Carmen Serrano has joined Atlantia Wealth Management in Switzerland as an Associate, where she will support the commercial and management teams in order to enhance the quality of service and advice to their clients.
The hiring of Carmen reaffirms the independent advisory firm’s commitment to growth, both in Spain and Latin America, where they foresee significant organic growth in the next 18 months, the firm explained to Funds Society.
Carmen Serrano began her career in the financial sector in 2017, having worked for the Bank of Spain and Deloitte (Spain) and more recently for Capital Vision (Switzerland). She holds a degree from Universidad Carlos III de Madrid, a master’s degree in auditing from ICADE, and another in financial advisory from Universidad Politécnica de Valencia.
“We feel fortunate to have Carmen join us. Her energy, passion, and creativity will help us continue achieving the company’s strategic objectives,” said the firm.
Atlantia is a Swiss multi-family office that recently entered Spain in the form of an EAFN to advise Spanish and Latin American families.
The firm was founded in 2021 by Juan Araujo, Alberto Gómez Justo, and Carlos García Práxedes, three equity partners who, after starting their careers at other companies, worked together at Banco Santander in Geneva for over 10 years. There, they covered the Latin American market in various regions, and in April 2021, they decided to establish their own advisory firm to provide comprehensive and independent services to their clients.
