Jorge Berruezo
Our culture
LIFELONG ADVISORS
We have assembled a select team of professionals and advisors to deliver the best wealth
and corporate advisory experience to our clients.
OUR MANIFESTO
Building your financial future
We want to change the way people and companies manage their wealth and finance in Spain, in order to be fairer and more accessible, without any commercial bias, seeking a complete alignment of interests with clients. Our work is the result of our corporate culture and collective experience, with more than 20 years in the industry, creating value for our clients and investors. The continuous learning, deep analysis, curiosity and innovation are features that define us.
Ethics, professionality, attitude, approach, effort, hard work, dedication, improvement, commitment, honesty, loyalty, respect, patience, trust, veracity, goals, listening, sacrifice, feedback, planning, motivation, vision, strategy, team, value and passion, are key concepts and human values we share, allowing us a permanent customer care.
OUR TEAM
ABOUT BORJAHe has an excellence academic background and solid knowledge in investment matters, investment projects and financial instruments. He's specialized in direct investment, equities and fixed income, advising several collective investment vehicles and discretionary portfolios.Borja de la Cruz
ABOUT PUNEETHe has specialized in funds and ETFs analyses and selection. He has started the development of his professional career at Cross Capital. He also holds a B.A. in Accounting and Finance by the University of La Laguna (Tenerife) and he can't hide his passion for financial markets.Puneet Vaswani
ABOUT CAROLINAShe is an expert in Digital Marketing and Communication, always aware of the latest digital trends. She joins the team from the Start Up and freelance world, advising several companies on their search engine optimization.Carolina Castellano
VALUABLE RELATIONSHIPS
Cross Capital’s advisors have a proven experience and share the goal of putting clients first.
For us it’s important to attract some of the best talents. For the client, it translates into the confidence of knowing that means access to the experience, knowledge and innovation of a select group of experts.
Providing the attention our clients deserve, is beyond the capacity of any one individually. It requires the combined efforts of a team working together, characterized by the level of engagement and expertise we deliver.
Cross Capital’s team has the talent and experience our clients need to achieve their wealth management and corporate goals.
We’ve been working since 1997 in the main domestic and international financial markets. Cross Capital mantains a close and active relationship with top investment banks, private banking entities, asset management companies, brokers and some prestigous investment boutiques.
Working for prior firms, the team has handled investment portfolios for € 20.000 million AUM and placed a great variety of debt instruments in the capital markets for over € 10.000 million, generating relevant profits. In addition, it has a solid relationship with institutional domestic and foreign investors.
Cross Capital works with an external network of collaborators, who are experimented independent professionals engaged in complementary activities to the financial advisory, as law and tax firms, consultants, banking, etc, who are committed to partnering with our team helping them to drive the success of our advisory mandates.
