Alfonso Diaz is a senior wealth management executive with over 20 years of international experience advising ultra-high-net-worth individuals, family offices, foundations, and institutional investors across Europe, Latin America, and the Middle East. He specializes in wealth preservation, investment strategy, asset allocation, tax structuring, estate planning, and cross-border wealth solutions.
Throughout his career at leading institutions including Fisher Investments, Merrill Lynch Global Wealth Management, Banco Santander Private Banking, and independent wealth firms in the DIFC, Alfonso has advised complex portfolios, driven business growth, and led high-performing teams. His expertise covers multi-asset investments, private markets, alternative investments, and bespoke wealth structures across jurisdictions including the UAE, Switzerland, Singapore, and Europe.
Alfonso combines strong commercial expertise with a solid academic background, holding degrees in Law, Finance, and Corporate Taxation, and is a Certified European Financial Advisor (EFA). An alumnus of IESE Business School, he is recognized for his strategic approach, leadership, and ability to deliver independent, transparent, and tailored wealth solutions to successful families and institutions worldwide.