Juan Carlos Serrano

Partner & CFO / COO

At BAM

Oversees finance, administration and operations, and co-leads manager research and due diligence. He sits on the investment committees, and operational due diligence on a manager runs through his function before an allocation is approved.

Specialist expertise

Operational due diligence, counterparty and custody risk, and the operational infrastructure around a digital asset manager.

More than 25 years in financial services in a range of leadership roles. Previously held key positions at Crédit Andorrà Financial Group in Panama, at Credit Suisse in Panama and Zurich, and at AXA-Winterthur, specialising in financial management, control and operational risk management. Further experience in reinsurance, project management and regulatory compliance.

Biographical details, including years of experience, as at August 2026.

Board memberships

Block Asset Management · BAM Investments SICAV p.l.c.

Qualifications

Executive Master's in Corporate Finance, Institute for Financial Services Zug · Fintech programme, University of Oxford