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Thursday, April 18, 2024

Creand WM hires Estate Planning director from Mirabaud Group

Creand Wealth Management (Banco Alcalá, S. A.) has signed Patricia Franco, who joins from Mirabaud Group, to lead its Estate Planning department

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Patricia has more than 15 years of experience in private banking, most of it as head of Wealth Planning in entities such as the Spanish branch of Mirabaud & Cie and KBL European Private Bankers. Previously, she also worked at Garrigues as a Tax advisor.

Franco holds a degree in Law and a diploma in Business Studies from ICADE – Universidad Pontificia de Comillas. She also holds the EFA certification from EFPA Spain, as well as other certifications in tax and wealth management.

This signing adds to Creand WM’s latest additions in Spain, which include Juan Cocero, as team leader for the private banking division of the Madrid regional office; Carlos Breva, Joaquín Camacho and Carlos Viseras, as private bankers also in Madrid; and Jose Luis Boix, a banker who recently joined the Valencia office.

“We are committed to recruiting talent among professionals with extensive experience and a consolidated track record in order to continue to enhance the quality and personalisation of customer service, and thus accompany our growth plan,” said Marcos Ojeda, managing director for Spain at Creand WM.

Creand Wealth Management’s wealth planning area offers professional advice for the client’s entire wealth with a global vision of assets of different natures.

Patricia is also a European Financial Advisor (EFA).

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