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About Me

During the last 20 years, I have been a family and corporate wealth advisor for some of the most important Spanish and International financial companies, and now I am doing it from my own company Sassola Partners EAFI. Over the years, I have held positions of responsibility in prestigious firms such as Daiwa Securities, Barclays Bank and Banco Urquijo. Later, I became General Director of UBS Wealth Management in Spain, and Director and President of A&G Agencia de Valores. I have also been involved in setting up several companies, with which I continue to collaborate as a director and/or shareholder. During my career, I have accumulated a wide range of experience about the different needs required by my clients, I am lucky enough to continue to advise many of them. Besides this, thanks to the managerial positions I have held, I have played a leading role in major cultural integration projects (first with the merger between Banco de Progreso and Banco Urquijo, and later with the arrival of a management team from Barclays Bank), as well as in innovations requiring a high degree of empathy and flexibility (setting up Premium, Personal and Private Banking projects in Barclays Bank and Banco Urquijo), in the creation of a strong commercial team for a highly demanding leading global brand (development of UBS Wealth Management in Spain). I have also been involved in resolving the difficulties faced by a company with all the features of a family-owned business (A&G Banca Privada) as it embarked on a growth process similar to that carried out by multinational companies. I have a degree in Economics and Business Sciences from Madrid’s Universidad Complutense and an Executive MBA from the IESE Business School of the University of Navarra. I am certified as Executive Coach by the European School of Coaching, backed by the International Coach Federation. Besides, I am a regular lecturer at the Garrigues Business School and the ESDEN Business School, as well as an occasional speaker at other business schools and corporate events of all kinds. I also assist with the Family Business Chair of the IESE Business School. I live in Madrid with my wife Teresa and our three children.