About Capital Strategies

“We have over 20 years of experience in client acquisition and retention in the asset management industry.”

Who are we?

Capital Strategies Partners is an independent securities agency regulated by the CNMV (registry number 230) specialized in the search for talented managers for local distribution.

Our know-how, experience and ability to cross-sell represent a turnkey solution for those managers without a local sales force. At the same time, qualified investors see CSP as a source of investment ideas that complement and facilitate investment decision-making by institutions.

CONTACT

Our Headquarters is located in Madrid, with Business partners in Lima, Lisbon, Lugano, London, Milan, Netherlands, and Paris, we develop comprehensive business plans based on branding, product adaptation, marketing, sales, and customer service for those managers who want to outsource their area of sales and focus on asset management.

Our team

CSP is a company formed by a team of 24 professionals with extensive experience in the financial market, enthusiasm and committed to a philosophy of each manager that you represent. The company makes available to the managers more than 330 relationships with eligible counterparties consolidated throughout these 20 years of experience.

Daniel Rubio, CEO

The financial sector has always been my passion, and proof of this is that I started working in it at the age of 18, going through BCH, Dresdner Bank or Banco Urquijo while studying at university. Once I obtained a Bachelor of Business Administration from the Complutense University of Madrid, I participated in the launch of Banco Banif Banqueros Personales, being the youngest member of the team. I then worked at Credit Suisse until 2000, when we founded Capital Strategies, holding the position of CEO until today. During these years, Capital Strategies has reached important milestones, such as becoming a Securities Agency, the opening of offices in Europe and Latin America to provide international coverage to all our clients and the intermediation in numerous operations with a value of more than 5,000 million Dollars.

Madrid

Ignacio Pérez

Partner, Director, COO

Cristina Rubio

Partner, Senior Relationship Manager

Javier Rubio

Partner, Director Country Head

Borja López

Partner, Senior Relationship Manager

Marta del Palacio

CICO. Office Manager

Antonio Nogal

Operations Deputy

Ana De Miguel

Operations & Invoicing

Javier Cavestany

Relationship Manager

Carmen Garcia

Relationship Manager

Ángela Mingo

Relationship Manager Jr.

Paloma Vega

Relationship Manager Jr.

Isabel Campillo

Relationship Manager Jr.

Lima – Business Partner

Jorge Velarde

Partner

Lisboa – Business Partner

Pedro Costa

Partner

Tatiana Monteiro

Relationship Manager

Leonardo Lombardi

Relationship Manager

Lugano – Business Partner

Riccardo Milan

Partner

Paolo Svetlich

Head of Retail Business

Luisa Greselin

Head of Institutional Business, Italy & Ticino

Giulia Mazzocchi

Relationship Manager

Johana Robles

Sales and Operations

USA & LATAM Offshore

Jorge Benguría

Partner US / Latam & Special Projects Advisor

Londres – Business Partner

Stephen Sullivan

Partner

Países Bajos – Business Partner

Stef Bogaars

Stef Bogaars

Partner

París – Business Partner

Olivier Guichard

Partner

Aviso importante

Capital Strategies Partners, A.V., S.A. (CSP) ha sido informada de que personas físicas están recibiendo llamadas y correos electrónicos en lo que se utiliza fraudulentamente el nombre de CSP, llegándose a reproducir membretes, sellos y firmas falsas de CSP. En algunos casos dichas comunicaciones incluyen recomendaciones de compra de acciones o incluso documentos contractuales y solicitud de pago.

Frente a estas acciones fraudulentas, CSP  ha puesto en marcha una serie de actuaciones:

  • Comunicación de los hechos a la Comisión Nacional del Mercado de Valores.
  • Denuncia ante la Unidad Central de Ciberdelincuencia de la Comisaría General de la Policía Judicial.
  • Comunicación a la Agencia Española de Patentes y Marcas.

Si usted recibe un correo electrónico o es destinatario de otro tipo de comunicación en la que se le proponga inversiones en instrumentos financieros, se solicite información confidencial, económica o personal, números de cuenta o se le inste a suscribir contratos o facilitar cualquier otro tipo de datos, rogamos que, por favor, lo pongan en nuestro conocimiento o directamente se ponga en contacto con la CNMV o, en su caso, con el organismo supervisor local si las acciones no se produjesen en España, para así tener la seguridad de que el remitente se trata de una persona autorizada, registrada y supervisada. Podría tratarse de un intento de fraude suplantando la imagen de Capital Strategies Partners A.V., S.A.

Capital Strategies Partners, A.V., S.A. (CSP) has been informed that individuals are receiving calls and e-mails fraudulently using CSP’s name, including the reproduction of CSP’s letterhead, stamps and forged signatures. In some cases these communications include recommendations to purchase shares or even contractual documents and requests for payment.

In response to these fraudulent actions, CSP has taken a number of steps:

  • Notification of the facts to the National Securities Market Commission (CNMV).
  • Complaint to the Central Cybercrime Unit of the General Commissariat of the Judicial Police.
  • Notification to the Spanish Patent and Trademark Agency.

If you receive an e-mail or are the recipient of any other type of communication proposing investments in financial instruments, requesting confidential, financial or personal information, account numbers or urging you to sign contracts or provide any other type of data, please bring it to our attention or contact the CNMV or, where applicable, the local supervisory body if the actions do not take place in Spain, in order to ensure that the sender is an authorised, registered and supervised person. This could be an attempt to defraud by impersonating Capital Strategies Partners A.V., S.A.