The entity, specialized in financial advice, arrived in Spain in 2018 and today manages 450 million assets of more than 3,000 clients. Its goal is to reach 1 billion assets under management in three years.
Caser Asesores Financieros has made a name for itself in Spain as a network to support high-net-worth investors. It relies on Caser Valores e Inversiones, which has been operating since December 22, 2017, when it obtained authorization from the CNMV. Caser Asesores Financieros was created in 2018, relying on the insurance company and the securities agency.
At the helm of the firm is Asier Uribeechebarria, general director. Before joining Caser, he was founder and president of the automated manager Finanbest and, from 2011 to 2015, he was Marketing Director at Banco Sabadell México and Zone Director in Madrid. Previously, from 2000 to 2010, he held the positions of territorial director and eBusiness director of Banco Guipuzcoano.
“We are a relevant non-banking player in financial advice for personal and private banking clients,” explains Uribeechebarría, who assures 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 that banks have. ” Have great experience in investment management and a DNA of innovation that positions us like a different alternative in the asset management industry”he states.
Comprehensive proposal
The entity, which began operating 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 who have assets of between 100,000 and one million euros and have a average balance of 300,000 euros in financial products. But there is no minimum amount to be a customer.
Next to Uribeechebarria, he works Anna Achaudeputy director of Caser Valores e Inversiones. With 30 years of experience in the financial sector, he came from Bankinter, where he held different functions, mainly in private banking, and held the position of head of advisory in the last period. His motto: “I am firmly convinced of the added value that a financial agent provides and committed to training clients, something I consider vital to success.
The main team is completed Luis González de Castejón, commercial director; Raquel García Arribasresponsible for regulatory compliance; Raúl Alemán, director of operations; Javier Puerto Martí, responsible for investments and Elena Salgueiro, responsible for marketing and communication.
The entity is made up of up to fifty advisors who provide service to about 3,000 customers“being 10 of them new additions in the last year, which demonstrates our commitment to expansion and growth for the future,” comments the general director of the firm.
He The firm’s business volume reached 450 million euros at the end of the first semester. Caser Financial Advisors serves a large part of the Spanish geographyincluding Madrid, Barcelona, Valencia, Asturias, Córdoba, Málaga, Seville, Ceuta, Alicante, Las Palmas and Ávila and is working to soon have a presence in the northern part of Spain.
Your template has a young profile, with an average of 48 yearsresidents in Madrid and other provincial capitals, with at least 10 years of experience in asset management. These are personal and private banking professionals, who come from banks, securities agencies and investment companies. “We believe in the human importance to provide the best service to customers,” says González de Castejón, commercial director.
Goals
Caser Financial Advisors has very clear goals. Its objective is to reach, within a period of 3 years, 125 financial agents and 1,000 million euros in assets under management. “We want to record growth of close to 200 million euros this year,” concludes Uribeechebarria.
