Team

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format_quoteFINLETIC has arisen from the union of two very different worlds, the world of technology and the world of asset management. The four founders, as well as the rest of the team, have extensive experience in both sectors. We consider that the future of asset management involves the unification of both worlds and this is why Finletic was born.format_quote

Rafael Juan y Seva Chairman

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Managing Partner of Wealth Solutions, EAF, member of boards of directors and family firms advisory councils, as well as delivering lectures and seminars at various universities. He has more than 25 years’ experience in the financial sector.

Borja Durán, CFA, CAIA Founder

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Founder and CEO of Wealth Solutions, EAF and member of family and family investment committees and family offices on a global level. CFA, CAIA, Manager of Wealth Management (IEB) and Author of the book Gestión del Patrimonio Familiar (Lid).

Jorge Coca Founder

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Founder and General Manager of Wealth Solutions, EAF and member of family and family investment committees and family offices on a global level. EFPA, Family Governance, Wharton (USA), Boston Family Firm Institute (USA) and Deputy Manager of Wealth Management (IEB).

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FINLETIC CAPITAL SGIIC, SA, is registered with Spanish Fiscal Identity Number, CIF A-87878823, and is recorded in the Madrid Commercial Registry in volume 35.927, folio 151, section 8, Page M-645541 and in the register of the Spanish National Securities Market Commission (Comisión Nacional del Mercado de Valores) under nº 257.

Investment in financial instruments involves financial risks that such be assessed by the clients before they are undertaken. Finletic will only include in your portfolio products suitable to your risk profile. To this end, Finletic will obtain the necessary information on the knowledge and experience of the client, its financial situation and its investment objectives, so that the entity can design the investment policy most in line with its interests. However, the price or value of an investments depends on the fluctuations in the financial markets, which are beyond our control. Investors must be aware that the historic profitability of any investment does not constitute any guarantee of future results and, depending on the type of investment, the investor might lose part or all of the capital. If you have any doubts as to the risks involved in your investment, we invite you to visit the section of our website and, if you still have any questions regarding the risks of your investment, you can contact our team through any of the channels you will find in the de nuestra web y, si aún así tiene alguna pregunta sobre los riesgos de su inversión, puede ponerse en contacto con nuestros profesionales a través de cualquiera de los canales que encontrará en la sección section.

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