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Sergio Miguez, CAIA, FRM, CESGA, EFA. (Founding Partner & Lead Manager)


- Over 20 years of investment experience leading specialized teams of professionals focused in doing Due Diligence on Hedge Funds, Private Equity / Debt, Real Assets, a.o.

- Independent Consultant in the AI space for various Institutions & Family Offices both in Spain & Latam.

- With a Robust Asset & Wealth Management background:

- (2012) CIO Lazard Wealth Management /MD Lazard AM in Spain.
- (2005) CIO Absolute Return Strategies at Sabadell AM
- (2001) MD Atlantico Fondos AM guiding Latam & Domestic Portfolios based on AI.
- (1999) Head of Equities at Allianz Popular AM.
- (1992) Started professional career at Siemens AG in Germany & Spain.

- For +2 decades remains involved in various Research/Educational projects for EFPA (=European Financial Planning Association) where he was Chief Economist & Business Schools like IEB & Escuela FEF (Madrid) or IEF & OBS (Barcelona), a.o.


- Member of the Judging Panel in the IPE Awards for Pension Plans (2018-2021).

- Holder of various financial Designations like Chartered Alternative Investment Analyst (CAIA®), Financial Risk Manager (FRM®) & Certified ESG Analyst (CESGA®), earned a Masters Degree in Portfolio Management from IEB and graduated in Law & Business Administration (E-3) from ICADE in Madrid.

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