91 563 57 97 | 943 359 027 info@esferaliacapital.com
Your trusted team

Team

At ESFERALIA CAPITAL we have a complete, complementary and multidisciplinary professional team.

We are a team of 9 professionals operationally distributed in Madrid and San Sebastian.

esferalia capital asesoria financiera independiente madrid san sebastian donostia TITULOS

We have the main European qualifications and training:

EIP European Certificate in Investment Products
EFA European Financial Adviso
EFP European Financial Planner
Partner & Managing Director - European Investment Advisor (EIP)

ALFONSO GONZÁLEZ ARTIACH

Partner & Northern Spain Chief Commercial Officer - European Financial Advisor (EFA)

IÑAKI ALABA TRUEBA

Partner & Analysis Manager - European Financial Planner (EFP)

ADOLFO BEAMONTE ANDRÉS

Investment Analyst - European Financial Advisor (EFA)

JONE ZUBILLAGA BERECIARTUA

Head of Administration & Back Office - European Financial Advisor (EFA) - Regulatory Compliance Officer

MAITE MANZANAS MADARIAGA

Izaskun Lizaso Esferalia Capital Asesores financieros independientes
Administration & Back Office - European Investment Advisor (EIP)

IZASKUN LIZASO LETONA

Administration & Back Office - European Investment Advisor (EIP)

PAULA APECECHEA CELAYA

Office Manager

ESPERANZA BALLESTEROS CARMONA

Partner & Managing Director - European Investment Advisor (EIP)

ALFONSO GONZÁLEZ ARTIACH

Degree in Business and Economics from the University of the Basque Country. Master in e-Business from ICADE. He holds the EFPA Certificate – European Investment Practitioner (EIP).

He began his professional career in 1998 at the Bestinver Group for 6 years developing work as a financial analyst for Spanish equities in the food and telecommunications sectors. Later, he was part of the sales team for institutional clients of Bestinver S.V, S.A. and finally an executive of large accounts within Bestinver Gestion SGIIC.

In 2003 he joined the development of a business project in the sports sector as a financial controller with additional marketing and start-up tasks.

In 2005 he joined the N+1 Group in the Wealth and Strategic Clients area, where he worked for 5 years advising family business groups on wealth management.

Since 2010 he has been a founding partner and Managing Director of Esferalia Capital EAF and a member of its Investment Committee.

Partner & Northern Spain Chief Commercial Officer - European Financial Advisor (EFA)

IÑAKI ALABA TRUEBA

Graduated in Law from the University of the Basque Country, studies that he combined with his time as a professional soccer player in the First Division of the Spanish League for 9 years.

Master’s in business management (MBA) from the University of Deusto. Advanced Course in Taxation given by the Gipuzkoa Chamber of Commerce. He holds the European Financial Advisor Certificate (EFA).

Iñaki has developed his professional career at Bankoa for 8 years working as a sales manager, office manager and head of the partner network. In 2006 he joined Credit Agricole where he worked for 12 years as an Asset Manager, Director of the Head office in San Sebastian and a Broker.

In 2018 he joined Esferalia Capital EAF as Commercial Director of the Northern Zone and is a member of its Investment Committee.

Partner & Analysis Manager - European Financial Planner (EFP)

ADOLFO BEAMONTE ANDRÉS

Degree in Economics from the University of Navarra. Master in Banking and Finance from the Centro de Estudios Garrigues with a specialisation in Private Banking and Asset Management. Business Valuation Program by the Institute of Stock Market Studies (IEB). He has developed his professional career at Banco Banif.

In 2011 he joined Esferalia Capital EAF as a Financial Advisor and is a member of the Investment Committee of Esferalia Capital EAF.

Investment Analyst - European Financial Advisor (EFA)

JONE ZUBILLAGA BERECIARTUA

Degree in Economics from the University of the Basque Country. Master’s in business management (MBA) from the University of Deusto and Postgraduate in Asset Management and Private Banking from the University of the Basque Country. She holds the European Financial Advisor Certificate (EFA).

Jone began her professional career at PwC as a Consultant in the area of Financial Advice and Corporate Transactions.

In 2004 she joined a business project in the textile sector as Financial Director, until 2019 when she became part of a holding company as a Management Consultant.

Since 2020 she has been an Investment Analyst at Esferalia Capital EAF.

Head of Administration & Back Office - European Financial Advisor (EFA) - Regulatory Compliance Officer

MAITE MANZANAS MADARIAGA

Graduate in Humanities-Business at the University of Deusto. She is a specialist in financial accounting.

She holds the European Financial Advisor Certificate (EFA).

She has been responsible for the management of accounting, taxes, collection and payment management in various companies.

In 2014 she joined Esferalia Capital EAF where she is the Head of Administration and Back Office and responsible for Regulatory Compliance.

Administration & Back Office - European Investment Advisor (EIP)

IZASKUN LIZASO LETONA

Graduate in Humanities-Business at the University of Deusto (Finance Specialty). She holds the EFPA Certificate – European Investment Practitioner (EIP).

She developed her professional career at Bankia in the area of personalised financial advice for investment products, deposits, Asset products, mortgages, bank guarantees.

In 2018 she joined Esferalia Capital EAF in the Administration department.

Administration & Back Office - European Investment Advisor (EIP)

PAULA APECECHEA CELAYA

Degree in Journalism from the University of the Basque Country. She holds the EFPA Certificate – European Investment Practitioner (EIP).

 After a few years in various media companies, she developed her professional career in the back office and production areas of a company in the textile industry with an international reach.

 In 2019 she joined Esferalia Capital EAF in the Administration department.

Office Manager

ESPERANZA BALLESTEROS CARMONA

She has studies in Secretarial work and Administration. She developed her professional career at Santander Bank as an administrative receptionist for 7 years.

In 2017 she joined  Esferalia Capital EAF as Office Manager.

We have two committees

to provide a complete service for our clients

Investment Committee Esferalia Capital
Client Committee Esferalia Capital

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.

icono tecnologia esferalia capital asesoria financiera madrid donostia san sebastian españa familias empresas PRIVATE AREA

Private area with all the information of your portfolio, in an aggregated and personalised way. In addition, we send a monthly summary report with activity and progress for easy and detailed monitoring.

icono seguridad y confidencialidad esferalia capital asesoria financiera madrid donostia san sebastian españa familias empresas
SECURITY

We consider confidentiality to be something essential and therefore we process our clients’ data with increased security measures. Cloud servers and privacy protocols guaranteeing confidentiality even in internal management.

Confidencialidad Tecnologia Esferalia Capital
CONFIDENTIALITY

Maximum security in management and information systems through antivirus, firewalls and first-level audits in strict compliance with current regulations.