This is Caser Asesores Financieros, the company that supports high net worth investors

Caser Asesores Financieros has made a name for itself in Spain as a network to support high net worth investors. It is the responsibility of Caser Valores e Inversiones, which has been operating since December 22, 2017, when it received authorization from the CNMV. Caser Asesores Financieros was created in 2018, responsible for the insurance company and the securities group.

At the helm of the company is Asier Uribeechebarria, general director. Before joining Caser, he was the founder and president of the automated manager Finanbest and, from 2011 to 2015, he was Marketing Director at Banco Sabadell México and Zonal Director in Madrid. Before that, from 2000 to 2010, he was the territorial director and eBusiness director of Banco Guipuzcoano.

“We are a relevant non-bank player in financial advice for personal and private banking clients,” explained Uribeechebarría, which ensures that, as part of a large group with more than 160 years of history, it can offer a long-term financial vision, without the commercial pressure yes on banks. good knowledge in investment management and DNA of innovation that owns us as alternative in the asset management industry”he says.

A complete recommendation

The entity, which started working in Spain in 2018, offers a comprehensive proposal which includes both financial products, open architecture in investment funds and ETFs, fixed and variable income as well as life savings and risk insurance products.

Caser Financial Advisors It is aimed at clients with assets between 100,000 and one million euros and a an average balance of 300,000 euros in financial products. But there is no minimum to become a customer.

Next to Uribeechebarria, it works Anna Achaudeputy director of Caser Valores e Inversiones. With 30 years of experience in the financial sector, he came from Bankinter, where he had various roles, mainly in private banking, and held the position of head of consultancy in the last period. His motto: “I am convinced of the added value that a financial agent provides and committed to training clients, which I believe is critical to success.

The main team is ready Luis Gonzalez de Castejon, commercial director; Raquel García Arribasresponsible for supervisory control; Raul Alemán, director of operations; Javier Puerto Martí, responsibility for investments and Elena Salgueiro, responsible for marketing and communications.

The entity consists of up to fifty consultants who provide service to approx 3,000 customers“to be 10 of which are new additions in the past year, which shows our commitment to expansion and growth for the future,” said the company’s general director.

he is The company’s business volume reached 450 million euros at the end of the first semester. Caser Financial Advisors serving a large part of the geography of Spainincluding Madrid, Barcelona, ​​Valencia, Asturias, Córdoba, Malaga, Seville, Ceuta, Alicante, Las Palmas and Ávila and is working to soon have a presence in the north of Spain.

Your template he has a young figure, with an average of 48 yearsresidents of Madrid and other regional capitals, with at least 10 years of experience in asset management. These are personal and private banking professionals, who come from banks, security agencies and investment companies. “We believe in the human importance of providing the best service to customers,” says González de Castejón, commercial director.

Objectives

Caser Financial Advisors he has very clear goals. Its goal is to reach, within a period of 3 years, 125 financial agents and 1,000 million euros in assets under management. “We want to register a growth of almost 200 million euros this year,” Uribeechebarria concluded.