Julián Santamaría Gómez

Educational Background

Executive MBA, IE Business School, 2012

Bachelor's in Psychology, Autonomous University of Madrid (UAM), 2007, majoring in Behavioral Finance

Professional Experience

2012-2017: Senior Client Manager, Citi Private Wealth Management

Managed ultra-high-net-worth client portfolios with AUM of $600 million.

Organized annual investment forums and exclusive private salons.

2017-2020: Family Office Advisor, Morgan Stanley

2020-Present: Head of Client Relations, Aurevio Capital

Primary point of contact for top family offices and sovereign wealth funds.

Led a team of 8, specializing in bespoke communication, reporting, and high-end event planning.

Key Achievements

Increased client renewal rate from 75% to 98%.

Added €1.2 billion in AUM in 2022, with an average client satisfaction score of 4.9/5 in surveys.

Beatriz Llamas Arévalo (Head of Client Relations)

"Trust is the bridge, built with sincerity and professionalism for the future."