- 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
- Responsibility
- Transparency
- Integrity
- Innovation
History
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
Javier García
Head of Regulatory Compliance
Elisa Cano
Head of Back Office
Iker Barrón
Chief Executive Officer
Patricia Vara
Chief Financial Officer
Borja Fernández De Vega
Wealth Advisor
Oscar Tejada
Discretionary Portfolios Manager
Jonathan Capelo
Wealth Advisor
Rebeca Cordero
Wealth Sustainability
Mario Catalá
Head of Discretionary Portfolios
Sara López
Back Office Assistant
Fernanda Barbosa
Back Office Assistant
