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Wealth Secur Lawyers

We provide Legal services to protect your wealth

Our Team

PARTNERS

.

CEO

José Mª Alcañiz March

Lawyer jma@wsecur.com  (+34) 609 022 109

Career: Current Positions

    • CEO, Wealth Secur., Spain

    • Lawyer Madrid B.A.R. 62.576

    • Professor in Banking Law. CEF, Spain

    • Secretary of the C.Compliance Committee, Titulización de Activos SGFT SA, Spain

    • Secretary of the C.Compliance Committee, HREIS INNOVA. HINES Group Spain.

    • Secretary of the C.Compliance Committee PHARMACIUS, Spain.

  •  Career Former Positions.

    • Managing Partner Euronext Listing Sponsor Wealth Secur S.L (Spain).

    • Investment Officer in Financial Sector. THE WORLD BANK, IFC, LATAM Washington DC.

    • Financial Services Managing Partner: Crowe Horwath, Spain.

    • Member of the Board, Banque Commercial du Maroc, Attijari Immobilier, Casa Madrid Development, American Appraisal Maroc. Casablanca, Morocco..

    • Financial Counselor: AXA. Spain.

    • Real Estate Appraisal Sales Director: Tasamadrid, Spain

    • Corporate Finance Investment Officer: Cajamadrid, Spain.

    • Retail Banking Regional Manager: Cajamadrid, Spain

EDUCATION

  • 1991 Graduated in Law at the Universidad Autónoma de Madrid,.

  • 1994 Master in General Management at IESE, Madrid.

  • 1999 Certif. International Finance, Georgetown University, Washington DC.

  • Post-graduate legal studies at UC Berkeley, UC-Boulder and Euroforum-INSEAD.

 

COMPLEMENTARY EDUCATION

  •  Corporate Criminal Compliance, ICAM, Spain.
  • Banking and insurance bad practices legal solutions, ICAM, Spain ,
  • Portfolio Management Diploma: AFI, Spain,
  • Investment Funds Strategy: Diploma. AXA Investment Managers, Paris, France.
  • Retail Banking Management: Diploma. Caja Madrid, Spain,
  • Infrastructure Finance Diploma: The World Bank, Washington D.C. , USA,
  • Deal Negotiation Diploma Euroforum, Madrid, Spain,
  • Financial Markets Regulation diploma, ICAM, Spain,
  • Accounting: Diploma GT, Madrid, Spain1
  • Real Estate Appraisal :DS, Madrid, Spain,
  • Retail Banking Management: Diploma Caja Madrid, Spain,
  • Asset Allocation Diploma: AFI, Madrid, Spain,
  • Exotic Options Valuation: Diploma. AFI, Madrid, Spain,
  • Civil Law Litigation: Diploma. Ceura, Madrid, Spain

 

CREDENTIALS

Lawyer at Ilustre Colegio de Abogados de Madrid, (ICAM). Current.

https://web.icam.es

Bar Number: 62.576
Admittance: 01/03/1996

Member of the Board at Club Financiero Genova, Madrid,  Current.

www.clubfinancierogenova.com

Professor on Banking Law at CEF-UDIMA, Madrid, Spain, Current..

https://www.cef.es

Professor of MIFID Products Regulation  at Master on Infrastructure Management at  E.T.S Ingenieros de Caminos Canales y Puertos, (2018)-

Professor of MIFID Products Regulation to MAPHRE legal department staff. (2017).

Conference : “Financial Products sentences of Spanish Supreme Court” Instituto de Empresa, (2016). 

 

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Senior Economist

David Pintor Soria

Economist, dps@wsecur.com, (+34) 615 632 197

Career: Current Positions:

  • Executive Director, Investment Committee Member, Head Investment Management, Fund Manager, FCS Asset Management Ltd (Luxembourg, Ireland, Malta).
  • Senior Advisor,  Alphasights Ltd (UK).
  • Financial Consultant, Company: Gerson Lehrman Group Inc (USA.
  • Iberia Region Senior Advisor,  Pelican Point Investment Group LLC (USA).
  • Senior Advisor,  Fairmont Corporate Finance (Portugal).

Career Former Positions

  • Managing Partner Euronext Listing Sponsor Wealth Secur S.L (Spain).
  • Director Private Banking, Andbank Spain (Spain).
  • Senior Advisor, FCS Group Ltd (Malta, Luxembourg).
  • Director Pivate Banking, Bankinter Bank (Spain).
  • Head of International Equity, Fund Manager and Analyst, Banesto Banca Privada Gestión S.G.I.I.C (Santander Private Banking Gestión S.G.I.I.C Spain).
  • Director Wealth Management, Banesto (Banco Santander Spain) .
  • Member of Board of Directors, Company: Documento Film SICAV (UCITS). Banesto Banca Privada Gestión S.G.I.I.C (Spain).
  • Office Director, Cajamar Caja Rural S.C.C (Spain).
  • Chief Investment Officer, Inversiones Grupo Criserpa Family Office (Spain).
  • Head of Derivatives, Fund Manager, Gestifonsa S.G.I.I.C., S.A. Grupo Banco Caminos (Spain).
  • Government Debt Broker, CM Capital Market Brokerage Madrid (Spain).

 

 

EDUCATION

  • 1999 B.B.A. Major in Economics at the University of Mississippi Business School. Oxford, Mississippi. (U.S.A).

  • 1996 Associate Degree. Northeast Mississippi Community College. Booneville, Mississippi. (U.S.A).

  • 1993 High School Diploma at W. P. Daniel High School. New Albany, Mississippi. (U.S.A).

 

COMPLEMENTARY EDUCATION

  • Advanced Program in Financial and Tax Advising. Centro de Estudios Garrigues for UCB Bankinter Corporate University). Madrid.
  • Advanced Program Expert in Private Banking. Analistas Financieros
    Internacionales (AFI) for UCB (Bankinter Corporate University).. Madrid. Certificate MIFID II by CNMV.
  • Insurance Diploma. ICEA. Madrid.
  • Pension Funds and Investment Insurance Diploma. ICEA. Madrid.
  • Group B Insurance Mediator Diploma. ICEA. Madrid
  • FCA Classes 14 and 10.
  • Course in Financial and Commercial Strategy. Banesto Corporate School. Madrid.
  • Executive MBA (CADE). Fundesem Business School. Alicante. Spain.
  • Doctoral Studies in Financial Analysis. University of Alicante. Alicante, Spain.
  • Master in Financial Derivatives. Valuation, Control and Management of Options and Futures and New Financial Instruments. Institute of Advanced Finance-Options and Futures Institute. Madrid.
  • Master in Finance. Certified EFFAS Financial Analyst (CEFA). Spanish Institute of Financial Analysts (IEAF). Madrid, Spain.
  • Courses in International Trade, Electronic Commerce and Seminar in Game Theory at the University of Mississippi Business School Oxford, Mississippi. (U.S.A).

 

OTHER

    • Professor in Financial Assets, Markets and Strategy. Banesto Bank.

    • Professor of Derivatives Markets in the 4th Banking and Finance Seminar at E.T.S Ingenieros de Caminos Canales y Puertos, Universidad Complutense de Madrid.

    • US Equity Fund “Salmon Prize”. Daily Expansión.

    • Best Private Banker Award. Banesto Bank.

    • Member of the IEAF (Spanish Institute of Financial Analysts).

    • Certificate of Achievement for Academic Excellence. Center for Cultural Interchange Chicago, Illinois.

    • Matlab for Financial Markets

    • Bloomberg, Refinitiv.

 

Wealth Secur Lawyers

Fortuny,3, 4ºd, 28010 Madrid, Spain, jma@wsecur.com