Adolfo Roldán

Trea Asset Management SGIIC SA (Trea AM) is the asset management subsidiary of Team & Work 5000 SL in Spain. Recently known as Nobangest SGIIC SA, the firm was founded in 1989 and formerly known as Novo Banco Gestión SGIIC SA and prior to that Espírito Santo Gestión SGIIC SA. Headquartered in Madrid, Trea AM manages funds for institutional and private investors.

Gesalcalá SA SGIIC (Gesalcalá) is the Spain-based asset management subsidiary of Crèdit Andorrà in Andorra. Founded in 1990, the firm is headquartered in Madrid and manages investment funds and SICAVs for individual and institutional investors.

Santa Lucía Asset Management SGIIC SA (Santalucía AM) is the asset management subsidiary of Santa Lucía SA Compañía de Seguros y Reaseguros in Spain. The firm was founded by Edwin Voerman in 2008 as the result of the merger between two management companies: Alpha Plus Gestora SGIIC and Santalucía Gestión SGIIC (formerly Aviva Gestión). Headquartered in Madrid, Santalucía AM provides discretionary portfolio management and offers investment funds to private and institutional clients.

March Asset Investments SGIIC SAU (March A.M.) is the investment management subsidiary of March Delgado Family’s Banca March SA in Spain. Founded in 1966 as Mobilaria Gredos SA, the firm was formerly known as BNP Paribas Investment Partners SGIIC SA and changed their name to BNP Paribas Gestion de Inversiones SGIIC SA in 2012. They became March Asset Investments SGIIC SAU in 2022. Headquartered in Madrid, March A.M. provides asset management services for Spanish and international individuals, companies and institutions. The firm manages innovative thematic funds, fixed income funds, equity funds, SICAVs.

Banco Alcalá SA provides private banking services. It engages in wealth planning, financial investments, real investments, financing, and lifestyle, philanthropy and arts services. The company was founded on March 6, 1989 and is headquartered in Madrid, Spain.

Caixabank Asset Management SGIIC SA (CAM) is the wholly-owned asset management subsidiary of Caixabank SA (MP: CABK, ADR: CAIXY) in Spain. The firm was established in 1983 and is headquartered in Barcelona. CAM develops investment solutions adapted to the profile of each client. They manage a wide range of funds, SICAVs and discretionary management portfolios. In 2016, they reaffirm their commitment to the UN Global Compact by signing the United Nations Principles for Responsible Investment (UNPRI).

Credit Suisse Gestion SGIIC SA (CSG) is the Spanish bank management subsidiary of Credit Suisse AG (Spain), ultimately owned by Credit Suisse Group (SW: CSGN; ADR: CS) in Switzerland. Founded in 1996, CSG is headquartered in Madrid and manages a range of investment funds and SICAVs for individual and institutional clients.

Banco de Sabadell SA (Private Banking) (dba Sabadell Urquijo Banca Privada) is the private banking division of Banco de Sabadell SA (BME: SAB), a multinational financial services company headquartered in Alicante, Spain. Founded in 1881, Sabadell Urquijo Banca Privada offers high net-worth individuals personalized investment solutions, with a wide selection of funds, structured products and alternative assets, all in accordance with the most rigorous selection criteria.

Credi-Invest SA is the mutual fund management subsidiary of Credit Andorra. Formerly known as Credi Andorrà Asset Management SA, the firm was founded in 1990 with the goal of creating bond and equity investment vehicles for clients of Credit Andorra. Credi-Invest provides investment advisory services to individuals and institutional investors. The firm is headquartered in Andorra la Vella.

Santander Private Banking Gestion SA SGIIC (Santander PB) is the private banking subsidiary of Santander AM Holding SL, ultimately owned by Banco Santander SA (BME: SAN) in Spain. The firm was founded in 1986 as Gesmoney and became Santander Private Banking Gestion SA SGIIC in 2013 when Banco Santander absorbed Banesto and Banif. Headquartered in Madrid, Santander PB provides a range of private banking services including financial advisory, wealth management, retirement planning, funding advice, estate planning and consulting services for institutional clients including banks, financial institutions, corporations and pooled investment vehicles.

Banco de Sabadell SA (Broker) (Sabadell Broker) is the broker-dealer division of Banco de Sabadell SA, a Spanish multinational financial services company headquartered in Alicante. Sabadell Broker offers securities brokerage services to various investors.

CaixaBank SA (Broker) is the broker/dealer division of CaixaBank SA (BME: CABK), a Spanish multinational financial services company headquartered in Madrid, Spain. The firm was founded in 1980 and provides broking services and trading platform for various investors.

Welcome Asset Management SGIIC SA (Welcome AM) is an investment management firm headquartered in Madrid, Spain. The firm was founded in 1987 and is a subsidiary of Welcome Asset Management Spain SL. Welcome AM provides fund management services for businesses and family offices. They manage investment funds and SICAVs.

CaixaBank SA (Economic Research) is the investment research division of CaixaBank SA (BME: CABK) in Spain. Headquartered in Barcelona, the firm analyses the regulatory and competitive environment in which CaixaBank carries out its banking business, as well as the economic outlook and the evolution of international financial markets. They provide macroeconomic and financial forecasts, study the underlying factors which are transforming society, and offer a sector-specific approach to the Spanish economy to retail clients.

Part of Banco Santander SA, Banif Banca Privada SA provides accounting services.

Part of Banco Espirito Santo SA, Banco Espirito Santo SA Sucursal en España is an international commercial bank. The company is based in Madrid, Spain.

Part of Crédit Andorra SA, Banque BPP SA is a Luxembourger company that provides investment advice. The company is based in Luxembourg, Luxembourg. The company was founded in 2010. Carlos Fernandez-Rubies has been the CEO of the company since 2013.

Abante Asesores Gestión SGIIC SA (AAG) is the investment advisory subsidiary of Abante Asesores SA in Spain. The firm was founded in 2001 and is headquartered in Madrid. AA manages a range of investment funds and offers externally-managed funds of funds and pension plans to private investors.

GBS Finanzas Investcapital AV SA (GBS Finanzas) is a wealth management firm headquartered in Madrid, Spain. The firm was founded by Santiago Hagerman Arnus in 2003 and is a subsidiary of Banco Alcalá SA, which is owned by Crèdit Andorrà SA in Andorra. GBS Finanzas provides asset advisory services to high net-worth individuals and their families.

Banco Falabella provides banking and financial services. It offers mortgage loans, time deposits, savings and checking accounts, and credit cards. The bank was founded in 1998 and is headquartered in Las Condes, Chile.

Deutsche Bank AG (Pvt Banking Spain) (Deutsche Bank Spain) is the Spain-based private banking division of Deutsche Bank AG (ETR: DBK, NYSE: DB) in Germany. Headquartered in Madrid, Deutsche Bank Spain was founded in 1889 and offers financial services for private clients and companies.

ATL 12 Capital Gestión SGIIC SA is the asset management subsidiary of ATL 12 Capital Patrimonio SL in Spain. The firm is headquartered in Madrid and has an additional office in Valencia and Zaragoza. Founded in 2005, ATL 12 Capital Gestión manages and advises assets of individual and institutional clients.

Bankoa Gestión SA SGIIC (Bankoa Gestión) is an investment management firm headquartered in Donostia San Sebastian, Spain. Formerly Crédit Agricole Bankoa Gestión SA SGIIC, the firm was founded in 1986 and is a subsidiary of ABANCA Corporación Bancaria SA, ultimately owned by Abanca Holding Financiero SA. Bankoa Gestión manages investment funds and SICAVs for individual and institutional clients.

Bankinter SA (Private Banking) is the private banking division of Bankinter SA (BME: BKT, ADR: BKNIY) in Spain. Headquartered in Madrid, the firm was founded in 1965 and provides a range of private banking and discretionary portfolio management services to private individuals and high-net worth clients.

Inmobiliaria Aeronautica SA is a real estate company. It is engaged in acquisition, disposal, development, and selling of real estate holdings and projects. The company was founded on August 1, 1995 and is headquartered in Santiago, Chile.

A&G Fondos SGIIC SA (A&G) is a fund management firm headquartered in Madrid, Spain. The firm was founded in 1987 and they are a subsidiary of EFG International SA (SWX: EFGN) in Switzerland. A&G offers advice and global asset management to private clients, families and institutions.

Ampla Investimentos e Serviços SA is an investment holding company. It invests in the companies which involves in production, planning, exploration, research, transmission and distribution of electric energy. The company was founded on December 29, 2005 is headquartered in Niteroi, Brazil.

Singular Wealth Management SGIIC SA (SWM) is the fund management subsidiary of Singular Bank SA in Spain. The firm was founded in 1998 and formerly known as UBS Gestión SGIIC SA. Headquartered in Madrid, SWM manages a range of investment funds and SICAVs for individual, business and institutional investors.

Sássola Partners SGIIC SA is an independent and exclusive firm based in Madrid, Spain, that offers a comprehensive service for the preservation and revaluation of financial assets. Sássola Partners provides investment funds of funds, portfolios of funds, alternative investments, financing solutions, and advice and exclusive wealth management services. The Spanish company aims to minimize the risks of investing in the financial sector while preserving financial assets in the medium and long term. Sássola Partners uses the best providers in the financial sector and eliminates conflicts of interest for the benefit of its clients. The private company's multi-manager investment approach diversifies investments in different markets and assets, reducing the impact of unexpected events and increasing the chances of accessing the markets with the best behavior at all times. Sássola Partners values transparency and provides an absolute level of detail about all costs and performance to its clients. The company was founded by Miguel Angel Irisarri Martinez, who has been the CEO since incorporation.

BPI Vida e Pensões Companhia de Seguros SA (BPI Vida e Pensões) is a pension fund management firm headquartered in Lisbon, Portugal. It is a subsidiary of VidaCaixa SAU de Seguros y Reaseguros, which is owned by CaixaBank SA (BME: CABK; OTCMKTS: CAIXY) in Spain. The firm was founded in in 1988 as Segurança na Reforma Sociedade Gestora de Fundos de Pensões SA. They became BPI Pensões Sociedade Gestora de Fundos de Pensões SA in 1991 and in 2011, BPI Pensões was acquired by BPI Vida Companhia de Seguros de Vida SA and became BPI Vida e Pensões Companhia de Seguros SA. Headquartered in Lisbon, BPI Vida e Pensões provides investment advice for pension funds.