Profil
Gonzalo Rodriguez-Fraile is the founder and had founded EFG Capital Advisors, Inc. in 2007, where he held the title of Chairman of the Board.
He also worked as a Member-Supervisory Board at 2invest AG from 2012 to 2013.
Mr. Rodriguez-Fraile has a graduate degree from the University of Navarra and an MBA from Harvard Business School.
Anciens postes connus de Gonzalo Rodriguez-Fraile
| Sociétés | Poste | Fin |
|---|---|---|
| 2INVEST AG | Directeur/Membre du Conseil | 30/08/2013 |
EFG Capital Advisors, Inc.
EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors offers short-term investments, lower, moderate and higher volatility investments, and customized investment strategies using fixed income and equity securities and mutual funds, and alternative investments such as hedge funds. Client assets invested for the short term may be placed in the EFG Short Term Fund, money market funds, certificates of deposit and/or bank accounts. Clients willing to tolerate volatility are invested in a managed portfolio of assets based on the client's unique investment objectives. EFG's fixed income management includes investments in municipal and government, agency and corporate bonds. The firm utilizes external investment managers offering both index-oriented and actively-managed bond funds, focusing on active management of high-grade fixed income securities. They may incorporate high yield and emerging market fixed income securities and mutual funds into some portfolios. EFG's equity management includes investments in individual equity securities and mutual funds managed by external investment managers. The firm also utilizes index funds or index-based ETFs in its equity portfolios. EFG uses their proprietary asset allocation and rebalancing methodology for discretionary accounts. EFG manages a wide array of primarily private funds that invest in funds-of-funds, hedge funds and other alternative investments. | Fondateur | - |
Formation de Gonzalo Rodriguez-Fraile
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
2invest AG
2invest AG Financial ConglomeratesFinance Operates as an investment holding company primarily investing in biotechnology | Finance |
EFG Capital Advisors, Inc.
EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors offers short-term investments, lower, moderate and higher volatility investments, and customized investment strategies using fixed income and equity securities and mutual funds, and alternative investments such as hedge funds. Client assets invested for the short term may be placed in the EFG Short Term Fund, money market funds, certificates of deposit and/or bank accounts. Clients willing to tolerate volatility are invested in a managed portfolio of assets based on the client's unique investment objectives. EFG's fixed income management includes investments in municipal and government, agency and corporate bonds. The firm utilizes external investment managers offering both index-oriented and actively-managed bond funds, focusing on active management of high-grade fixed income securities. They may incorporate high yield and emerging market fixed income securities and mutual funds into some portfolios. EFG's equity management includes investments in individual equity securities and mutual funds managed by external investment managers. The firm also utilizes index funds or index-based ETFs in its equity portfolios. EFG uses their proprietary asset allocation and rebalancing methodology for discretionary accounts. EFG manages a wide array of primarily private funds that invest in funds-of-funds, hedge funds and other alternative investments. | Finance |
University of Navarra
University of Navarra Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard Business School
Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















