Founded in 2007, PBI Gestión is an independent financial advisory and asset management firm based in Madrid, Spain. It operates as an "Agencia de Valores" (Securities Agency), regulated by the Spanish National Securities Market Commission (CNMV). The company's core mission is to provide personalized wealth management services, including discretionary portfolio management, financial advice, and family office solutions, with a focus on preserving and growing client capital over the long term. They emphasize independence from financial institutions to ensure their interests are aligned with those of their clients.

Founded in

Spain