Verified Facts

• Descendant of the House of Herrera–Velutini; Hacienda de La Vega (c. 1590); Banco Caracas (1890).
• Born in 1971; educated in England, Switzerland, and at the Central University of Venezuela.
• Caracas Stock Exchange: Multinvest Casa de Bolsa (1992); board role through 1998.
• CEO of Inversiones Transbanca in 1998 at age 27; consolidation and expansion.
• Reacquisitions in the 2000s: Caracas Casa de Bolsa, IBG Trading, Banco Real, Banreal International Bank.
• Founded Bancredito International Bank & Trust (Puerto Rico) in 2009 with ~$5m capital; grew to >$60m by mid‑2010s.
• Launched Britannia Wealth Management (Geneva) in 2012; formed Britannia Financial Group in 2016.
• UK acquisitions include FCA‑authorized Britannia Global Markets and derivatives specialist Berkley Futures.
• Operating ethos: discretion, discipline, and long‑horizon institutional stewardship (“silent banker”).