We advise individuals and families across Spain to help them realize their financial goals.

Paseo de la Castellana, 31
Edificio Pirámide
28046 Madrid

Tel. +34.91.516.1200

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Featured Services

Based on an understanding of your personal needs, a team of dedicated specialists will work with you to deliver integrated solutions for all areas of your wealth plan.


Our views and global network allow us to identify opportunities in the complex financial markets. Your level of engagement can be self-directed, discretionary or a combination based on your preference.

Wealth Planning

We help our clients develop wealth strategies aligned to their personal vision, such as providing for the next generation, changing country of residence or supporting a cause they are passionate about.


We provide guidance on effective balance sheet management, with an emphasis on structuring large and complex loans. Our range of solutions includes lines of credit, as well as art, aircraft and wealth transfer financing.

The Local Team

Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations.

Juan Manuel Soto

Juan Manuel Soto

Managing Director
Head of J.P. Morgan Private Bank, Spain

Borja Astarloa

Borja Astarloa

Managing Director
Investment Team Leader

Connect with us
We look forward to speaking with you about how we can put our local experience and global reach to work for you