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TEAM
Professional Team
Over 100+ years combined experience in financial markets
Daniel Vegue Domínguez
Chairman and CEODaniel Vegue Domínguez is a seasoned executive with over 25 years of experience in Private Banking and Wealth Management, holding leadership roles at Julius Baer, Credit Suisse, and Lloyds TSB. Throughout his career, he has led business development, strategic growth, and client advisory services across Latin America, the U.S., and Europe.
Currently serving as Co-owner and President of the Board at Atlas Capital Advisors AG, he specialises in independent financial advisory, wealth management solutions, and regulatory compliance support. His expertise spans corporate governance, risk management, and external asset management, with a strong emphasis on fostering long-term client relationships and ethical business practices.
Daniel holds a B.A. in Finance, Management Information Systems, and Business Administration from Saint Louis University, MO, USA, and has completed the Fintech Program at Oxford Saïd Business School. His extensive professional training includes leadership, advanced sales, negotiation, and strategic management programs from top institutions. Fluent in English and Spanish, he is a recognized leader in the financial industry, leveraging his global network and deep market knowledge to drive growth and innovation in the wealth management sector.
Juan Carlos Serrano
Managing Partner, Director and COO/CFOJuan Carlos Serrano is a seasoned expert in finance, boasting an impressive career marked by numerous leadership roles. Presently, he serves as a Managing Partner, Director, and CFO/COO at Atlas Capital Advisors Ltd., where his responsibilities encompass finance, administration, operations, and relationship management.
Prior to this, he held significant posts at Crèdit Andorrà Financial Group in Panama and Credit Suisse in both Panama and Zurich, along with AXA-Winterthur, focusing on financial management, control, and operational risk management. Furthermore, Juan Carlos brings substantial expertise in reinsurance, project management, and adherence to regulatory standards.
His educational journey includes a Fintech program from the esteemed University of Oxford and an Executive Master's degree in Corporate Finance from the Institute for Financial Services Zug. He is proficient in four languages - German, Spanish, English, and Italian.
Bernhard S. Bleuler
Senior Business Development ManagerBernhard Bleuler is a seasoned executive with over two decades of experience in business development and relationship management in the international financial industry. He has cultivated a strong network within the Swiss market, particularly among external asset managers, family offices, institutional investors, and banks.
Throughout his career, he has held senior positions at firms such as Atlas Capital Advisors, LGT Bank, and Credit Suisse, consistently driving growth through strategic distribution of investment solutions, product alignment, and regulatory expertise. Bernhard is known for his analytical acumen, persuasive communication, and a nuanced understanding of client needs across diverse cultural contexts.
He holds an MBA-equivalent degree in Business Administration from the University of Zurich and has completed a range of advanced certifications, including Certified Wealth Management Advisor and Certified Crypto Finance Expert. His professional background spans traditional banking, financial technology, and private market investments, with roles extending into consultancy and product development. Bernhard is multilingual—fluent in German, Italian, English, and French—and has proven experience navigating complex international environments.