Tressis, an independent securities company, leader in wealth management and financial planning, and the Catholic University of Murcia have signed an agreement for the players of the UCAM football (which plays in 2nd B) and basketball teams (Liga Endesa) can benefit from financial planning services and a training program in this area. The agreement, signed by Sonsoles Santamaría, general director of Tressis, and José Luis Mendoza, president of the Catholic University of Murcia, is part of a broad agreement between the two institutions that begins with these two initiatives. Currently, the index of high-level athletes who suffer serious economic problems once they have finished their competitive career is very high.
Hence, UCAM, known for being the 'University of Sport', has decided to extend the services to its players in football and basketball clubs, closing an agreement with Tressis to preferentially offer its advisory services in planning and financial training, which allows them to make the transition to the new stage of their life in the best possible conditions. Sonsoles Santamaría, Tressis general business director, indicates that "the key to closing this agreement has been the coincidence in values ??that inspire the two entities.
Excellence, trust, transparency and teamwork are the pillars of this draft". One of UCAM's commitments to sport is to help them with their stability during their high competition season and to make it easier for them, after their retirement, to be in the best possible conditions.
The system of economic aid and dual training, which makes it easier for them to obtain a university degree with tutors and adapted teaching strategies, have led them to be recognized in Europe as 'The University of Sport'. In this way, the collaboration between the two entities reinforces two very important aspects for both: training, the core of the University, promoting financial culture through a finance program taught by Tressis, and achieving the vital objectives of athletes, beyond his sporting achievements, with a personalized planning proposal. Tressis is the leading independent securities company in wealth management and financial planning with client assets of more than € 4.4 billion (data from December 2019).
Founded in June 2000, it is made up of a team of professionals with extensive experience in the financial sector and a network of agents nationwide as well as institutional clients.
It has a wide selection of products (investment funds, pension plans and insurance) from the best managers and insurers, fixed income, securities, portfolio management service and financial advice.
Access to a transactional area for the purchase and online monitoring of positions, together with products and services, guarantees the best offer for investors.
The entity is present in Madrid, Alicante, Barcelona, ??Córdoba,Las Palmas de Gran Canaria, Logroño, Lleida, Seville, Santander, Valencia, Bilbao, Palma and Valladolid.
Source: UCAM