Who we are

Why are we here?

We are a financial advisory firm regulated by the CNMV, founded by lay professionals from leading investment banks.

We advise wealth,
but not like everyone else.

We founded Altum Investment Guidelines to put what we know (economics, finance and wealth management) at the service of our clients, helping them to be coherent in the way they assume the concrete responsibilities of the evangelical management of their wealth.

What are we looking for?

Our goal is to provide investment solutions while seeking solid and stable growth of assets at minimum cost and to apply Catholic principles in each and every one of our investment decisions.

That there is no choice between profitability and integrity.

We are convinced that through investment it is also possible to bear witness, with parrhesia (with audacity and freedom), where the fruit, in addition to economic, promotes the full development of the person.

The Altum Team

Borja Barragán

Married and father of seven children, he has 19 years of experience in investment banking. He is very clear about his professional vocation: to put what he knows how to do (investment, economics and finance) at the service of the apostolate.

After working 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 expanded his training related to the world of faith-consistent investing:

Harvard University (Boston): Sustainable Finance & Investments Program.
Master’s Degree in Family Pastoral Care from the John Paul II Institute.
Social Doctrine of the Church at the Pontifical University of St. Thomas Aquinas of 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.

Jaime Trujillano

Married and father of two daughters, Jaime is a passionate portfolio manager with over 24 years of experience. His aim is to put his knowledge at the service of Faithful Investing.

He has worked in financial institutions such as Urquijo Gestión, Sabadell Asset Management and Julius Baer where he specialized in the management of endowments related to the Catholic Magisterium.
With a degree in Economics and Business Administration from the Universidad Europea, he has always sought to expand and investigate asset management with a long-term horizon, obtaining the following degrees:
– CFA (Chartered Financial Analyst)
– Master in Economics from the Austrian School of Economics, Universidad Rey Juan Carlos, Madrid.
o TFM: Endowments, an alternative to crowdfunding
– Endowment and institutional fund management from IESE Business School
– Master in Financial Management from the Instituto de Empresa.
Combining his financial training with spiritual training to integrate faith in each and every area of his life, he and his wife are currently studying a Master’s degree in Family Apostolate at the Asociación Persona y Familia.

Rocío Acedo-Rico

Rocio has very clear ideas: she seeks to live in coherence with her faith in all areas of her life. 

Having completed 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. 

Rocío, together with Carlos, is in charge of the Ethical and Financial Analysis Team. They are responsible for ensuring that the investment advice provided by Altum not only has an adequate return but also that the investments are consistent with the Social Doctrine of the Church.

Carlos Antón

Two characteristics that define Carlos are perseverance and integrity.

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’s Degree in Stock Exchange and Financial Markets at the Instituto de Estudios Bursátiles (IEB), the Advanced Course in Sustainable Finance at the IEB and specializing in the use of Bloomberg for investment analysis (Bloomberg Market Concepts Program).

Carlos, together with Rocío, is in charge of the Ethical and Financial Analysis Team. They are responsible for ensuring that the investment advice provided by Altum not only has an adequate return but also that the investments are consistent with the Social Doctrine of the Church.

Rocío González

Married and mother of five children, Rocío manages to keep all the gears running smoothly.

Rocío holds a degree in Agricultural Engineering from the Polytechnic University of Madrid. She has worked in consulting for Soluziona (now Indra) and for the Inter-American Development Bank (IDB) in Washington DC, where she lived for five years. With very clear ideas on how to make the most of his professional experience, she joins Altum to put his work capacity, and enthusiasm at the service of others, in the day-to-day running of the operational, accounting and regulatory compliance structure of the entity.

Beatriz Fernández

Beatriz seeks consistency and transparency in everything she does: even if it means swimming against the tide.

Graduated in Law and Business Administration from the Universidad Autónoma de Madrid. Beatriz establishes new ways to make the ethical analysis of companies more complete and enriching.
Always looking for growth and training, she has started the Higher Program in Wealth Management (PSGP) offered by the Foundation of Financial Studies (FEF) to obtain the IEAF and EFPA qualifications.

Patricia Falagan

Passionate about philosophy and humanities, Patricia seeks a shared purpose between her professional life and her life project. She is characterized by her perseverance, positive attitude and enthusiasm.

Graduated in Business Administration and International Relations at the Universidad Pontificia de Comillas (ICADE), during her studies she complemented her business training with humanities through philosophy courses such as the Summer Seminar for the Study of Western Institute at The Phoenix Institute in Vienna.

Patricia is part of the Ethical Analysis Team, where thanks to her great interest in philosophy and humanities she provides a broader and deeper vision of society and helps to develop a more critical and reflective perspective, fundamental to make the analysis of companies more comprehensive.

Nicolás de Asís

Nicolás wants to put his work and skills at the service of the Church and others.

A graduate in Psychology from the Pontifical University of Salamanca (UPSA), Nicolás is responsible for our Altum 100×1 program and a key member of the Ethical Analysis Team. Nicolás is always looking to deepen and develop new skills in order to grow and put his work at the service of Altum and its clients.

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Altum Faithful Investing EAF, SL, a financial advisory company financial advisory company with registration number 219 with the Comisión Nacional del Mercado Securities Market.

We have been recognized as part of the International Network of accredited Social Enterprises.

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