Fernando Hernández, Ifrs-Fsa Credential Email and Phone Number
Fernando Hernández, Ifrs-Fsa Credential work email
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Fernando Hernández, Ifrs-Fsa Credential personal email
With years of experience advising entrepreneurs, families, and individuals, I specialize in delivering independent financial advice that places your goals first. My expertise lies in helping clients navigate complex wealth management challenges, providing a full suite of Family Office services, from investment strategy to multi-generational wealth planning.My experience in sustainability and impact investing enables me to craft resilient strategies that enhance family legacies. Transparency and independence are at the core of everything I do. I offer open-architecture solutions, free from conflicts of interest, ensuring the best decisions are made for you.Are you ready to take your financial legacy to the next level with a trusted, independent advisor?
Insignium Iberia Eaf
View- Website:
- insigniumgroup.es
- Employees:
- 7
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Director Ffoo Services. Independent Advisor. Esg Financial ConsultantInsignium Iberia Eaf Apr 2021 - Present -
DirectorAndbank Wealth Management Dec 2014 - Aug 2020Madrid Y Alrededores, EspañaI am proud to have introduced Sustainability in AWM. The final success was to launch the Global Sustainable Impact Fund, an ESG vehicle with a Best In Class side, but also with impact in SDGs, through direct investments, and Cris Cancer Foundation. Today I can say it was a great success. Integrating ESG in our Clients Portfolios, was another step to our successful caring management, which helped us to be in first quartiles in 3 and 5 years, in our different profiles. During these years we have been able to get a new Private Banking Brand in Spain, a well-known one. Our transparency, with a weekly appearance in Media, our proximity to our clients, always with one Portfolio Manager available, and our conferences, especially in the bad times, has made the miracle of doubling AUMs in five years.Our internal work, always based on Fundamental Analysis of companies, and our own methodologies in equity selection and fund selection, with sustainability bias in both cases, allowed us to be always recognized in the Financial Investment Industry.
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Head Of Asset ManagementBanco Inversis Oct 2001 - Nov 2014Head of Asset Management Unit (HAM). Chief Investment Strategist (CIS)I set up and managed the Research and Advisory Team after the acquisition of Spanish wealth manager Inversafei in 2005. I report to the CIO and have 14 direct reports. The successful goal was to integrate two teams, with a double aim: service to Bankers, and performance. Main activities include: * Macro Strategy and Asset Allocation guidelines * Research and product selection: equity, fixed income and mutual funds desks * Management of discretionary portfolios and advisory to private clients and institutions. Advisory to salesforce (RMs). Head of Equity Team. In charge of Equity Desk: stock picking, sectors and regional allocation. Financial Advising. Relationship management with clients is split between the salesforce (RMs) and Advisory Team. Each team member has its own clients to manage and advice.Equity Analyst Until 2005 I was in charge of European equity stock and sector selection. Reporting to the CIO. Created scoring models that finally became proprietary, based on databases like Bloomberg or Factset -
Portfolio ManagerInversafei Sgiic Apr 1998 - Sep 2001Portfolio ManagerManagement of institutional funds and private portfolios. Reporting to the Head of Asset Management within a team of 15 portfolio managers and equity and fund analysts. In charge of the equity portion of the portfolios. As a manager of private portfolios, I had direct relationship with clients.
Fernando Hernández, Ifrs-Fsa Credential Skills
Fernando Hernández, Ifrs-Fsa Credential Education Details
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Pdg (Programa Dirección General) -
Licenciado En Economía
Frequently Asked Questions about Fernando Hernández, Ifrs-Fsa Credential
What company does Fernando Hernández, Ifrs-Fsa Credential work for?
Fernando Hernández, Ifrs-Fsa Credential works for Insignium Iberia Eaf
What is Fernando Hernández, Ifrs-Fsa Credential's role at the current company?
Fernando Hernández, Ifrs-Fsa Credential's current role is Independent Advisor - Insignium Iberia EAF | Family Office | ESG Financial Consultant | Sustainable Investing IFR FSA Credential | PDG IESE | CESGA®(Certified ESG Analyst).
What is Fernando Hernández, Ifrs-Fsa Credential's email address?
Fernando Hernández, Ifrs-Fsa Credential's email address is fe****@****sis.com
What schools did Fernando Hernández, Ifrs-Fsa Credential attend?
Fernando Hernández, Ifrs-Fsa Credential attended Iese Business School - University Of Navarra, Universidad De Salamanca.
What skills is Fernando Hernández, Ifrs-Fsa Credential known for?
Fernando Hernández, Ifrs-Fsa Credential has skills like Mercados Financieros, Inversiones, Mercado De Capitales, Finanzas Corporativas, Derivados, Acciones, Banca.
Who are Fernando Hernández, Ifrs-Fsa Credential's colleagues?
Fernando Hernández, Ifrs-Fsa Credential's colleagues are Santiago José Gil Mosquera, Fernando Barroso.
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