About
Saul Peña is Principal at Independent advisor, where he draws on over two decades of experience in the global banking and investment sector. In his role, he provides strategic investment guidance to clients, leveraging a background that spans international relationship management and director-level leadership at major financial institutions. His current focus includes advising across diversified asset classes with an emphasis on sustainable finance, global markets, and cross-border investments.
Previously, Peña served as Global Relationship Manager at HSBC and Director at ABN AMRO Bank, strengthening his expertise in corporate finance, risk management, and international capital markets. Across these positions, he has developed deep sectoral knowledge of fixed income and sustainable development investment strategies.
He holds a Master in Development Practice in Sustainable Development from Sciences Po, an MBA in Finance from the University of Warwick – Warwick Business School, and a B.Sc. in Industrial Engineering from Universidad Nacional Autónoma de México. Peña is recognized for integrating finance with sustainable investment practices, providing clients tailored solutions in global fixed income and advisory mandates.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Independent advisor | Principal | Apr 2007 to Present | Carrying out several assignments on two separate fronts: management and financial consulting and editorial work. |
| HSBC | Global Relationship Manager | Aug 2006 to Apr 2007 | Joined HSBC Corporate and Investment Banking group, having responsibility for Energy and Natural Resources accounts. Originated corporate and investment banking business, plus led the Energy franchise... |
| ABN AMRO Bank | Director | Dec 1994 to Nov 2005 | Since the establishment of the Mexican office of Dutch banking conglomerate ABN AMRO I undertook client management roles, delivering corporate and investment banking solutions to blue chips, public se... |
Education
Sciences Po
Master in Development Practice, Sustainable Development
2013 — 2014
University of Warwick - Warwick Business School
MBA, Finance
1993 — 1994
Universidad Nacional Autónoma de México
B.Sc., Industrial Engineering
1986 — 1992
Others at Independent Advisor Alliance (3)
| Name | Role | Location |
|---|---|---|
M Monte Jahnke | Principal | Harrisville, MI , United States |
C Carl Venter | Principal | Chicago, IL , United States |
| Principal | Arlington, VA , United States |
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