Juan began his career in Banking in 1974, when he joined one of the banks that gave birth to the current BBVA. He remained in the sector and within the same group until 2003.
During his time at BBVA, he held important positions such as Director of Corporate Banking in the United Kingdom, Director of Corporate Banking in Portugal, Deputy Director of Private Banking in the English Channel and Area Director in BBVA France.
Juan completed his university studies in 1972 at the Escuela Superior de Ingenieros Industriales and has a degree in Industrial Engineering.
Simon began his banking career in the City of London in 1987. He spent 18 years with BBVA (London, Jersey and Zurich) and a further 5 years with Rothschild Bank (Zurich).
During his banking career Simon has occupied several senior management roles including Private Banking Manager, Legal and Compliance Officer, Head of Internal Control and Group Head of Emerging Markets. He has also been appointed member of the board of directors of a bank and a bank owned trust company.
Simon attended St. Phillips Preparatory School (London), The London Oratory School (London), Birkbeck College of the University of London (London) and the OU Business School (UK). He has been a member of the Chartered Instistute for Securities and Investment since 2000 and sat on their Swiss Board of Admission between 2010 and 2012.
Vasco began his career in the Financial sector in the city of Lisbon in 1994, when he started working as a Broker for Fincor-Sociedade Corretora, SA. In 1997 he went to work for BBVA (Portugal) where he remained for 18 years.
During his career at BBVA he held the position of Dealer in the Lisbon Dealing Room (5 years), Account Manager (2 years), Financial Advisor (3 years and a half) and Manager (8 years). From July 2016 he has been a member of the Board of Directors for Insignium Iberia EAF, S.A.
Vasco graduated from the Universidad Internacional of Lisbon where he completed the higher Course in Banking Management. He later obtained multiple bank certifications by the IFB-Institute of Banking Training, the Euronext Lisbon and the Portuguese Insurance Academy, among others.
Fernando began his career in the Safei Group in 1996, as portfolio manager and head of the fixed income area in Madrid, winning awards for the best investment fund in the various fixed income categories (Expansion Awards) from 1996 to 2000.
After two years as manager of SICAV portfolios at Arcalia (Bancaja’s Private Banking), he joined the investment team at Popular Private Banking. In 2007 and 2008, he was given an AA rating by Citywire for his management of the PBP Medium Term Plus fund, which was one of the best performing funds during the credit crisis.
At the end of 2008, he was recruited by Lombard Odier in Gibraltar, as Discretionary Management Director, Head of Fixed Income and member of the Investment Committee. In 2011, he joined Inverseguros Gestión in Madrid, as Managing Director and Head of Strategy. In mid-2013, he joined Indosuez Wealth Management Europe in Madrid as Investment Manager, focusing on the management of SICAVs and client portfolios.
Fernando has a degree in Economics from the Universidad Complutense de Madrid, where he specialized in the Public Sector and Financial Markets. Master in Portfolio Management and Financial Markets from the IEB, as a teacher of various subjects, he has taught in various postgraduate and EFPA training courses (IEB, Universidad Pontificia de Comillas, Faculty of Economics of Zaragoza, ESCA, the Tax Authority, Association of Economists, etc).
Once our owner, Insignium Wealth Managemernt AG, obtained its license to operate in Switzerland in 2012, Aitor Serodio was one of its first employees. Initially he was hired as an intern and after 6 months he became part of the company’s permanent staff in the position of Administrator.
In 2018, Aitor was transferred to the group’s subsidiary in Spain, Insignium Iberia EAF, S.A., as Administrative Officer. His duties included internal administration, regulatory compliance, commercial communication, social networking, documentation and from 2020, Client Advisor.
Aitor studied in Spain before moving to Zurich in 2012. In Switzerland, he completed various specialist training in banking and finance and in 2020 he obtained the European Investment Practitioner Certification (EIP) from EFPA Spain.