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).

  • Manager of the Investment Division in BANCO CONDAL (1981-1983).
  • Regional Manager for Catalonia at BANCO PROGRESO (1983-1993).
  • Assistance General Manager of BANCO URQUIJO (1993-1995).
  • General Manager of BANCO SANPAOLO, S.A. (1995-1998).
  • Regional Manager for Catalonia at CAJA DE AHORROS DEL MEDITERRANEO (1998-2001).
  • Chairman of EDM SERVICIOS FINANCIEROS, S.A. A.V. concerned with Wealth Management and Financial Assessment.

Jordi Pascual

Jordi Pascual

Business Development Director

Emi Financial Management
Portfolio Management and IEF investment funds
Analytical Accounting ESADE
IESE Management Development Programme
Budgetary Control and Treasury Manager for Grupo Inmobiliario Confort (1972-1981)

• Treasury manager for  Cadí Concesionaria del Estado S.A (1981-1989)
•Managing Director  of EDM Gestión, S.A. SGIIC (from 1989).
• Managing Director of EDM Servicios Financieros, S.A. AV (from 2006)
• Vice Chairman of EDM Gestión, S.A. SGIIC (2013)
• Business Development Manager EDM Group (2013)

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