The challenging investment market in Marbella is what drives us to strive for continuous improvement.
With this philosophy at its core, MAPFRE Gestión Patrimonial (MGP) has expanded its services to Marbella, bringing its unique brand of personalized financial advice to one of Spain’s most sophisticated markets. We spoke with Alfonso Queipo de Llano, a certified financial advisor and key member of MGP’s Marbella team, about the company’s approach and vision for the region.
What is MAPFRE Gestión Patrimonial (MGP), and what sets it apart from other financial advisory services?
MGP is MAPFRE’s financial advisory division, dedicated to helping individuals, families, businesses, and institutions achieve their savings and investment goals. We stand out for our personalized approach, where understanding the dreams and aspirations behind each investment is just as important as the financial goals themselves.
Our team comprises professionals with an average of 15 years’ experience, hailing from banking, insurance, and wealth management backgrounds. This expertise allows us to offer a global perspective on financial markets. With over €1.3 billion in assets under management, MGP operates in 15 cities across Spain, extending beyond major capitals to areas with less-established financial traditions, such as Marbella.
Why is Marbella such an important market for MGP?
Marbella is unique because of its highly international clientele, many of whom bring sophisticated investment experience from their home countries. This aligns well with our approach to financial management, which combines global expertise with local insights.
MAPFRE already has a strong presence on the Costa del Sol, serving over 730,000 insured clients in the region. Marbella, with its demanding and discerning investors, is a natural extension of our services. This market challenges us to continuously refine our offerings and build strong partnerships with European investment firms operating locally.
What kind of experience does the Marbella team bring to the table?
Our team in Marbella includes myself, Alfonso Queipo de Llano, a certified MIFID II financial advisor with years of experience in leading financial institutions. I’m also a regular participant in discussions on Cadena COPE, one of Spain’s largest radio networks, where I share clear and practical financial insights. We’re also proud to collaborate with Tobias Heyden, a seasoned advisor with 30 years of international experience at institutions like UBS, Credit Suisse, and Citi. Tobias’s deep understanding of international clients’ unique needs, such as tax planning and flexibility in financial solutions, adds immense value to our services.
What services does MGP offer to its clients?
MGP provides a wide range of solutions, from simple market transactions to comprehensive financial planning. These include:
- Investment funds from leading global managers
- Stocks and fixed income instruments
- Unit-linked policies
- Pension plans
- Life insurance
Tailored wealth management, including tax optimization and estate planning
We also offer specialized services for senior clients, which are increasingly in demand among European residents who retire on the Costa del Sol.
How does MGP ensure a personalized and professional client experience?
Our approach is rooted in understanding each client’s unique financial situation and goals. We begin with a thorough needs analysis, followed by tailored recommendations and ongoing support. Clients can trust that every solution is backed by rigorous analysis and tailored specifically to their objectives.
Our services are transparent and come with no additional costs for advisory or follow-ups. This commitment to clarity and trust is a cornerstone of our relationships with clients.
Sustainability is a hot topic in investment. How does MGP incorporate it into its services?
Sustainability is integral to our investment strategies. At MAPFRE AM, our asset management division, we use a proprietary methodology to ensure that environmental, social, and governance (ESG) principles are embedded in every portfolio.
For example, we’ve launched Europe’s first pure biomethane fund, which supports sustainable agricultural practices, and a responsible inclusion fund that invests in companies promoting workplace integration for people with disabilities. These initiatives reflect our commitment to creating positive impacts through investment.
What role does technology play in MGP’s client relationships?
Technology enhances our ability to provide seamless and efficient service. Tools like the MAPFRE Afin app, online brokerage services, digital document signing, and virtual offices give clients real-time access to their portfolios and ensure they remain informed, even when traveling or away from their primary residence.
These digital solutions complement our personalized advisory approach, making it easier for clients to manage their investments while trusting in our professional oversight.
Finally, what advice would you give to potential investors in Marbella?
Choosing the right financial advisor is crucial, and it begins with building trust. We encourage investors to meet with us, learn about our approach, and see how we operate. At MGP, we prioritize transparency and honesty, ensuring clients have all the information they need to make informed decisions about their financial future.
Managing your savings and investments is one of life’s most important tasks, and we are here to help you define and achieve your goals with clarity and confidence.
