Carlos Menés Beoni
Portfolio Management
Mr. Menés previously worked as Senior Investment Advisor at Credit Suisse in Zurich, with expertise in advising ultra-high-net-worth private clients across Mexico, Central America, and Venezuela. Prior to that, he held several trading roles at Banco Santander based in Madrid, specializing in foreign exchange and rates markets. Mr. Menés is a member of the Portfolio Management and Trading Team of Alpen Partners International. He holds a Bachelor of Science Degree in Economics from the Universidad Autónoma de Madrid (UAM) and a Master of Science in Financial Markets from the Instituto de Estudios Bursátiles (IEB) in Madrid. He is also a Certified Wealth Management Advisor (CWMA) in Switzerland. Mr. Menés enjoys traveling, sports, and spending time with his family. He is a Spanish citizen.
Services
Optimized Portfolio Strategies for Wealth Growth
The portfolio management team manages discretionary and advisory mandates across public and private markets. They combine macro insights with deep asset class expertise to build portfolios aligned with each client’s risk profile, liquidity needs, and long-term objectives. Their approach is flexible and open architecture, drawing from a global network of banks, custodians, and investment providers.
Discretionary Accounts
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Advisory Accounts
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Financial Planning
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Get in touch
We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimizing assets and planning for retirement to navigating international opportunities.
Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.
Carlos Menés Beoni
Portfolio Management
