WHO WE ARE
“Great occasions for serving God come seldom, but little ones surround us daily.”
St. Francis de Sales
Who are we?
We are a financial advisory company regulated by the Spanish National Securities Market Commission, founded by secular professionals from leading investment banks.
We advise on wealth management, but not like all the rest.
We have founded Altum Faithful Investing to place what we know (economy, finance and wealth management) at the service of our clients, helping them to be consistent in the form of assuming the specific responsibilities of the evangelical management of their wealth.
That is why we are here.
What is our aim?
There shall be no need to choose between profitability and integrity.
Our objective is to give investment solutions, at the same time seeking the strong and stable growth of the wealth with minimum cost, applying Catholic principles in each and every one of our investment decisions.
We are convinced that one can also give witness with parrhesia (with courage and freedom), through the act of investing, where the fruit, as well as the economic benefit, promotes the full development of the person.
The Holy Spirit also grants the courage to proclaim the newness of the Gospel with boldness (parrhesia) in every time and place, even when it meets with opposition.
Married and father of seven children, he has 19 years of experience in investment banking. Three years ago he made a decision: to put what he knew how to do (investment, economics and finance) at the service of the apostolate.
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After having worked in investment banking in international entities (Bank of America Merrill Lynch, Royal Bank of Scotland and Goldman Sachs) he founded the first equity investment fund in Spain in Julius Baer that followed the Social Doctrine of the Church: Temperantia.
With a background in Business Administration and Management (ICADE), he furthered his education in the world of faith-consistent investing:
- Harvard University (Boston): Sustainable Finance & Investments Program.
- Master’s Degree in Family Ministry from the John Paul II Institute.
- Social Doctrine of the Church at the Pontifical University of St. Thomas Aquinas in Rome (Angelicum)
- Management of endowments and institutional funds – IESE.
Today, he is the founder of Altum Faithful Investing, a financial advisory firm that follows the criteria of the magisterium of the Catholic Church in each and every one of its decisions.
Rocío has very clear ideas: she seeks to live in coherence with her faith in all areas of her life.
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Having studied a double degree in Business Administration and Management and International Relations at the Universidad Pontificia de Comillas (ICADE), she has decided to further her education in faith-consistent investing and environmentally friendly investments through the Certificate in ESG Investing from the CFA UK. She and Carlos are in charge of the Ethical and Financial Analysis Team. They are responsible for ensuring that the investment advice given by Altum not only has an adequate return but also that the investments are consistent with the Social Doctrine of the Church.
Two characteristics that define Carlos are perseverance and integrity.
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Carlos has decided to apply the analytical skills obtained during his undergraduate studies in Industrial Engineering at the Universidad Pontificia de Comillas (ICAI) to the financial world, taking the Master in Stock Exchange and Financial Markets at the Instituto de Estudios Bursátiles (IEB), the Curso Superior de Finanzas Sostenibles at the IEB and specialising in the use of Bloomberg for investment analysis (Bloomberg Market Concepts Program). He and Rocío are in charge of the Ethical and Financial Analysis Team. They are responsible for ensuring that the investment advice given by Altum not only has an adequate return but also that the investments are consistent with the Social Doctrine of the Church.
Mother of twins and cheerful by nature, Maria is a fundamental pillar of Altum: she supports the entire operational, accounting and compliance structure of the entity, ensuring that Altum complies at all times with the legal and regulatory compliance requirements demanded by the CNMV.