Contact us

Google maps

Image Alt

About us

  • Portocolom was founded in 2008 to provide responsible wealth advice to institutions, companies and private investors and help them achieve their objectives.
  • We specialise in the advice, management, design and monitoring of sustainable portfolios, combining traditional financial aspects with sustainable criteria.
  • We adopt a global approach that encompasses the full range of assets and themes.
  • We cover every aspect of sustainable investing, from socially responsible investing, through the analysis and integration of environmental, social and governance (ESG) factors, to impact investing.
Our

Philosophy

We aim to become a benchmark in sustainable investing advice and management. Our business model is therefore founded on the provision of excellent service to all stakeholders (customers, employees, shareholders, providers, the community and the environment), the promotion of best practices, the dissemination of knowledge, and conscious leadership.

Our

Values

  • Independence
  • Dedication
  • Experience
  • Responsibility
  • Transparency
  • Integrity
  • Global commitment
  • Innovation

History

2008

2008

Incorporation of Portocolom Independent Advisors SL

2010

2010

Incorporation of Portocolom Asesores EAFI. Registration with the Spanish Securities and Exchange Commission under number 50

2017

2017

Creation of Portocolom Impacto

2020

2020

Incorporation of Portocolom AV. Registration with the Spanish Securities and Exchange Commission under number 296

Team

Portocolom AV is the group of people who make up the team and its customers.

Daniel Mayor

Wealth Advisor

Ana Guzmán

Head of Investing and Impact

Santiago Igual, CFA

Wealth Advisor

José María Pérez

Head of Advice

Iker Barrón

Chief Executive Officer

Patricia Vara

Chief Financial Officer

Borja Fernández De Vega

Wealth Advisor

Javier García

Regulatory Compliance

Jonathan Capelo

Wealth Advisor

Rebeca Cordero

Wealth Sustainability

Mario Catalá

Head of Discretionary Portfolios

Elisa Cano

Head of Back Office