Team
At ESFERALIA CAPITAL we have a complete, complementary and multidisciplinary professional team.
We are a team of 10 professionals operationally distributed in Madrid and San Sebastian.
We have the main European qualifications and training:
EIP | European Certificate in Investment Products |
EFA | European Financial Advisor |
EFP | European Financial Planner |
ESG ESG Advisor
We have two committees
to provide a complete service for our clients
Professional, accessible and personalised advice
Technology
Management System updated daily that provides a panoramic view of the current financial and economic situation of the markets and our clients’ portfolios.
PRIVATE AREA
SECURITY
Cloud servers and privacy protocols guaranteeing confidentiality even in internal management.
CONFIDENTIALITY