Mission
Quality
Offer to our clients the maximum quality services of advice and wealth management from an innovative point of view that to be tailor-made to suit the particular needs of our clients.
Service
Provide an exceptional service and try to improve the expectations of our clients.
Increase your Wealth
Preserve and increase our clients’ wealth over time.
Successful model
Keep showing that our approach is a model of success to follow as it proves the constant growing of our asset volume under management.
Continuous improvement
Persevere into the consolidation and diffusion of our corporate image.
Your goals, our commitment
Offer to our clients the best advice, based on their unique and specific goals with a bespoke wealth management service committed to fulfill their needs.
Excellence
Deliver an exceptional service to our clients with the organization’s commitment to serve with excellence and accuracy.
Preservation
Preserve, increase and transfer wealth over generations.
Values
Independence
Integrity
Innovation
Transparency
Alignment of Interests
Methodology
Team
Service Focus
Excellence
Team
Rafael Alberca, CFA
Managing Director
More than 15 years working in Wealth Management, previously before joining Diaphanum, Rafael served as Managing Partner in Wealth Solutions – attending family offices, family businesses, high net worth individuals and institutions in Spain, Mexico and Central America- and as Chief Investment Officer in Kefren Capital, a single-family office based in Madrid. Rafael is Ms in Financial Markets and Chartered Financial Analyst.
Daniel Cervantes, €FA
Managing Director
More than 20 years working in Wealth Management, previously before joining Diaphanum, Daniel served as Managing Partner in Wealth Solutions – attending family offices, family businesses, high net worth individuals and institutions in Spain and Mexico – and as International Private Banker in Santander Private Banking International.
Fernando H. Estevez Olleros
Managing Director
More than 20 years of experience in legal advice and estate planning. He has worked at Garrigues (Associate of the Financial Taxation Department), Banco BANIF (Director of the Wealth Planning Department) and Andbank España (General Secretary and Executive Director of the Wealth Planning Department).
He holds a degree in Law and Economic and Business Sciences (ICADE E-3) and PDD from the Instituto de Empresa. He is a collegiate member of the Madrid Bar Association and of the Spanish Association of Tax Advisors. He is certified as a European Financial Planner (€ FP) and is a member of the European Financial Planning Association of Spain.
Raúl Ortega Rojo
Managing Director
More than 20 years of experience in financial sector control areas (internal audit at Banco Santander, financial controller and head of Regulatory Compliance at Europe Arab Bank, Branch in Spain …).
Graduate in Law and Business Sciences from the Comillas Ponfificia University (ICADE, E-3).
Álvaro Jabón Gómez
Chief Operations Officer
He has developed his professional career at Banif and Andbank in the areas of Operations, integration and implementation projects in Spain and managing teams.
He has a degree in Business Administration and Management from the University of Seville and a Master’s degree in Banking and Financial Markets from Cajasol Business School.
He is certified as a European Financial Advisor (€ FA) and is a member of the European Financial Planning Association of Spain.
Juan Carlos Riera
Chief Compliance Officer
Rafael Alberca, CFA
Managing Director
More than 15 years working in Wealth Management, previously before joining Diaphanum, Rafael served as Managing Partner in Wealth Solutions – attending family offices, family businesses, high net worth individuals and institutions in Spain, Mexico and Central America- and as Chief Investment Officer in Kefren Capital, a single-family office based in Madrid. Rafael is Ms in Financial Markets and Chartered Financial Analyst.
Daniel Cervantes, €FA
Managing Director
More than 20 years working in Wealth Management, previously before joining Diaphanum, Daniel served as Managing Partner in Wealth Solutions – attending family offices, family businesses, high net worth individuals and institutions in Spain and Mexico – and as International Private Banker in Santander Private Banking International.
Juan Carlos Riera
Chief Compliance Officer
Rafael Alberca, CFA
Managing Director
More than 15 years working in Wealth Management, previously before joining Diaphanum, Rafael served as Managing Partner in Wealth Solutions – attending family offices, family businesses, high net worth individuals and institutions in Spain, Mexico and Central America- and as Chief Investment Officer in Kefren Capital, a single-family office based in Madrid. Rafael is Ms in Financial Markets and Chartered Financial Analyst.
Daniel Cervantes, €FA
Managing Director
More than 20 years working in Wealth Management, previously before joining Diaphanum, Daniel served as Managing Partner in Wealth Solutions – attending family offices, family businesses, high net worth individuals and institutions in Spain and Mexico – and as International Private Banker in Santander Private Banking International.
