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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”).