Rothschild & Co ajoute un conseiller clientèle senior à son activité de gestion de patrimoine en Espagne (en anglais uniquement)
Guillermo Moreno Fontaneda joins with immediate effect to meet increasing demand from clients following the launch of Rothschild & Co’s Wealth Management business in Spain in 2021
Rothschild & Co has hired Guillermo Moreno Fontaneda as a Senior Client Adviser to meet increasing client demand as its business expands. He joins from the Swiss bank UBS, where he was a Director and Client Adviser, Private Banking Iberia, based in Zurich and focused on UHNW clients. Prior to that, he worked as Relationship Manager for Mirabaud and Credit Suisse, both in Geneva. A very experienced Client Adviser, Guillermo started his career worked as a Fund Manager for a variety of financial services companies in Madrid, having received his degree in Economics from the Universidad San Pablo CEU in Madrid.
Spain is an important market for Rothschild & Co, where it provides independent advice, discretionary investment management and advisory services to UHNW families, entrepreneurs, charities and foundations. The launch of the Wealth Management business in Spain in 2021 was in line with the group’s strategy to invest in markets where it has an established network and reputation. Since launch, the Wealth Management business in Spain has succeeded in increasing the company's presence and broadening its offering to both existing and prospective clients in Spain, working closely with its Global Advisory business, which has been established in Madrid since 1988.
Hugo Martin, country head for Rothschild & Co’s Wealth Management in Spain, says: "We are extremely pleased with the way that the Spanish Wealth Management business is evolving and how Spanish clients have embraced our long-term investment perspective and ability to offer independent advice. Our success to date allows us to further expand our team in Madrid and support our ambitions for this key market. We are delighted that Guillermo has decided to join the team and are certain that his extensive experience and excellent network will contribute significantly to our continued growth in Spain.”
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About Rothschild & Co, Wealth Management
Rothschild & Co is family-controlled and independent and has been at the centre of the world’s financial markets for over 200 years. With a team of c.3 800 talented financial services specialists on the ground in over 40 countries, Rothschild & Co’s integrated global network of trusted professionals provide in-depth market intelligence and effective long-term solutions for our clients in Global Advisory, Wealth & Asset Management, and Merchant Banking.
Wealth Management offers its clients an objective long-term perspective on investing, structuring and safeguarding assets, to help them preserve and grow their wealth. Asset Management offers innovative investment solutions in a variety of asset classes, designed around the needs of each and every client. We serve a diverse client base from our European offices in France (Paris, Marseille, Lyon, Bordeaux, Toulouse, Aix-en-Provence), United Kingdom and Channel Islands (London, Guernsey, Manchester, Birmingham, Leeds), Switzerland (Zurich, Geneva), Germany (Frankfurt, Düsseldorf), Belgium (Brussels), Italy (Milan), Spain (Madrid), Luxembourg and Monaco as well as from our US office in New York. Wealth and Asset Management assets total some €100 billion.