Profil
José Antonio Montero de Espinosa currently works at Mugello Inversiones SL, as Investment Director from 2023.
Mr. Montero de Espinosa also formerly worked at Ahorro Corporación Financiera SV SA (Broker), as Equity Analyst, Santander Asset Management SA SGIIC, as Head of European Equities from 2012 to 2021, Singular Asset Management SGIIC SA, as Portfolio Manager from 2022 to 2023, and UBS Wealth Management SGIIC SA, as Principal in 2022.
Mr. Montero de Espinosa received his undergraduate degree in 1993 from Comillas Pontifical University of.
Postes actifs de José Antonio Montero de Espinosa
| Sociétés | Poste | Début |
|---|
Anciens postes connus de José Antonio Montero de Espinosa
| Sociétés | Poste | Fin |
|---|---|---|
Singular Wealth Management SGIIC SA
Singular Wealth Management SGIIC SA Investment ManagersFinance SAM is an active manager which invests across sectors and market-caps. The firm invests in public and private Spanish and international fixed-income, Spanish and European equity, US equity, UK equity, Swiss equity, Japanese equity, emerging markets equity, hedge funds and funds of funds. They typically benchmark their funds against indexes such as the EUROSTOXX 50, IBEX 35, S&P 500, NIKKEI and MSCI Emerging Markets indexes. | Gestionnaire de Portefeuille-Actions | 01/10/2023 |
UBS Wealth Management SGIIC SA
UBS Wealth Management SGIIC SA Investment ManagersFinance UBS Wealth Management is an active, growth-oriented manager which invests in global debt and equity across market caps and sectors. The firm combines top-down and bottom-up approaches in constructing portfolios, utilizing fundamental and technical analysis to select stocks, as well as quantitative risk management tools. | Corporate Officer/Principal | 01/09/2022 |
Santander Asset Management SA SGIIC
Santander Asset Management SA SGIIC Investment ManagersFinance Santander AM is an active, fundamental, value-oriented manager which invests in global debt and equity across sectors and market-caps. The firm aims to purchase assets which are undervalued but without negative momentum. They combine a bottom-up approach to fundamental analysis with a rigorous risk management process, in order to achieve an active return (alpha) in their investment portfolios. | Head-Equity Investments | 01/12/2021 |
Ahorro Corporación Financiera Sociedad de Valores SA (Broker)
Ahorro Corporación Financiera Sociedad de Valores SA (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de José Antonio Montero de Espinosa
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Singular Wealth Management SGIIC SA
Singular Wealth Management SGIIC SA Investment ManagersFinance SAM is an active manager which invests across sectors and market-caps. The firm invests in public and private Spanish and international fixed-income, Spanish and European equity, US equity, UK equity, Swiss equity, Japanese equity, emerging markets equity, hedge funds and funds of funds. They typically benchmark their funds against indexes such as the EUROSTOXX 50, IBEX 35, S&P 500, NIKKEI and MSCI Emerging Markets indexes. | Finance |
UBS Wealth Management SGIIC SA
UBS Wealth Management SGIIC SA Investment ManagersFinance UBS Wealth Management is an active, growth-oriented manager which invests in global debt and equity across market caps and sectors. The firm combines top-down and bottom-up approaches in constructing portfolios, utilizing fundamental and technical analysis to select stocks, as well as quantitative risk management tools. | Finance |
Ahorro Corporación Financiera Sociedad de Valores SA (Broker)
Ahorro Corporación Financiera Sociedad de Valores SA (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Santander Asset Management SA SGIIC
Santander Asset Management SA SGIIC Investment ManagersFinance Santander AM is an active, fundamental, value-oriented manager which invests in global debt and equity across sectors and market-caps. The firm aims to purchase assets which are undervalued but without negative momentum. They combine a bottom-up approach to fundamental analysis with a rigorous risk management process, in order to achieve an active return (alpha) in their investment portfolios. | Finance |
Comillas Pontifical University of
Comillas Pontifical University of Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















