AeroLeads people directory · profile
Sergio Miguez, Caia, Frm, Cesga, Efa Email & Phone Number
Founding Partner and Lead Director
at
Alternative Ratings
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Founding Partner and Lead Director
Location
Greater Madrid Metropolitan Area, Spain, Spain
Company size
Who is Sergio Miguez, Caia, Frm, Cesga, Efa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sergio Miguez, Caia, Frm, Cesga, Efa is listed as Founding Partner and Lead Director at Alternative Ratings, a company with 5 employees, based in Greater Madrid Metropolitan Area, Spain, Spain. AeroLeads shows a matched LinkedIn profile for Sergio Miguez, Caia, Frm, Cesga, Efa.
Sergio Miguez, Caia, Frm, Cesga, Efa previously worked as Founding Partner & Lead Director at Alternative Ratings and Alternative Investments Programs at Escuela Fef. Sergio Miguez, Caia, Frm, Cesga, Efa holds Postgraduate, Masters In Portfolio Management (1St Class) from Ieb.
Company email context
Email format at Alternative Ratings
This section adds company-level context without repeating Sergio Miguez, Caia, Frm, Cesga, Efa's masked contact details.
Alternative Ratings
Review company-level records connected to Sergio Miguez, Caia, Frm, Cesga, Efa before choosing the right outreach path.
Profile bio
About Sergio Miguez, Caia, Frm, Cesga, Efa
With +25-years of Investment experience and leader of Teams doing Due Diligence on Alternatives/Private Assets (Private Equity, Private Debt, Hedge Funds, Real Assets, a.o.). In 2018, Sergio co-founded "Alternative Ratings", an Independent Analysis Boutique specialized in Alternative Investments in Private Markets. Alternative Ratings provides top-notch Due Dilligence 360; Consultancy, ESG, Alternative Analytics & Monitoring services. Targets for our Solutions are "Professional Investors" (Family Offices, Endowments, Foundations, Fund Selectors & Private Banks, etc.) mainly based in Spain, Latam, UK & Switzertland.On the other hand, Sergio remains involved in various Research initiatives and Financial Educational projects for various Business Schools like IEB & Escuela FEF (Madrid) and OBS (Barcelona), a.o.
Current workplace
Sergio Miguez, Caia, Frm, Cesga, Efa's current company
Company context helps verify the profile and gives searchers a useful next step.
Alternative Ratings
12 roles · 34 years
Sergio Miguez, Caia, Frm, Cesga, Efa work experience
A career timeline built from the work history available for this profile.
Founding Partner & Lead Director
Current
Mar 2018 - Present
Alternative Investments Programs
Current
May 2022 - Present
Faculty Of Professors & Research Department Member.
Current- Focus on Alternative Investments & Financial Markets/Portfolio Management/Advisory.Examples of Studies Published:
- “Nuevos Modelos de Negocio en Asesoramiento Financiero tras MIFID-II”. IEB_EFPA January 2017. (Study Director & Co-author).
- “New Savings Trends in Spain. A Demoscopic Study”. Aestimatio International Journal of Finance. December 2016.
- “Una nueva hoja de ruta para el ahorro”. Observatorio IEB_Inversión 2014, 2015 & 2016. (Co-authored). http://www.ieb.es/servicios/dept-investigacion/perspectivas-de-ahorro/
Sep 1998 - Present
Chief Economist
Jul 2018 - Jul 2019
Institutional Relationships Manager & Consultant
Responsible for the institutional liaison between EFPA España and the various financial institutions, public administrations & other stakeholders in the financial advisory & financial planning activities throughout Spain.The European Financial Planning Association (EFPA España) is an independent entity, affiliated to EFPA Europe, devoted to the promotion.
Jun 2015 - Jul 2018
Caia Iberia Chapter
Member of the Executive Committee representing the interests of CAIA Members in Iberia (Spain & Portugal). From 2008 - 2013 Sergio was Chair at CAIA Iberia which he co-founded in September 2008.(He was one of the very first to have earned the CAIA designation in Spain back in 2006)
Oct 2008 - Jan 2016
Chief Investment Officer & Managing Director (Lazard Gestión Sgiic)
Chief Investment Officer at Lazard Wealth Management Spain & Managing Director at Lazard Gestión SGIIC.
Apr 2012 - Jun 2013
Cio Absolute Return Investment Strategies - Asset Management
From 2004 - 2009 responsible for investments in AI - Hedge Funds (accumulating a +10-years experience in due diligence, fund picking & portfolios construction).In addition to that from 2009 responsible for various other key institutional portfolios with direct investments under an Absolute Return philosophy. Common feature behind his tenure at Sabadell was.
Mar 2004 - Apr 2012
Managing Director
Atlantico Fondos Sgiic
Top Management position at Banco Atlántico Asset Management with assets increasing from €1.1B to €1.9B in only 3 years. Other significant accomplishments were a centralized expansion and monitoring of Alternative Investments, in particular Hedge Funds for the Wealth Management offshore Units based all over Latin America
2001 - 2004
~3 yrs
Cio Equities Investments
Allianz Popular Asset Management
Sergio took various "front-office" positions while at Allianz Popular Asset Management, formerly known as Sogeval SGIIC (Banco Popular Group). Last and most relevant of them was his responsability as Head of Equity Investments.
1997 - 2001
~4 yrs
Legal & Finance Dep
Various positions in both Legal & Finance Departments always mainly serving as a liaison for international projects between Siemens Units in Germany and Spain
1992 - 1997
~5 yrs
3 education records
Sergio Miguez, Caia, Frm, Cesga, Efa education
Postgraduate, Masters In Portfolio Management (1St Class)
Bs, Business Administration - Bwl
Bachelor Of Laws (Llb), & Business Administration And Management, General, E-3
FAQ
Frequently asked questions about Sergio Miguez, Caia, Frm, Cesga, Efa
Quick answers generated from the profile data available on this page.
What company does Sergio Miguez, Caia, Frm, Cesga, Efa work for?
Sergio Miguez, Caia, Frm, Cesga, Efa works for Alternative Ratings.
What is Sergio Miguez, Caia, Frm, Cesga, Efa's role at Alternative Ratings?
Sergio Miguez, Caia, Frm, Cesga, Efa is listed as Founding Partner and Lead Director at Alternative Ratings.
Where is Sergio Miguez, Caia, Frm, Cesga, Efa based?
Sergio Miguez, Caia, Frm, Cesga, Efa is based in Greater Madrid Metropolitan Area, Spain, Spain while working with Alternative Ratings.
What companies has Sergio Miguez, Caia, Frm, Cesga, Efa worked for?
Sergio Miguez, Caia, Frm, Cesga, Efa has worked for Alternative Ratings, Escuela Fef, Ieb, Efpa Spain, and Caia Association.
How can I contact Sergio Miguez, Caia, Frm, Cesga, Efa?
You can use AeroLeads to view verified contact signals for Sergio Miguez, Caia, Frm, Cesga, Efa at Alternative Ratings, including work email, phone, and LinkedIn data when available.
What schools did Sergio Miguez, Caia, Frm, Cesga, Efa attend?
Sergio Miguez, Caia, Frm, Cesga, Efa holds Postgraduate, Masters In Portfolio Management (1St Class) from Ieb.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial