Carlos Farrás
Managing Partner and Investment Director
Carlos founded DPM Finanzas in 2013.
Previously, he worked for nine years at Barclays Bank, serving as Director of Investments and Deposits for Spain. Prior to that, he was responsible for insurance and investment products and the private banking team director in Madrid (Wealth management).
Before Barclays, he carried out private banking activities at Bankinter and in investment banking at HSBC Investment Bank.
Holding a double degree in Law and Business Administration, he has a Master’s degree in Portfolio Management from IEB, the European Financial Advisor (EFA) accreditation, and EFPA ESG Advisor™ Certification.”
Alfonso Valdivielso
Partner – Commercial Director and Business Development
Alfonso joined DPM Finanzas in 2016.
Since 2009 he has held various responsibilities as senior manager of Barclays Bank. Being the commercial manager responsible for leading the strategic customer segments for Barclays Bank in Spain and Portugal, both in the private banking and business banking.
He previously held different positions of responsibility in the Private Banking segment at Barclays Bank and Lloyds Bank.
Alfonso holds a Diploma in Banking Education Studies from the Banking Higher Council and the University College of Financial Studies (CUNEF), is a Certified Private Banking Financial Advisor by A.F.I., specialist in Banking and Finance from the I.E.B., holds a Master’s in Finance from the Pontifical University of Comillas, and a Master´s from Barna Consulting Group in management skills.
European Financial Advisor (EFA) Accreditation and EFPA ESG Advisor Certification™.
Soraya Benguerrach
Wealth management Director
Soraya JOINED DPM FINANZAS IN 2022.
Soraya has developed most of her professional career in the private banking area of Caixabank, holding various senior positions with a high degree of specialization in Private Banking as a Wealth Managing Director, providing independent advisory services to UHNW (Ultra High Net Worth) clients.
Soraya has a degree in Business Administration, specializing in Finance and in Actuarial Sciences from the Carlos III University of Madrid. In addition, she holds several accreditations and specialized courses, including EFPA certification, a Master’s in Finance from the University of Deusto, a Certificate in Wealth Management from The Chartered Institute for Securities & Investment, and EFPA ESG Advisor™ certification. She also holds a Master’s degree specialized in Private Banking from Pompeu Fabra University in Barcelona and a title of Expert in Financial Analysis from Complutense University of Madrid.
José Antonio Amado
Wealth Management Director
JOSÉ ANTONIO JOINED DPM FINANZAS IN 2023.
José Antonio has developed most of his professional career in the Private Banking division of Banco Sabadell, holding various senior positions within the high-net-worth division.
José Antonio holds a degree in Business Administration from ICADE. He has a Master of Portfolio Management taught by the IEB (No. 1 of the promotion) and a Master of Real Estate Management and Urban Planning by ICADE. Additionally, he holds several accreditations and specialized courses, including the EFPA European Financial Planner certification.
Conrado la Roche
Head of analysis and funds selector
Conrado JOINED DPM FINANZAS IN 2022.
Conrado previously spent 3 years as an independent financial advisor with DPM Finanzas. Later, he pursued his career as a wealth manager at Dux Inversiones and currently serves as a private banker at Singular Bank.
Conrado holds a degree in Law from the Complutense University of Madrid and a Master’s Degree in Stock Exchange and Financial Markets from I.E.B. Additionally, he holds a master’s degree from ISBIF Finance School in Corporate Finance, Private Equity and Value Investing.
Beatriz López
Chief Operating Officer
Beatriz JOINED DPM FINANZAS IN 2021.
Beatriz has more than 20 years of professional experience in financial institutions as team manager and Director of different branches of Barclays in premier locations in Madrid. She has a degree in Business Administration from the European University of Madrid and a Master’s degree in Banking and Finance from the IEB.
