WHO ARE WE?
Proaltus® is a Spanish company founded in 2012 under the Single Family Office scheme.
Leveraging the network of suppliers and their alliances, in 2015 Proaltus® positions itself as a Multi Family Office, offering wealth management services with access to global investment opportunities. Its main clients are Latin American, American, and European families.
Proaltus® has managed to establish close relationships with nearly 100 institutional and niche managers in all types of investments.
OUR VALUES
TRUST
TRANSPARENCY
CLIENT
-
CENTRIC
EXCELLENCE
OUR PHILOSOPHY
Comprehensive and
multidisciplinary approach
Independence
Globally consolidated
strategies
Total Confidentiality
Strong and transparent
business ethics
Long-term trust-based
relationships
Exhaustive and professional
analysis
Opportunities and customized
solutions
OUR OBJECTIVES
“We focus on preserving and generating value for our client’s wealth, by investing wisely and putting their interests first.”
Why Proaltus?
• We eliminate conflicts of interest in order to benefit our clients.
• We invest intelligently to preserve wealth and generate value.
• We obtain economies of scale with access to institutional class managers.
• We seek preferential conditions in private equity funds.
• We have access to top-tier managers in all types of investments.
• We focus on monitor, control, and reporting using the best technologies (Masttro, Prodyall).
OUR global TEAM
We have a global team of professionals with extensive experience in wealth management and rigorous ethics in their personal and professional careers. Our Spanish, British, Colombian, and Mexican staff are specialized in Multi Family office services.
DIRECTIVE OFFICE
Marcelo Benitez
CEO & FOUNDING PARTNER
Mr. Benitez has more than 20 years of business experience and finance. He founded the Fidelis International Institute and has worked at Cemex, Boston Consulting Group, and Violy & Company. He is a Public Accountant at ITESM (Monterrey, Mexico) and MBA at Stanford University. He currently participates in multiple Boards in Mexico and Spain. Marcelo has over 20 years in the management and selection of alternative investments.
Administration & Operations
Alberto Milagro
CHIEF OPERATING OFFICER
Mr. Milagro has more than 10 years of experience in private banking, asset management, and financial consulting. He worked at Capgemini Consulting, Axis Corporate, and Banco Espirito Santo. He holds a Degree in Business Administration and Management. Postgraduate from IE Business School.
José María Carbajo
B.D. MANAGER
Mr. Carbajo has been Managing Partner of ETS Asset Management Factory, where he has led the business development and product teams for more than 15 years, in Madrid and London. His extensive experience in the financial asset and wealth management space stems from his previous role at Deutsche Bank. He has a degree in Economics and Business Administration from UCM and a PDD from IESE.
Armando Badillo
OPERATIONS ANALYST
Mr. Badillo has 2 years of consulting experience, becoming a project leader where he has participated in various industries such as food, energy, and real estate development. He is an Industrial and Systems Engineer from TEC de Monterrey and holds an Operations and Logistics certificate from UBC in Vancouver.
María Medina
ADMINISTRATIVE MANAGER
Ms. Medina has 10 years of experience in Administration, C.P., and Treasury at CFE México before joining Proaltus. She holds a bachelor’s degree in CP. And Finance from TEC de Monterrey, a Master’s degree in Banking and Finance from the Francisco de Vitoria University in Spain, and an MBA from TEC de Monterrey.
Kateryna Stetska
OPERATIONS ANALYST
Ms. Stetska has previous experience in the European Venture Philanthropy Association and in the European Parliament in Brussels. She has a double degree in Business Administration and Law. She also has a Master in Law of Banking, Markets, and Financial Institutions at CUNEF in Madrid.
Francisco Tochetti
LEGAL ADVISOR
Mr. Tochetti is a Lawyer and Compliance Officer as well as a Professor in International Taxation at ADEN International Business School. He holds a Master in International Taxation and Postgraduate degree in Corporate Compliance from Centro de Estudios Garrigues in Madrid. International Compliance Certification from CESCOM, homologated by IFCA.
Ana Paula Herrera
MARKETING & COMMUNICATIONS
Ms. Herrera has more than 5 years of experience developing and positioning brands, working for her own multidisciplinary design firm in Mexico. Additionally, she’s worked in B2B marketing & sales for a Spanish tech startup called uSizy. She has a Bachelor’s degree in Architecture from TEC de Monterrey and an MBA from IE Business School.
COUNTRY PARTNERS
Francisco Saavedra
PARTNER SPAIN & UK
Mr. Saavedra has more than 15 years of experience in the financial and real estate sector, as he has worked at Credit Suisse and Banco Santander. He holds a bachelor’s degree in Business Administration and Management and a master’s degree in Economics from the Austrian School.
Mauricio Flores
PARTNER MEXICO
Mr. Flores has more than 20 years of experience in the local and international financial fields. He has previously worked in different institutions such as Citi Private Bank, Invex Inc, and BBVA around the globe. He is an Industrial and Systems Engineer and holds a Law Degree and an MBA from New York University.
Marcelo Canavati
B.D. MANAGER & PARTNER USA
Mr. Canavati has more than 10 years of experience working in the finance industry with Credit Suisse New York and Reyl & Cie in Geneva, Switzerland. He has a Bachelor’s degree in Economics-Finance and an MBA from Bentley University.
Osama Alkhaja
PARTNER MIDDLE EAST
Mr. Alkhaja has over 25 years of experience in Islamic banking, project finance, investment banking, development banking, real estate development, among others. He has worked at Kuwait Finance House as Head of Project Development, where he was actively involved in projects worth billions of USD in energy, petrochemicals, infrastructure, and master plan development.
Jesús Florido
PARTNER MIDDLE EAST
Mr. Florido has more than 10 years of proven success in building effective national, regional and international private-public partnerships in areas including economic development, tourism and governance. He studied political science in Sciences Po and holds a master’s degree from Sciences Po and Ritsumeikan University.
Natalia Shabanova
PARTNER RUSSIA
Ms. Shabanova has more than 10 years of experience in wealth management, having worked at Citibank prior to joining Proaltus, where he managed over 5 billion USD in assets. He holds a bachelor’s in Finance and postgraduate studies at Harvard University.
Santiago Torres
PARTNER COLOMBIA
Mr. Torres has more than 10 years of experience in Wealth Management, serving UHNW and HNW clients. Previously, he worked at Credicorp Capital Colombia in the Private Banking area. He holds a degree in Industrial Engineering from Florida International University.
José Luis Farías
PARTNER MEXICO
Mr. Farías has more than 5 years of experience in asset management and financial analysis and has worked at Grupo Financiero Multiva and KPMG. He has a degree in Financial Management from TEC de Monterrey with a specialty in investment management and financial analysis. He is a certified advisor by the AMIB.
Investment Office
Abraham Cotaina
CHIEF INVESTMENT OFFICER
Mr. Cotaina has 20 years of experience in investment banking. He worked as Director of Fund Research at Poalim Asset Management, an analyst at Tressis, and a financial consultant at Accenture. He has a degree in Industrial Engineering and a Master's in Finance & Investments and Quantitative Finances.
Pablo Ortega
ALTERNATIVES MANAGER
Pablo has 12 years of experience in investment banking and selection of alternative investments in multiple countries working with Credicorp Capital in Colombia, Peru, and Chile, where he participated in the financing of multiple infrastructure projects and M&A transactions for over 500 mm USD. Pablo is an Industrial Engineer at Universidad de los Andes and MBA at IE Business School.
José María Álvarez
PORTFOLIO MANAGER
Mr. Alvarez has 5 years of experience as a Quantitative Analyst and has previous experience working at GBM (Mexico) and KPMG (Spain). He holds a degree in Actuarial Science and Financial Management from ITAM (Mexico City) and a Master’s degree in Data Science for Finance from CUNEF in Madrid.
José Velasco
SENIOR DATA SCIENTIST
Mr. Velasco has more than 10 years of experience in the research and development of advanced mathematical models. He has previous working experience as a consultant in Accenture Telecommunication. He holds a degree in Engineering and a Ph.D. in Advanced Electronic Systems and Intelligent Systems.
Alejandro Abugarade
INVESTMENT ANALYST
Mr. Abugarade has more than 3 years of experience in asset management and financial analysis. He holds a Bachelor’s degree in Financial Management with a Minor in Financial Analysis and Investment Strategies from TEC de Monterrey. Certified advisor by the AMIB.
Juan Rengifo
INVESTMENT ANALYST
Mr. Rengifo has 2 years of experience in investment banking. He has internship experience at Adcap Colombia and Arcano Group in Madrid. He holds a degree in Business Administration with a focus in finance from IE University.
María F. de la Cruz
ALTERNATIVES ANALYST
Ms. de la Cruz has 3 years of experience in consulting and venture capital funds. She studied Economics with a specialty in Finance at ITAM in Mexico City and has certifications from MIT and SDA Bocconi.
Merve Basoz
JUNIOR DATA SCIENTIST
Ms. Basoz has more than 5 of experience in data science, category, and trade marketing management. She holds a degree in Chemical and Biological Engineering from Koc University in Turkey and a Master’s degree in Engineering Business Management from University of Warwick, UK.