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Ignacio Fernandez Montes CFA C Ad

Gestión Patrimonial Agente Financiero GVC Gaesco / Presidente Delegación Andaluza en IEAF - Instituto Español de Analistas Financieros
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Email: ****s@ieaf.es
Location: Sevilla, Andalucía, España
Current employer: GVC Gaesco
Current title:
Wealth Management Financial Advisor
Last updated: 02/10/2023 15:42 PM
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About

Ignacio Fernandez Montes CFA C Ad is from Sevilla, Andalucía, España. Ignacio is currently Wealth Management Financial Advisor at GVC Gaesco, located in Spain. Ignacio also works as Chairman Andalusian Society at Instituto Español de Analistas Financieros, a job Ignacio has held since Jul 2016. In Ignacio's previous role as a Director Banca Privada Andalucia at GVC Gaesco, Ignacio worked in Sevilla y alrededores, España until May 2020. Prior to joining GVC Gaesco, Ignacio was a Senior Private Banker at Banco Madrid and held the position of Senior Private Banker at Sevilla y alrededores, España. Prior to that, Ignacio was a Team Manager for Andalucia at Barclays Wealth, based in Sevilla y alrededores, España from Sep 2010 to Mar 2012. Ignacio started working as Executive Director Wealth Management Andalucia at BNP Paribas Fortis in Sevilla y alrededores, España in May 2009. From Feb 2006 to May 2009, Ignacio was Head of Private Banking Andalucia at Fortis Bank, based in Sevilla y alrededores, España. Prior to that, Ignacio was a Senior Associate at UBS Wealth Management, based in Sevilla y alrededores, España from Feb 2000 to Feb 2006. Ignacio started working as Junio Client Advisor at BANCO BANIF in Sevilla y alrededores, España in May 1992.

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Ignacio Fernandez Montes CFA C Ad's current jobs
Company: GVC Gaesco
Title: Wealth Management Financial Advisor
Period: May 2020 - Present (5 years, 7 months)
Location: Spain
Title: Chairman Andalusian Society
Period: Jul 2016 - Present (9 years, 5 months)
Location: Sevilla, Andalucia, España
Ignacio Fernandez Montes CFA C Ad's past jobs
Company: GVC Gaesco
Title: Director Banca Privada Andalucia
Period: Jul 2015 - May 2020 (4 years, 10 months)
Location: Sevilla y alrededores, España

Reposicionar GVC Gaesco como gestor de patrimonios independiente de referencia para clientes de banca privada y patrimonial en Andalucía utilizando las palancas: 1.- Gestión fundamental de renta variable y renta fija así como las capacidades de retorno absoluto, 2.- Experiencia en intermediación bursátil como miembro de los principales mercados europeos, 3.- Capacidades y experiencia de Corporate Finance, y 4.- Correduría de Seguros y Pensiones para cubrir riesgos vitales como la longevidad.

Company: Banco Madrid
Title: Senior Private Banker
Period: Jun 2012 - Jul 2015 (3 years, 1 month)
Location: Sevilla y alrededores, España

Reposition Banco Madrid as a wealth manager targeting High Net Worth Individuals and Institutions in Andalucia, build up the team needed to pursuit new strategy and implement a consistent process to take advantage of superior lending capabilities and long term experience in wealth management from BPA Group. Strong focus on Sicav and lending to private banking individuals.

Company: Barclays Wealth
Title: Team Manager for Andalucia
Period: Sep 2010 - Mar 2012 (1 year, 6 months)
Location: Sevilla y alrededores, España

Wealth management and private banking services to Barclays network as well as out of network prospects.

Company: BNP Paribas Fortis
Title: Executive Director Wealth Management Andalucia
Period: May 2009 - Jul 2010 (1 year, 2 months)
Location: Sevilla y alrededores, España

Wealth Management services to HNWI, private banking cross selling to comercial banking clients

Company: Fortis Bank
Title: Head of Private Banking Andalucia
Period: Feb 2006 - May 2009 (3 years, 3 months)
Location: Sevilla y alrededores, España

Wealth Management services to HNWI, private banking cross selling to comercial banking clients

Title: Senior Associate
Period: Feb 2000 - Feb 2006 (6 years)
Location: Sevilla y alrededores, España

Senior client advisor for individual private wealth management clients.

Company: BANCO BANIF
Title: Junio Client Advisor
Period: May 1992 - Feb 2000 (7 years, 9 months)
Location: Sevilla y alrededores, España

Junior client advisor for private wealth management clients

Ignacio Fernandez Montes CFA C Ad's education
Erasmus program exchange student
1989 - 1990
Instituto Español de Analistas Financieros
Certified Enviromental, Social and Governance Analyst
2022 - 2022
Bryan High School
Senior Graduate as an YFU internatinal exchange student
1985 - 1986
CERAM Sophia Antipolis
3 month exchange
1991 - 1992
EOI
Metodo MGC
CFA Institute
CFA Charter
2002 - 2014
EOI
San Telmo Business School
ADEL program Management Leadership Program
2022 - 2022
Instituto Cajasol
Executive Master
1996 - 1997
Colegio Tabladilla de Fomento de Centros de Enseñanza
Bachillerato
1975 - 1985
Facultad de Ciencias Economicas y Empresariales Universidad de Sevilla
Licenciatura
1987 - 1991
Ignacio Fernandez Montes CFA C Ad's top skills
Fixed Income Private Banking Commercial Banking Wealth Management Wealth Management Services Banca privada Capital Markets Asset Management Investment Banking Derivatives Team Management Banca Banking Equities Investments Finance Loans Financial Markets Portfolio Management Financial Structuring
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