Carlos Romero Riveira

Socio Institutional Investors Director at Azvalor Asset Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
ES
Languages
  • Español -
  • Inglés -

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Spain
    • Financial Services
    • 1 - 100 Employee
    • Socio Institutional Investors Director
      • Sep 2015 - Present

      Somos una boutique de gestión de activos, independiente, española y fundada por un grupo de profesionales con vocación firme de inversión en Renta Variable y en el estilo "Value", características que nos avalan con una consolidada trayectoria profesional. Nuestro objetivo fundamental es maximizar en el largo plazo el retorno de las inversiones. Los fondos que gestionamos son el reflejo de nuestras convicciones personales, consiguiendo una alineación de intereses con nuestros clientes/co-inversores.

    • Spain
    • Investment Management
    • 100 - 200 Employee
    • Institutional Investors Relationship Manager
      • Apr 2007 - Jul 2015

      - Development of relationships with HNWI and institutional clients (fund managers, private bankers, IFA´s, Family Offices, insurance companies, pension plans,…) - Presentation of the group and its strategy - Execution of the Fund manager’s Report - Event management: Annual Conference & Sicavs Meetings Success keys at Bestinver Asset Management: - Accomplishment of the two biggest Spanish Sicavs mergers - Develop a pension fund strategy platform - Improve the quality of the client base

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Oct 2004 - Apr 2007

      - Client portfolio management: full range of bank products, including asset management, financial and risk products and services - Financial and tax system advice - Develop operations to increase the bank margin and create added value to clients - Client portfolio management: full range of bank products, including asset management, financial and risk products and services - Financial and tax system advice - Develop operations to increase the bank margin and create added value to clients

  • Ailant
    • Madrid y alrededores, España
    • Sales Representative
      • Sep 2003 - Sep 2004

      - International markets advisor - Support and expand the client base - International markets advisor - Support and expand the client base

    • Middle Office
      • Feb 2002 - May 2003

    • United States
    • Truck Transportation
    • 700 & Above Employee
    • Billing Customer Service
      • Oct 2000 - Sep 2001

Education

  • IEB
    Master in Stock Exchanges and Financial Markets, Master en Bolsa y Mercados Financieros
    2006 - 2007
  • CUNEF
    Bachelor of Business Administration (B.B.A.), Finance
    1996 - 2000
  • Colegio Retamar
    1985 - 1996

Community

You need to have a working account to view this content. Click here to join now