Capital Strategies Partners the entity founded and led by Daniel Rubio – which celebrates its 20th anniversary this year – is reinforcing its organization by adding Nicholas Burdett as Head of Products & Research. Until January of this year, he was responsible for advising ultra-high net worth clients at Standard Chartered Private Bank in London. His hiring involves the creation of a new role; he will chair the products committee, will be responsible for monitoring the current product offering, communicating with investors and assisting in adapting products to the relevant regulatory, operational and fiscal requirements.
He will report to Daniel Rubio, Partner and CEO. Mr. Burdett, who joins the Madrid office, holds an MA in Modern Languages from the University of Oxford (Lincoln College), a Master in Finance from the London Business School. Furthermore, he is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) Charterholder. He has been involved in Investment Advisory for more than 10 years at leading firms such as Quilvest Wealth Management (Zurich), J.P. Morgan Private Bank and Banque Lombard Odier (Geneva). Married and with a son, he was born in Madrid in 1978, is trilingual and has a dual citizenship: Spanish and Swiss.
“I am very excited about forming part of the great Capital Strategies project. It is the leading fund distribution company in southern Europe with an important pan-European presence and the Americas. Both the quality of the team and the potential that exists to develop new lines of business are tremendously attractive”Nicholas Burdett, CFA
“The appointment of Nicholas with his extensive and diverse professional experience in the financial sector reinforces our commitment to our clients and builds and consolidates our successful expansion in recent years. His knowledge and experience will further establish our presence globally and will be a very valuable asset to attract new businesses throughout our network. “Daniel Rubio, Partner and CEO
Capital Strategies Capital Strategies AV SA, has 20 years of experience of global third party fund distribution in global markets and more than a decade operating in Latin America. The objective of the firm is to identify and select ideas of high added value that fit the needs of financial institutions in local markets. The firm has presence in Madrid, Lugano, Lisbon, London, Lima and Montevideo.