Wealth Management

Commercial Team

 

All clients in the discretionary system are provided with a minimum of 2 professionals in charge of their account: a commercial Manager and an Assistant. At times a portfolio manager is added to the team.

The Commercial Manager complies with Investment Guidelines on behalf of the client and undertakes to fulfil the goals pursued by each client represented within the organisation, emphasising our identical interests without conflict. The client manager relation is the cornerstone of individualised wealth management.

It is EDM policy not to make too many changes to these teams unless strictly necessary, therefore these professionals stay with their clients over time adding to the trust and individualised care that we make an essential component of our client relations.

The actual Commercial Team is formed by:

  • Javier Abelló
  • Julio Añoveros
  • María Díaz-Morera
  • Gabriel Fabián
  • Carlos Llamas
  • Jordi Pascual
  • Cristina Ruiz
  • Eduard Tarradellas
  • Fernando Vega
  • Sergi Villalvilla
Gabriel Fabián

Gabriel Fabián

Board Member  

Graduate in Economic Sciences.
P.D.G (IESE).
Financial and Stock Market management  (Central University of Barcelona).
Financial futures and options (MEFFSA and Economists Association).

  • B.A in Economics P.D.G (IESE)
  • Director, Banco Condal Investment Division (1981-1983)
  • Regional Director, Cataluña, Banco Progreso (1983-1993)
  • Deputy General Manager, Banco Urquijo (1993-1995)
  • General Director, Banco Sanpaolo S.A (1995-1998)
  • Regional Director, Cataluña, Caja de Ahorros del Mediterráneo (1998-2001)
  • Director EDM Gestión, S.A SGIIC

Jordi Pascual

Jordi Pascual

Business Development Director

SGIIC. Adviser EDM Holding.
Associate Financial direction EMI.
Management Portfolios and Investment funds IEF.
Analytical accounting ESADE.
Managing development program IESE.

  • Responsible for Budgetary control and Treasury Real estate Group Comfort (1972-1981).
  • Responsible for Treasury for Tunnel of Cadi Concessionaire of the State S. A. (1981 – 1989)
  • Director of EDM Management, S. A. SGIIC (From 1989)
  • Director of EDM Financial Services, S. A. AV (From 2006).
  • Vice-president EDM Gestión, S. A. SGIIC (2013).
  • Business development manager Group EDM (2013).
  • Member of the Board of Administration of EDM Holding from 2017.

Fernando Vega

Fernando Vega

Director

Licenciado en Ciencias Económicas (Universidad Autónoma de Madrid)
M.B.A. (I.N.E.S.E.)
Programa de Dirección (Instituto de Empresa)

• Gestor de Patrimonios y Jefe de Equipo en AB ASESORES (1996-1999)
• Vice president de Gestión de Patrimonios en MORGAN STANLEY (1999-2006)
• Director de Grandes Clientes e Instituciones en la Zona Centro de España de MORGAN STANLEY (2004-2006)
• Profesor del área de Gestión de Patrimonios en el “Master en Bolsa y Mercados Financieros” del Instituto de Estudios Bursátiles (I.E.B.) (desde 2002)
• Director de EDM SERVICIOS FINANCIEROS, S.A. AV. (desde 2006)

Sergio Villalvilla

Sergio Villalvilla

Director

Estudios Empresariales Universidad de Barcelona
Diplomado en Dirección Financiera por la Fundación EMI IQS de Estudios Empresariales
Postgrado en Dirección Financiera por la Universidad Pompeu Fabra

• Ayuntamiento de Caldes de Montbui. Administración (1987)
• Empresa Sagalés, S.A.. Administración. Rble. Facturación y control de personal (1988-1990)
• EDM Gestión, S.A. SGIIC (desde 1990). Miembro del Consejo de Administración desde 2005