Francisco Julve Lanuza Cfa, Caia, Cesga

Head Of Third Party Products at A&G

Francisco Julve Lanuza has a diverse work experience in various industries. Francisco began their career as a Project Engineer at MOVUS, where they worked on mobility and transport projects. Francisco then worked as a Consultant Engineer at the Universidad Politénica de Valencia, participating in transportation and logistics projects. Francisco then joined GVC Gaesco as an Investment Analyst, where they provided investment analysis and advised clients on securities trading. Francisco later became a Partner at FoodMania SL - La Patateria, focusing on business development and financial management.

In 2015, Francisco joined A&G as a Mutual Fund Analyst, analyzing funds for use in A&G portfolios and providing recommendations to private banking clients. Francisco then served as the Head of Fund Selection and Head of Third Party Products, overseeing the analysis, selection, and servicing of investment products for A&G. Francisco has attained the credentials of CFA, CAIA, and CESGA throughout their career.

Francisco Julve Lanuza, CFA, CAIA, CESGA has a diverse education history across finance, engineering, and transportation. Francisco obtained their CFA charterholder qualification from the CFA Institute in 2022. In 2016, they earned an MSc in Portfolio Management from IEB, specializing in finance. Prior to that, they completed an MSc in Finance and Markets at Fundación de Estudios Bursátiles y Financieros in 2014. In 2013, Francisco earned a Master's Degree in Transportation, Land, and Urban Development from Universitat Politècnica de València (UPV), focusing on transportation and urban development.

Before shifting their focus to finance and transportation, Francisco pursued a civil engineering education. From 2007 to 2008, they participated in the Civil Engineer - Master Program at KTH Royal Institute of Technology. Francisco also obtained a Bachelor's degree in Civil Engineering from Universitat Politècnica de València (UPV) in 2007.

Francisco has multiple certifications in addition to their educational achievements. These include their CAIA charterholder qualification from the CAIA Association in 2021 and their CESGA (Certified Environmental, Social and Governance Analyst) certification from The European Federation of Financial Analysts Societies (EFFAS) in 2020. Francisco also holds certifications such as Certified European Financial Analyst (CEFA) from EFFAS, European Financial Advisor (EFA) from the European Financial Planning Association (EFPA), and HSK1 Chinese Proficiency Test from Hanban Confucius Institute Headquarters. Furthermore, they have completed the First Certificate in English (FCE) from the University of Cambridge and the Grau Mitjà de Coneixements en Valencià from the Generalitat Valenciana - Education department.

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Timeline

  • Head Of Third Party Products

    September, 2023 - present

  • Head Of Fund Selection In A G

    June, 2020

  • Mutual Fund Analyst

    August, 2015