensive experience in tax and wealth advisory services for high-net-worth individuals (UHNW clients), executives, artists, and athletes. Additionally, he specializes in the taxation of family businesses and tax advisory for financial sector entities, particularly private equity firms and open- and closed-end investment funds, both domestic and international.
Carlos holds a dual degree in Law and Business Administration from the Autonomous University of Madrid and a Master’s in Taxation and Fiscal Advisory from the Centro de Estudios Financieros. He is a member of the Madrid Bar Association.
With more than 20 years of professional experience, Ignacio began his career in tax advisory services at EY before moving into private banking planning in 2007 at Banco Cooperativo. He subsequently joined Altae, Caja Madridâs private banking division (later Bankia Private Banking), where he served as Deputy Head of the Wealth Planning Department.
In 2017, he joined Andbankâs Wealth Planning team, providing advisory services focused on the tax and financial optimization of large estates, investment structures and vehicles, as well as Multi-Family Office (MFO) services.
Ignacio holds a Law degree and a PhD in Applied Economics from the Complutense University of Madrid. He also holds a Masterâs Degree in Tax Advisory from IE Business School and the EFPA certification. In addition, he is a member of the Madrid Bar Association.
Teresa has built a strong career in corporate finance, corporate strategy and alternative investments. She began her career in 2014 at EY, advising financial institutions on M&A transactions, valuations and due diligence processes. She subsequently joined the Corporate Strategy and Development team at Grupo Mutua Madrileña before moving to Arcano Partners, where she further specialized in alternative investments and private markets.
In 2026, she joined OpenWealth as an Alternative Investments and Private Markets Specialist.
Teresa holds a degree in Business Administration and Management from ICADE and has specialized training in Financial Modeling and Corporate Valuation from the Instituto de Estudios BursĂĄtiles (IEB).
She began her career at Barclays Bank, where she held different positions of responsibility in the Products and Business Development areas and, later, as Director of Planning and Strategy for Barclays Wealth.
She has more than 25 years of experience in developing technology projects related to financial markets for private banking.
In 2015 she joined CaixaBank as head of the Digital Systematics area of Private Banking and in 2018 she became the Chief Operating Officer of CaixaBank Wealth. She holds a degree in Business Studies from Madrid’s Complutense University.
With over 20 years of professional experience, Gabriel has developed his career in the financial sector, holding leadership positions in product development, project management, and management control. He began his professional career at ING in the Financial Planning area and later worked in the Savings and Investment Products team. In 2008, he joined Barclays, where he was responsible for Liability and Investment Products.
In 2015, he joined CaixaBank Private Banking, where he worked on the Product Development team and on the launch of CaixaBank Wealth Management Luxembourg. Since 2020, he has been responsible for Commercial Planning and Management Control for the unit.
He holds an Industrial Engineering degree from Universidad Pontificia Comillas ICAI and an Executive MBA from IE Business School.
Sonia has 36 years of experience in the financial sector, always in the field of Private Banking. She began her career at Banif Bank, managing unit trusts and investment funds.
She joined Privat Bank in 1998 as head of client portfolio management and monitoring. From the year 2000, she joined Banco Inversion in Risk Control, General Intervention (banking liability control), Financial Planning and Reporting, and was head of internal control for consultancy.
In 2007, she moved to the Private Banking arm of Bancaja, working across different areas. After the merger with CaixaBank, she continued to take on more responsibility in private banking. She is certified as an EFPA (European Financial Advisor) and in sustainable investments-ESG by the Pompeu Fabra University.
Cristina began her professional career 27 years ago at Banco Zaragozano, later joining Barclays Bank and, subsequently, Caixabank, where she was responsible for the administration of different offices in Madrid.
In 2019 she joined the Operations department of Caixabank Wealth and, since then, she has performed support and support tasks for clients and private banking managers.
She holds a degree in Business Administration from the Universidad AutĂłnoma de Madrid. In addition, she holds a certification in Financial Information and Advice and a certification in Sustainable Investments from Pompeu Fabra University.
Since joining OpenWealth in 2025, Alejandro has been part of the Operations team.
He holds a degree in Business Administration and Management and a Masterâs degree in Stock Markets and Financial Markets from the Instituto de Estudios BursĂĄtiles (IEB). He has also completed specialized programs in international financial markets at the London School of Economics (LSE) and in finance at Bayes Business School.
NicolĂĄs began his professional career at CaixaBank Asset Management, supporting the Sustainable Investment Department in ESG analysis and the monitoring of sustainability indicators. In March 2025, he joined OpenWealthâs Operations team.
He holds a dual degree in Business Administration and Management and Law from Comillas Pontifical University (ICADE). He is currently completing a postgraduate program in Financial Markets and Stock Exchange at the Instituto de Estudios BursĂĄtiles (IEB).
Marcos began his professional career at Grupo AntolĂn, where he worked as an Investment Analyst. In July 2025, he joined OpenWealthâs Operations team.
He holds a degree in Business Administration and Management from the University of Burgos and has furthered his academic training with a Masterâs degree in Financial Markets and Asset Management from the Instituto de Estudios BursĂĄtiles (IEB). He has also completed specialized coursework in Business Analysis and Valuation at the London School of Economics (LSE) and is currently pursuing advanced studies in Mergers & Acquisitions and Private Equity at the IEB.