This is Talenta — the firm that manages family wealth in Catalonia.
The firm, founded in 2009, manages €1.7 billion in assets, mainly in Catalonia and Valencia. With 29 employees, it recorded €6.5 million in revenue last year, a 29% increase from the previous year.
Talenta Gestión has made a name for itself in the investment world in Catalonia. Founded in 2009 in Barcelona as a securities agency by Jordi Jofre and Carlos Cabanas, it became a Management Company for Collective Investment Institutions (SGIIC) in 2021, and also has offices in Valencia.
Talenta was created to provide individuals and families with comprehensive and fully independent wealth management and advisory. It differentiates itself by offering alternative investments through its own vehicles in renewable energy, technology, real estate, and private equity.
At the end of 2024, Talenta managed and advised on €1.7 billion in assets (+76% year-on-year), with €6.5 million in revenue (+29% compared to 2023). In the first four months of 2025, assets under management grew at a 15% rate.
With these results, Talenta holds a privileged position in its segment in Catalonia.
Team
The firm is currently made up of 29 people, with most being shareholders. Their investments are managed under the same philosophy and conditions as those of clients.
Jordi Jofre leads the firm, with previous experience at Bank of America, CaixaBank, Banco de Europa, and Fibanc. Carlos Cabanas is the CEO, having worked at AB Asesores, Ahorro Corporación, and Fibanc. In 2024, Mercedes Grau joined as a board member, after roles at Banco de Progreso, Merrill Lynch, Credit Suisse, Caixa Catalunya, and Banca March.
According to Jofre, "markets are becoming more volatile, so investors need greater diversification to earn attractive returns without much risk. Large firms try, but can’t truly offer tailored, independent advice. That’s why clients choose Talenta and why we’re attracting top professionals."
Currently, Talenta manages nine Collective Investment Institutions (CIIs).
One standout product is IXF SIL, a hedge fund launched in 2023 after merging several SICAVs, with €50 million in assets.
Its aim is to generate attractive returns with low risk, through diversification across five asset classes: equity funds, fixed income funds, bonds, quality dividend-paying stocks, and alternative investments. Since its launch, it has achieved 6.3% annual return.
For Mercedes Grau, "being at Talenta is the pinnacle of my professional career. We are the leading independent wealth advisors for business families, entrepreneurs, and successful young tech professionals in Catalonia."
The leadership emphasizes that not belonging to a banking group gives them full freedom to select and switch assets without constraints.
With this approach, they negotiate the best terms with products and custodian banks, using global volume as a negotiating strength.
According to Cabanas, "Talenta is more than a company: it’s a daily commitment to our clients, whom we support with honesty, proximity, and tailored solutions."
He concludes by highlighting that "much of the path we’ve taken was possible thanks to the unique relationship between the partners."
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