Estabanell Antoni

Outlook Microsoft Office 365 Tealium Mobile Friendly Google Tag Manager Proofpoint

wealth management & asset management wealth management asset management financial planning investment strategies portfolio management discretionary management institutional clients equity funds fixed income funds multi-asset strategies latin american equity european flexible bond high yield bonds savings plans retirement funds sicav management esg policies risk management financial analysis investment advisory tactical asset allocation fund performance financial reporting client relationship management business ethics sustainable investing market analysis investment consultancy financial assets long-term growth diversified portfolios actively managed funds quantitative analysis financial education client-focused solutions trust & transparency investment criteria wealth preservation capital growth global equities spanish equity international equities investment mandates financial obligations tax optimization financial instruments customized portfolios analyst coverage team expertise investment management financial services