Amancio Perez

Responsible for developing from inception fund distribution network. Identified prospect clients in each markets and segments (international and local platforms, banks, IAF’s, FoF, pension funds and single/multifamily offices). Prospected with “third party marketers”. Liaised with lawyers and regulators with respect to fund registration and distribution. Organized roadshows and presentations in cities in collaboration with EFPA, the Spanish delegation of the European Financial Planners Association.

Responsible for developing private banking commercial activity in Latam, Swiss Romandie (Hispanic EAM's) and Portugal markets with single/multifamily offices, independent / external asset managers, financial advisors and banks. Promoted the products and all the banking services of the Group, such as global custody, trading solutions, IAM platform, family office services, tailored investment solutions such as Luxembourg Sicav/SFI and Bahamian funds, research, international asset allocation solutions.

Participated in the setting up of a local office in a distribution priority market. Business development and acquisition of clients in Iberia and Latam markets: Negotiated distribution agreements with +50 clients. Liaised with local lawyers and headquarters, as well as local regulators. Developed local support to clients for fund distribution, in the form of one-to-one in order to achieve substantial sales, representing CHF 2Bn AUM. Supervised local sales & marketing team of 5 people.

Responsible for developing from inception fund distribution with Swiss Romandie Hispanic EAM's and entering in Spain, Portugal, Andorra, Chile, Argentina and Brazil. Creation of a substantial and profitable business justifying the opening of a representative office in Madrid, Spain. Liaised with regulators with respect to fund distribution issues. Identified +80 prospect clients in each market. Negotiated and signed +20 distribution agreements with these clients, including a local representative.

Training in London "factory" with fund managers in asset management and marketing support.

Founding member responsible for the sales administration of fund distribution at the newly created company Pictet Asset Management.