Sigma Private Office is proud to announce the latest addition to our team. Alfonso Diaz, a highly qualified and experienced adviser, has stepped into the role of Partner. Alfonso’s multifaceted expertise, cultivated over two decades of the provision of wealth management and investment services, further demonstrates the continued growth and strategic direction of Sigma Private Office.
Alfonso started his private banking career at Banco Santander in Madrid before joining Merrill Lynch as Vice President – Investments. His most recent role was as an Executive Director at Fisher Investments. Alfonso has advised private clients and successfully managed teams of financial advisors in Madrid, Geneva and London, prior to making the move to Dubai.
Alfonso has vast experience and a strong understanding of investment portfolio construction, tax, retirement, and estate planning, as well as financial counselling. He has a professional affiliation and membership to the European Financial Planning Association as a certified European Financial Advisor (EFA).
Alfonso holds a Masters in Finance, a Masters in Corporate Tax from IE Business School and an Executive Leadership Program from IESE Business School.
Remarking on Alfonso’s hire, Managing Partner Danny Williams commented, “We are delighted to have Alfonso join the team. With Alfonso’s extensive experience and expertise, he will undoubtedly contribute significantly to our continued success and growth… Vamos, Alfonso!”
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