Óscar Fernández Rodríguez, CFA — Head of Wealth Management · CaixaBank Wealth Management Luxembourg

Óscar Fernández Rodríguez, CFA — Head of Wealth Management · CaixaBank Wealth Management Luxembourg · Luxembourg.

Direct contact

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About

Strategic thinker, analytic and determinating team-player. Finance professional with +10 years of experience in financial markets, investments and investment funds. Knowledge of the markets acquired due to continuous professional and personal development, extended with studies at prestigious universities such as ESADE Business school , NYU Stern School of Business or Harvard Business School. I’m facing the most challenging project of my professional career, I have been closely involved with the launch and development of a bank called CaixaBank Wealth Management Luxembourg , contributed to driving the bank's growth to over 5 billion in AUMs in 5 years. CFA level III passed in 2023

Experience

Head of Wealth ManagementCurrent
Caixabank Wealth Management Luxembourg · Luxemburgo
Oct 2026 – Present
- Executive Committee member. - Responsible for the strategy of the Wealth Management business, leading three teams: Investment Strategy, Client Services and Wealth Advisors (+20 employees). - Business strategy and P&L of the area, translating the Group's ambition into objectives for the Luxembourg teams and the network of international wealth managers in Spain fully dedicated to Luxembourg (+30 employees). - Definition of the client service model by segment, ensuring a consistent level of service across RTO, Advisory and Discretionary Portfolio Management. - Oversight of Investment Strategy, ensuring the alignment of investment views, asset allocation recommendations and investment solutions with the business strategy, client needs and commercial priorities. - Business sponsor of IT developments and transformation projects. - Reporting business performance and strategic priorities to the Executive Committee and the Board of Directors.
Private Banker
CaixaBank · Barcelona Area, Spain
Jan 2019 – May 2020
Activity: Consultancy, Advise, Sales. -Advice and management of a portfolio of 150 clients (UHNWI) -Financial planning in short, medium and long term, portfolios consisting. Achieving an increase in the non-invertible resources of the portfolio by 8% thanks to client capture and good distribution and investment of the invertible resources with a great asset allocation (Private Equity, Fixed Income, Equity, Funds, Hedge Funds, Pension Funds..) -Building relationships with a large number of executive clients. -Analysis and valuation of equities