Borja Astarloa has worked with ultra-high-net-worth individuals, families and family firms for more than 20 years. With in-depth knowledge of financial markets, he provides clients with strategic advice and holistic strategies, focusing on their financial planning and wealth structuring needs.
Borja began his career with the firm in 1996, managing funds and fixed income, equity and balanced portfolios for institutional and private clients. He then joined the Private Bank in Spain as senior banker, advising individuals, family offices and family businesses on how to structure, manage and monitor their investments. Most recently, he served as Chief Investment Officer for the country, developing new and innovative investment strategies.
Borja holds a degree in Business Administration and Management (E2) from Universidad Pontificia Comillas (ICADE), in Madrid.
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投資產品: • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務,亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險,包括可能會損失投資本金
銀行存款產品(例如支票、儲蓄及銀行貸款)及相關服務乃由摩根大通銀行(JPMorgan Chase Bank, N.A.)提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。