The Expertise Behind the Firm
Over 100 years of combined experience in international financial markets, private banking and institutional investment.
Daniel Vegue Domínguez
Chairman & CEOA seasoned executive with over 25 years of experience in private banking and wealth management, with leadership roles at Julius Baer, Credit Suisse and Lloyds TSB. He has led business development, strategic growth and client advisory across Latin America, the U.S. and Europe.
As Co-owner and President of the Board at Atlas Capital Advisors AG, he specialises in independent financial advisory, wealth management solutions and regulatory compliance support. His expertise spans corporate governance, risk management and external asset management, with a strong emphasis on long-term client relationships and ethical business practices.
Daniel holds a B.A. in Finance, Management Information Systems and Business Administration from Saint Louis University (MO, USA) and completed the Fintech Programme at Oxford Saïd Business School. Fluent in English and Spanish, he is a recognised leader in the financial industry.
Juan Carlos Serrano
Managing Partner · Director · COO/CFOA skilled finance expert with a career marked by numerous leadership roles. As Managing Partner, Director and CFO/COO, his responsibilities encompass finance, administration, operations and relationship management.
He previously held significant posts at Crèdit Andorrà Financial Group in Panama and Credit Suisse in Panama and Zurich, along with AXA-Winterthur, focusing on financial management, control and operational risk management. He brings substantial expertise in reinsurance, project management and regulatory standards.
His education includes the Fintech Programme at the University of Oxford and an Executive Master's degree in Corporate Finance from the Institute for Financial Services Zug. He is proficient in four languages — German, Spanish, English and Italian.
Bernhard S. Bleuler
Senior Business Development ManagerA seasoned executive with over two decades of experience in business development and relationship management in the international financial industry, with a strong network among Swiss external asset managers, family offices, institutional investors and banks.
He has held senior positions at LGT Bank, Credit Suisse and SIX Swiss Exchange / Deutsche Börse, consistently driving growth through strategic distribution of investment solutions, product alignment and regulatory expertise. He is known for analytical acumen, persuasive communication and a nuanced understanding of client needs across cultures.
He holds an MBA-equivalent degree in Business Administration from the University of Zurich and advanced certifications including Certified Wealth Management Advisor and Certified Crypto Finance Expert. Bernhard is fluent in German, Italian, English and French.