Valencia Office Recruits Rising Talent as Swiss Bank Expands Regional Presence

A Swiss private bank’s Valencia office added a young professional who earned recognition as a finalist for Citywire Spain’s 2025 Best Underdog Banker award within months of joining.

Sergio Bernal joined Mirabaud in May 2024, bringing fresh perspectives to the four-person team that represents more than 30% of the bank’s wealth management structure across Spain. Luis Capilla, who heads the Valencia office, said additional recruitment continues as the institution seeks professionals aligned with its operational philosophy.

“We are currently recruiting new professionals who align with Mirabaud’s philosophy and values,” Capilla said. “We want them to find an environment within the company that allows them to develop their entrepreneurial spirit.”

Local Expertise Meets International Resources

The Valencia team includes two bankers specializing in high-net-worth individuals, supported by access to the broader group’s resources. The office operates what Capilla describes as a multifamily office model, providing comprehensive services to families, business groups, and family offices.

The banking group’s Spanish operations maintain offices in Madrid and Barcelona alongside Valencia. Teams across these locations coordinate on client solutions while maintaining deep regional market knowledge.

Capilla emphasized combining local understanding with international capabilities. The office draws on global investment platforms, research resources, and specialist expertise while maintaining close client relationships.

“Our strength lies in combining in-depth knowledge of the local market with the support and synergies offered by the international group,” Capilla said.

Three Decades of Relationship Focus

Capilla has worked in financial services for more than 30 years, building his career around wealth management and direct client interaction. His family background in banking and accounting shaped his early connection to the sector.

After studying business administration at the University of Valencia, he focused on developing long-term client relationships. The trust built with families over time distinguishes private banking from other financial services, according to Capilla.

The Valencia office emphasizes sustainability and environmental, social, and governance criteria in investment recommendations. Client relationships prioritize long-term planning over short-term performance metrics.

Recent partnerships have expanded the bank’s service capabilities in Spain. An exclusive agreement with Oquendo Corporate provides merger and acquisition advisory services to private clients and family offices throughout the country.

The institution entered Spain in 2012 and has built presence across multiple cities over the past decade. The geographic footprint provides regional market knowledge complementing international capabilities.

Capilla views competition from established institutions and boutique firms as motivation for continuous improvement. Teams maintain focus on refining service delivery while adapting to evolving client needs and market conditions.