Spain’s insurance group Caser has backed the birth of Caser Asesores Financieros, a network of financial advisers recently registered in the Spanish National Securities Market Commission (CNMV).
Caser Asesores Financieros – to be based in Plaza de la Lealtad in Madrid – is born with the aim of attracting the best financial professionals whose clients seek customised service and integral plannings.
The new financial advisory network will operate following an open architecture model for mutual funds, ETFs, fixed income and equity, as well as life insurances and pension funds of Caser.
Helena Calaforra, director of Caser Asesores Financieros, says: “We have designed a tailor-made model for financial advisers, taking into account both financial and insurance products. We aim at gathering a network of at least 100 financial advisers in five years time and above €1.5bn in assets under management.”
The new advisory service is aimed at clients who have between €100,000 and €1m. “We do not seek to be the biggest one. We want to be the most flexible for meeting both clients and their advisers’ expectations,”explains Ana Achau, Caser Valores and Inversiones Agencia de Valores director.
Gonzalo García Valero, recently appointed, will be responsible for designing the portfolio models to which the advisers will have exclusive access. Ana Pérez del Puerto – head of regulatory compliance and risk control – and José Manuel Martín Rojo – head of operations – have also joined the team.
Caser Asesores Financieros launch has been boosted by Caser Group – born 75 years ago and with some 2.4 million insured – counting also with the support of Inversis Banco for banking services and Finametrix for the technological side.