Who we are

Why are we here?

We are a financial advisory firm regulated by the CNMV, founded by lay professionals from leading investment banks.

We advise wealth,
but not like everyone else.

We founded Altum Investment Guidelines to put what we know (economics, finance and wealth management) at the service of our clients, helping them to be coherent in the way they assume the concrete responsibilities of the evangelical management of their wealth.

What are we looking for?

Our goal is to provide investment solutions while seeking solid and stable growth of assets at minimum cost and to apply catholic principles in each and every one of our investment decisions.

That there is no choice between profitability and integrity.

We are convinced that through investment it is also possible to bear witness, with parrhesia (with audacity and freedom), where the fruit, in addition to economic, promotes the full development of the person.

The Altum Team

Borja Barragán

Married and father of seven children, he has 24 years of experience in investment banking. He is very clear about his professional vocation: to put what he knows how to do (investment, economics and finance) at the service of the apostolate.

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After working in investment banking in international entities (Bank of America Merrill Lynch, Royal Bank of Scotland and Goldman Sachs), he founded the first equity investment fund in Spain in Julius Baer that followed the Social Doctrine of the Church: Temperantia.

With a background in Business Administration and Management (ICADE), he expanded his training related to the world of faith-consistent investing:

Harvard University (Boston): Sustainable Finance & Investments Program.
Master’s Degree in Family Pastoral Care from the John Paul II Institute.
Social Doctrine of the Church at the Pontifical University of St. Thomas Aquinas of Rome (Angelicum)
Management of endowments and institutional funds – IESE.

Today, he is the founder of Altum Faithful Investing, a financial advisory firm that follows the criteria of the magisterium of the Catholic Church in each and every one of its decisions.

Jaime Trujillano

Married and father of two daughters, Jaime is a passionate portfolio manager with over 24 years of experience. His aim is to put his knoaledge at the service of Faithful Investing.

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He has worked in financial institutions such as Urquijo Gestión, Sabadell Asset Management and Julius Baer where he specialized in the management of endowments related to the Catholic Magisterium.
With a degree in Economics and Business Administration from the Universidad Europea, he has always sought to expand and investigate asset management with a long-term horizon, obtaining the following degrees:
– CFA (Chartered Financial Analyst)
– Master in Economics from the Austrian School of Economics, Universidad Rey Juan Carlos, Madrid.
o TFM: Endowments, an alternative to crowdfunding
– Endowment and institutional fund management from IESE Business School
– Master in Financial Management from the Instituto de Empresa.
Combining his financial training with spiritual training to integrate faith in each and every area of his life, he and his wife are currently studying a Master’s degree in Family Apostolate at the Asociación Persona y Familia.

Rocío Acedo-Rico

Rocío is deeply committed to living her faith coherently in every aspect of her life.

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She holds a double degree in Business Administration and International Relations from Universidad Pontificia Comillas (ICADE), and has pursued further training in faith-consistent investing and environmentally responsible investment. She has completed the Certificate in ESG Investing from CFA UK and the course on Catholic Social Teaching and Moral Theology at the Universidad Eclesiástica San Dámaso.

In 2024, she was selected as a Delegate at Arete Academy (organized by ADF International), an international leadership program for young professionals committed to defending life, family, and religious freedom in legal, political, and cultural arenas.

Rocío is the Head of the Ethical Research Deparment, she is responsible for ensuring that the investment advice provided by Altum not only has an adequate return but also fully aligned with the Social Teaching of the Catholic Church.

Rocío González

Married and mother of five children, Rocío manages to keep all the gears running smoothly.

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Rocío holds a degree in Agricultural Engineering from the Polytechnic University of Madrid. She has worked in consulting for Soluziona (now Indra) and for the Inter-American Development Bank (IDB) in Washington DC, where she lived for five years. With very clear ideas on how to make the most of his professional experience, she joins Altum to put his work capacity, and enthusiasm at the service of others, in the day-to-day running of the operational, accounting and regulatory compliance structure of the entity.

Beatriz Fernández

Beatriz seeks consistency and transparency in everything she does: even if it means swimming against the tide.

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Graduated in Law and Business Administration from the Universidad Autónoma de Madrid. Beatriz establishes new ways to make the ethical analysis of companies more complete and enriching.
Always looking for growth and training, she has started the Higher Program in Wealth Management (PSGP) offered by the Foundation of Financial Studies (FEF) to obtain the IEAF and EFPA qualifications.

Begoña Osuna

Married and a mother of four children, Begoña strives to serve at work and within her family with consistency.

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Begoña holds a degree in Law and a Master’s in Financial Markets and Stock Exchange from the Instituto de Estudios Bursátiles (IEB).

After 10 years of Marketing experience in multinational companies such as L’Oreal and Estée Lauder, she joined Altum with a strong commitment to developing in Ethical Analysis and delving into the Social Doctrine of the Church.

She and her husband have completed a Master’s degree in Family Apostolate at the Asociación Persona y Familia.

Nicolás de Asís

Nicolás wants to put his work and skills at the service of the Church and others.

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A graduate in Psychology from the Pontifical University of Salamanca (UPSA), Nicolás is responsible for our Altum 100×1 program and a key member of the Ethical Analysis Team. Nicolás is always looking to deepen and develop new skills in order to grow and put his work at the service of Altum and it´s clients.

Marta Hernández

Marta seeks to bring light to society, where faith and finance can go hand in hand.

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Marta has a degree in Law from the University of Navarra and a Master in Management from IESE Business School.

After more than two years of experience in business development and marketing departments of two prestigious international law firms, she is now part of the Ethical Analysis Team where, together with the rest of the team, she contributes to make Faithful Investing a possible alternative for every investor.

Diego Álvarez

Diego wants to put all his gifts to use in his work.

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Diego has a degree in Law and Bilingual Business Administration from the Francisco de Vitoria University. He is a member of the Madrid Bar Association, has a Master’s Degree in Tax Advice from the UNIR, and an Expert Degree in Leadership and Civic Commitment from the CEU San Pablo University in Madrid.

After more than two years of professional experience as a legal advisor in the Congress of Deputies and one year as a tax lawyer, Diego brings his analytical skills to the Ethics Analysis Team to which he belongs.

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EUROPEAN REGIONAL DEVELOPMENT FUND

A WAY OF MAKING EUROPE

Altum Faithful Investing EAF. SL. in the framework of the Icex Next Programme, has been supported by ICEX and co-financed by the European ERDF fund, to contribute to the international development of the company.