Who We Are?
Our Company
EUROCAPITAL advisors Inc was incorporated in 2003 by a team of professionals with the purpose of providing solutions to high net worth clients who require independent wealth management advice under the highest information security highest confidentiality standards. Our mission is to create, together with you, an investment strategy to optimize the returns on your capital in a safe and efficient way. To reach this goal, we monitor and complement your traditional banks and money managers and coordinate effectively the job of a broad network of outside professionals and specialists who work in the different areas connected to the comprehensive management of our client’s financial wealth, such as legal-tax services, insurance, art, etc.
The family office concept
- Large family groups such as the Rockefeller, Ford or Marriot Families have for a long time been aware of the advantages of managing their wealth from their own family offices made up of professionals chosen and paid by the family to protect the family’s interests, handle relationships with banks and other financial institutions and coordinate the work of the different specialists that participate in the management of their wealth.
- EUROCAPITAL advisors provides family office services as investment adviser to several families (Investment Adviser) who benefit from the compounded experience of a staff of experienced advisors who advise and guide you in the management of your wealth, providing an integrated process of managing and monitoring your investments, similar to the ones used by large family groups.
Structure
EUROCAPITAL advisors, Inc., based in Miami. Subject to examination by the US Securities and Exchange Commission (SEC) as a Registered Investment Advisor.
*Registration of an Investment Adviser does not imply any level of skill or training, or that the Commission has either approved or passed upon the Adviser’s business practices. The oral and written communications of an Adviser provide you with information that you may use to determine whether to hire or retain them. Additional information about EuroCapital is also available on the SEC’s web site at https://adviserinfo.sec.gov/.
Mission Statement
We can summarize our philosophy as follows:
1
Wealth management demands an ongoing, fully integrated planning process.
2
The conflicts of interest and investment risks and costs inherent to the financial industry must be controlled and analyzed.
3
An effective wealth management should be able to select and tap the best operators / managers in the market. No single financial institution can meet a client’s every need.
4
Information access is critical to wealth management.
5
Outstanding personalized service strengthens client relationships.
Patricio Diez R-Valdespino
Mr. Diez became a partner in EUROCAPITAL advisors in January 2003 after serving three years as Vice-President of CSFB’s Private Client Services Practice in Miami, where he was responsible for major clients in Brazil, Spain and Portugal. Prior to that he was Vice-President of Banco Santander International Private Banking Division in Miami, with clients in Brazil. His prior experience includes positions as Director with Bestinver SVB (Acciona Group) in Madrid; Head of the International Department with ABA SVB (Credit Agricole Group), also based in Madrid as well as Paris, and Advisor with London’s Amhurst, Brown, Martin and Nicholson law firm. Mr.Diez holds an MBA in Marketing and Finance from EAP (Ecole des Affaires de Paris) and a Law degree from Madrid’s Universidad Complutense.
Pablo Alonso Aja
Mr. Alonso founded EUROCAPITAL advisors in January 2001, following a seven-year tenure (1995-2001) with Banco Santander International in New York and Miami. From 1998 to 2001 he was in charge of the International Private Banking Practice for Argentina, Chile and Uruguay. Earlier, from 1995 to 1998, Mr. Alonso served as a Private Banker in Miami. He was also Financial Analyst with the Corporate Finance Department of Euroempresa SL a subsidiary of Istituto Bancario Sao Paolo di Torino, in Madrid. Mr. Alonso holds an Master in International Economics and Management from Milan’s Bocconi Business School and a Law degree from Madrid’s Universidad Complutense. He is an expert advisor to family business and was one of the founders of the Chilean Family Business Association and is a member of its advisory board, Mr Alonso is co-founder of the GSG National Advisory Board on Impact Investments in Spain and also works with several philanthropic foundations in Spain and Latin America on the advising on the investment management of its endowments.
Contact
EUROCAPITAL ADVISORS INC customer relationship sumary form
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Disclaimer
The Adviser only accepts Accredited Investors as clients and does not provide Legal, Accounting or Tax Advice. The Adviser only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.
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